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Financial Advisor
April 2009
David J. Drucker |
Dodging The Bullet Not everyone's clients were hurt by the 2008 market collapse. Talking to three advisors who dodged the bullet, we might learn some lessons to help us do a better job of protecting our clients the next time around.   |
Investment Advisor
August 2008
Melanie Waddell |
Time for an Alternative The volatile market is sparking more use of alternative assets |
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. |
Financial Advisor
August 2010
Andrew Gluck |
Gloom Remains Pervasive Muddling along is many advisors' most optimistic scenario. |
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
June 1, 2009
Ilana Polyak |
Buy and Hope More and more advisors are rethinking a buy and hold strategy. |
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. |
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. |
Financial Advisor
March 2011
Somnath Basu |
Back To Basics Advisors don't need to rely on complicated models to help clients avert losses. |
Financial Advisor
February 2009
James Picerno |
We're All Value Investors Now The financial mindset is moving closer to what Ben Graham discovered long ago: Fundamental value matters. |
Financial Advisor
October 2011
Carty & Carty |
Retirement Survival A balance-sheet approach for necessities and life goals has many advantages for clients. |
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. |
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? |
Registered Rep.
August 1, 2004
Stan Luxenberg |
Nest Eggs in Multiple Baskets Increasingly, employers have begun offering life cycle funds, which include broad mixes of stocks and bonds. By picking one life cycle choice, an investor can hold a nicely diversified 401(k) portfolio. |
Investment Advisor
August 2009
Melanie Waddell |
More Annuities Used in Income Portfolios Advisors are increasingly turning to annuities to help cover their clients' basic needs in retirement. |
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 |
Investment Advisor
April 2006
Maya Ivanova |
Self Improvement In the recent supplement to the 2005 Rydex AdvisorBenchmarking Survey, many advisors recognize that simply maintaining the status quo is not enough. They're continuously examining their business plans and investment processes to look for improvements. |
Financial Advisor
October 2006
Mary Rowland |
The Fountain Of Extended Longevity Increasing life expectancies are -- or should be -- changing fundamental financial planning. |
Investment Advisor
March 2009
Bob Clark |
We Can Be Heroes One of the only bright spots we've seen has been those firms offering ETFs that short the markets, use leverage, or track commodities indexes. |
Financial Advisor
May 2008
Andrew Gluck |
America's Financial Crisis Here are abstracts from interviews with seven leading advisors and analysts, all experienced, successful thought-leaders in the business of investment advice. |
Financial Advisor
May 2012
Evan Simonoff |
Four Percent Of What? Inflation can be just as devastating to a retiree as lousy portfolio returns. |
Investment Advisor
September 2009
Lewis Schiff |
The Affluentialist: Building Retirement Portfolios Now Few advisors use a cookie cutter approach to retirement income support. |
Financial Advisor
January 2004
Evan Simonoff |
Editor's Note The violation of advisors' and investors' trust by mutual funds is going to take a long time to heal. And I know many advisors who are asking themselves, if fund companies did this to us, what else might they do to clip clients? |
Financial Advisor
December 2008
Evan Simonoff |
Expect A Showdown When the dust from this protracted financial crisis settles sometime in 2009, the demand for independent, objective advice is likely to be stronger than ever. |
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 Advisor
May 2010
Evan Simonoff |
The Untold Story Editor's Note: Clients' portfolios may be back to within a few percentage points of their all-time highs, but it's a small consolation to advisors facing lawsuits or arbitrations. |
Financial Planning
May 1, 2010
Donna Mitchell |
The Analyst William P. Bengen's work created a whole new financial planning subject-retirement income planning, now at the top of the industry's agenda. |
Registered Rep.
February 10, 2010
David A. Geracioti |
Time to Buy Japense Mutual Funds/ETFs? Some Suggested Funds The FT reports today that "overseas investors bought up Japanese equities at the fastest pace in three years in January." |
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
October 2005
Gregory Bresiger |
Expect The Unexpected In Retirement Planning History can be dangerous for retirement planners offering portfolio longevity advice. Even when they're right about the long term, they can be very wrong in the short term, with disastrous consequences for the health, or even the survival, of a retirement portfolio. |
Financial Advisor
July 2005
Dan Moisand |
No Easy Answers Retirement withdrawal rates remain the subject of much debate for financial advisors and clients alike. |
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. |
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. |
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 Planning
May 1, 2010
Donald Jay Korn |
Retirement NOW The idea of retirement has changed from a brief, blissful rest at the end of life to almost a second youth, with relatively few responsibilities, increased mobility and vast, open swaths of free time. |
The Motley Fool
July 20, 2006
Shannon Zimmerman |
Smart Ways to Get Started, Part 3 In this final installment, we look to foreign shores and ask: How much of a new investor's portfolio should be allocated to international stocks? |
Financial Planning
July 1, 2008
Bob Veres |
Market-Based Withdrawals A new report takes the discussion of sustainable withdrawal rates into an entirely new realm, quantifying what retirees will have to live on when they begin drawing down their portfolios, and offering a promising method for keeping that number reasonable, safe and generous. |
The Motley Fool
August 25, 2011
Todd Wenning |
Equities Are Dead (Again) General investor sentiment -- from professional and non-professional investors alike -- has once again turned against equities. That could mean today is a great time to put money to work in high-quality companies. |
BusinessWeek
July 3, 2008
Lynn O'Shaughnessy |
Spending Safely Advisers now concede that fluctuating conditions make rigid formulas for drawing down savings unrealistic. |
