Craig L. Israelsen

Recent Stories From This Author

Beyond Borders
April 1, 2012 Despite wildly different 10-year returns, international stock funds all have similar impact in a 12-asset portfolio.

Small Thoughts
March 1, 2012 A portfolio that doesn't include small-cap U.S. stocks is probably producing weaker returns than it otherwise would have.

Mid-Cap's Role
February 1, 2012 If you've taken the time to assemble a truly diversified portfolio, almost any mid-cap fund will work well.

Swapping Out
January 1, 2012 If you've got the right asset allocation model, it doesn't really matter what large-cap equity fund you use.

Better Than Cash
November 1, 2011 Portfolio diversification isn't only for equities.

Multiply Returns by Dividing
October 1, 2011 For complete equity market exposure, three funds may be better than one.

Target Funds: To or Through?
September 1, 2011 Should your clients stay in a target-date fund beyond the target date?

Being Reasonable
August 1, 2011 One of an advisor's greatest challenges? Directing client expectations - and meeting them with portfolio performance.

Piece by Piece
July 1, 2011 Take a close look at the risk and performance over four decades of seven asset classes in a diversified portfolio.

The Rebalancing Premium
June 1, 2011 The extra return generated when a 60/40 portfolio is regularly rebalanced can provide a clue to performance.