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Financial Advisor November 2010 Nick Murray	On Panic, Faith, And The Determined Primitive Everyone can buy equities. No one can keep them. What is the advisor to do?
Financial Advisor July 2012 Nick Murray	A Contrarian Path To Excellence For at least the next five years, forget about everything but retirement income planning. During just those five years, something like 17 million Americans will retire.
Investment Advisor April 1, 2011 Bob Clark	Boring No More With baby boomers moving into their distribution years, bonds -- and the folks who manage them -- are becoming a lot more interesting
Financial Advisor June 2006 Tracey Longo	Symposium Roundup The 2nd Annual Financial Advisor Symposium showed how to transform your practice to meet retiring boomers' needs.
Financial Planning June 1, 2005 Joshua Weinberger	White Paper Is a bond boom coming? Here is a preliminary report assessing the long-term outlook for bonds in the current market environment.
Financial Planning September 1, 2010 Jim Grote	Bonds for Glory Why invest in bonds? The simplest reason, to borrow a phrase from Willie Sutton, is because that's where the money is.
HBS Working Knowledge August 23, 2004 Ann Cullen	New Challenges for Long-Term Investors Risk-reward. Rising interest rates. Stocks or bonds. There's lots to ponder when setting asset allocation strategy. And the answers might not come with "conventional wisdom."
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 April 1, 2011 Roddy Marino	Paying Dividends Today's income landscape is a perfect storm for investors, but a great opportunity for advisors to reaffirm fundamental investment principles while implementing strategies to mitigate the concerns that may be holding clients back.
Investment Advisor May 2007	Not Your Grandfather's Bonds For savvy investors and their financial advisors, taking advantage of changing Fed policy may be a matter of taking a hard look at U.S. Treasury notes again.
Financial Advisor August 2008 Jef Schlegel	The Clock Is Ticking If you believe the hype, the retirement picture isn't pretty. How secure are your clients' retirement plans?
The Motley Fool March 19, 2010 Mike Pienciak	The Unseen Risk Stalking Your Portfolio Generational shifts threaten U.S. stocks. The pace at which boomers decide to liquidate retirement accounts could determine the overall direction of U.S. stock prices.
The Motley Fool August 4, 2008 Todd Wenning	A Longer Retirement Than You Ever Dreamed Of Will you have enough money when you turn 100?
Registered Rep. April 30, 2010 Jerry Gleeson	What? Me Worry? Boomer Retirement Attitudes Fall Short, Report Finds Boomers seem to be lacking a sense of urgency about preparing for retirement in light of the financial collapse.
The Motley Fool October 22, 2010 Amanda B. Kish	Are Bonds in a Bubble? Millions of Americans depend on the income from their bonds and bond funds to fund their golden years, so there could be lasting implications for scores of already battered investors if that bubble comes to pass.
Financial Advisor October 2012 Michelle Knight	A Great Reallocation? The long predicted shift from bonds to equities could finally happen.
Investment Advisor November 2005 Bob Clark	Clark at Large: Boom Time If you're like most financial advisors, your baby boomer clients will pose a significant challenge in the years to come, both in the way you manage client portfolios and your practice.
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.
On Wall Street April 1, 2010	Five Questions with Robert Arena Bob Arena is well aware that baby boomers are juggling their own retirement needs against school expenses of children and living costs of parents and talks about how advisors can help their clients handle all these responsibilities.
Investment Advisor September 2005 Greg Salsbury	Harvest Time As Americans live longer, advisors need to switch their emphasis from accumulating assets to making existing assets last.
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 October 11, 2006 Dan Caplinger	Fixed Income Isn't Risk-Free Bonds can be good for your portfolio, but they come with their own risks.
Financial Advisor January 2006 Jeff Schlegel	The Big Train Wreck Coming Baby boomers on the whole are facing stiff head winds as they near retirement, and that presents a lot of opportunities -- and challenges -- for financial advisors.
Financial Advisor January 2005 Marla Brill	Investment Moves For 2005 Advisors proceed cautiously as interest rates rise and the dollar falls.
Registered Rep. April 1, 2007 Lisa A. Cohen	The Off the Shelf Advisor To effectively capture the retirement-income market, financial advisors need to deploy multiple, simultaneous strategies. Focus on creating income portfolios for those closest to retirement, and push younger clients hard to save and invest early and often.
Financial Advisor August 2005 Fowler & Rattiner	Averting Disaster A new archetype in financial planning is needed for individual investors.
Financial Planning December 1, 2006 Len Reinhart	Retirement Hedges To meet your clients' needs, your process will have to include planning for each stage of their retirement years. If used correctly, alternative investments can reduce risk in lifetime investment plans.
Financial Advisor July 2011 Tom Lydon	A Bear Market For Bonds? The new environment calls for advisors to review their fixed-income holdings and devise a strategy to protect these positions.
Financial Advisor October 2004 Tracey Longo	Investing For Retirement Investing for retirement is feeling pretty dicey. That has investors looking for all the advice they can find. Here's what financial advisors are saying.
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 May 2010 Huxley & Burns	Silver Lining Investors can limit fixed income losses due to rising interest rates by laddering individual bonds and holding them to maturity.
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 Planning February 1, 2010 Paul Menchaca	Growth Spurts It's still tricky to invest for retirement, but planners are starting to seek out long-term growth. Next trick: convincing skittish clients.
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.
Financial Advisor June 2005 Dorothy Hinchcliff	The Retirement Boom The 2005 Financial Advisor Retirement Planning Symposium hears of scenarios and solutions for the coming boomer retirees.
On Wall Street September 1, 2010	Debating The Retirement Challenge At the On Wall Street Roundtable held recently in Lower Manhattan, the experts weighed in on the most significant retirement issues for advisors and their clients in an unsettled market
On Wall Street September 1, 2008 Parisi & Leung	Are You Prepared for the Retirement Boom? Meeting the retirement and estate planning needs of the baby boomer generation represents today's greatest growth opportunity for financial advisors. But are advisors ready for it?
Financial Advisor February 2012 Ben Mattlin	Making The Money Last How can advisors convince baby boomers to live within their means so they have enough for retirement?
Financial Planning March 1, 2011 Craig L. Israelsen	Nest Egg Survival After spending your working years accumulating money, you face a rude awakening in retirement when that growth is replaced by withdrawal. This drawdown phase might be described as the relentless cracking of the retirement nest egg.
On Wall Street June 1, 2013 Lorie Konish	Five Questions with Ken Dychtwald Age Wave President and CEO Ken Dychtwald discusses what that new retirement reality may look like.
Financial Advisor April 2010 Marla Brill	A Good Complement More advisors think both bond mutual funds and ETFs belong in client portfolios.
Investment Advisor May 2009 Melanie Waddell	Danger & Opportunity: Raising the Bar An interview with Morningstar's Don Phillips, president of fund research, about the renewed importance of research in investing.
Financial Planning July 1, 2007 Gene Fama Jr.	Bonds for Wealth People often look to bonds for retirement income, but the raw pursuit of income can engage inadvertent risks that can be especially rough on retirees. In the end, financial security is about total wealth, not marginal income.
Financial Advisor December 2007 Lewis Walker	Retirement As A Mess Of Maybes Helpful advice is everywhere, but retirees and preretirees may wonder if financial advisors are creating a numerical Tower of Babel.
Financial Planning August 1, 2010 Eric Sutherland	The Knowledge Gap If you know what your clients are thinking and feeling now, you can understand what is driving their investment decisions and what it will take to help them "get real" about any necessary changes.
Financial Advisor July 2008 David J. Drucker	Retirement On Hold With a shaky market, retirement plans must be rethought, modified and, hopefully, salvaged.
Financial Advisor March 2011 Karen DeMasters	Changing The Social Contract The changing face of the economy and the fact that people are living longer has some baby boomers and their financial advisors redefining the traditional concepts of retirement.
Financial Planning March 1, 2005 Justin Daniels	Not Dead Yet Interest rates may be rising, but fixed-income products may bloom again in 2005.
Financial Advisor November 2006 Tracey Longo	Conference Roundup Meeting the demands of baby boomer clients led content at the 8th Annual Financial Advisor Symposium.
Registered Rep. August 1, 2006 David Prokupek	Shelter From the Storm Today's market -- with rising interest rates, significant volatility, few sectors providing positive performance and solid global economic expansion -- bears striking resemblance to the 1970s. So, what are an advisors and investors to do?