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Is Your Target-Date Fund Too Risky?
How much money should an investor have invested in stocks at retirement?
THE LATEST
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June 9, 2013
DAN YU; Look Beyond the 529 Plan for College Savings
WSJ.comMany people rely on 529 plans to save for college tuition, but they aren't always a one-stop solution.I tell my clients it's best to start contributing to a 529 plan when children are very young in order to maximize the benefit of tax-free, ...
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May 28, 2013State Street's Outlook on China
Barrons.comChina's recent leadership transition, initiated the same week as the US Presidential election, is as important a development as the election of Barack Obama to the White House. Policies adopted by China in the months and years ahead will ...
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May 3, 2013FX Trader Podcast; Don't Give Up on the Dollar Just Yet
WSJ.comRecent shaky U.S. economic data may not derail the stronger U.S. dollar story just yet.The Federal Reserve is likely monitoring economic data to see whether recent soft data is only a temporary soft patch, said Vassilis Dagioglu, head of ...
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April 25, 2013
Is investors’ favorite strategy doomed to fail? Why the 60/40 asset allocation model may no longer work
MarketWatchOne of the most time-honored strategies in investing may have finally run its course.Generations of investors and financial advisers have relied on the so-called 60-40 asset allocation model, which calls for a portfolio with 60% invested in ...
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April 19, 2013
Investing’s new golden rule; Commentary: Rethink rules of thumb on the yellow metal
MarketWatchOnce upon a time, asset allocation for an individual investor amounted to a simple formula: stocks, bonds, cash and gold.The financial rule of thumb involved keeping 5% to 10% of a portfolio in gold, as a salve for uncertain economic times ...
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April 3, 2013Blended Funds Keep Investors Put, But Performance Varies
WSJ.comNEW YORK--Investors in so-called asset allocation funds, such as target-date and absolute-return funds, suffer less often from the chronic condition that affects others: a nervous impulse to jump in and out of the markets.
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March 22, 2013Voices: Dan Yu, Saving For Your Kids' College Tuitions
WSJ.comVoices is an occasional column that allows wealth managers to address issues of interest to the advisory community. Dan Yu is managing principal for EisnerAmper Personal Wealth Advisors, a New York City-based RIA.
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February 28, 2013DJ FX Trader Podcast; Sequester Makes The Dollar 'King'
WSJ.comThe $85 billion in automatic U.S. federal spending cuts set to take effect Friday would be good news for the dollar, despite the drag the cuts could have on U.S. growth, said Komal Sri-Kumar, president of Sri-Kumar Global Strategies and ...
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February 3, 2013
Plain-Vanilla Investments? No Thanks, Say Readers; They put more in alternatives than experts advise
WSJ.comFinancial advisers often recommend portfolios that emphasize plain-vanilla U.S. stocks and bonds. But some of our readers are forgoing that advice with gusto.
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November 12, 2012Libya Fund Scouts for Investments
WSJ.comMILAN—With around $20 billion in cash to put to work, the Libyan Investment Authority is scouting for new bond and property investments despite global economic uncertainty and as it looks to diversify away from the financial sector.
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November 12, 2012Nimble Investment Strategies for Uncertain Times
WSJ.comNEW YORK--Financial advisers are focusing on tactical asset allocation as well as strategies that offer downside protection as uncertainties like the "fiscal cliff" and global-debt woes loom.
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November 4, 2012
Stocks Set to Challenge Bond-Market Dominance
WSJ.comFollowing a protracted period of dominance for safe-haven bond markets, analysts believe it may soon be time to float back into European stocks.
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August 16, 2012Bringing Charities To the Money
WSJ.comAttilio Meucci's One More Reason fund is an evolving concept, explains the author and expert in advanced risk and portfolio management. Mr. Meucci has been teaching a version of his advanced risk and portfolio management "boot camp" to ...
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June 2, 2012
Women: Better Advisors?
Barrons.comSome studies have shown that women are better investors than men -- they're typically more patient and conservative, which can translate into better results.
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May 7, 2012
Exchange-Traded Funds; Talking About ETFs; A longtime analyst has advice for individual investors
WSJ.comFor the past 15 years, Deborah Fuhr has spent her days deep in the weeds of exchange-traded funds. As an investment strategist at Morgan Stanley and then global head of ETF research at ETF sponsor BlackRock Inc., she observed as the ...
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April 1, 2012Two Pros Weigh In on U.S. Stocks: Ben Inker's Bearish View
WSJ.comBen Inker, head of asset allocation at investment firm Grantham, Mayo, Van Otterloo & Co. in Boston, which managed $97 billion for clients as of the end of 2011.
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March 8, 2012Which Country Stock Markets Deserve Favored-Nation Status?
Barrons.comMost investors recognize that asset-allocation choices in a portfolio can be more crucial than picking the right stock. Of course, asset allocation is a challenging task, never more so than trying to do it on a global scale. Given the mix of ...
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January 19, 2012
Forget all the Jewels, Just Give Me the Cash
WSJ.comThe Off Duty "Asset Allocation" feature (Jan. 14) asks: "Would you rather have two Pomellato rings or a jewel-toned vacation wardrobe?"
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December 31, 2011
Dynamic Duo
Barrons.comHenry H. McVey, head of global macro and asset allocation at Kohlberg Kravis Roberts, has long asserted that "yield and growth stocks should represent one of the most significant wagers one could make in a portfolio." In 2004, he ...
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December 3, 2011
Taking Control of an Out-of-Control Portfolio
WSJ.comThe Standard & Poor's 500-stock index shot 7% higher this past week after plunging nearly 5% the week before. Investors are left wondering whether to cheer or cringe.
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How to Create an Investment Portfolio
A balanced portfolio can have a bigger impact on long-term performance than individual stock picking
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How to Choose a Stock
Buying individual stocks can augment an already diversified investment portfolio. Here’s how to get started.
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How to Choose a Bond Fund
For most investors, the cost of building a diversified bond portfolio is prohibitive. Bond mutual funds are cheaper and more efficient.
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How to Invest in a Bond
Like many other investments, bonds also require investors to take greater risk for greater returns, and they can experience wide swings in price and yield.
