Archive for February, 2012

Don’t aim for average

This year, many Plan Sponsors will undergo the process of benchmarking their plan to determine how they measure up with their peers, and decide if the services they receive for the fees they are paying are reasonable. Benchmarking plans to the industry averages can be an exercise in mediocrity. If you are an average plan

February 28, 2012 Categories: Portfolio Corner

Are High Dividend Stocks Getting Expensive?

Given today’s historically low interest rates, many investors have been searching high and low for yield. A popular destination for those seeking yield has been high dividend paying stocks. In fact, the interest in this segment of the market has led many investors to ask if these high dividend stocks are starting to become too expensive.

Feb 23, 2012 Categories: Portfolio Corner

Sticking to your 2012 New Year’s Resolutions?

For many advisors, the New Year brings with it an opportunity to set goals, both at an advisory firm level, and client level. The New Year also brings with it lots of client meetings to reflect on the year just passed and look ahead to the next year. January seems to be a natural time for

Feb 21, 2012 Categories: The Art of Advising

Conversation Starters: A simple list can help

If you have followed our Financial Professional Outlook you know that we have been keen to understand what advisors and their clients are talking about and why. A couple of thoughts stand out as I look back on what we heard in 2011.

Feb 16, 2012 Categories: The Art of Advising

Market week in review – February 10, 2012

U.S. stocks rose on February 13 as Greece approved austerity plans but for most of last week, Greece’s agreement barely moved the needle in the U.S. markets. In the latest Market Week in Review, Rachel Carroll talks about what did, however, capture the market’s attention on Friday morning. She also explains how widespread the benefits

Feb 14, 2012 Categories: Economic Insights

Oportet cessare verba de industria et acue in clientis metas

Think about the last time you spoke to a specialist; for example, a doctor, a botanist, a plumber. Did you understand every single word that they were saying – even those Latin and Greek words that they threw into the mix? Did you find yourself holding your breath, smiling and nodding while attempting to not

Feb 9, 2012 Categories: The Art of Advising

Size matters

I wrote earlier about assessing investment plans using probability-based approaches like Monte Carlo simulation rather than naively projecting simple averages. However, a shortcoming of typical probability-based analysis is that it only addresses part of the risk equation. Probability of shortfall describes the likelihood that an investor could fall short of his spending goals, based on assumptions

Feb 7, 2012 Categories: Portfolio Corner
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