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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? mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
Financial Advisor
October 2012
Michelle Knight
A Great Reallocation? The long predicted shift from bonds to equities could finally happen. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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." mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
January 19, 2007
Todd Wenning
Stocks to Fuel Your Retirement Keep your portfolio growing well into retirement. mark for My Articles similar articles
Financial Advisor
March 2012
Michelle Knight
Fixed-Income Bonding Abandoning bonds for dividend-paying stocks may seem like a "no-brainer," but think again. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
November 2011
Jim Frederick
Building A Moat Advisors give longevity insurance another look as clients face longer life spans and financial anxiety. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
August 1, 2013
Advisor Confidence Falls Again Plunge in risk tolerance and jump in cash sends index down for second straight month. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
December 8, 2010
Dan Caplinger
Are U.S. Investors Coming Home? ETF flows are starting to change direction. mark for My Articles similar articles
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. mark for My Articles similar articles
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 mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles