Asset Allocation
Asset Allocation Review
Southward Financial Services
Asset Allocation Review. In this quarterly newsletter, Southward Financial Services, LLC, gives its clients a year-end review of why it has allocated assets among different asset classes.
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Asset Allocation Works
Janus Distributors
NAPFA Resource Partner firm Janus Distributors, LLC, shows how asset allocations strategies have smoothed out returns for investors since 1970.
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Asset Rebalancing Reduces Risk
Janus Distributors
A reminder that portfolios should be rebalanced periodically, provided by NAPFA Resource Partner firm Janus Distributors, LLC.
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Avoid Common Mistakes
Raj Pillai
In this reprinted newspaper article, NAPFA-Registered Financial Advisor Raj Pillai shares his wisdom about some of the common financial mistakes that many individuals make
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Diversification Works, Part 1
Janus Distributors
In this essay, NAPFA Resource Partner firm Janus Distributors, LLC, compares chasing the "hot" market sector with a dog chasing its tail.
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Diversification Works, Part 2
Janus Distributors
This graph shows how investors can select a tradeoff of investment return and investment risk by varying their percentages of stocks and bonds. Graph provided by Janus Distributors, LLC, a NAPFA Resource Partner firm.
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Hedge Funds and Equities Markets
Michael Randolph
NAPFA-Registered Financial Advisor Michael Randolph offers a pair of essays -- one about hedge funds, and one about the key factors in successful equities investing -- in his Fall 2003 newsletter.
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Investing in Retirement
Frank Armstrong
With people living longer and more active lives, many people are taking a longer-term perspective for investing even during retirement. NAPFA-Registered Financial Advisor Frank Armstrong discusses how to balance return and risk during retirement.
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Rebalancing Your Portfolio
Catherina Pareto
NAPFA member Catherina Pareto explains the principles of portfolio rebalancing. Posted in 20004.
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Sample Asset Allocation
Frank Presson
NAPFA-Registered Financial Advisor Frank Presson provides a sample asset allocation of a hypothetical client that shows how an advisor might suggest diversifying investable assets.
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