Innovest In The News

As industry leaders in investment and fiduciary matters, Innovest principals publish timely articles in the Denver Business Journal, Financial Advisor Magazine, Private Asset Management, Defined Contribution News, The Investment Counselor, On Wall Street, Colorado Lawyer, Pension World, Journal of Compensation and Benefits, Colorado Society of CPA’s News Account, Registered Rep, Quarterly Forum, Pension & Investments, The Denver Post, Accounting Today, Senior Consultant, and Plan Sponsor.

Recent Innovest Articles

MARKET TIMING WORKS; EMOTIONAL INVESTMENT DOESN'T

Richard M. Todd, Denver Business Journal (May 29, 2008)

Success is a by-product of being process-oriented and having a framework that provides a consistent and methodical basis for making decisions.

BAD MARKETS CAN CREATE SOME GOOD INVESTING OPPORTUNITIES

Richard M. Todd, Denver Business Journal (April 3, 2008)

Investing in bad markets isn't for the faint of heart.

RAND REPORT SHOWS CONFUSION ABOUT ADVISERS, BROKERS

Richard M. Todd, Denver Business Journal (February 28, 2008)

The fiduciary standard is significantly different between a Registered Investment Adviser and a Broker.

BEST PRACTICES FOR 403(b) PLANS

Richard M. Todd, Wendy J. Dominguez,
Benefits & Compensation Digest (January 2008)

Monumental change to 403(b) governance with new IRS rules effective
January 1, 2009.

STREET YIELDS TO 'WHEN DUCKS QUACK, FEED THEM'

Richard M. Todd, Denver Business Journal (January 31, 2008)

Be wary of hidden conflicts of interest.

CHRITABLE-GIVING STRATEGIES

Scott Middleton, The Monitor (November/December 2007)

Regardless of an individual’s age, income and net worth, an objective analysis of charitable-giving strategies may provide significant rewards to both donors and their charities.

BASIC INVESTMENT PRINCIPLES CAN HELP BUILD PORTFOLIO

Richard M. Todd, Denver Business Journal (December 31, 2007)

A disciplined portfolio can be built using basic principles.

HEDGE-FUND PROBLEMS HIGHLIGHT NEED FOR DIVERSIFICATION

Richard M. Todd, Denver Business Journal (November 26, 2007)

Know your hedge-fund characteristics, strategy, approach, expertise and especially leverage.

A QUICK SYNOPSIS OF THE UNRAVELING OF THE CREDIT MARKETS

Richard M. Todd, Denver Business Journal (October 26, 2007)

The domino effect on the credit markets from the collapse of the CDO market.

OVERCONFIDENCE IN SELF CAN BE AN INVESTOR'S WORST ENEMY

Richard M. Todd, Denver Business Journal (September 28, 2007)

Do not allow overconfidence to be an illusion of knowledge.

FIDUCIARY RESPONSIBILITIES AND OPPORTUNITIES

Brad Brewer, The CPA Journal (August 2007)

Embracing fiduciary obligations associated with retirement plans.

403(b) PLANS SHOULD NO LONGER BE IGNORED

Richard M. Todd, Association of Benefit Administrators, Inc. (Summer 2007)

Participants of 403(b) plans can also benefit from negotiating contracts.

BE CAUTIOUS: FREE ADVICE MAY NOT BE WORTH EVEN THAT MUCH

Richard M. Todd, Denver Business Journal (August 30, 2007)

Some retirement-plan advisors are giving bad advice to workers.

THE ECONOMY CHUGS ALONG, BUT REMAINS VULNERABLE

Richard M. Todd, Denver Business Journal (July 27, 2007)

Be aware of 5 problem spots that could stall the U.S. economy.

IRS IS WATCHING 403(b) PLANS MORE CLOSELY THAN BEFORE

Richard M. Todd, Denver Business Journal (June 28, 2007)

Consolidation of multiple 403(b) vendors can reduce costs and save participants money.

BUYER SHOULD BEWARE IN STRUCTURED PRODUCT DEALS

Richard M. Todd, Denver Business Journal (May 25, 2007)

Be careful of conflicts of interest with custom structured products.

SHORT STRATEGIES ARE WORTH EXPLORING IN PORTFOLIO

Richard M. Todd, Denver Business Journal (April 27, 2007)

Shorting can make a portfolio less risky.

INTERNATIONAL MANAGERS' STRATEGIES CAN VARY A LOT

Richard M. Todd, Denver Business Journal (March 23, 2007)

Make certain the international manager is the right portfolio fit.

WHY INSTITUTIONAL INVESTORS OUTPERFORM INDIVIDUALS

Richard M. Todd, Denver Business Journal (February 23, 2007)

Close the performance gap by being more institutional with investment approach.

RECENT 401(k) LEGAL CASES ARE ONLY THE BEGINNING

Richard M. Todd, Denver Business Journal (January 26, 2007)

Protect yourself as a 401(k) fiduciary.

HOW TO ESTABLISH AND APPLY APPROPRIATE PORTFOLIO BENCHMARK

Richard M. Todd, Denver Business Journal (December 29, 2006)

Building a custom benchmark for an investment portfolio.

FOCUS ON INVESTMENT PORTFOLIO'S WEAKNESSES

Richard M. Todd, Denver Business Journal (November 24, 2006)

Identifying weaknesses in an investment portfolio.

INVERTED YIELD CURVE, SLOW HOUSING MARKET [SPELL TROUBLE]

Richard M. Todd, Denver Business Journal (October 27, 2006)

Understanding the impact of an inverted yield curve.

USE 12 TENETS OF INVESTMENT PRODUCT EVALUATION

Richard M. Todd, Denver Business Journal (September 22, 2006)

Twelve rules of analyzing investment products.

THE DISADVANTAGES OF MULTIPLE RETIREMENT-PLAN VENDORS

Wendy J. Dominguez, The CPA Journal (September 2006)

Simplify administration, lower expenses and improve service.

DONOR DUE DILIGENCE AND SOUND STEWARDSHIP

Richard M. Todd, The Journal of Investing (Fall 2006)

Guidance on how to make a fund [endowment] more profitable, fiduciarily sound and more attractive to a potential donor.

EMPLOYERS CAN FOLLOW RETIREMENT-PLAN BEST PRACTICES

Richard M. Todd, Denver Business Journal (August 25, 2006)

Vast differences between the best and worst retirement plan providers.

Innovest Archives

ANALYZING THE SELL SIDE OF THE EQUATION

AVOID EMOTIONAL INVESTMENT DECISIONS

BASEBALL WISDOM, DO THE "As" HAVE IT?

BE CAREFUL WITH PERFORMANCE STATS

BEATING THE INDEX THROUGH HARD WORK

THE BILLION DOLLAR EQUATION

CAPITALISM GIVETH AND TAKETH AWAY

CAREFULLY CONSIDER YOUR NON-PROFIT SPENDING WAYS

CASE FOR COMMODITY FUTURES

CONSISTENCY PAYS LONG-TERM DIVIDENDS

DC RETIREMENT PLAN MARKET CHANGING - FOR THE BETTER

THE DEFINED CONTRIBUTION MARKET IS GOING THROUGH BIG CHANGES

DIRECTORS MUST UNDERSTAND RESPONSIBILITIES

DIVERSIFICATION, A KEY TO HELP YOU PRESERVE WEALTH

DON’T IGNORE RETIREMENT PLAN COSTS

FIDUCIARY BEST PRACTICES

ECLECTIC STRATEGIES CAN BOLSTER RETURNS

EVALUATING THE MARKET'S TIDE

EVALUATING YOUR INVESTMENT PROGRAM

FALLING INTEREST RATES NO LONGER A BOOST TO ASSET PRICES

GETTING PAST INVESTMENT PERFORMANCE

HEDGE FUNDS ARE WORTH CONSIDERING FOR PORTFOLIO

HEDGE FUNDS CAN IMPROVE PORTFOLIO

INTEREST RATE SPIKE SURPRISES INVESTORS

INVESTIGATE BOND STRATEGY CAREFULLY

INVESTING IN A LOW RETURN ENVIRONMENT

INVESTMENT OUTLOOK MIXED FOR THE REST OF THE YEAR

INVESTORS CAN LEARN FROM PERA’S INVESTMENT STRATEGY

IS IT OPPORTUNITY OR MANAGER'S SKILLS THAT SUCCEED?

LESSONS LEARNED FROM LITIGATION

MENTAL ACCOUNTING: RATIONALIZATIONS CAN COST YOU MONEY

MISERY PRECEEDS OPPORTUNITY

MUTUAL FUND SCANDALS ARE OFFENSIVE

MUTUAL FUNDS HAVE RESPONSIBILITIES

NEW GUIDELINES CAN HELP INVESTORS

OUR NEGATIVE SAVINGS RATE CAN BE MISLEADING MEASURE

THE PRICE OF "FREE" RETIREMENT

REBALANCING YOUR PORTFOLIO HELPS PRESERVE VALUE

RETIREMENT PLAN EXPENSES UNCOVERED

SARBANES-OXLEY FORCES BIG CHANGES

SEEK REAL REASONS BEHIND EARNINGS

SOLVING INVESTOR INERTIA

UNDERSTAND YOUR ADVISER'S MOTIVATION

UNDERSTANDING INDEX MANAGEMENT

WAYS TO HEDGE RISING SHORT-TERM RATES

WHAT HAPPENS WHEN FED TIGHTENS, LOOSENS RATES?







				Innovest In The News As industry leaders in investment and fiduciary matters, Innovest principals publish timely articles in the Denver Business Journal, Financial Advisor Magazine, Private Asset Management, Defined Contribution News, The Investment Counselor, On Wall Street, Colorado Lawyer, Pension World, Journal of Compensation and Benefits, Colorado Society of CPA’s News Account, Registered Rep, Quarterly Forum, Pension & Investments, The Denver Post, Accounting Today, Senior Consultant, and Plan Sponsor. Recent Innovest Articles MARKET TIMING WORKS; EMOTIONAL INVESTMENT DOESN'T Richard M. Todd, Denver Business Journal (May 29, 2008) Success is a by-product of being process-oriented and having a framework that provides a consistent and methodical basis for making decisions. BAD MARKETS CAN CREATE SOME GOOD INVESTING OPPORTUNITIES Richard M. Todd, Denver Business Journal (April 3, 2008) Investing in bad markets isn't for the faint of heart. RAND REPORT SHOWS CONFUSION ABOUT ADVISERS, BROKERS Richard M. Todd, Denver Business Journal (February 28, 2008) The fiduciary standard is significantly different between a Registered Investment Adviser and a Broker. BEST PRACTICES FOR 403(b) PLANS Richard M. Todd, Wendy J. Dominguez, Benefits & Compensation Digest (January 2008) Monumental change to 403(b) governance with new IRS rules effective January 1, 2009. STREET YIELDS TO 'WHEN DUCKS QUACK, FEED THEM' Richard M. Todd, Denver Business Journal (January 31, 2008) Be wary of hidden conflicts of interest. CHRITABLE-GIVING STRATEGIES Scott Middleton, The Monitor (November/December 2007) Regardless of an individual’s age, income and net worth, an objective analysis of charitable-giving strategies may provide significant rewards to both donors and their charities. BASIC INVESTMENT PRINCIPLES CAN HELP BUILD PORTFOLIO Richard M. Todd, Denver Business Journal (December 31, 2007) A disciplined portfolio can be built using basic principles. HEDGE-FUND PROBLEMS HIGHLIGHT NEED FOR DIVERSIFICATION Richard M. Todd, Denver Business Journal (November 26, 2007) Know your hedge-fund characteristics, strategy, approach, expertise and especially leverage. A QUICK SYNOPSIS OF THE UNRAVELING OF THE CREDIT MARKETS Richard M. Todd, Denver Business Journal (October 26, 2007) The domino effect on the credit markets from the collapse of the CDO market. OVERCONFIDENCE IN SELF CAN BE AN INVESTOR'S WORST ENEMY Richard M. Todd, Denver Business Journal (September 28, 2007) Do not allow overconfidence to be an illusion of knowledge. FIDUCIARY RESPONSIBILITIES AND OPPORTUNITIES Brad Brewer, The CPA Journal (August 2007) Embracing fiduciary obligations associated with retirement plans. 403(b) PLANS SHOULD NO LONGER BE IGNORED Richard M. Todd, Association of Benefit Administrators, Inc. (Summer 2007) Participants of 403(b) plans can also benefit from negotiating contracts. BE CAUTIOUS: FREE ADVICE MAY NOT BE WORTH EVEN THAT MUCH Richard M. Todd, Denver Business Journal (August 30, 2007) Some retirement-plan advisors are giving bad advice to workers. THE ECONOMY CHUGS ALONG, BUT REMAINS VULNERABLE Richard M. Todd, Denver Business Journal (July 27, 2007) Be aware of 5 problem spots that could stall the U.S. economy. IRS IS WATCHING 403(b) PLANS MORE CLOSELY THAN BEFORE Richard M. Todd, Denver Business Journal (June 28, 2007) Consolidation of multiple 403(b) vendors can reduce costs and save participants money. BUYER SHOULD BEWARE IN STRUCTURED PRODUCT DEALS Richard M. Todd, Denver Business Journal (May 25, 2007) Be careful of conflicts of interest with custom structured products. SHORT STRATEGIES ARE WORTH EXPLORING IN PORTFOLIO Richard M. Todd, Denver Business Journal (April 27, 2007) Shorting can make a portfolio less risky. INTERNATIONAL MANAGERS' STRATEGIES CAN VARY A LOT Richard M. Todd, Denver Business Journal (March 23, 2007) Make certain the international manager is the right portfolio fit. WHY INSTITUTIONAL INVESTORS OUTPERFORM INDIVIDUALS Richard M. Todd, Denver Business Journal (February 23, 2007) Close the performance gap by being more institutional with investment approach. RECENT 401(k) LEGAL CASES ARE ONLY THE BEGINNING Richard M. Todd, Denver Business Journal (January 26, 2007) Protect yourself as a 401(k) fiduciary. HOW TO ESTABLISH AND APPLY APPROPRIATE PORTFOLIO BENCHMARK Richard M. Todd, Denver Business Journal (December 29, 2006) Building a custom benchmark for an investment portfolio. FOCUS ON INVESTMENT PORTFOLIO'S WEAKNESSES Richard M. Todd, Denver Business Journal (November 24, 2006) Identifying weaknesses in an investment portfolio. INVERTED YIELD CURVE, SLOW HOUSING MARKET [SPELL TROUBLE] Richard M. Todd, Denver Business Journal (October 27, 2006) Understanding the impact of an inverted yield curve. USE 12 TENETS OF INVESTMENT PRODUCT EVALUATION Richard M. Todd, Denver Business Journal (September 22, 2006) Twelve rules of analyzing investment products. THE DISADVANTAGES OF MULTIPLE RETIREMENT-PLAN VENDORS Wendy J. Dominguez, The CPA Journal (September 2006) Simplify administration, lower expenses and improve service. DONOR DUE DILIGENCE AND SOUND STEWARDSHIP Richard M. Todd, The Journal of Investing (Fall 2006) Guidance on how to make a fund [endowment] more profitable, fiduciarily sound and more attractive to a potential donor. EMPLOYERS CAN FOLLOW RETIREMENT-PLAN BEST PRACTICES Richard M. Todd, Denver Business Journal (August 25, 2006) Vast differences between the best and worst retirement plan providers. Innovest Archives ANALYZING THE SELL SIDE OF THE EQUATION AVOID EMOTIONAL INVESTMENT DECISIONS BASEBALL WISDOM, DO THE "As" HAVE IT? BE CAREFUL WITH PERFORMANCE STATS BEATING THE INDEX THROUGH HARD WORK THE BILLION DOLLAR EQUATION CAPITALISM GIVETH AND TAKETH AWAY CAREFULLY CONSIDER YOUR NON-PROFIT SPENDING WAYS CASE FOR COMMODITY FUTURES CONSISTENCY PAYS LONG-TERM DIVIDENDS DC RETIREMENT PLAN MARKET CHANGING - FOR THE BETTER THE DEFINED CONTRIBUTION MARKET IS GOING THROUGH BIG CHANGES DIRECTORS MUST UNDERSTAND RESPONSIBILITIES DIVERSIFICATION, A KEY TO HELP YOU PRESERVE WEALTH DON’T IGNORE RETIREMENT PLAN COSTS FIDUCIARY BEST PRACTICES ECLECTIC STRATEGIES CAN BOLSTER RETURNS EVALUATING THE MARKET'S TIDE EVALUATING YOUR INVESTMENT PROGRAM FALLING INTEREST RATES NO LONGER A BOOST TO ASSET PRICES GETTING PAST INVESTMENT PERFORMANCE HEDGE FUNDS ARE WORTH CONSIDERING FOR PORTFOLIO HEDGE FUNDS CAN IMPROVE PORTFOLIO INTEREST RATE SPIKE SURPRISES INVESTORS INVESTIGATE BOND STRATEGY CAREFULLY INVESTING IN A LOW RETURN ENVIRONMENT INVESTMENT OUTLOOK MIXED FOR THE REST OF THE YEAR INVESTORS CAN LEARN FROM PERA’S INVESTMENT STRATEGY IS IT OPPORTUNITY OR MANAGER'S SKILLS THAT SUCCEED? LESSONS LEARNED FROM LITIGATION MENTAL ACCOUNTING: RATIONALIZATIONS CAN COST YOU MONEY MISERY PRECEEDS OPPORTUNITY MUTUAL FUND SCANDALS ARE OFFENSIVE MUTUAL FUNDS HAVE RESPONSIBILITIES NEW GUIDELINES CAN HELP INVESTORS OUR NEGATIVE SAVINGS RATE CAN BE MISLEADING MEASURE THE PRICE OF "FREE" RETIREMENT REBALANCING YOUR PORTFOLIO HELPS PRESERVE VALUE RETIREMENT PLAN EXPENSES UNCOVERED SARBANES-OXLEY FORCES BIG CHANGES SEEK REAL REASONS BEHIND EARNINGS SOLVING INVESTOR INERTIA UNDERSTAND YOUR ADVISER'S MOTIVATION UNDERSTANDING INDEX MANAGEMENT WAYS TO HEDGE RISING SHORT-TERM RATES WHAT HAPPENS WHEN FED TIGHTENS, LOOSENS RATES?












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