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Total: 48 results found.

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1. Time To Get Out Of Cash? Stocks? Bonds?
(Matching tags: markets,market timing,diversification,bonds,stocks)
In these uncertain times, clients and advisors both are seeking answers and predictions on how to invest. We always fall back on staying the course through diversification. But, what if it’s different ...
Wednesday, June 14, 2017
A few advisors attending a webinar by Dr. Craig Israelsen about encouraging good behavior by investors were sharply critical of the title of the presentation but they’re objections are misguided, ...
Sunday, August 31, 2014
3. Keeping Clients In Up Markets
(Matching tags: client communication,client retention,hehavioral finance,client education,client loyalty,client satisfaction,diversification,client communications)
... believe in the wisdom of diversification. I don't believe in market timing. Without a crystal ball, research has proven over and over again that sticking to a defined strategy is the way to go.  My ...
Monday, May 26, 2014
4. 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
5. A Different Approach To Diversification Requires Different Thinking About Different Types Of Risk
(Matching tags: diversification,investment strategies,markets)
Investors have been on heightened alert for risk since the financial crisis of 2008 but rather than be generally risk averse, it’s wise to have a plan to manage it.   Bond prices are near ...
Tuesday, February 12, 2013
The year 2012 was a watershed year in that it proved that, after the near collapse during the financial crisis of 2008, present dangers in the financial system four years later remain manageable.   ...
Wednesday, January 02, 2013
7. Managed Futures May Offer Attractive Diversification Properties And Returns In The Low Interest Rate Environment
(Matching tags: alternative investments,diversification,asset allocation)
... appealing for any portfolio.   They have four distinct benefits: low correlation, increased diversification, liquidity, and opportunity. Indeed, many in the 2008 crisis were caught with too little ...
Wednesday, December 12, 2012
More companies are rolling out target date funds that feature lower expenses for investors, and that’s progress. Unfortunately, lower fees lead to less diversification. In the meantime, TDF companies ...
Monday, August 20, 2012
9. 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
10. Commodities Performance Let Investors Down During The 2008 Crisis; Can The Asset Class Still Offer Diversification?
(Matching tags: global investing,investment strategies,investing,diversification)
A hallmark of the 2008 crisis was that no asset class was left unscathed. Asset classes like commodities that used to respond differently performed in tandem. Diversification was pronounced “dead” ...
Friday, April 27, 2012
11. Seasonal Investing May Combine A Dollar-Cost Averaging Approach With A Rebalancing Twist
(Matching tags: investment strategies,correlation,diversification)
Recently, a client told a friend about an investment strategy called “seasonal investing.” Sayings like the “January effect”; “buy when it snows, sell when it goes”; ...
Monday, April 23, 2012
12. Traditional Diversification Tactics Are Less Effective In A Market Downturn
(Matching tags: asset allocation,diversification,global investing,investment strategies)
If you are still approaching portfolio diversification across stocks, bonds, and cash, you haven’t caught up to the realization that correlations are different in a global and technologically connected ...
Monday, March 26, 2012
Bond prices have risen over the past three decades as interest rates fell. But rates have been at historic lows now for an extended period of time, and the risk of higher inflation has increased.
Thursday, January 12, 2012
14. Using Alternative Investments To Craft A Diversified Portfolio For Income
(Matching tags: investing,alternative investments,diversification)
You can build a diversified portfolio with solid alternative investments for retirees who are looking for income, according to Sanibel Captiva Investment Advisers.
Friday, December 30, 2011
15. New Exchange-Traded Products Allow Investors To Switch Among Different Asset Groups
(Matching tags: volatility,diversification,asset allocation,ETFs)
A new class of “dynamic” exchange-traded products let investors shift allocations among various assets.
Thursday, November 17, 2011
16. Eight In 10 Advisors Use Alternatives But Only One In Three Clients Are Interested
(Matching tags: risk,alternative investments,diversification,emerging markets,commodities,investor behavior)
Alternative investments have gained widespread acceptance by financial advisors, most of whom use them to manage risk and diversify portfolios rather than seek higher returns.
Friday, November 11, 2011
17. High Correlations Are Making It More Difficult To Use ETFs For Diversification
(Matching tags: ETFs,diversification,correlation)
The average correlation between equity ETFs and the S&P 500 Index has risen above 97%.
Thursday, November 10, 2011
18. Getting to the Core of Stock Market Behavior: An Undiscovered Treasure in Defensive Diversification
(Matching tags: active management,style classification,portfolio construction,diversification)
The stock market has a core. It consists of the stocks that are in between value and growth.
Monday, November 07, 2011
19. Global Hybrid Closed-End Funds Offer Diversification At Bargain Rates
(Matching tags: mutual funds,diversification,world economy)
Some closed-end funds that invest in equity and fixed-income securities worldwide are selling at wider discounts than usual. That opens an opportunity to diversify portfolios at low cost.
Monday, November 07, 2011
20. Vanguard To Unveil Its First International Fixed-Income Funds For U.S. Investors
(Matching tags: bonds,emerging markets,world economy,diversification)
Vanguard plans to start two international bond funds at a time of increasing interest among investors in fixed-income and overseas investments.
Tuesday, November 01, 2011
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