Word: portfolios
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Dates: during 2000-2009
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...toll on boomers with college-age kids and dependent parents. What can they do? William Stern, 48, an optometrist in Shawano, Wis., has invested aggressively in stocks for 23 years. He recently shifted 20% of his assets to bonds. "I'm trying to reduce the risk in my portfolio," he says. He has also beefed up his savings rate, tucking away more than his goal of 20% of income when possible...
Ratcheting down risk by adding bonds to a portfolio--and saving more--is a great start, says Dean Knepper, a planner at Lifetime Financial Planning in Leesburg, Va. "Taking additional risk in an attempt to catch up," he says, "will not work if the individual becomes uncomfortable when the market is down and sells the investment." Knepper asks his clients to fill out a daily spending log. "They are often shocked at how that morning espresso and evening iced latte add up," he says, advising that if you cut $10 a day from spending, you can accumulate enough each year...
Karen Petersen, a financial planner in Ames, Iowa, for American Express Financial Advisors, is counseling clients to build a portfolio that provides near-certain income through cash and fixed income that will not fluctuate with the stock market for the first three years of retirement. Beyond that, she helps them invest carefully in stocks so they can earn a long-term return that beats inflation. "I want to rebalance people's portfolios, but I don't want them to leave the stock market entirely," she says. The market may not rebound quickly, but it's sure to do well over...
...Logan, 58, the burly and taciturn Alabaman who has rebuilt Time Inc. (parent of TIME) into a publishing dynamo, will oversee the subscription-based businesses, including AOL, Time Warner Cable and Time Inc. Bewkes, 50, who has led HBO to critical acclaim and rising profits, will add to his portfolio the Warner Bros. and New Line movie units, Warner Music, the WB network and the Turner cable networks such...
...projected earnings. That's less than half the developed world's P/E ratio. A broad mix of emerging-market stocks--most easily available through mutual funds--is up 3% for the year, a downright gaudy figure next to the S&P 500's decline of 21%. Any long-term portfolio should have 3% to 5% of assets in emerging markets. I would go even higher now (6% to 8%), given the malaise hanging over the developed world...