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Portfolio
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Emerging Stars
May 1, 2012With diversified emerging markets funds, you can add performance pop to your portfolio without taking on too much risk.
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Fight Night: ETFs vs. Open-End Funds
May 1, 2012It's the distribution platform driving the battle between these two investments products.
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Fight Night: ETFs Versus Open-End Funds
May 7, 2012It's the distribution platform driving the battle between these two investment products.
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Catch A Falling Dollar
April 1, 2012The U.S. currency is seemingly in inexorable decline. Planners can use that knowledge to make smart choices for their clients.
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Beyond Borders
April 1, 2012Despite wildly different 10-year returns, international stock funds all have similar impact in a 12-asset portfolio.
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The Decline of the American Dollar
April 1, 2012The fall of the U.S. dollar could lead to higher inflation, so what's an investor to do?
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Small Thoughts
March 1, 2012A portfolio that doesn't include small-cap U.S. stocks is probably producing weaker returns than it otherwise would have.
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First Impressions
March 1, 2012Does a resurgent IPO market signal dot-com II or an opportunity to find the next Google?
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Too Many Investors Sell Low—Help Clients Avoid That Pitfall
March 1, 2012We applaud diversifying into different asset classes, but memories of recent losses are keeping too many people out of the equity markets.
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Mid-Cap's Role
February 1, 2012If you've taken the time to assemble a truly diversified portfolio, almost any mid-cap fund will work well.
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A Moving Target?
February 1, 2012When a client has target-date funds in a 401(k), you must decide whether to shake up the portfolio and start from scratch.
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Short-Term Lending
February 1, 2012Helping clients deal with cash flow issues takes a lot of listening, creative thinking and some hard-nosed honesty.
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ETFs Hit Saturation Point (Just Like Good TV Shows)
February 1, 2012Why SPY is the Law & Order of exchange-traded funds, while SPDR Dow Jones Total Market is more like Boston Common.
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Retirement by Design
January 1, 2012As one advisor found, planners need to know how to do much more than build wealth for their clients.
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Going for Growth
January 1, 2012Investors who look in the right places can still find companies with accelerating revenues and profits.
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Swapping Out
January 1, 2012If you've got the right asset allocation model, it doesn't really matter what large-cap equity fund you use.
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Lifting the Clouds Over Annuities
January 3, 2012There are fresh messages about the value of annuities—but don't assume your clients are aware of them yet.
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Decoding Mortgage REITs
December 1, 2011To see if mortgage REITs might be right for your clients, analyze these companies like the levered bond funds they really are.
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Shock Absorbers
December 1, 2011Equity-income funds provide a buffer against extreme market volatility.
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All That Glitters
December 1, 2011Planners aren't as enthusiastic as some of their clients are about gold and silver.
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Better Tools for Financial Advisors
December 1, 2011Indexes have come a long way and can be effective tools for advisors, but you have to know how to use them
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Unlisted REITs: Caveat Emptor
November 1, 2011These controversial products promise a high, consistent dividend, but the pitfalls are real.
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The Latin Quarter
November 1, 2011Latin American stocks have led their emerging-market peers over the last decade, but can they continue to overachieve?
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Made-to-Order Indexes
November 1, 2011Index creation is becoming ever more specialized as demand for new ETFs grows unabated.
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Going Into Reverse
November 1, 2011If a reverse mortgage makes sense for your client, it may make sense to apply now in case home prices fall further.
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Volatility, It's Here to Stay
November 1, 2011As the market swings wildly, are your clients' portfolios holding their own?
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Part Stock, Part Bond, These Hybrids Pay Real Dividends
November 1, 2011Preferreds are getting popular because they generate income—but they require a lot of diligence and involve a lot of fine print
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Multiply Returns by Dividing
October 1, 2011For complete equity market exposure, three funds may be better than one.
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High Energy Yields
October 1, 2011Some lesser-known investment options may add pep to the portfolios of clients seeking more yield.
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Buoyant Bonds
October 1, 2011As sovereign debt keeps rising, so have the prices of fixed-income investments.
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Getting the Best Fee
October 1, 2011Fund fees make a difference, so get your clients the best deal.
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With Easy Gains Gone, Emerging Markets Still Offer Value
October 1, 2011After a decade-long bull run, the pace will slow—but the performance will still beat anything you'll find at home.
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Dividend-Paying Stocks Should be Foundation of Portfolios
October 1, 2011With people living longer and retirements stretching to 35 years, the need for income is greater than ever.
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Is Long-Term Care Insurance Worth It?
September 1, 2011Running a risk analysis can help advisors and their clients figure out if it makes financial sense.
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Target Funds: To or Through?
September 1, 2011Should your clients stay in a target-date fund beyond the target date?
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Double Plays
September 1, 2011An ever-expanding roster of total return funds take different paths towards their goals of cash flow and asset growth.
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You Say Potato, I Say Value
September 1, 2011If the lines between value and growth are blurred, how should advisors determine a benchmark?
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Municipal Bonds: Opportunity or Wealth Destroyer?
September 1, 2011Local revenues are on the rise—the first quarter of 2011 market the sixth consecutive period in which state and city revenues have increased.
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Seeking Steady Income In an Unstable World
August 1, 2011Advisors will be increasingly called upon to create endowment-like portfolios and will need to combine several routine techniques.
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Keeping It Simple
August 1, 2011Clients can achieve a broad-based, globally focused portfolio of stocks and bonds with just four funds.
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Being Reasonable
August 1, 2011One of an advisor's greatest challenges? Directing client expectations - and meeting them with portfolio performance.
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Eyeing REITs for Growth
August 1, 2011Investing in distressed commercial real estate could pay off if advisors screen the options carefully.
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The Benchmarking Game
July 1, 2011Using the S&P 500 as a benchmark probably means you're overstating performance and understating risk.
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Piece by Piece
July 1, 2011Take a close look at the risk and performance over four decades of seven asset classes in a diversified portfolio.
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Looking for Laggards
July 1, 2011Contrarians must decide if underperformers offer profit potential - or could burn investors yet again.
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Performance And Flow
July 1, 2011Skeptics who doubt investors' ability to identify good buys may be surprised
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Like a Stock, But Different
July 1, 2011When it comes to trading, there are some considerations advisors can take into account to make their utilization of exchange-traded funds more efficient.
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Price Controls
June 1, 2011When choosing inflation hedges, planners should consider valuations as well as historical performance.
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Costly Harvest
June 1, 2011Experts debate whether tax-Ioss selling adds value or postpones a growing tax bill.
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The Rebalancing Premium
June 1, 2011The extra return generated when a 60/40 portfolio is regularly rebalanced can provide a clue to performance.
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The Next Big Thing Is Here
June 1, 2011Structured CDs seemed to come out of nowhere. But they quickly became, arguably, the hottest products in the bank channel.
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Using Alternatives to Your Clients' Benefit
June 1, 2011Despite claims to the contrary, Modern Portfolio Theory isn't dead—it's just being used improperly.
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