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The Motley Fool
February 23, 2007
Dan Caplinger |
Don't Leave Your Investments on Autopilot An occasional look can reveal profitable adjustments to your portfolio.   |
Financial Planning
September 1, 2009
Geoff Considine |
Not Without Risk Any discussion of whether the theoretical constructs of asset allocation and diversification broke down must start with a reasonable estimate of what they were supposed to provide. |
Investment Advisor
February 2009 |
A New Benchmark for Advisors With many advisors using an asset allocation strategy, the S&P 500 is no longer a great benchmark against which to set your pace. Take a look at these new benchmarks. |
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
July 1, 2010
John Rosevear |
You Need This Offbeat Investment Some funds -- which Morningstar calls "moderate allocation" funds -- take nonstandard approaches to investing: Some take short positions, some buy and sell options, some invest in commodities, some combine all of the above and more. |
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. |
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. |
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 Advisor
August 2010
James Picerno |
Searching For Progress Financial innovation is under fire. Failing to beat the market is only one reason. |
Financial Planning
April 1, 2005
Donald Jay Korn |
2010: Get Big or Fade Away Forget how you're running your financial advisory practice now. Change is coming. |
The Motley Fool
November 25, 2008
Dan Caplinger |
Did Asset Allocation Work? Some funds claimed to protect you from the downturn. Did they deliver? |
Investment Advisor
August 2008
Melanie Waddell |
Time for an Alternative The volatile market is sparking more use of alternative assets |
Financial Planning
February 1, 2008
Huxley & Burns |
The Match Makers Advisors can use asset dedication to match client's cash flows to their liabilities. |
Financial Advisor
October 2011
Michelle Knight |
Not Your Grandma's Bond Portfolio A dynamic approach to managing fixed-income assets may boost returns and manage interest-rate and inflation risks. |
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
January 1, 2010
Allan S. Roth |
Addiction to Prediction Market outlooks give people a false sense of certainty about the future and almost inevitably hurts their returns. |
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
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
November 17, 2006
Dan Caplinger |
How Much Risk Is Enough? Here's an asset allocation strategy that pays attention to what you really need. |
The Motley Fool
February 9, 2010
Dan Caplinger |
Don't Let Your Investments Blindside You Do it yourself and know what you're getting. There are some things you're better off doing yourself and managing your retirement savings is one of them |
BusinessWeek
March 5, 2009
Chris Farrell |
Financial Planners on the Couch Clients need support -- but so do unnerved advisers. |
Fast Company
David Zax |
When Family Trumps Business, It's Time To Pivot: The Perky Jerky Story Brian Levin is currently CEO and "Chairman of the Herd" at Perky Jerky, an ascendant beef jerky company. |
BusinessWeek
August 15, 2005 |
Don't Forget Home Equity To business professor Dean Gatzlaff, your home should be part of any asset allocation plan. |
The Motley Fool
June 4, 2009
Dan Caplinger |
These Stocks Belong in Your Portfolio Enhance your returns by seeking out specialized investments. |
The Motley Fool
July 28, 2010
Dan Caplinger |
The Right Way to Balance Stock Risk Stocks may be the investment that will make you rich. But once you've saved up a decent nest egg, you'll need other investments to help you stay rich. |
On Wall Street
October 1, 2008
Tim Knepp |
Question Assumptions It's time to ask ourselves whether the blunt tools of broad asset class definitions and traditional asset allocations provide an adequate defense against the complex risk and interaction of today's markets. |
Financial Planning
June 1, 2010
Deena Katz |
Last Gen to Next Gen Luminaries from the first wave of financial planners fielded probing questions from Texas Tech students. Their answers may surprise you. |
Financial Advisor
January 2005
Evan Simonoff |
Why A Soft Dollar Doesn't Spell Doomsday China and Japan must help the U.S. in order to help themselves. A major U.S. recession would slam-dunk Asian export-driven economies and send unemployment in the region through the roof. |
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. |
Financial Planning
August 1, 2008
Richard Bierck |
What Do I Do Now? The distress in the stock market is testing clients' nerves and sending the anguished to their planners' offices for white-knuckle conferences. |
Registered Rep.
June 1, 2004
Stan Luxenberg |
Escape Is Rarely the Safest Bet Don't tell Brandywine Fund that fleeing stocks for cash is a safe, conservative maneuver. Several mutual funds now have a substantial portion of their assets in cash. Is this a good idea? |
Financial Advisor
February 2, 2009
Jeff Schlegel |
Surviving The Plunge Amid falling assets and revenue, advisors try to positions themselves for the eventual upturn. |
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 |
Financial Planning
June 1, 2010
Donald B. Trone |
Step Three: Formalize When upholding a fiduciary standard, ensuring your investment strategy is prudently planned and well-documented is vital. |
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? |
Financial Planning
September 1, 2010
Paul Menchaca |
Who's Wealthy Now? During today's sluggish recovery from a deep economic recession, the simple fact is that fewer americans, even the rich ones, are immune to financial stress. |
Registered Rep.
April 1, 2007
Stan Luxenberg |
Under New Management In an era when the hottest-selling choices include exchange-traded index funds, the media and investors may be giving too little attention to genuine star managers. |
The Motley Fool
September 23, 2010
Morgan Housel |
Bond Bubbles? You tell us. Investors are plowing into bonds with abandon. |
