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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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
November 1, 2007
Craig L. Israelsen
Proposition Three The number of target-date funds continues to grow, but there remains only one set of benchmarks. Here are three proposed indexes to fill the void. mark for My Articles similar articles
Financial Advisor
August 2009
Craig L. Israelsen
A Better Balanced 'Core' Balanced funds are based on outdated models and need to be better diversified. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
February 2008
Craig L. Israelsen
A Better Mousetrap Target date funds are here to stay. As a result of the Pension Protection Act of 2006, target date funds will likely become the auto-enrollment default option in tax-deferred retirement plans. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
November 1, 2008
Gregory P. Brown
Target-Date Technique The simplicity of many existing target-date funds conceals a number of obstacles that can impede investors' efforts to adequately fund their retirement income needs. mark for My Articles similar articles
CFO
May 1, 2009
Lynn Brenner
Are Target Funds on Target? The "simple" investment option may be more complicated than you think. mark for My Articles similar articles
The Motley Fool
August 27, 2007
Amanda B. Kish
Lifecycle Investing's Next Step Target-date funds make an old idea new again. The next generation of lifecycle funds are seeking to add value by making continuous shifts among stocks, bonds, and cash, instead of just reducing equity exposure over time. mark for My Articles similar articles
Financial Planning
September 1, 2008
Craig L. Israelsen
A Perfect Portfolio Investment portfolios should include a wide variety of diverse assets. Each one adds an important dimension to the portfolio because it behaves differently. mark for My Articles similar articles
BusinessWeek
July 2, 2009
Amy Feldman
Reinventing the Target-Date Retirement Fund Target-date retirement funds, the default in many 401(k) plans, left many hurting in the downturn. Can they be made smarter? mark for My Articles similar articles
Investment Advisor
July 2007
Melanie Waddell
Stable Value or Not? Stable value as a default option for 401(k) plans debated. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
August 1, 2009
Katherine Reynolds Lewis
Time to Reevaluate As the government takes a second look at the financial world, it is evaluating whether target-date funds protect investors' -- your clients, whether they are employers or employees -- best interests. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
January 2008
Melanie Waddell
Which QDIA Is Best? The right qualified default investment alternative depends on the type of plan, its participants, and what the advisor prefers. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
October 20, 2010
Selena Maranjian
Get a Bigger Bang from These Investments Target-date funds may soon be easier to evaluate. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
December 2007
Melanie Waddell
Target Date: Now The future is very bright for the already popular lifecycle funds. Industry experts predict that investment advisors will continue to boost lifecycle funds' popularity. mark for My Articles similar articles
Financial Planning
October 1, 2006
Joshua M. Kaplan
Out of Balance The mutual fund universe is quite expansive, with multitudes of funds that have reasonable initial investment minimums. By opting for a balanced fund, clients need to understand that they are relinquishing control of their allocation. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
December 18, 2009
Selena Maranjian
Keep These Funds on Target Be smart about how you use target-date funds. mark for My Articles similar articles
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? mark for My Articles similar articles
The Motley Fool
June 26, 2009
Dan Caplinger
Will the Government Cripple Target Funds? In response to pressure, some funds are reducing stock exposure. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
July 2008
Alan Lavine
On Target, Or Not Think you can plunk down money on any target date fund as a low-risk way to accumulate retirement savings? Think again. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
July 1, 2011
Temma Ehrenfeld
Welcome, Gen Y Companies can make a difference when they enroll new employees automatically into employer-sponsored retirement plans and set target-date funds as the default investment. mark for My Articles similar articles
Real Estate Portfolio
Jan/Feb 2008
Allen Kenney
The Time of Your Life Life cycle funds gain popularity by enabling investors to choose tailored investment plans. REIT Usage in Life Cycle Fund Products: AllianceBernstein Retirement Strategies -- 10%... JPMorgan Smart Retirement Funds -- 4% to 6%... etc. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
November 25, 2008
Dan Caplinger
Did Asset Allocation Work? Some funds claimed to protect you from the downturn. Did they deliver? mark for My Articles similar articles
CFO
December 1, 2009
Randy Myers
A Question of Balance The much-maligned 401(k) plan is being beefed up. So are the penalties for failing to manage it well. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
February 1, 2005
Jim Otar
A Matter of Luck Contrary to popular opinion, there's more to portfolio success than the asset allocation decision. As an adviser, you can find peace of mind in recognizing and quantifying the luck factor for individual retirement portfolios. mark for My Articles similar articles
The Motley Fool
March 10, 2009
Dan Caplinger
Where Smart Investors Put Their Money More investors are taking advantage of this strong retirement-based opportunity. Are you? mark for My Articles similar articles
The Motley Fool
May 23, 2007
Jill Ralph
Act Now to Save Your Retirement Here's what you can do today to make sure your retirement is the one you've worked so hard to achieve. mark for My Articles similar articles
Registered Rep.
August 26, 2014
Brad Zigler
What's An Asset Allocation ETF Really Worth? There are now 40 exchange traded products in the asset allocation category -- most of which are young with short track records mark for My Articles similar articles
BusinessWeek
September 10, 2007
Dawn Kopecki
Wrestling For The 401(k) Purse Funds and insurers are vying over $90 billion that a new law may funnel to investment plans. mark for My Articles similar articles
Financial Planning
October 1, 2009
Craig L. Israelsen
An Age-Old Question Age plays an important role in determining asset allocation. The general consensus is, the older you get, the less risk you should take. mark for My Articles similar articles