ACTIONABLE ADVICE FOR FINANCIAL ADVISORS: Newsletters and Commentaries Focused on Investment Strategy

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2011-11-29 More Focus on Fixed Income After the Rollercoaster by American Century Investments (Article)

In this unpredictable, sometimes chaotic world, people are drawn to structure and consistency. The scheduled and predictable payments of interest and principal from bonds should become increasingly attractive, especially to investors battered by the past decade of equity market volatility. This focus on fixed income is particularly appropriate for investors with more capital preservation needs than growth, and shorter-term investment horizons.

2011-08-09 Debunking Four Common Target-Date Fund Misconceptions by American Century Investments (Article)

Despite their growing popularity, target-date funds are still not entirely understood. Learn the answers to four of the most common misconceptions from our investment professionals in this new white paper.

2011-04-19 Letter to the Editor by Various (Article)

A reader responds to Michael Edesess' article, A Close Look at the PIMCO-Met Life Retirement Strategy, which appeared on April 5.

2011-03-01 Income Solutions for the New Normal by American Century Investments (Article)

The 'new normal' environment of subdued economic growth and low interest rates contains weighty implications for investment returns and retirement planning. Accordingly, income strategies will likely play an increasingly important role in your clients’ portfolios.

2011-02-15 David Laibson on the Hidden Challenges of Aging Clients - Videos by Dan Richards (Article)

In this interview, Harvard economist David Laibson discusses his research into the challenges of helping elderly clients with their financial planning. He also discusses how to overcome the procrastination and laziness that often result in inferior investment decisions. This is a video of the interview.

2011-01-25 The Case for a Retirement Plan by American Century Investments (Article)

Defined contribution plan sponsors have an opportunity to improve retirement readiness for participants by rebooting their existing plan using target-date funds as a qualified default investment alternative (QDIA). This is made possible by the Pension Protection Act of 2006, giving certain diversified, long-term investment products QDIA status. Senior Vice President Rich Weiss and Client Portfolio Manager Nancy Pilotte make a case for re-evaluating existing retirement plans for a potential reboot using target-date funds as a default investment option.

2010-08-10 Zvi Bodie on Stocks and Annuities in Retirement (Video) by Dan Richards (Article)

In this interview, retirement expert Zvi Bodie discusses the role of stocks and annuities in a retirement portfolio, and how advisors and clients should think about risk. This is the video of the interview.

2010-02-16 The $100,000 Challenge to Passive Managers by Roger J. Schreiner (Article)

In this guest contribution, money manager Roger Schreiner challenges passive management advocates. He will wager $100,000 that, through active management, can outperform any passive buy-and-hold portfolio net of fees.

2009-12-08 Investment Viewpoints Equity Income: Performance and Wealth Preservation by American Century Investments (Article)

"A manager who limited losses last year went a huge way toward helping investors accumulate wealth over time and meet their long-term goals," Morningstar's Don Phillips told the Wall Street Journal in early November for an article titled, "The Cruel Math of Big Losses." "It's the kind of victory that often goes unnoticed," Phillips said. Read how American Century® Equity Income provided its 80,000 shareholders with such a victory last year. We thank them for their sponsorship.

2009-05-05 Defending Against Inflation: A New Look across Asset Classes by Robert Huebscher (Article)

In the long-term performance race against inflation, stocks are the hands-down winner, outpacing inflation 9.7% to 3.0% since 1926. But that history is characterized predominantly by modest inflation, with one big exception - the 1970s, when double-digit inflation contributed to a bear market. We look at new research showing the effectiveness of different asset classes as inflation hedges, and Zvi Bodie explains the implications for retirement portfolios.

2009-05-05 Letter to the Editor – A Safer Four Percent Withdrawal Rule by Various (Article)

Hawaii-based advisor John Robinson is the author of several articles on safe withdrawal rates, and he reviews our recent article, A Safer Four Percent Withdrawal Rule. We respond to Robinson's critique.


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