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  1. A Framework for Evaluating Investments and Reforms in State-Owned Enterprises

    Headlines

    Tue, 2 Sep 2014

    time horizon, and tolerance for risk. Past performance is no guarantee of future results. Diversification/ asset allocation does not ensure a profit or guarantee against a loss. Investing involves risk, including risk of loss. Stock markets, especially non-U.S

  2. Philosophy Differs from Strategy

    Commentary

    Tue, 2 Sep 2014

    can spend a considerable amount of time and energy trying to figure out a perfect portfolio by seeking a perfect asset allocation , perfect products, perfect tax-efficiency and a perfect maintenance methodology. Don’t bother. There is

  3. Noted Manager Stays Off the Beaten Path With New Global Fund

    Headlines

    Sun, 31 Aug 2014

    May. "It is an intriguing fund," said Albert Brenner, who helps oversee $5.2 billion as the lead on the asset - allocation strategy at People's United Bank Wealth Management in Bridgeport, Conn. Brenner is keeping the fund on his radar

  4. Thornburg On Understanding Your Real Real Returns

    Headlines

    Sat, 30 Aug 2014

    much lower than you might expect. “Nominal returns are a misleading driver of an investor’s investment and asset - allocation planning. That’s because they are significantly eroded by taxes, expenses and inflation,” says the Thornburg

  5. The Quintessential U.S. Equity Fund

    Video Reports

    Fri, 29 Aug 2014

    fund offers both a mutual fund and an ETF share class, which are both available at 5 basis points. While the fund excludes bonds, commodities, and international stocks, it's a great starting point in building an asset allocation .

    Asset Allocation found at 0:54

    commodities, and international stocks, it's a great starting point in building an asset allocation .
  6. Burton Malkiel's Latest Advice for Investors

    Headlines

    Fri, 29 Aug 2014

    the course. Then again, this summer's Morningstar Investment Conference featured a similar conclusion from the asset - allocation panel. Like Malkiel, the panelists were bothered by stock valuations but felt that low interest rates (barely

  7. Leveraged Loans: Where Skilled Analysis Makes a Difference

    Headlines

    Thu, 28 Aug 2014

    own goals, time horizon, and tolerance for risk. Past performance is no guarantee of future results. Neither asset allocation nor diversification ensures a profit or guarantees against a loss. Investing involves risk, including risk of loss

  8. Benz: 7 Fund Favorites for the More Aggressive Retiree

    Video Reports

    Thu, 28 Aug 2014

    spending situation and use that to help drive the asset allocation of the portfolio. Stipp: You've often talked ..... some other balanced funds is a more opportunistic asset - allocation strategy. So, the managers actually have quite

    Asset Allocation found at 2:11, 5:55

    at your own spending situation and use that to help drive the asset allocation of the portfolio. Stipp: You've often talked about the bucket approach. We talked about it when we discussed more conservative picks. If
    sets it apart from some other balanced funds is a more opportunistic asset - allocation strategy. So, the managers actually have quite a bit of latitude to adjust their stock-bond allocation based on where they are seeing
  9. Emerging-Markets Outlook: After Stabilizing, Outlook Mixed for EM Economies and Markets

    Headlines

    Tue, 26 Aug 2014

    sustainable? Dirk Hofschire, SVP, Asset Allocation Research Following the Federal ..... Authors Dirk Hofschire, CFA SVP, Asset Allocation Research Dirk Hofschire is senior vice president, Asset Allocation Research for Fidelity Investments

  10. What's An Asset Allocation ETF Really Worth?

    Headlines

    Tue, 26 Aug 2014

    financial advisors had a monopoly on asset allocation decisions, fees ran rather ..... products promising to deliver asset allocation on the cheap, costs are shrinking ..... exchange traded products in the asset allocation category—most of which are young

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