AboutJohn D Smith, CFP Expertise I can answer detailed questions regarding mutual fund investing, retirement planning, education planning and related financial planning/investment issues. I have a B.S. degree in Financial Planning & Counseling. I am also a Certified Financial Planner practitioner and have performed fee only investment management and financial planning services for the past 11 years.
Expert: John D Smith, CFP Date: 7/17/2006 Subject: websites for over-weight & underweight recommendations
Question Thank you John,
Could you give me a clue as to what search words I should use to locate the place on the websites of these brokerage firms and major banks where they provide their over-weights and under-weight suggestions?
Thanks again.
Bob
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Followup To
Question -
In my investing I would like to keep abreast of what various experts suggest in
overweighting and underweighting of the various asset types (like small-cap
equities, large-cap equities international equities, cash, and bonds). I have
found this on the schwab.com website at
Can you give me similar links to some of the other major experts? In other
words, can you tell me exactly which page would have these overweight and
underweight suggestions on websites like morningstar, and other big experts?
Thank you in advance.
Answer -
I am very familiar with these types of resources on the insititutional side, meaning you have to pay to get access to the information. One of the more well known resources is Litman Gregory....http://www.advisorintelligence.com.
The information here is very good, but it is not free.
On the general public side, most brokerage firms/major banks will post similar information to that of Schwab. Merrill Lynch, smith Barney, Northern Trust, etc. In addition, most monthly financial publications such as Money Magazine will touch on this in some fashion. Again, I am very familiar with this type of information on the institutional side, so I hope the general guidance I have given for general public information helps.
Answer "asset allocation strategies" or "asset class strategies" should yield some results. Also, if you go to various brokerage firm (Merrill Lynch, Smith Barney, UBS, Paineweber)websites, you should be able to get info as you did with Schwab. If you are interested in learning more about asset allocation in general, Roger Gibson has written a very will known book called "Asset Allocation". I hope this helps.
