Asset Rebalancing

Ruth, James
January 2003
Advisor Today;Jan2003, Vol. 98 Issue 1, p22
Trade Publication
Focuses on the impact of stock market performance on investors and advisors in the U.S. Investment rule abandoned in buying and recommending stocks and mutual funds; Essence of asset rebalancing for financial advisors; Application of asset rebalancing principles to basic allocation categories.


Related Articles

  • Investors facing 'puke point.'. Burr, Barry B. // Pensions & Investments;4/16/2001, Vol. 29 Issue 8, p8 

    Highlights the views of investment analyst A. Gary Shilling regarding the drop in the stock market and its impact on investors' attitude about owning stocks. Individual investors' faith in stocks as their financial salvation; Skepticism about Federal Reserve Bank officials' projected economic...

  • The All-Weather Portfolio. Conn, Michael L. // ColoradoBiz;Oct99, Vol. 26 Issue 10, p16 

    Discusses the status of the stock market in the United States, as of October 1999. What investors should look for in companies; Information on the S&P 500 index funds.

  • Stock buying trend moves against U.S.. Price, Margaret // Pensions & Investments;6/13/1994, Vol. 22 Issue 12, p35 

    Reports on United States-based investors' purchase of non-US stocks. Disparity between American investors' purchase of non-US stocks and non-American investors' purchase of US stocks; Disparity's impact on the American stock markets.

  • Compulsive gamblers wrecking Wall Street.  // Fort Worth Business Press;11/15/2002, Vol. 15 Issue 46, p53 

    Editorial. Analyzes the stock market in the U.S. as of November 2002. Problems facing the stock market; Controversies regarding stock transactions; Attitudes of investors implicating the stock market.

  • MARKET COMMENTARY: Testing the lows.  // Dow Theory Forecasts;7/30/2012, Vol. 68 Issue 31, p3 

    The article discusses the decline of trading in the U.S. stock market. It mentions that the condition is attributed to the concerns of investors towards the euro zone and the disappointing quarterly profits. It notes that the market continues to disappoint investors as evidence supports the...

  • Playing the Rebound. Updegrave, Walter // Money;Jun2001, Vol. 30 Issue 6, p55 

    Offers advice to investors in the United States on how to prepare for a recovery in the stock market. Suggestion to not make drastic changes in a portfolio but focus on fine-tuning it; Large returns at the beginning of bull markets; Importance of continued stock buying for long-term investors.

  • Mr. November. Cramer, James J. // Time;10/25/1999, Vol. 154 Issue 17, p135 

    Offers opinions on the conditions of the United States stock market as of October 1999. History of difficulties in the month of October, including two one-day 500-point declines in stock prices; Conduct of investors; What the author has done with his stocks. INSETS: Mutual-Fund Tax Dodge;Die...

  • Uncorking the New Millennium. Mclean, Bethany // Fortune;12/20/1999, Vol. 140 Issue 12, p84 

    Introduces a series of articles making up Fortune Magazine's Investor's Guide 2000, which offers suggestions on stock market trends and investing in the year 2000. Characteristics of the stock market for 1999; Difficulties of investing in the age of the Internet.

  • U.S. International Equity Investment.  // Working Papers -- U.S. Federal Reserve Board's Finance & Economi;2012, p2 

    The article focuses on the international equity investment of U.S. investors. It says that comprehensive dataset are used to analyze U.S. investment in foreign equities wherein cross-listing of foreign firms on the U.S. exchange is considered a significant determinant of U.S. investment. It...


Read the Article


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

Try another library?
Sign out of this library

Other Topics