Blog Posts tagged "asset allocation"

Managing Risk With Moving Averages | Part 2

Author: Nathan Rowader
Date: March 20, 2015
Category: Financial Planning
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In part 1 of this blog series, we looked at using simple moving averages as a guide to determining an allocation to stock or bonds. The results of our simulation showed that investors can improve their risk-adjusted returns by incorporating a more active approach into an otherwise static investment process.

Managing Risk With Moving Averages | Part 1

Author: Nathan Rowader
Date: March 18, 2015
Category: Financial Planning
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Over the past few months the S&P 500 Index has been zigzagging its way across different moving averages, leading various market pundits to predict a variety of outcomes at each approach. These pundits use terms like “golden cross,” “death cross” or “bullish flag.”

Ideas for Implementing Multi-Asset Income in Your Portfolio

Author: Nicholas Millikan
Date: November 26, 2014
Category: Financial Planning
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In my travels, I have had the opportunity to speak with advisors across the country who utilize multi-asset income (MAI) strategies to replace the lost income of traditional fixed-income investments. And while many of them have been more than happy with the results, they have struggled with how to implement MAI strategies within a globally diversified portfolio.

Allocating to Alternative Investment Strategies | Part 2

Author: Nathan Rowader
Date: November 11, 2014
Category: Alternatives
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In part 1 of this series, I introduced a simple way to identify when we are in a bull or bear market. I then took this method and examined how certain types of hedge funds have performed in each of these market conditions. This week, I am going to use this information to propose a simple allocation strategy that an investor could employ in order to determine which alternative strategies (or alternatives) should be used and where to deploy them in the portfolio.


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