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Liquid Assets Keep the Credit Flowing Entrepreneurs with asset liquidity will be able to get loans in a tough environment.   |
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December 1, 2008
Suzanne McGee |
The Perfect Alternative Is there an asset class for your clients portfolios whose price moves in the opposite direction to that of mainstream investments like stocks and bonds? |
The Motley Fool
November 25, 2008
Dan Caplinger |
Did Asset Allocation Work? Some funds claimed to protect you from the downturn. Did they deliver? |
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July 2011
Michelle Knight |
Rethinking Bond ETFs Most investors buy bond ETFs at a premium and sell at a discount, a dynamic that is an undeniable black mark on fixed-income ETFs. |
Financial Advisor
July 2005
Marla Brill |
A Fund For Tough Times More advisors are using the Permanent Portfolio Fund as a hedge. The fund balances its position in value-oriented commodity stocks with a 15% allocation to aggressive growth stocks in about a dozen industry groups. |
Financial Planning
October 1, 2006
Donald Jay Korn |
It's a Good Year for Cash With interest rates up and other assets flat or sinking, cash is a winning bet as well as a safe one. |
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June 1, 2006
Len Reinhart |
Bonds for Boomers There are significant differences between the traditional approach to bond investing and the approach that will best serve the needs of today's high-net-worth retirees. Here's an overview for financial advisers on bonds for this group. |
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. |
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? |
The Motley Fool
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Amanda B. Kish |
This Rally Is So Over While bonds still serve a vital role in every investor's portfolio, just make sure you're not banking your entire future on them. |
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. |
Registered Rep.
June 15, 2009
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Hedge Funds Bruised, But New Retail Products Abound So far this year, investors and advisors seem to have put the brakes on new hedge fund investments. |
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. |
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August 4, 2010
Dan Caplinger |
Investments You Can't Retire Without Asset allocation isn't just about stocks, bonds, and cash. There are other avenues to wealth in the financial markets. |
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February 23, 2007
Dan Caplinger |
Don't Leave Your Investments on Autopilot An occasional look can reveal profitable adjustments to your portfolio. |
Financial Advisor
April 2010
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A Good Complement More advisors think both bond mutual funds and ETFs belong in client portfolios. |
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. |
The Motley Fool
November 28, 2011
Amanda B. Kish |
2 Investments That Will Benefit From Eurozone Drama Bring on the crisis! The region appears almost certainly headed toward recession, while talk of certain countries leaving the euro is becoming more widespread. |
The Motley Fool
April 29, 2009
Dan Caplinger |
Beware This Investment's Hidden Risks Bonds deserve a place in most investors' portfolios. But relying on them exclusively could be riskier than you think. |
BusinessWeek
October 8, 2007
Brian Hindo |
The Portfolio Balancing Act In turbulent times like these, the "rules" for asset allocation often go out the window. |
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August 2008
Melanie Waddell |
Time for an Alternative The volatile market is sparking more use of alternative assets |
On Wall Street
October 1, 2010
Neil O'Hara |
Alternatives: Vehicles That Smooth Returns A decade of tepid returns in the equity market has increased interest in investments that exhibit low correlation to traditional asset classes like stocks or bonds. |
The Motley Fool
March 30, 2009
Liz Peek |
Muni Manager Advises: Stay Rich With a worsening tax outlook, even stock jocks should pay attention to municipal bonds. |
BusinessWeek
August 15, 2005 |
Don't Forget Home Equity To business professor Dean Gatzlaff, your home should be part of any asset allocation plan. |
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
June 2009
Vaughan Scully |
ETF Advisor: ETFs for Cash Over the past year, ETFs holding money market securities -- Treasury, municipal, and corporate bonds that mature in less than a year -- have sprung up to give investors a "cash-equivalent" ETF option. |
Investment Advisor
June 2006 |
Asset Allocation The monthly recommendations from the IA asset allocation gurus: Gary Schilling -- Stocks, 20%; Bonds, 30%; Cash; 50%... Gail Dudack -- Stocks, 65%; Bonds, 15%; Cash; 20%... etc. |
Financial Planning
August 1, 2009
Stacy Schultz |
Record-Breaker The second quarter of 2009 was a record-breaker for mutual funds. |
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 Planning
April 1, 2010
Robert Isbitts |
Keep the Bulls Running There is a great chance that, regardless of economic and market conditions, you as an advisor can still find the bulls out there lurking, as long as you have the right investment styles and asset classes populating your portfolio. |
The Motley Fool
October 5, 2010
Matthew Brown |
Diversify or Die During the recent market crash, diversification made the difference between those who got crushed and those who lived to fight another day. |
Financial Planning
September 1, 2007
Donald Jay Korn |
Different Strokes This summer's volatile markets proved that allocating funds among uncorrelated assets really does work. |
On Wall Street
March 1, 2011
Jerry Webman |
The End Of The Bond Empire? Now, investors reasonably ask whether fixed income investments actually have a future. My answer is that they do. |
Investment Advisor
September 2009
Mike Patton |
Tactical Versus Strategic In strategic asset allocation, long-term capital expectations are integrated with a client's goals and a target allocation is established. With tactical asset allocation, adjustments are made based on short-term expectations for an asset class. |
Financial Advisor
September 2010
Paul R. Sanford |
You Are Not Yale Yale's David F. Swensen held the unofficial title of investment genius for many years until his model nose-dived with everyone else's in the 2008 crash. |
BusinessWeek
September 25, 2008
Lauren Young |
If You Want to Rejigger Your Holdings Three top financial advisers share how they would invest $250,000 for moderate growth over the next five to seven years. Here's the way they'd do it. |
The Motley Fool
April 9, 2010
Dan Caplinger |
The Simple Path to Winning Investing Allocation funds make everything a bit easier. |
Financial Planning
February 1, 2005
Donald Jay Korn |
New Directions Exchange-traded funds offer strategic advantages to financial planners who believe in active management, as well as those who favor indexing. |
The Motley Fool
December 7, 2010
Michael Johnston |
ETFs for the Forgotten Asset Classes Is this all-ETF portfolio well-rounded enough? |
Financial Advisor
August 2005
Sydney LeBlanc |
ETFs and SMAs: Side By Side Now, separately managed accounts can mean anything, from an entire basket of different separate account managers to an account also holding mutual funds, cash, and exchange-traded funds, or ETFs. Of these companion investment vehicles, ETFs are proving to be one of the most popular. |
Registered Rep.
November 1, 2006
Stan Luxenberg |
Off-the-Rack Risk Control? Although state 529 plans may look the same on the surface, in reality their asset allocations -- although similarly described -- could be very different. The appeal of age-adjusted 529 plans is that you don't have to do much. |
BusinessWeek
January 31, 2005 |
A Fixed-Income Fund with a Twist Bill Eigen of Fidelity Strategic Income says a broadly diversified focus and careful risk management help his fund outperform |
The Motley Fool
August 24, 2006
Dan Caplinger |
Relieve Your Tax Burden: Part 1 One of the first things that any beginning investor learns about is the strategy of asset allocation. Here's a guide to the quirks of more aggressive investment accounts. |
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. |
Financial Planning
August 1, 2013 |
Advisor Confidence Falls Again Plunge in risk tolerance and jump in cash sends index down for second straight month. |
Financial Advisor
June 2010
Michelle Knight |
Rising Rates Not Fatal Bond investments shouldn't automatically be sold off when interest rates rise. Here's why. |
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. |
Investment Advisor
December 2008
James J. Green |
The Failure of Asset Allocation Asset allocation can explain past market performance, but not predict which allocation will work in the future. |
Financial Planning
December 1, 2010
Suzanne McGee |
Other Alternatives Advisors will need to devote more time to scrutinizing the ever-growing number of new products. And with each debut, they'll have to go back to the drawing board and decide whether the product makes the grade. |
Financial Advisor
January 2005
Marla Brill |
Investment Moves For 2005 Advisors proceed cautiously as interest rates rise and the dollar falls. |
