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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. |
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, 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? |
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. |
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. |
Financial Advisor August 2009 Craig L. Israelsen |
A Better Balanced 'Core' Balanced funds are based on outdated models and need to be better diversified. |
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. |
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. |
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. |
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 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. |
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. |
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? |
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. |
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. |
CFO May 1, 2009 Lynn Brenner |
Are Target Funds on Target? The "simple" investment option may be more complicated than you think. |
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. |
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. |
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? |
Investment Advisor July 2007 Melanie Waddell |
Stable Value or Not? Stable value as a default option for 401(k) plans debated. |
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. |
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. |
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. |
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. |
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 October 20, 2010 Selena Maranjian |
Get a Bigger Bang from These Investments Target-date funds may soon be easier to evaluate. |
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. |
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. |
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. |
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 December 18, 2009 Selena Maranjian |
Keep These Funds on Target Be smart about how you use target-date funds. |
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? |
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 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. |
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. |
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 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. |
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. |
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. |
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. |
The Motley Fool November 25, 2008 Dan Caplinger |
Did Asset Allocation Work? Some funds claimed to protect you from the downturn. Did they deliver? |
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. |
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. |
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. |
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. |
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? |
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. |
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 |
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. |
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. |