Similar Articles

Browse Main Topics:

Business
Computers & Electronics
Education & Reference
Entertainment & Leisure
Family & Home
Finance & Investment
Health
Internet
Pets & Animals
Science & Technology
Society, Politics & Culture
Sports & Recreation

Similar Articles

Financial Planning March 1, 2005 Israelsen & Clement	Of Stocks and Funds Financial advisers need to explain to their clients that diversification can be a double-edged sword; protection against loss can sometimes insulate against return. Here's a performance comparison of individual stocks vs. equity funds in 2004.
Financial Planning January 1, 2011 Craig L. Israelsen	Measuring Stick It's worth the effort to calculate the performance of a mutual fund under different investing assumptions.
Financial Planning October 1, 2010 Craig L. Israelsen	Lost-and Found A well-diversified portfolio would have protected investors during the "Lost Decade" between 2000 and 2009.
Financial Planning March 1, 2007 Craig L. Israelsen	Tales of the Tape When you look at annual returns, stocks, equity mutual funds and indexes tell surprisingly different stories.
Financial Planning April 1, 2011 Craig L. Israelsen	Still Seeking Stability The challenge today for planners is prudently choosing and utilizing a sufficiently wide variety of asset classes so as to create a truly diversified and stable portfolio -- whether it's for the accumulation phase or the distribution phase of life.
Financial Planning May 1, 2008 Craig L. Israelsen	Mega Protection The performance of U.S. stocks in 2007 resembled, to a surprising degree, the performance of stocks in 2000 -- a year widely perceived as a bear market. One big difference, however, was the performance of mega-cap stocks.
Financial Planning March 1, 2013 Craig L. Israelsen	Bond Analysis: Time to Steer Clear? Learn what the past six decades can tell advisors about future performance.
Financial Planning May 1, 2010 Craig L. Israelsen	Built to Last Every retiree wants to build a resilient retirement portfolio. One of the most important parts of such a portfolio is durability.A durable portfolio is one which outlasts the retiree.
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 August 1, 2013 Craig L. Israelsen	Does the Sequence of Market Returns Matter? The markets have good years and bad years, but the impact on a client s investments depends on the timing.
Financial Planning June 1, 2013 Craig L. Israelsen	Update for Investing's Classic 'Efficient Frontier' Modern Portfolio Theory relies in part on the efficient frontier. But investors can now do better.
Financial Planning December 1, 2012 Craig L. Israelsen	Cash Is Not Trash: How to Maximize this Asset Class Tempted to leave this asset class out of a portfolio? Don t be swayed.
Financial Planning July 1, 2013 Craig L. Israelsen	Best Way to Increase Retirement Savings In helping clients increase their retirement savings, which is more important: higher contributions or higher returns?
Financial Planning August 1, 2011 Israelsen & Howell	Being Reasonable Managing the expectations clients have for their investment portfolios can be more challenging than actually managing the portfolios themselves.
Financial Planning April 1, 2005 Craig L. Israelsen	The Virtues of Consistency One important measure of mutual fund performance is an absence of volatility. Can "slow and steady" really win the race?
Financial Planning February 1, 2007 Steve Savage	Short-Term Slumps Many great managers share common traits, including a willingness to own unpopular names, to make decisions based on long-term analysis and to maintain the discipline to ignore painful shorter-term market swings. This ability to ignore painful shorter-term swings is being tested as we speak.
The Motley Fool June 2, 2005 Selena Maranjian	Americans Favor Mutual Funds Stock funds are hot, as they should be.
Financial Planning September 1, 2008 Stephen Savage	Anatomy of a Recovery Let's look at performance history to analyze how past market downturns have played out and, more specifically, the ultimate impacts of different levels of decline.
Financial Advisor May 2012 Alan Lavine	Sudden Impact How can advisors minimize the effect of large losses in a retirement portfolio just when clients want to begin withdrawals?
The Motley Fool July 23, 2004 Roy Lewis	How Retirement Pays Off How do you plan to withdraw your retirement funds?
Registered Rep. June 21, 2011 Alan Lavine	A Good Match: Managed Payout Funds and Annuities Combining a managed payout mutual fund with a deferred immediate annuity may be a simple way to help clients plan for retirement.
Financial Planning February 1, 2013 George Yacik	Weighing a Pension Payout Take the money and run? It is a question advisors face as retirees get offered lump-sum bonanzas.
Financial Planning September 1, 2013 Craig L. Israelsen	Mutual Funds vs. ETFs: Which Performance Better? When a portfolio of mutual funds vies against a portfolio of ETFs, which one comes out on top?
The Motley Fool April 2, 2007 Selena Maranjian	Happiness Is ... a Portfolio Like This It isn't enough to park your money in the "right" stocks, the stocks you believe in. You need to stash them in your portfolio at the right time.
The Motley Fool June 14, 2009 Selena Maranjian	Screw Up and Prosper Anyway Check out these amazing study results -- the cost of waiting is high.
The Motley Fool May 13, 2005 Selena Maranjian	Mutual Funds to Save You If your financial future is shaky, certain mutual funds can save you. Before you invest in any mutual fund, make sure you've studied it well -- either on your own or with some help.
The Motley Fool December 3, 2010 Dan Caplinger	Don't Flub This Million-Dollar Decision Whether to take a lump sum or monthly payments from your pension can make or break your retirement.
Financial Planning April 1, 2005 Jerome S. Golden	Paying It Forward Immediate annuities can add income security and wealth accumulation to the retirement mix.
Registered Rep. September 17, 2012 Alan Lavine	Insuring Income You'd like to insure at least part of your client's income for life. But do you choose a variable annuity with a guaranteed lifetime withdrawal benefit? Or an immediate annuity?
The Motley Fool July 29, 2011 Amanda B. Kish	Why You're Losing Money on Your Investments Past performance is not indicative of future results when it comes to mutual funds.
The Motley Fool April 19, 2007 John Rosevear	How to Time Your Buys There's a growing body of academic research that claims to show that dollar-cost averaging is largely ineffective in practice, and may even be harmful to your financial well-being under some circumstances. What's an investor to do?
Entrepreneur June 2004 Scott Bernard Nelson	Rooting Around When you're looking to invest in a mutual fund, dig deeper than past performance.
On Wall Street March 1, 2012 Tom Roseen	Recent Losses Continue to Haunt Equity Investors Over the last 87 years the number of years of equity outperformance (63) handily beat the number of years of underperformance (24). Armed with this knowledge, we shouldn't let the fear of loss alone drive our investment decisions.
BusinessWeek May 14, 2009	Extreme Diversification Over the past three years these tactical asset allocation funds managed to improve returns without taking on much added risk.
Investment Advisor April 2008 Beth Piskora	Talking Technology Technology stocks were a good holding in 2007. Tech stocks in the S&P 500 index put up an average gain of 15.5% last year, versus only a 3.5% gain for the "500" as a whole. But what will 2008 bring?
The Motley Fool January 31, 2008 Todd Wenning	This Will Scare You Silly As scary as the current and potential 10-year returns for the S&P sound, investors who added international stocks to their portfolio in 1998 have still come out ahead.
Financial Planning February 1, 2008 Donald Jay Korn	Immediate Gratification New studies show that Immediate annuities add both income and stability to a retirement portfolio.
The Motley Fool August 12, 2008 Julie Clarenbach	How to Buy Winners Set yourself up for big gains.
The Motley Fool March 15, 2008 Todd Wenning	This Will Scare You Silly Take a look at some scary annualized returns from index and bond funds, and what you can do to maximize your portfolio's returns.
Knowledge@Wharton August 27, 2003	How Much Money Will You Need for Retirement? More Than You Think What you don't know can't hurt you, according to the old saying. When it comes to retirement planning, though, the old saying doesn't apply.
Registered Rep. April 15, 2014 Alan Lavine	Rethinking the Need for Immediate Annuities With today's low interest rates, immediate annuities may serve as a good proxy for bonds in older clients' investment portfolios.
The Motley Fool September 12, 2006 Selena Maranjian	You Don't Need a Million to Make a Million As little as $6,000 a year and some patience can get you there, but if you don't approach your investing sensibly, you could see your nest egg shrink instead of grow.
The Motley Fool July 15, 2010 Dan Caplinger	The Smart Strategy for Scared Investors Dollar-cost averaging sometimes works well, but it can also cost you big gains if the stock is undervalued.
The Motley Fool February 24, 2004 J. Graham	Beware of Brokers Bearing Annuities Annuities may sound good, but their costs overwhelm their benefits. Stockbrokers and financial advisors love to sell annuities because of the high commissions they reap. My ex-broker sold one to me, and it has proven to be the most restrictive, highest-cost, least-liquid, and poorest-performing investment in my portfolio.
Registered Rep. July 1, 2004 Robin Penfold	Challenging Assumptions It's possible that, for the first time in any living person's career, U.S. stocks will not perform as well as bonds in the next couple of decades.
Financial Advisor August 2010 Alan Lavine	A Good Fit Immediate annuities fit well in retirement income plans.
Registered Rep. July 1, 2004 Stan Luxenberg	The Problem With a Long Life Academics are stepping forward, seeking to describe portfolios that will produce maximum returns while ensuring that retirees don't outlive their assets
Financial Planning July 1, 2009 Steve Savage	Picking the Winners Despite the dismal economic forecast, many fund managers are finding outstanding opportunities at the individual stock level, even after factoring in the negative corporate environment.
The Motley Fool July 7, 2005 David Braze	Your Retirement Safety Cushion How can you protect your retirement from a bear market?
The Motley Fool October 10, 2006 Dan Caplinger	Pension Protection or Pilfering? The recent changes to the laws governing pensions are just the latest example of why it's important to think carefully about the choices you have as you enter retirement.