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Registered Rep. February 11, 2011 Diana Britton	Liquidity Is Expensive and Overrated Liquidity may be more of a return predictor than you think, according to Roger Ibbotson, chairman and chief investment officer of Zebra Capital Management.
The Motley Fool September 29, 2010 Dan Caplinger	Tomorrow's Winning Stocks Are Right Here You won't find them in the obvious places. When you buy stocks with a lot of liquidity, you're paying up for it -- and if you're a long-term investor, you're paying for liquidity that you're not planning to use.
Investment Advisor April 2010 James J. Green	Ibbotson Says Asset Allocation and Diversification Held Up While many investors and advisors believe that asset allocation and diversification failed during the markets and economic crisis of 2008-2009, Roger Ibbotson begs to differ.
Financial Planning April 1, 2013 Craig L. Israelsen	Value vs. Growth: Which Investing Strategy Is Better? How do returns from these two types of equities compare? We test them - and find a real difference in performance.
Financial Planning March 1, 2012 Craig L. Israelsen	Small Thoughts The benefit of investing in small U.S. stocks is clear. Over the 42-year period from Jan. 1, 1970, to Dec. 31, 2011, a $10,000 investment in large U.S. stocks would have grown to $507,362.
The Motley Fool April 28, 2005	Liquidity Defined If you run across the term "liquidity" in your financial reading, know that it has several meanings.
Investment Advisor August 2006 Kathleen M. Mcbride	News: Ibbotson on Asset Allocation Here Roger Ibbotson, chairman and CEO of hedge fund Zebra Capital Management, discusses how advisors can guide their clients to retirement portfolio allocations that fund longer retirements, as well as keep them comfortable when markets gyrate.
Investment Advisor April 1, 2011 Tom Lydon	ETFs and Liquidity: A Primer If you're an advisor concerned about liquidity in low-volume ETFs, you're not helpless. Among your options is using the services of alternate liquidity providers.
Real Estate Portfolio Nov/Dec 2004 Art Gering	A Perfect Fit Over time, REITs have proven to be the missing piece for building a well-diversified portfolio.
Financial Advisor October 2011 Evan Simonoff	Taking De-Risking Too Far? A 10% allocation to equities only makes sense for a retiree with a short time horizon.
Financial Planning September 1, 2006 Scott A. Leonard	The Smaller, the Better Rumors that the small-cap effect is dead are most definitely premature. By focusing on the smallest of the small caps, financial advisors can see that the small-cap effect appears to be alive and well. You just need to know where to look for it.
On Wall Street October 1, 2008 Kunal Kapoor	'Lost Decade' May Yet Happen if Investors Aren't Careful Investors who mistakenly viewed the past 10 years as a lost cause made an elementary mistake and they're about to do it again.
Entrepreneur November 2009 Rosalind Resnick	The Importance of Being Liquid Even amid signs of an economic bounce, it's still wise for entrepreneurs not to tie up their capital.
Registered Rep. November 24, 2015 Debbie Carlson	Is There a Liquidity Risk in Liquid Alts? Alternative mutual funds are a fast-growing part of the investment space, pushed by asset management companies that are suffering from the larger secular shift away from active and higher-priced management toward index funds.
Financial Planning June 1, 2010 David E. Adler	Looking for the Source What explains portfolio returns? Roger Ibbotson questions whether asset allocation is as powerful as planners think.
Financial Planning November 1, 2008 David J. Drucker	Shaken and Stirred During the October market collapse most advisors were inundated with calls from clients who used to weather a market drop with equanimity.
Financial Planning September 1, 2006 Elizabeth O'Brien	White Paper Performance: Keep Expectations in Check -- A study predicts that annual compound returns from various securities will be lower, over the coming 20 years, than they were in the previous three decades.
Registered Rep. June 15, 2009 Kristen French	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.
Financial Advisor September 2009 Gail Liberman	How Liquid Are Client Mutual Funds? In a falling market, a fund's securities that appear to be liquid suddenly may have no market.
Investment Advisor August 2008 Melanie Waddell	Time for an Alternative The volatile market is sparking more use of alternative assets
Wall Street & Technology December 12, 2007 Cory Levine	Dark Pools Don't Translate in Foreign Markets Despite their increasing popularity in U.S. markets, dark pools of liquidity are finding few takers in foreign markets, according to a new market study.
Financial Planning February 1, 2006 Bob Hirschfeld	The New, Improved Morningstar What will Ibbotson add to the fund-tracker's growing empire? With its stock and revenues soaring, Morningstar will probably be looking for more takeover targets. For financial planners, the new firm should provide a broader set of analytic capabilities.
Financial Advisor September 2009 Raymond Fazzi	A Small Risk Conventional wisdom says small caps are riskier than their large-cap counterparts, but they remain a basic building block in retirement portfolios.
The Motley Fool July 28, 2007 Elizabeth Brokamp	The Magic Number for Your Retirement The truth about how much you need to save for retirement.
Investment Advisor July 2009 Jeff Joseph	Venture Populist: Proposed -- A Hybrid Portfolio Theory There is a better way to build investment portfolios than the methods presently employed by most investors and advisors.
Real Estate Portfolio Nov/Dec 2004 Christopher M. Wright	REIT Liquidity--No Longer A Problem There may still be lagging perceptions about REIT liquidity, but it's like the words to the old song, "but that was yesterday and yesterday's gone."
Financial Planning June 1, 2009 Dave Lindorff	Annuity Ladders People facing retirement want guaranteed income, and they also want liquidity, so purchasing annuities over a period of time, even into retirement, makes sense.
Wall Street & Technology October 28, 2005 Larry Tabb	Bonds Ain't Stocks Developing real-time fixed-income trading algorithms won't happen soon; but, who said fixed-income algorithmic trading had to look like black-box trading on the equities market?
Financial Advisor July 2009 James Picerno	Small-Cap Value Is Beautiful Again Small firms trading at low multiples are especially vulnerable these days. That's why they're so appealing.
On Wall Street July 1, 2011 Carl Resnick	Like A Stock, But Different Advisors looking for cost-effective options for building diversified portfolios are continuing to turn to exchange-traded funds.
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.
Investment Advisor January 2008 Kathleen M. McBride	Built to Last Although their strategies vary, Rob Arnott and his investment advisor peers are hewing to a long-term focus on fundamentals, valuations, costs, and taxes.
The Motley Fool March 30, 2004	Why Short-Term Savings? Fail to save for the near term at your own risk.
Financial Planning September 1, 2005 Robert Hertzberg	At Ibbotson, a Fresh Ambition 401(k) advice is a new but not risk-free direction for a firm known as a specialist in asset allocation.
Financial Planning January 5, 2008 Craig L. Israelsen	Stay Low Maintaining a low correlation among a portfolio's assets in the distribution phase can help avoid potentially devastating losses.
Real Estate Portfolio Mar/Apr 2006 R. Scot Sellers	A Force To Be Reckoned With An ever-increasing number of investors are realizing what those of us in the business have known for a long time -- real estate is a fantastic vehicle through which to create long-term wealth.
The Motley Fool April 13, 2010 John Rosevear	Scary Stocks Worth Buying Anyway Sometimes, your lowest-risk move is a risky investment. If you take a portfolio that's weighted heavily toward large-cap stocks and add some small caps -- you don't need a lot -- your returns should, on average, go up.
Bank Systems & Technology October 21, 2008 Maria Bruno-Britz	Bank of America Hires Robert de Gidlow for SVP in Liquidity Area Bank of America has hired Robert de Gidlow as SVP of its global liquidity product and solutions consulting team.
The Motley Fool March 4, 2005 Paul Elliott	Wall Street's Worst-Kept Secret Over the long haul, smaller-company stocks outperform their mid- and large-cap peers, so smart investors own them.
The Motley Fool November 23, 2010 Morgan Housel	What Wall Street Never Learns A good example of the flaws of short-term thinking.
The Motley Fool October 29, 2004	Stocks vs. Bonds Stocks have grown faster than bonds in most time periods.
CFO May 1, 2010 Vincent Ryan	Weighing Your Next Move Finance executives who manage growing pools of idle cash can stand pat with their current investing strategies. Safety and liquidity require constant vigilance -- maybe even more so this year.
The Motley Fool October 26, 2004	Why You Need Short-Term Savings Though your short-term savings will never rival returns on stocks over the long term, short-term money needs to earn its keep, countering inflation and maybe earning a little more.
National Real Estate Investor April 1, 2003 Kingsley Greenland	Liquidity Crisis Averted With a weak economy and the prospect of war, real estate investors are understandably nervous. The good news is that they aren't handcuffed by a 1990s-style liquidity crisis that brought the industry to a standstill a decade ago.
Registered Rep. December 28, 2010 Stan Luxenberg	The Rodney Dangerfield Asset Class Mid-cap stocks and funds get no respect. Many investors overweight small and large stocks -- while giving short shrift to mid caps.
The Motley Fool October 9, 2008 Rich Smith	United Tech: What Liquidity Crisis? United Technologies states their liquidity and free cash flow remain strong.
Finance & Development June 1, 2005 de la Torre & Schmukler	Small Fish, Big Pond What is the future for developing country capital markets in a globalized economy?
On Wall Street January 1, 2012 Michelle Lodge	Five Questions With Bryan Clontz Philanthropy is alive and well, contends Bryan Clontz, who co-founded Charitable Solutions LLC, a planned-giving, risk-management consulting firm.
Financial Advisor August 2004 Alan Lavine	Small-Cap Funds Start Exhibiting Caution Several managers believe next year will be better than this year. But they are also realistic.
The Motley Fool June 4, 2007	Why Short-Term Savings? You've got several options on where to keep your short-term stash. But first, you need to do a bit of financial self-reflection to determine how much short-term savings you need and when you'll need it.