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Registered Rep.
November 10, 2011
Mark Miller
Target Date Funds: Not So Bad After All? A fee-only financial advisor for both retirement plans and individuals, worries that target date funds -- which invest in a mix of assets with the aim of reducing equity exposure as participants approach retirement -- just can't do as good a job as professional advisors. mark for My Articles similar articles
The Motley Fool
May 4, 2011
Dan Caplinger
Make Money the Easy Way Target retirement funds are back. Now the big question is whether they've fixed their inherent problems -- and whether they'll be safe the next time the market swoons. mark for My Articles similar articles
The Motley Fool
June 13, 2008
Julie Clarenbach
A Retirement Portfolio You Can Set and Forget Don't let lifecycle funds target your retirement without taking a very close look at them. mark for My Articles similar articles
The Motley Fool
December 19, 2008
Dan Caplinger
Don't Repeat This 2008 Mistake Target funds got billed as the perfect way to save for retirement or other long-term goals. Yet judging from their performance this year, investors who relied on target funds to get their allocations right got a nasty surprise. mark for My Articles similar articles
The Motley Fool
November 25, 2008
Dan Caplinger
Did Asset Allocation Work? Some funds claimed to protect you from the downturn. Did they deliver? mark for My Articles similar articles
The Motley Fool
October 20, 2010
Selena Maranjian
Get a Bigger Bang from These Investments Target-date funds may soon be easier to evaluate. 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
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. mark for My Articles similar articles
Financial Planning
August 1, 2009
Katherine Reynolds Lewis
Time to Reevaluate As the government takes a second look at the financial world, it is evaluating whether target-date funds protect investors' -- your clients, whether they are employers or employees -- best interests. mark for My Articles similar articles
Financial Advisor
July 2008
Alan Lavine
On Target, Or Not Think you can plunk down money on any target date fund as a low-risk way to accumulate retirement savings? Think again. mark for My Articles similar articles
Registered Rep.
February 8, 2013
Mark Miller
What's a Safe Withdrawal Rate in Retirement? For years, the rule-of-thumb answer has been 4 percent, adjusted annually for inflation. But a growing number of financial planning experts are re-thinking that number. mark for My Articles similar articles
The Motley Fool
March 25, 2008
Chuck Saletta
The World's Easiest Retirement Plan Doing anything -- anything at all! -- to prepare for retirement, is better than doing nothing. Read on for our simple plan. mark for My Articles similar articles
Financial Planning
November 1, 2008
Gregory P. Brown
Target-Date Technique The simplicity of many existing target-date funds conceals a number of obstacles that can impede investors' efforts to adequately fund their retirement income needs. mark for My Articles similar articles
The Motley Fool
March 2, 2010
Selena Maranjian
Up 150% in a Lost Decade All is not lost -- as long as you keep investing. Our friends at Fidelity Investments recently announced that between 1999 and 2009, employees who regularly contributed to their 401(k) accounts realized a gain of almost 150%. mark for My Articles similar articles
Financial Advisor
May 2005
Jeff Schlegel
"Assets-In-A-Box" Investing Considering the appeal of prepackaged asset allocation, it's little wonder that lifecycle funds are one of the hottest areas in the mutual fund industry. mark for My Articles similar articles
The Motley Fool
June 18, 2010
Dan Caplinger
Shoot for the Right Target Target-date funds still make sense for retirement, if you know what you're doing. mark for My Articles similar articles
Financial Advisor
January 2007
Marla Brill
Simple Solutions? Life cycle funds are expanding beyond the 401(k) market to financial advisors. Advisors considering using target date funds, whether on a limited or for a broad swath of clients, need to consider a number of features. mark for My Articles similar articles
Financial Planning
December 1, 2010
Craig L. Israelsen
The Responsible Investor Investors who rely on portfolio performance to do the heavy lifting (that is, to make up for insufficient contributions during their working years) will usually fall into the trap of having too much equity exposure and therefore be exposed to too much risk. mark for My Articles similar articles
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. 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
The Motley Fool
November 17, 2006
Dan Caplinger
How Much Risk Is Enough? Here's an asset allocation strategy that pays attention to what you really need. mark for My Articles similar articles
The Motley Fool
March 24, 2005
Josie Raney
Do Targeted Funds Hit Your Mark? Look before you take the lifecycle leap. If you're a beginning investor, these funds can offer inexpensive, no-fuss, diversification -- provided you choose the one that best suits your investing timeline and tolerance for risk. mark for My Articles similar articles
Entrepreneur
September 2007
Easy Does It Life cycle funds make retirement investing simple. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
October 1, 2008
Richard K. Fullmer
Reducing Retirement Risk How should retirees configure their portfolios for the long term, while not exposing themselves to inappropriate risk? mark for My Articles similar articles
Real Estate Portfolio
Nov/Dec 2008
Allen Kenney
On the Road to Retirement Target date funds are taking a closer look at where retirees will end up, and changes are coming that could pay dividends for REITs. mark for My Articles similar articles
The Motley Fool
February 16, 2011
Amanda B. Kish
A Helping Hand With Your Investments Options for folks who want a little bit of help in crafting their asset allocation. mark for My Articles similar articles
The Motley Fool
May 14, 2009
Selena Maranjian
Borrow to the Hilt and Get 90% Richer This bold retirement investing strategy is not for the faint of heart. mark for My Articles similar articles
The Motley Fool
September 19, 2006
Zoe Van Schyndel
Retirement Planning the Easy Way? As you plan for retirement, a target fund might be worth considering. Make sure that the fund you select matches your risk tolerance and your personal retirement goals. mark for My Articles similar articles
Financial Planning
February 1, 2008
Craig L. Israelsen
Winners by Default Target-date and balanced funds have become the main default options in corporate retirement plans. But which one is better? mark for My Articles similar articles
On Wall Street
December 1, 2008
William Harding
Endowments Offer Investment Lessons for Retirees The number of Americans who turn 65 each week could fill a sports stadium -- and they all need income. Portfolios for people saving for retirement should be structured differently from those already there. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
September 1, 2007
Israelsen & Nagengast
Missing The Target? The asset allocation timeline for target-date funds may be too aggressive for many investors. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
July 2008
Tracey Longo
Can Advisors Protect Retirees From Themselves? Fear of loss and greed for gains accelerates when investors retire. This has financial services firms working overtime to find ways around investors' emotions. mark for My Articles similar articles
Financial Planning
September 1, 2011
Craig L. Israelsen
Target Funds: To or Through? How do you decide when it's the right time to say goodbye to a client's target-date funds - when they reach the specified year or all the way through the retirement years? mark for My Articles similar articles
Financial Planning
July 1, 2006
Israelsen & Walker
Right on Target? Life-cycle funds are relatively new. Here are the pros and cons of investing in target-date funds. mark for My Articles similar articles
Financial Planning
February 1, 2007
Elizabeth O'Brien
White Paper Asset Allocation Across the Generations: Despite the fact that their current portfolio allocations are similar, gen Xers and baby boomers reported a difference in how they expect their asset allocations to look once they enter retirement. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
June 26, 2009
Dan Caplinger
Will the Government Cripple Target Funds? In response to pressure, some funds are reducing stock exposure. mark for My Articles similar articles
The Motley Fool
August 24, 2006
Dan Caplinger
Relieve Your Tax Burden: Part 2 Tax-favored accounts like Roth IRAs, qualified retirement plans, and 529 plans present some useful options to investors. Here's a guide to the quirks of less aggressive investment accounts. mark for My Articles similar articles
The Motley Fool
October 28, 2006
Todd Wenning
One Major Retirement Mistake Compounding interest statistics can be misleading to investors planning for retirement. Here's how to be conservative with your growth estimates. mark for My Articles similar articles
The Motley Fool
June 11, 2009
Dan Caplinger
This Smart Move Will Save Your Retirement Leaving your investments alone while continuing to make new contributions is more likely to pay off in the long run. mark for My Articles similar articles
The Motley Fool
February 15, 2011
Dan Caplinger
Save Yourself From the Bond Bear The possibility of losses in bonds has some people running scared, but you should stay smart. mark for My Articles similar articles
The Motley Fool
March 1, 2011
Dan Caplinger
A Smarter Strategy for Retired Investors Seniors need protection more than big returns. 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
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. mark for My Articles similar articles
The Motley Fool
March 10, 2009
Dan Caplinger
Where Smart Investors Put Their Money More investors are taking advantage of this strong retirement-based opportunity. Are you? 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
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