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Financial Advisor June 2011 Nick Murray |
Real Estate For The Right Reasons Yes, it's an "alternative" investment. But to what? |
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? |
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. |
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 October 2012 Michelle Knight |
A Great Reallocation? The long predicted shift from bonds to equities could finally happen. |
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 November 2012 Marla Brill |
Beyond Bonds As interest rates remain at rock-bottom levels, investors seeking higher yields are piling into bond funds. Mark Freeman has produced an attractive total return with low volatility without depending solely on fixed income securities. |
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 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. |
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 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. |
The Motley Fool January 24, 2009 Todd Wenning |
The Best Investment You Can Make Today You don't have to risk it all in equities to comfortably build yourself a sizable nest egg. In fact, the remedy is quite simple: Own more bonds. It's the best investment you can make today. |
Financial Planning August 1, 2010 Donna Mitchell |
Yield at Any Price? Shocked from the Flash Crash, nervous about the potential fallout from the European sovereign debt crisis and distressed about high unemployment, investors fled equity mutual fund categories and poured their money into fixed income. |
The Motley Fool November 28, 2011 Morgan Housel |
Stocks and Bonds: Mind the Gap The gap between the earnings yield on the S&P 500 and 10-year bonds is now about as wide as it's been in a half-century. |
The Motley Fool January 19, 2007 Todd Wenning |
Stocks to Fuel Your Retirement Keep your portfolio growing well into retirement. |
Financial Advisor March 2012 Michelle Knight |
Fixed-Income Bonding Abandoning bonds for dividend-paying stocks may seem like a "no-brainer," but think again. |
The Motley Fool April 5, 2007 Dan Caplinger |
Are You Too Old for Stocks? Seniors need to balance all of the risks they face. As you approach or enter retirement, you no longer have the luxury to weather long downturns in stocks. |
Financial Advisor May 2010 Evan Simonoff |
Nick Murray On Numbers As the country emerges from a nasty recession, this perceptive observer of the financial services industry is upbeat about the future for advisors. A conversation with Nick Murray. |
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. |
On Wall Street September 1, 2012 Matthew Lemieux |
Market Uncertainty Drives Investors Toward Index-Based Equity Funds European sovereign debt concerns and the U.S. debt-ceiling debacle spurred market volatility, pushing investors toward index-based equity funds. |
Financial Planning October 1, 2010 Geoff Considine |
Yield vs. Risk New rules for income investing not only help investors to avoid these extremes, but also show the way to create income portfolios that provide the most yield available for a given level of risk. |
Investment Advisor March 2009 Melanie Waddell |
Cover Story: Patience In the quest to generate retirement income for their clients, many advisors relied on their investing-for-accumulation roots, and therefore were not focused on retirement income planning. |
Financial Advisor November 2011 Eric Rasmussen |
Withdraw, Don't Retreat Financial advisors discuss their strategies for retirement withdrawals in an era where every day in the markets is a new roll of the die. |
The Motley Fool March 16, 2011 Dan Caplinger |
Why Bonds Aren't Enough to Retire On Most investors can't afford the luxury of an all-bond portfolio. |
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 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. |
The Motley Fool December 19, 2006 Dan Caplinger |
The Scoop on Savings Bonds: Part 2 A closer look at why bonds aren't as attractive as they used to be. |
Financial Advisor November 2011 Jim Frederick |
Building A Moat Advisors give longevity insurance another look as clients face longer life spans and financial anxiety. |
Financial Planning February 1, 2007 David Macchia |
Protect Retirement Financial advisors should pay attention to ROI -- not return on investment, but reliability of income. Planners must help clients assess the real capacity of their portfolios to generate long-term retirement income. |
Financial Planning February 1, 2008 Elizabeth O'Brien |
Retirement Income: The New Solutions The boomer retirement wave is here, and so are new products designed to turn their hoarded assets into cash flow. |
The Motley Fool May 23, 2007 Jill Ralph |
Act Now to Save Your Retirement Here's what you can do today to make sure your retirement is the one you've worked so hard to achieve. |
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. |
The Motley Fool September 22, 2010 Jordan DiPietro |
Baby Boomers Need This Investment As the first of the baby boomer generation begins to retire, individuals are going to be in for an unfortunate experience once they delve into their financial planning. |
Registered Rep. October 1, 2006 Halah Touryalai |
Markets Safe From Boomer Attack You can breathe easy: Boomers are not going to sink the stock market. At least that's what a July report by the U.S. Government Accountability Office says. |
Financial Advisor January 2009 Ray Fazzi |
Retirement Dreams Deferred Vanguard Group's Fran Kinniry addresses why what some call the lost decade for equities shouldn't cause clients to bail at just the wrong time. |
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 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. |
Investment Advisor January 1, 2011 John Sullivan |
Right on Target Scott Wolle's balanced-risk allocation strategy has Invesco ready for a bright future in retirement funds. |
Financial Planning September 1, 2009 Paul Menchaca |
Income from Where? Financial advisors are realizing the mean variance efficient frontier model is flawed for retirement planning. The main shortcoming is its focus on a portfolio's risk-return tradeoff in terms of returns rather than generation of sustainable income. |
Financial Planning November 1, 2009 Brian Gaffney |
Attitude Adjustment Today, more than a year after the fall of Lehman Brothers, investors seem to be breathing a bit easier. |
Investment Advisor August 2006 Savita Iyer |
Retirement Planning: Behind the Numbers Advisors are looking overseas for income-producing equities and fixed income to get the best out of the markets for their clients' retirement. |
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 May 24, 2010 Amanda B. Kish |
How Much Debt Is Too Much? Finances around the world might affect how you divide stocks and bonds in your retirement portfolio. |
The Motley Fool December 8, 2010 Dan Caplinger |
Are U.S. Investors Coming Home? ETF flows are starting to change direction. |
Financial Planning September 1, 2007 Jim Grote |
What Retirement Means Now To your affluent clients, retirement anxiety has as much to do with emotional issues as financial ones. The newest thinking adds human capital, everything from earning capacity to feelings of personal satisfaction, to the funding equation. |
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 |
The Motley Fool March 24, 2008 Todd Wenning |
What's Killing Your Retirement For retirees and those approaching retirement, the state of the market must be terrifying. Read on for one way to maintain your asset base during a market storm. |
Investment Advisor September 2010 Savita Iyer-Ahrestani |
Overlooked Managers: Two Guys With Two Goals For Sierra Investment Management, understanding risk inherent in every asset class has enabled it to outperform, while avoiding the worst disasters in financial market history. |
Financial Advisor October 2007 William Glasgall |
The New Retirement Wave Planners will need to seek innovative ways to help keep the baby boomers from exhausting their nest eggs. |
Financial Planning January 1, 2005 Donald Jay Korn |
Fancy Footwork Just as the economy is expected to muddle through this year, consensus forecasts indicate parallel plodding in the financial markets, with unspectacular returns for stocks and bonds. Financial planners seeking to thrive in 2005 may need to develop new tactics. |