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Financial Planning
September 1, 2008
Marion Asnes |
The New, New Economy The real estate crisis is still going on. Oil prices have skyrocketed. The financial markets are swinging like pendulums. Welcome to the new economy.   |
Entrepreneur
February 2008
Scott Bernard Nelson |
The Golden Rule Recession worries? Look past the pot of gold and set your sights on commodities. |
Investment Advisor
April 2007
Jeff Joseph |
High-End Investors Don't Fear Hedge Fund Blow-ups The large losses of the Amaranth Advisors hedge fund last September and other similar highly-publicized failures are unlikely to deter hedge fund investing by those rich individuals who manage their own portfolios, judging from a survey of the participants in a high-end investors' club. |
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
March 1, 2011
Jim Grote |
The Seer Harold Evensky, president of Evensky & Katz in Coral Gables, Fla., asks, "Is your alpha big enough to cover taxes and expenses?" |
Investment Advisor
January 2008
Kathleen M. McBride |
Built to Last Although their strategies vary, Rob Arnott and his investment advisor peers are hewing to a long-term focus on fundamentals, valuations, costs, and taxes. |
Investment Advisor
January 1, 2011
Ben Warwick |
Investment Advisor's January 2011 Issue: Ben Warwick Won't Compromise on Getting Returns. Period Clients must take risks to make returns. Here's the right way to do it in 2011. |
Financial Advisor
December 2011
Somnath Basu |
The VIX Fix Where in the past there was a sense of sanity, today each morning brings only apprehensions about how to understand and manage market volatility. |
On Wall Street
September 1, 2009
James MacPherson |
Investing for the Future If classic asset allocation did not prevent most portfolios from losing value, what might investors and advisors do to protect their portfolios, now and in the future? |
Financial Planning
August 1, 2012
Joseph Lisanti |
Girding for Inflation Whether you think inflation is here now or is headed our way, planners should prepare for it. |
Entrepreneur
January 2009
Rosalind Resnick |
Can You Handle the Investment Risk? Make sure your risk tolerance and investment strategy align. |
Entrepreneur
March 2009
Rosalind Resnick |
Alternative Investments: Pros and Cons Successful entrepreneurs -- especially those who have sold companies or taken them public -- are frequently offered investment opportunities that most investors can only read about in the paper. As with any other investment, they should well understand the risks before putting money in the pot. |
Financial Planning
January 1, 2005
Donald Jay Korn |
Fancy Footwork Just as the economy is expected to muddle through this year, consensus forecasts indicate parallel plodding in the financial markets, with unspectacular returns for stocks and bonds. Financial planners seeking to thrive in 2005 may need to develop new tactics. |
Financial Planning
April 1, 2006
Marshall Eckblad |
White Paper: The Young and the Wealthy As the financial services industry learns to surf the crashing baby boomer wave, a hefty number of professionals may end up on shore if they fail to pay attention to the attitudes of younger investors. |
Financial Advisor
May 2012
Alan Lavine |
Sudden Impact How can advisors minimize the effect of large losses in a retirement portfolio just when clients want to begin withdrawals? |
Financial Planning
March 1, 2012
Ann Marsh |
Top Strategies For Fixed Income To root out the top strategies for fixed income for this month's cover story, we spoke with advisors and financial professionals around the country about their varying game plans. |
Financial Planning
November 1, 2011
Craig L. Israelsen |
Better Than Cash Consider the performance of two different fixed-income portfolios following four recent crashes in the U.S. equity market. The first is a true all-cash portfolio and the other is a diversified fixed-income portfolio that includes three types of bonds as well as cash. |
Financial Planning
September 1, 2010
Peng Chen |
The Inflation Scenario Both traditional stocks and bonds are quite likely to suffer in high inflationary environments, while inflation-indexed bond returns tend to be quite stable across different inflation environments. |
Financial Planning
May 1, 2011
Joseph A. Tomlinson |
Income Choices Retirement income is a growth industry, and the menu of products is expanding fast. Immediate annuities and variable annuities with living benefits are established products, while longevity insurance and standalone living benefits are more recent additions. |
On Wall Street
December 1, 2010
Elizabeth Wine |
Looking Ahead In Fixed Income, Finding The Good Buys In 2011 Interest rates that are low and going lower have you doubting the big picture in bonds? Don't worry, there is hope to find opportunities in fixed income in 2011, provided you know where to look. |
On Wall Street
June 1, 2010
Neil O'Hara |
The Fixed Income Fix How can advisors help clients minimize losses in fixed income portfolios when rates increase? The best answer may surprise you. |
Financial Planning
January 1, 2007
Russell Wild |
Smooth Sailing If you're looking for a fixed-income hedge, are corporates or Treasuries the better choice? |
Registered Rep.
August 17, 2007
John Churchill |
Lending Mess Just a Strain on Returns For Most Advisors Subprime loans, margin lending, hedge fund collapses -- for a majority of financial advisors the storm is still outside their clients' portfolios. |
Financial Planning
January 1, 2009
Donald Jay Korn |
Outlook 2009 The long-term outlook is brighter than the current vista. Markets have always turned up after downturns and there's no reason to think this pattern will end. |
Financial Planning
December 1, 2010
Joseph A. Tomlinson |
No Sucker's Bet? If there were a prize for the most disparaged asset class, it would likely go to bonds. And the most disparaged bonds would almost certainly be Treasuries. |
CFO
May 8, 2006
Chuck Jaffe |
Easy Target? That first chance to buy an alternative investment product is like an invitation to join an elite country club. The problem is, many executives fail to look closely enough at what they're getting into. Don't open your wallet to an investment pitch you don't understand. |
Investment Advisor
August 2006
Kathleen M. Mcbride |
News: Ibbotson on Asset Allocation Here Roger Ibbotson, chairman and CEO of hedge fund Zebra Capital Management, discusses how advisors can guide their clients to retirement portfolio allocations that fund longer retirements, as well as keep them comfortable when markets gyrate. |
Financial Planning
October 1, 2011
Donald Jay Korn |
Buoyant Bonds The world seems to be awash in debt, especially government debt. Considering that government issues are crucial to the world's bond markets, fixed-income investments have held up surprisingly well. |
The Motley Fool
July 18, 2011
Dan Caplinger |
4 Things to Buy Instead of Treasuries 401(k) reform may have had an unintended consequence. |
Investment Advisor
July 2009
Jeff Joseph |
Venture Populist: Proposed -- A Hybrid Portfolio Theory There is a better way to build investment portfolios than the methods presently employed by most investors and advisors. |
The Motley Fool
August 8, 2011
Chris Baines |
S&P Downgrade Doesn't Make Sense How does a country with a printing press default? |
The Motley Fool
June 9, 2011
Dan Caplinger |
How to Escape the Most Dangerous Investment Today Bill Gross says to steer clear of Treasuries. What should you do instead? |
Financial Advisor
November 2006
Mary Rowland |
The Future Is Immediate Annuities Forget plastics and hedge funds. Clients sleep better with a steady income. Financial advisors know about immediate annuities. But do you use them? |
The Motley Fool
July 7, 2005
Selena Maranjian |
Those Poor, Deluded Rich People ... A recent survey shows the misguided wealthy are at risk of not remaining rich, due to unrealistic performance goals, under-diversification and poor financial advising. |
Financial Planning
January 1, 2011
Daniel Jay Korn |
Outlook 2011: A Modest Proposal Hopefully this year's results will skew more toward boom than gloom. Even so, planners might want to add a few safe havens to clients' portfolios in case the three-peat turns out to be yet another 21st-century bear market. |
Financial Planning
June 1, 2011
Donald Jay Korn |
Price Controls It's beginning to look a lot like inflation. Or is it? Statistics seem to tell the story, but when it comes to inflation, not everyone agrees how the plot will unfold. |
Investment Advisor
November 2005
Bob Clark |
Clark at Large: Boom Time If you're like most financial advisors, your baby boomer clients will pose a significant challenge in the years to come, both in the way you manage client portfolios and your practice. |
Financial Advisor
December 2007
Eric Rasmussen |
After the Storm The fixed-income market's fortunes this year have played out against the drama of the subprime mortgage meltdown, when investment banks and investors realized that a lot of bad debt was sloshing through the market. |
Registered Rep.
August 1, 2006
Stan Luxenberg |
From Complexity to Simplicity And Back Using plain-vanilla mutual funds, retail advisors can build low-correlating portfolios, like absolute-return portfolios. In fact, the sophisticated financial advisor is performing like a mini-institutional consultant of yore. |
Registered Rep.
June 13, 2011
Mark Miller |
Insure Against Longevity Risk with Immediate Annuities There are signs that the SPIA is poised to play an even larger role in the retirement landscape. |
Financial Advisor
April 2009
Eric Rasmussen |
Steady Eddy Annuity Bets The economic downturn is driving advisors to increase their interest in fixed annuities. |
Financial Planning
August 1, 2009
Donald Jay Korn |
The New Stocks Where can financial planners seek those historic equity market returns without the painful setbacks? One place to start is in the bond market. |
Registered Rep.
June 17, 2014
Alan Lavine |
Who Should Buy an Income Annuity? Pre-retirees looking to secure future income might be attracted to deferred income annuities, and indeed sales of the policies are accelerating. |
Financial Planning
July 1, 2008
Elizabeth O'Brien |
Foundation for Retirement Foundations and endowments can teach advisors strategies for constructing and maintaining retirement income portfolios. Here's a look at how. |
The Motley Fool
May 16, 2006
John Dutemple |
Hot TIPS to Heed Stocks are best for the long run, but TIPS (Treasury-issued bonds) have a place in a diversified portfolio, too. With higher interest rates, they could pay off in the short run. |
Financial Planning
October 1, 2010
Geoff Considine |
Yield vs. Risk New rules for income investing not only help investors to avoid these extremes, but also show the way to create income portfolios that provide the most yield available for a given level of risk. |
Investment Advisor
April 2009
Robert F. Keane |
Dealing With the Downturn: In Her Own Words Debra Brede does all the investment selection for her clients' portfolios. Here's how she describes the adjustments she's made over the last few months. |
Financial Planning
February 1, 2007
Len Reinhart |
Longevity Insurance Wealthy baby boomers fear outliving their money, but they want more than immediate annuities. For financial advisors, there are three action points to follow to help ensure your clients' peace of mind. |
The Motley Fool
February 11, 2010
Tim Hanson |
Only an Idiot Would Buy This Today As uncertainty spikes, investors seeking peace of mind should flock to lower-risk or even risk-free assets such as Treasuries. But don't do it. |
Registered Rep.
July 1, 2004
Stan Luxenberg |
The Problem With a Long Life Academics are stepping forward, seeking to describe portfolios that will produce maximum returns while ensuring that retirees don't outlive their assets |
