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The Motley Fool June 15, 2006 Dan Caplinger	Investor, Know Thyself The best time to assess your risk tolerance is when the markets force you to tolerate risk.
BusinessWeek July 30, 2009 Ben Levisohn	Vetting the Questionnaires To write this article, I filled out many questionnaires about my tolerance for investment risk. Most pegged me as comfortable with moderate risk.
On Wall Street September 1, 2010 Allan Flader	Why Risk It? Don't judge, just advise. That has always been one of our mantras as we've developed strong relationships with our clients over the years.
The Motley Fool November 25, 2008 Dan Caplinger	Did Asset Allocation Work? Some funds claimed to protect you from the downturn. Did they deliver?
Commercial Investment Real Estate Jan/Feb 2008 Jon Ruff	Balancing Act Commercial real estate investors and traditional wealth managers live in the same world but speak different languages. Discover how liquid assets can best offset an investor's illiquid risks.
The Motley Fool August 22, 2011 Amanda B. Kish	How to Lose Money in a Volatile Market Unless you want to lose a lot more money from trying to time the market, don't flee stocks when the going gets rough.
The Motley Fool June 26, 2009 Dan Caplinger	Will the Government Cripple Target Funds? In response to pressure, some funds are reducing stock exposure.
Financial Planning May 1, 2011 Britt & Grable	Risky Business Since many financial advisors tend to think their interview skills and experience are all they need to judge clients' risk tolerance, few are inclined to use formal assessment tools.
On Wall Street October 1, 2013 Brad Klontz	Determining a Client's Real Risk Tolerance What you don t know about your client's risk tolerance can hurt you both.
Financial Planning May 1, 2008 Mark Willoughby	Volatility Bites For those who had begun to underestimate the impact volatility can have on managing investment portfolios, the events of 2007 and early 2008 have been a sobering reminder.
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.
Financial Advisor October 2004 David L. Lawrence	Practice Efficiency Explored Integrating risk profiling systems efficiently with your financial practice operations.
On Wall Street January 1, 2011 Lee Conrad	Crossing From The Ivory Tower To The Office Tower Knowing what an investor wants and how his or her feelings color decision-making is becoming more crucial in the increasingly competitive world of attracting and retaining high-net-worth clients.
Financial Planning July 1, 2005 Susan Weiner	Foreign Indebtedness The falling dollar has sparked an interest in international bonds, but advisers remain cautious.
The Motley Fool February 3, 2011 Dan Caplinger	How Investors Beat the Great Recession A simple strategy brought many back to even. Many investors use asset allocation strategies to spread their risk across various types of investments.
Investment Advisor August 2009 Geoff Davey	Soapbox: Ducking (Swanning?) for Cover Many advisors' fail to accurately assess a client's risk tolerance and build portfolios that are consistent with that risk tolerance.
The Motley Fool March 1, 2011 Dan Caplinger	A Smarter Strategy for Retired Investors Seniors need protection more than big returns.
Financial Planning December 1, 2008 Stephen Savage	What Just Happened The magnitude of this market decline exceeds the frame of reference of nearly every advisor in business today, and most of their clients. What approach can advisors take with shell-shocked clients?
Entrepreneur January 2009 Rosalind Resnick	Can You Handle the Investment Risk? Make sure your risk tolerance and investment strategy align.
The Motley Fool February 15, 2011 Dan Caplinger	Save Yourself From the Bond Bear The possibility of losses in bonds has some people running scared, but you should stay smart.
Investment Advisor November 2009 Olivia Mellan	Cover Story: Reassessing Risk Clients who are too conservative need to be educated that they have only traded investment risk for inflation risk.
BusinessWeek May 27, 2010 Betsy Morris	Chuck Schwab Is Worried About Small Investors. Should We Worry Too? "People are still in a state of fear," says the father of individual investing. "And with good reason." Schwab believes it is crucial for the little guy to stay invested. And his business depends on it
Financial Planning March 1, 2005 O'Toole & Steiny	The Perfect Process A disciplined approach to managing client assets is at the heart of financial planning. How does yours stack up?
Financial Planning May 1, 2005 O'Toole & Steiny	Behavioral Finance 101 Understanding the psychological side of money can help you and your financial advisory clients make the right investing decisions.
Financial Planning February 1, 2008 Huxley & Burns	The Match Makers Advisors can use asset dedication to match client's cash flows to their liabilities.
The Motley Fool January 29, 2008 Todd Wenning	Stop Playing the Loser's Game Stick to the basics to win in the long run. If your goal is to accumulate wealth over the long term, your best bet is to go long on a diversified portfolio of stocks and bonds in percentages consistent with your timeline and risk tolerance.
The Motley Fool May 7, 2009 Dan Caplinger	Do This Before You Buy (or Sell) the Rally With the downs and ups of the market, how much of your money should you have in stocks right now? If you look at the rally and say "as much as possible," then you haven't learned as much from the bear market as you should have.
Entrepreneur July 2007 Scott Bernard Nelson	Play It Safe There's plenty of room in your portfolio for stocks - but to ride the wave of market volatility, diversify with bonds, too.
Financial Advisor August 2010 James Picerno	Searching For Progress Financial innovation is under fire. Failing to beat the market is only one reason.
BusinessWeek July 24, 2006 Joseph Weber	Investing: Riding The Roller Coaster A few years ago volatility traders were niche players at big banks. Now they're moving to established hedge funds or setting up their own so-called vol funds. The pitch to prospective investors: Volatility should be considered an asset class in itself, like stocks, bonds, or commodities.
The Motley Fool August 25, 2004	Asset Allocation for Retirees A helpful way to approach asset allocation is to jot down how much you have, how much you want to withdraw each year, how quickly you expect your nest egg to grow invested in your various options, and how long your money needs to last.
On Wall Street February 1, 2013 Matthew Lemieux	Fine-Tuning a Portfolio Gets Year off to a Good Start The beginning of a year offers an opportunity to see how investments align with life goals.
Financial Planning November 1, 2005 Marion Asnes	Advisers Speak Out Our new nationwide poll shows that for all financial advisors know about asset allocation, they're still having trouble making it work.
The Motley Fool December 19, 2008 Dan Caplinger	Don't Repeat This 2008 Mistake Target funds got billed as the perfect way to save for retirement or other long-term goals. Yet judging from their performance this year, investors who relied on target funds to get their allocations right got a nasty surprise.
HBS Working Knowledge August 23, 2004 Ann Cullen	New Challenges for Long-Term Investors Risk-reward. Rising interest rates. Stocks or bonds. There's lots to ponder when setting asset allocation strategy. And the answers might not come with "conventional wisdom."
The Motley Fool October 22, 2010 Amanda B. Kish	Are Bonds in a Bubble? Millions of Americans depend on the income from their bonds and bond funds to fund their golden years, so there could be lasting implications for scores of already battered investors if that bubble comes to pass.
The Motley Fool March 24, 2005 Josie Raney	Do Targeted Funds Hit Your Mark? Look before you take the lifecycle leap. If you're a beginning investor, these funds can offer inexpensive, no-fuss, diversification -- provided you choose the one that best suits your investing timeline and tolerance for risk.
The Motley Fool May 19, 2009 Dan Caplinger	Only You Can Make This Crucial Choice As tempting as it may be, don't just pass off responsibility for your investments to someone else. Sometimes you'll get just the results you want, but more often, what you buy won't live up to your expectations.
The Motley Fool June 12, 2007 Rex Moore	If You Do Just One Thing Today Take the first step on the road to proper asset allocation. You should determine your risk profile and see if your allocation is aligned with it.
On Wall Street August 1, 2009 Pamela J. Black	The Three Faces Of Risk Explain the nuances of risk to clients regardless of the market environment. This communication will help build trust and ensure that clients understand how their portfolios are constructed and buy into the allocations they choose.
The Motley Fool May 24, 2010 Amanda B. Kish	How Much Debt Is Too Much? Finances around the world might affect how you divide stocks and bonds in your retirement portfolio.
The Motley Fool April 14, 2010 Amanda B. Kish	The Coming Investment Trend You Should Avoid Tough times see investors trend towards bonds, but stick with stocks for super-performance over the long-term.
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 December 2, 2009 Amanda B. Kish	Don't Buy This Junk The high-yield "junk" bond sector of the market has been on fire this year, but you should leave these bonds in the bin.
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 January 7, 2008 Rex Moore	If You Do Just One Thing Today To start to plan for your retirement, whether it is just around the corner or decades away, take the first step on the road to proper asset allocation.
BusinessWeek May 14, 2009 Aaron Pressman	Allocation Funds Are on the Rise New funds that switch among different asset classes are gaining popularity with investors tired of constant loss.
The Motley Fool July 22, 2010 Amanda B. Kish	AARP Has Liquidated You. Now What? AARP gets out of the mutual funds business.
Financial Planning July 1, 2006 Ken Haman	Creating V.A.L.U.E. Effectively managing clients' emotions is the skill that distinguishes the most successful financial advisers from the rest of the pack. Following this five-step process can help you get started.
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?