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Real Estate Portfolio Nov/Dec 2008 Allen Kenney	On the Road to Retirement Target date funds are taking a closer look at where retirees will end up, and changes are coming that could pay dividends for REITs.
On Wall Street February 1, 2012 Sasha Franger	Being Aware of Equity Exposure in Target-Date Funds Target-date series assets, as well as the number of target-date series, have doubled in recent years.
On Wall Street December 1, 2008 William Harding	Endowments Offer Investment Lessons for Retirees The number of Americans who turn 65 each week could fill a sports stadium -- and they all need income. Portfolios for people saving for retirement should be structured differently from those already there.
The Motley Fool August 4, 2008 Todd Wenning	A Longer Retirement Than You Ever Dreamed Of Will you have enough money when you turn 100?
Financial Planning August 1, 2007 Len Reinhart	Role Reversal The financial planning industry will have to meet the challenge of creating and managing portfolios that outlive their owners, provide inflation protection and guarantee financial peace of mind in the retirement years.
Financial Planning September 1, 2007 Israelsen & Nagengast	Missing The Target? The asset allocation timeline for target-date funds may be too aggressive for many investors.
Financial Planning February 1, 2007 David Macchia	Protect Retirement Financial advisors should pay attention to ROI -- not return on investment, but reliability of income. Planners must help clients assess the real capacity of their portfolios to generate long-term retirement income.
Investment Advisor August 2009 Melanie Waddell	More Annuities Used in Income Portfolios Advisors are increasingly turning to annuities to help cover their clients' basic needs in retirement.
Financial Planning September 1, 2011 Craig L. Israelsen	Target Funds: To or Through? How do you decide when it's the right time to say goodbye to a client's target-date funds - when they reach the specified year or all the way through the retirement years?
Financial Planning October 1, 2008 Richard K. Fullmer	Reducing Retirement Risk How should retirees configure their portfolios for the long term, while not exposing themselves to inappropriate risk?
Financial Planning February 1, 2012 Joseph Lisanti	A Moving Target? If most potential clients walking through your door nowadays don't hold target-date funds in their 401(k) plans, that's likely to change in the next few years.
The Motley Fool June 18, 2010 Dan Caplinger	Shoot for the Right Target Target-date funds still make sense for retirement, if you know what you're doing.
CFO May 1, 2009 Lynn Brenner	Are Target Funds on Target? The "simple" investment option may be more complicated than you think.
Investment Advisor September 2005 Greg Salsbury	Harvest Time As Americans live longer, advisors need to switch their emphasis from accumulating assets to making existing assets last.
Financial Planning August 1, 2009 Craig L. Israelsen	Bad Match The poor performance of target-date funds, particularly 2010 funds, as qualified default investment alternatives has not gone unnoticed in Washington.
Financial Planning November 1, 2009 Brian Gaffney	Attitude Adjustment Today, more than a year after the fall of Lehman Brothers, investors seem to be breathing a bit easier.
BusinessWeek July 3, 2008 Lauren Young	Target-Date Funds Hit Their Stride They're finally investing in the wider array of products that have helped put big pension funds ahead of the pack.
The Motley Fool August 22, 2007 Amanda B. Kish	Funds That Hit the Target More and more firms and retirement plans are beginning to offer target-date funds, asset-allocation funds that are designated by the year in which an investor plans to retire. Are they right for you?
The Motley Fool October 20, 2010 Selena Maranjian	Get a Bigger Bang from These Investments Target-date funds may soon be easier to evaluate.
Registered Rep. June 30, 2015 John Kador	The REP. Index: Retirement Then and Now How did 2013 stack up for retirement compared to, say, 1980? Timing is everything.
Financial Advisor February 2011 Somnath Basu	Mistiming Retirement The portfolios of many people who retired shortly before the 2008 market crash still have not recovered. But advisors can help to mitigate such "sequence risks."
On Wall Street January 1, 2010 Matthew Leung	Getting Retirement Portfolios Back on Track Previous assumptions about asset allocation, diversification and the appropriate levels of risk in portfolios are being challenged.
Investment Advisor September 2009 Lewis Schiff	The Affluentialist: Building Retirement Portfolios Now Few advisors use a cookie cutter approach to retirement income support.
Financial Planning November 1, 2008 Craig L. Israelsen	2010, A Fund Odyssey The first target-date funds were introduced in 1994. Back then, a target date of 2010 -- the first major target date -- seemed extremely far away. But here we are, just 14 months from 2010.
Financial Planning September 1, 2007 Somnath Basu	Winds of Change If clients anticipate a 30-year retirement, they need more than one strategy. An age-banded approach helps you plan for age 65, 75, 85 and beyond.
Financial Advisor October 2011 Carty & Carty	Retirement Survival A balance-sheet approach for necessities and life goals has many advantages for clients.
Financial Advisor January 2009 Marla Brill	Failure To Launch Advisors have little or no leeway to adjust positions in needs-based or all-in-one investment vehicles, such as 529 plans and target funds, and make changes when the market is melting down.
Investment Advisor May 2007 James J. Green	They Need to Stay Flexible When calculating the amount of income that a client will need in retirement, financial advisors need to look at many factors, not just longevity, to come up with an accurate amount.
The Motley Fool December 22, 2006 Dan Caplinger	Do Pensions Beat 401(k)s? A recent study shows that investors aren't doing as well on their own and underscores the need for employees to understand and take full advantage of their retirement plan options.
Financial Planning February 1, 2008 Craig L. Israelsen	Winners by Default Target-date and balanced funds have become the main default options in corporate retirement plans. But which one is better?
Investment Advisor January 2010 Melanie Waddell	Retirement Planning: Retirement Income a Riddle Advisors are still searching for best method to deliver retirement income.
Financial Planning April 1, 2007 Craig L. Israelsen	Send in the Clones? Target-date funds are proliferating, and they're astonishingly similar. Sadly, they're not astonishingly excellent.
The Motley Fool May 4, 2011 Dan Caplinger	Make Money the Easy Way Target retirement funds are back. Now the big question is whether they've fixed their inherent problems -- and whether they'll be safe the next time the market swoons.
On Wall Street November 1, 2010 Gallant & Schneider	Navigating The Retirement Business The demand for retirement income support will continue to grow rapidly in the coming years as the aging of the baby boom generation is inevitable.
Registered Rep. August 1, 2004 Stan Luxenberg	Nest Eggs in Multiple Baskets Increasingly, employers have begun offering life cycle funds, which include broad mixes of stocks and bonds. By picking one life cycle choice, an investor can hold a nicely diversified 401(k) portfolio.
Financial Planning June 1, 2011 John Ameriks	Myth Busting Target-date funds have taken a beating the past few years by many investment commentators. Some criticism may be warranted, but there are several myths that must be debunked about these funds.
The Motley Fool December 18, 2009 Selena Maranjian	Keep These Funds on Target Be smart about how you use target-date funds.
Financial Planning July 1, 2006 Israelsen & Walker	Right on Target? Life-cycle funds are relatively new. Here are the pros and cons of investing in target-date funds.
The Motley Fool July 20, 2010 Amanda B. Kish	Retirement: It's Not as Bad as We Thought Despite the dire predictions, Americans are a little more prepared for retirement.
Investment Advisor March 2009 Melanie Waddell	Cover Story: Patience In the quest to generate retirement income for their clients, many advisors relied on their investing-for-accumulation roots, and therefore were not focused on retirement income planning.
Financial Planning September 1, 2007 Jim Grote	What Retirement Means Now To your affluent clients, retirement anxiety has as much to do with emotional issues as financial ones. The newest thinking adds human capital, everything from earning capacity to feelings of personal satisfaction, to the funding equation.
Financial Planning December 1, 2009 Craig L. Israelsen	Disappearing Act In light of the recent market implosion, clients are anxious to make up for lost time (and returns). When their needs in retirement are unrealistic, their portfolios cannot support them. However, the composition of their portfolios can mitigate the blow.
Financial Advisor October 2010 Michael J. Reed	Risk Management For Individuals How to match investors' risk appetite with their assets.
On Wall Street September 1, 2013 Tom Roseen	The Rise of Asset Allocation Funds The modern version of balanced funds, these portfolios continue to make inroads with investors.
Financial Advisor May 2005 Jeff Schlegel	"Assets-In-A-Box" Investing Considering the appeal of prepackaged asset allocation, it's little wonder that lifecycle funds are one of the hottest areas in the mutual fund industry.
The Motley Fool August 19, 2010 Amanda B. Kish	Jumping on the Commodity Bandwagon If you own a target-date fund, make sure you know whether your fund is moving into commodities.
The Motley Fool June 13, 2008 Julie Clarenbach	A Retirement Portfolio You Can Set and Forget Don't let lifecycle funds target your retirement without taking a very close look at them.
The Motley Fool November 17, 2006 Dan Caplinger	How Much Risk Is Enough? Here's an asset allocation strategy that pays attention to what you really need.
The Motley Fool March 25, 2008 Chuck Saletta	The World's Easiest Retirement Plan Doing anything -- anything at all! -- to prepare for retirement, is better than doing nothing. Read on for our simple plan.
The Motley Fool October 15, 2008 Robert Brokamp	Your Retirement Is Now a Lot More Complicated But if the past 15 years have taught us anything, that can be a good thing.