TITLE

Understanding Inflation: Strategies to Protect Clients' Assets

AUTHOR(S)
Becker, Joseph
PUB. DATE
June 2010
SOURCE
Journal of Financial Planning;Jun2010, Vol. 23 Issue 6, p32
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article offers strategies on how financial advisers can help clients cushion the effect of inflation on their investments in the U.S. The author advises financial advisers to monitor the Treasury Inflation Protected Securities (TIPS) spread to be able to determine about the prospect for higher inflation. He also identifies commodities, gold and real estate as investable assets that will benefit from rising inflation. He further states that exchange-traded funds (ETFs) could be useful tools for financial advisers who are interested in allocating these assets to client portfolios.
ACCESSION #
51316877

 

Related Articles

  • Time For a Deflation Hedge? Zigler, Brad // REP.;May2013, Vol. 37 Issue 5, p33 

    The article discusses the author's views on the strategies of fund managers in promoting exchange traded funds (ETFs) for protection against falling interest rates. He cites the move of the central bank of Cyprus to sell three-quarters of its gold reserves to bail out its financial system. The...

  • Exchange--traded funds: A printer. Fuhr, Deborah // Journal of Asset Management;Dec2001, Vol. 2 Issue 3, p260 

    Focuses on Exchange-traded Funds (ETF) which have opened a whole panorama of investment opportunities to both individual investors and institutional money managers in the U.S. Applications offered by ETF; List of ETF based on different benchmark indices that can be used to gain broad U.S....

  • Angst vor Inflation steigt stark an.  // Die Bank;jun2013, Issue 6, p42 

    The article presents the results of an investor survey in Germany about inflation risks.

  • ETFs Most Popular with Investors in the Know--That Means Millionaires.  // Retirement Market Insights;Mar2013, Vol. 9 Issue 3, p3 

    The article reports that exchange traded funds (ETF) are most preferred by affluent investors in 2012 as revealed by a Spectrem Group survey. In 2013, a total of 39% of self-professed highly knowledgeable investors are planning to invest in ETF. The survey also revealed that financial knowledge...

  • Active ETFs: Approach for Asset Gathering. Ullal, Aniket // Money Management Executive;10/20/2014, Vol. 22 Issue 40, p1 

    The article discusses the marketing strategies to be adopted by active managers when gathering exchange-traded funds (ETF) assets. Topics include the need to target investors who are users of index-based strategy ETFs, providing exposure to a specific investment factor, and emphasizing on tax...

  • Exchange Traded Funds. Field, Nicola; Walker, Chris // Money (Australia Edition);Jun2006, Issue 80, p133 

    The article provides information on the exchange traded funds (ETF). The main difference between unlisted managed funds and ETF is the Australian Stock Exchange listing of ETF. The administration costs of ETF is lower because it does not deal directly with applications from investors. The...

  • Five Top Trends As ETFs Grow In Size, Popularity. APARNA NARAYANAN // Investors Business Daily;4/20/2015, pA16 

    The article discusses the trends to consider as exchange traded funds (ETFs) grown in popularity and size. Advantages to add ETFs to the portfolios of investment professionals are mentioned. The cost efficiency, transparency and tradability of ETFs are noted. The trends that are expected to...

  • UP, UP, AND AWAY. Brassem, Jan // JCK;Jun2011, Vol. 142 Issue 6, p220 

    The article outlines several circumstances that can cause the prices of gold and silver to fluctuate. It states that investors will look for assets that are safe havens and they will consider gold secure during global turmoil. It mentions that the gold prices reflects the U.S. inflation rates as...

  • Putting your money where your mouth is. Rick di Cristoforo // Money Management;10/22/2009, Vol. 23 Issue 39, p24 

    The article reports on the need for financial advisors to educate their clients on the value they offer in order to ensure a long-term relationship. It suggests that advisers must assess on what services they provide and how they were provided to the clients. It provides information on what...

Share

Read the Article

Courtesy of VIRGINIA BEACH PUBLIC LIBRARY AND SYSTEM

Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics