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Registered Rep. December 1, 2011 Diana Britton	Is Tactical Investing Wall Street's Next Clown Act? There's a renewed interest in tactical asset allocation and new products that cater to that method.
Registered Rep. December 23, 2011 Diana Britton	Not Going Tactical Could Pose Real Business Risks, Advisors Fear Following the twin market implosions of the past decade -- first tech, then real estate -- many retail financial advisors are looking for more tactical, meaning active, asset allocation solutions for client portfolios.
Financial Planning June 1, 2009 Ilana Polyak	Buy and Hope More and more advisors are rethinking a buy and hold strategy.
On Wall Street May 1, 2010 Gerald Buetow	In Defense Of Modern Portfolio Theory As stock markets plunged worldwide and investment portfolios took it on the chin, revisionists sought to expound on what they deemed were the inherent flaws of the deeply entrenched MPT. In short, the theory became the scapegoat for the failure of diversification.
Financial Planning April 1, 2006 Stephen Savage	Satellite of Beta When constructing a core-satellite portfolio, where do your indexes really belong? Here's an approach that is closer to the inverse of the traditional core-and-satellite approach.
Financial Advisor August 2010 James Picerno	Searching For Progress Financial innovation is under fire. Failing to beat the market is only one reason.
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 May 1, 2010 Ken Solow	Strategy, Analyzed The reasons for a buy and hold, strategic asset allocation investment philosophy are flawed and planners should consider adding active portfolio management to their practices.
Financial Planning January 1, 2012 Bob Veres	True Cost of Tactical Management Investment companies are going to be facing very different selection criteria than in the past.
On Wall Street July 1, 2009 Lee Conrad	Has Buy & Hold Outlived Its Usefulness? When the market is characterized by drastic ups and downs and there is no general trend, how can investors expect to gain anything?
Financial Planning August 1, 2010 Donna Mitchell	The Big Bang Harry Markowitz invented the wheel for portfolio construction and management, and that's no exaggeration.
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.
Investment Advisor April 2008 Ken Tower	Protection Money Taking a tactical approach in a declining market -- but with a long-term investing horizon -- can help clients, and you.
Financial Advisor July 2009 J. Michael Martin	Do Something! If modern portfolio theory and the stock market are hurting your advisory business, here are some things you can do about it.
Financial Planning September 1, 2012 Allan S. Roth	John Bogle Interview; Index Fund Champion John Bogle, the legendary champion of index funds, believes advisors add value - and it s not in trying to beat the market.
Financial Advisor August 2009 Harold Evensky	Maybe MPT Isn't Dead? Before they decide to kill modern portfolio theory, advisors should consider the alternatives and their risks.
On Wall Street May 1, 2011 Laurence P. Greenberg	Finding The Right Fit In A Tough Market How can you implement a tactical strategy to help smooth the ride for your clients, while making the move to the tax-efficient frontier? Three different advisors give their take on the benefits of using the power of tax deferral with a more active investing approach.
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.
The Motley Fool August 29, 2011 Alex Dumortier	Don't Expect Anything Over 7% The numbers don't lie; 7% is the expected return for U.S. stocks.
Registered Rep. June 10, 2011 Stan Luxenberg	At Vanguard, Active Beats Passive -- Frequently Since John Bogle retired as chief executive in 1996, Vanguard has continued singing the praises of index funds and staying largely mute about the virtues of actively managed funds.
Financial Planning July 1, 2007 Bob Veres	21st-Century Portfolios To a growing number of sophisticated investors, modern portfolio theory is beginning to seem a bit outmoded. Going forward, the financial planning profession will be looking, cautiously, at how to bring the investment process into a new century.
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?
Financial Planning November 1, 2009 Donald Jay Korn	Loaded for Bear A year after the worldwide nosedive, though, things look brighter for managed accounts.
Financial Advisor March 2011 Somnath Basu	Back To Basics Advisors don't need to rely on complicated models to help clients avert losses.
Registered Rep. February 7, 2012 Kristen French	More Advisors Wearing Investment Management Hat Financial advisors at broker/dealers are increasingly taking the reins on their clients' fee-based accounts, according to a report out from Cerulli Associates today.
Registered Rep. September 1, 2005 Kristen French	Vanguard to Advisors: Let's Snuggle Now that the fund giant's founder is retired, the company is tinkering with its business model to appeal to registered investment advisors, particularly for its VIPER exchange-traded funds (ETFs).
Financial Planning September 1, 2009 Suzanne McGee	The Athletic Portfolio In this environment, a good portfolio is one that rides out storms and takes advantage of opportunities -- one that demonstrates strength, flexibility and endurance. What should financial advisors do to deliver peak performance for clients?
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 March 2006 Marla Brill	Courting A New Crowd Rydex Investments hopes to move beyond market timers to mainstream financial advisors.
Financial Planning June 1, 2010 Craig L. Israelsen	What's in a Name? Analyzing the turnover rates of mutual funds shows that strategic portfolios have outperformed tactical ones over the past 10 years.
Financial Planning September 1, 2009 Carl Richards	What We Learned from the Market Collapse Finance experts and other observers offer their take on the market crisis.
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 June 16, 2009	Bogle on Buy and Hold and the "Long" of Long-Term Investing Index master John Bogle holds court in an exclusive interview in which he speaks about buy-and-hold strategy.
Financial Planning October 1, 2009 Dan Moisand	Tried and True Advisors are rethinking what they are doing, and many have lost faith in traditional strategies like buy-and-hold.
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.
Registered Rep. July 30, 2012 Jerry Gleeson	Failing at Succession? Cerulli Associates estimates that nearly 60 percent of advisors who are within five years of retiring expect to sell their business to an unidentified buyer. Five years is not enough time.
Financial Planning March 1, 2006 Solow & Kitces	Test Your Tactical IQ One of the most basic decisions a planner must make is whether to follow a passive or active approach to managing client portfolios. Take this quiz to see if you're ready to become a more active asset allocator.
The Motley Fool December 12, 2011 Morgan Housel	Best ETF for 2012: Vanguard Total Stock Market For those of you who don't want to bother rolling up your sleeves and digging through individual companies, a broad index fund like Vanguard's Total Stock Market ETF is a smart choice for long-term investors.
The Motley Fool June 20, 2009 Paul Elliott	Buy and Hold Is Dead? Read This! Buy-and-Hold Debate: Does the market work? ... Can it be counted on to do what it used to do, which is create wealth by investing in good companies and holding them over time?
Financial Advisor June 2011 Timothy P. McGrath	Expect To Work Harder Advisors need to communicate with clients more and provide them with more active portfolio management.
Investment Advisor September 2009 Lewis Schiff	The Affluentialist: Building Retirement Portfolios Now Few advisors use a cookie cutter approach to retirement income support.
On Wall Street November 1, 2010 Gallant & Schneider	Navigating The Retirement Business The demand for retirement income support will continue to grow rapidly in the coming years as the aging of the baby boom generation is inevitable.
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.
The Motley Fool June 26, 2009 Dan Caplinger	Will the Government Cripple Target Funds? In response to pressure, some funds are reducing stock exposure.
Financial Advisor September 2010	Advisor Emporium Advisor Emporium: Schwab Offers Integrated Technology Platform... National Planning Holdings Launches WealthOne... BlackRock Increases ETF Offerings... Goldman Sachs Adds Fund... more...
Financial Planning April 1, 2008 Steve Savage	Backward Thinking Investors see more risk when risk is lower and less risk when it's higher. Why is this?
Investment Advisor October 2010 Maya Ivanova	A Decade of Evolution Advisory practices make gains, but still face challenges
On Wall Street July 1, 2010	Five Questions With Mark Spina Spina leads sales, business development, relationship management, training and service teams covering broker-dealers, banks and RIAs. Here he speaks about the important issues between advisors and clients.
Financial Planning February 1, 2010 Donna Mitchell	More Money in Motion During the financial crisis, the majority of high-net-worth clients maintained accounts with at least two financial advisors, Boston-based Cerulli Associates said in a January report.
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.