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Total: 50 results found.

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1. Risk Tolerance Is Risky Business
(Matching tags: risk management,goals,client education,asset allocation)
Advising clients on an appropriate asset allocation typically evolves from determining risk tolerance. Many advisors rely on risk tolerance software or questionnaires, but there is more to making a recommendation ...
Wednesday, January 25, 2017
Retirement income planning has always focused on reaching a wealth accumulation goal by the time of a client’s retirement date, but managing assets after retirement to maximize income is ultimately ...
Wednesday, November 27, 2013
3. Retirement Experts Recommend Startling New Approach: Increase Equity Exposure After Retiring
(Matching tags: retirement,retirement income,retirement planning,risk,asset allocation)
Talk about turning conventional wisdom on its head: A new study advocates a U-shaped investment strategy through life, with high risk at a young age giving way to low risk near retirement, followed by ...
Tuesday, October 29, 2013
4. Three American Professors Awarded Nobel In Economics; Fama Of DFA Is Recognized
(Matching tags: portfolio management,asset allocation,advisor industry people)
... of asset prices.  ...
Monday, October 14, 2013
5. U.S. Stock Performance Remains Red Hot In The 3rd Quarter, Moving Into A 5th Year Of Rising Returns
(Matching tags: sector investing,growth investing,value investing,asset allocation,stocks)
U.S. stocks earned 6% in the third quarter and were up a stellar 21% in the first nine months of 2013. That performance caps off a 145% run-up in the S&P 500 over the past 4½ years, ...
Tuesday, October 08, 2013
  Prof. Craig Israelsen, a regular speaker at A4A webinars, answers 22 questions below that we did not have time to cover at his last session in which he reviewed attributes of asset classes and ...
Monday, July 29, 2013
7. 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
8. 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 assets in these accounts, especially during times when bonds are  ...
Monday, March 11, 2013
9. 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 assets 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
10. 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 allocation pattern—60% equity and 40% fixed income.  Still another possible core portfolio holding would be a multi-asset ...
Saturday, February 02, 2013
11. 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
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 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
14. 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
15. 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 asset allocation strategy. Sometimes this means reallocating their investment mix ...
Monday, November 12, 2012
16. 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 Asset Management fears that “tactical asset allocation” will be the financial advisor profession’s “next great embarrassment.” Osborne tweeted ...
Monday, October 22, 2012
17. 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. Asset allocation should be based on seeking investments that are appropriate ...
Friday, October 19, 2012
18. 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 asset allocation 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
19. 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
20. 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
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