Total: 50 results found.
Page 1 of 3
Investment Diamond Exchange Launches, Claiming To Offer A New Way To Invest In Diamonds
(Matching tags: gold,alternative investments,diversification,asset allocation,commodities)
For years, investing in natural diamonds was inaccessible to nearly all individual investors. The technical expertise needed as well as the historic lack of transparency in the diamond industry were all ...
Wednesday, March 27, 2013
The Truth Behind The Asset Location Controversy
(Matching tags: active management,asset allocation,investment strategies,Tax-efficient investing)
... In Michael's article, he suggests that placing fixed income investments in IRAs might not be as beneficial as putting higher return
s in these accounts, especially during times when bonds are ...
Monday, March 11, 2013
Changes In Asset Allocation In Coming Years Will Determine Asset Manager And Independent RIA Success
(Matching tags: Advisor businesses,asset allocation,advisor industry people)
It is predicted that investment managers will grow their
s by less than 1% over the next four years, based on a trend that began in 2008. It’s a trend that also applies to independent ...
Tuesday, February 19, 2013
7Twelve: The "Core" of Core-and-Explore
(Matching tags: 7Twelve,investing,android,asset allocation)
... portfolio holding might be a balanced fund with its nearly timeless 60/40
pattern—60% equity and 40% fixed income. Still another possible core portfolio holding would be a multi-
Sunday, February 03, 2013
Economist Fritz Meyer Offers Prudent Investment And Economic Ideas For 2013
(Matching tags: investment management,investment strategies,Wealth Management,market timing,asset management,marketing,asset allocation)
Only about 40 advisors were in the room Tuesday when economist Fritz Meyer gave a one-hour presentation about the 2013 investment outlook. Meyer was brilliant. More than half the advisors ...
Friday, January 18, 2013
Investors Looking For High-Risk Income May Be Attracted To Turkish Bonds; The Country's Debt Was Recently Lifted To Investment Grade And Record Issuance Is Expected For 2013
(Matching tags: bonds,global investing,asset allocation)
Turkey is set to issue a record amount of international bonds in 2013 as the result of lower costs and the recent investment-grade credit rating for the country’s debt. Over $3.1 billion ...
Monday, December 31, 2012
Barron's Annual Outlook For 2013: All But One Of 10 Top Wall Street Strategists Are Bullish
(Matching tags: asset allocation,stocks)
Barron's came out last week with its annual forecast by 10 top Wall Street strategists and all but one of them are predicting the market will gain in 2013. Their mean forecast for S&P 500 profits ...
Tuesday, December 18, 2012
Managed Futures May Offer Attractive Diversification Properties And Returns In The Low Interest Rate Environment
(Matching tags: alternative investments,diversification,asset allocation)
During times of market stress, managed futures may be the investment of choice. Investors often think of commodities as non-correlated to the markets but some say the attributes of managed futures are ...
Wednesday, December 12, 2012
Showing Clients The Value In Changing Their Asset Allocation Using Scenarios
(Matching tags: monte carlo,retirement planning,advisor technology,asset allocation)
One of the best ways for advisors to help clients with their retirement portfolios is to change their
strategy. Sometimes this means reallocating their investment mix ...
Monday, November 12, 2012
Tactical Investing Might Be The Profession’s Next Great Embarrassment; But It Works Say Advocates
(Matching tags: tactical asset allocation,Michael Kitces,asset management,asset allocation)
James Osborne, CFP, of Bason
Management fears that “tactical
” will be the financial advisor profession’s “next great embarrassment.” Osborne tweeted ...
Monday, October 22, 2012
MMI Conference Panel Tells Money Managers It's All About The Client
(Matching tags: asset management,asset allocation,client satisfaction)
It’s all about the client, a panel of advisors at the Money Management Institute (MMI) Fall Solutions conference said.
should be based on seeking investments that are appropriate ...
Friday, October 19, 2012
The Pension Research Council Says Saving Enough Is The Key To A Comfortable Retirement. Who Knew?
(Matching tags: target date funds,asset allocation,retirement income,retirement planning)
Savings are far more important than
in securing adequate retirement funds. This is common sense, but you’d think otherwise when you read the sales literature for target date funds: ...
Wednesday, October 10, 2012
Rob Arnott Is Wrong; Target Date Funds Should Not Have Glide Paths Ending With 100% In Equities
(Matching tags: retirement planning,target date funds,asset allocation,bonds,stocks)
Should your older clients invest entirely in stocks? Rob Arnott, of fundamental indexing acclaim, recently released a white paper entitled “The Glidepath Illusion” in which he observes that ...
Friday, September 28, 2012
Better Than Rebalancing Based On Tolerance Ranges!
(Matching tags: investing,advisor technology,portfolio construction,rebalancing,asset allocation)
Whether advisors are rebalancing by hand, with spreadsheets or with rebalancing software like Total Rebalance Expert®, they typically rebalance based on tolerance ranges. A tolerance range ...
Wednesday, September 19, 2012
Since Rebalancing Makes So Much Sense And Empirically Has Been Shown To Increase Portfolio Value, Why Don't More Investors Do It?
(Matching tags: asset allocation,plan execution,rebalancing)
... are not as sensitive to risk on the front end as they are after the fact. They also have risk aversion that inhibits them from taking money from well-performing
s to put it into worse-performing ...
Wednesday, August 01, 2012
Are You Confused By "Tactical" Versus "Strategic" Asset Allocation? I Am
(Matching tags: target date funds,asset allocation)
It’s time that we started using more meaningful and appropriate words to describe
. I recommend we replace the words “Tactical” and “Strategic” with “Variable” ...
Tuesday, July 24, 2012
Investing Strategies In Light Of Pending Tax Law Changes
(Matching tags: investment management,new tax rules,Taxes,Tax-efficient investing,tax efficient investing,investing,asset management,diversification,asset allocation)
Most advisors and CPAs are of the opinion that Congress will not do anything about the impending tax law changes, scheduled to take effect beginning in 2013. Familiarity with these changes and their ...
Monday, July 23, 2012
Stop Using The Commoditized Advice Services Your Competitors Use; Emerge From The Sea Of Sameness
(Matching tags: Due Diligence,style classification,core,asset allocation)
You need sizzle and steak to succeed. Most investment advisors radiate smoking hot sizzle, so it’s hard to compete on charisma. The ultimate differentiator is steak, i.e. the quality of your advice. ...
Tuesday, June 26, 2012
Is It Possible That Retail Investors' Perceptions Of Value In The Marketplace Are Wrong?
(Matching tags: investment strategies,active management,asset management,asset allocation)
... for the
fund he manages. ...
Thursday, June 14, 2012
Asset Allocation Ranks Last As Study Shows Saving Enough Money Is Top Priority For Retirement
(Matching tags: retirement planning,target date funds,retirement income,asset allocation)
The solution to retiring with dignity is much simpler than previously thought: Save enough.
is far less important than savings, according to a new study by The Center for Retirement Research ...
Monday, June 11, 2012
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