Continue to Site »
Data & Rankings
Craig L. Israelsen
All Craig L. Israelsen's Stories
Advisors: Embrace the Winners … and Losers
October 1, 2015
Help clients understand that temporary losers in a volatile market are just that: temporary.
How to Help Clients Too Focused on the Little Picture
September 1, 2015
Advisors need to help clients avoid ‘recency bias’ — the distortions that recent, well-publicized events can bring about in their thinking.
Better Ways to Allocate Retirement Portfolios
August 3, 2015
Savings rates and asset allocations are the key to making retirement accounts last. Here’s an approach that works.
Can Value Investing Still Trump Growth?
July 1, 2015
Six years into a bull market, could a value tilt confer an advantage? Here's what the numbers say now.
Which Asset Allocation Mix Outperforms?
June 1, 2015
A 60/40 mix won't offer full diversification. Seeing the historical performance of various asset allocation models can help advisors make better choices for clients.
Better Way to Check Portfolio Risk
April 28, 2015
An alternate to the Sharpe ratio could help advisors calculate how much pain investors must endure for each unit of gain. Here's how to run the numbers.
How Tax Efficient Is That Fund?
March 24, 2015
The range of efficiency tends to be similar within sets of U.S. stock and bond funds. Should advisors care?
How to Invest for Market Volatility
March 2, 2015
Heavy fluctuations in stocks have increased in recent years. Here's one solution for advisors and their clients.
Warning: Bond Funds That Act Like Stocks
January 26, 2015
Some fixed-income funds behave like equities, failing to give sufficient downside protection to a diversified portfolio.
Crash Test: How Safe Is That Retirement Portfolio?
December 22, 2014
The ideal investing approach should control downside risk while also achieving a reasonable rate of growth. Here are a few suggestions.
How Good Are Smart Beta Funds?
December 1, 2014
An analysis compares portfolios built using 'smart beta' indexes against those whose components are weighted by market cap. See the results.
Time to Dump Portfolio Losers?
October 27, 2014
When cash, commodities and other assets stumble, it is tempting to eliminate them from a portfolio. Run the numbers first, though.
« 1 |
See All »
Advisors on the Move: Fired Merrill Advisor Who Once Managed $5B in AUM Joins Wells Fargo
Top Tax Issues for 2016
Crash Course: Books Advisors Can Learn From
View Past Issues »
VIEW DIGITAL EDITION
GET DIGITAL EDITION FOR iOS
See All »
Cybercrime: A Rising Threat
A 'New Breed' of Advisor
How to Help Clients With Dementia
CFP Meets MTV: Advisor Produces Hip Hop-Inspired Marketing Video
Morgan Seeks Unfair Arbitration Advantage, Critics Charge
RBC 'Actively Exploring' Robo Platform
Credit Suisse Loses Advisors Managing $4.5B to UBS, Merrill
Why Advisors Should Be Using Teams
Should an IRA Pass to a Trust?
Veres: Engage with Clients Before You Meet Them
Cop Turned Planner: A New Line of Duty
Conferences & Events
See All »
Women Advisors Forum
Oct 14, 2015
The Sri Conference 2015 To Focus On Rise of "Investing For Impact"
Nov 3-5, 2015
The Broadmoor Hotel in Colorado Springs, Colorado
Marketplace Lending + Investing
Nov 4-5, 2015
New York Hilton Midtown, New York, NY
On Wall Street
Content Licensing & Reprints
sourcemedia corporate site
Bank Technology News
Credit Union Journal
National Mortgage News
Mortgage Servicing News
Collections & Credit Risk
ISO & Agent
The Bond Buyer
Mergers & Acquisitions
Asset Securitization Report
Leveraged Finance News
Tax Pro Today
Health Data Management
Insurance Networking News
Employee Benefit News
Employee Benefit Adviser
On Wall Street
Bank Investment Consultant
Money Management Executive
. All rights reserved.