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BusinessWeek April 12, 2004 Lauren Young	Where Investors Hunt For Refuge As the bull struggles, they're playing it safer at home -- and investing more abroad. A look at where the money is flowing to, and the outlook from some mutual fund managers.
The Motley Fool June 22, 2004 Shannon Zimmerman	Get Paid to Invest - in Junk Do you think income investing is just for stock jocks? Well, mutual funds generate income, too, and they may be just the thing for savvy investors. Here's one way to clip some mighty fat coupons without risking the farm.
Financial Advisor March 2006 J. Michael Martin	Passive Is Not Enough Active portfolio management provides a great opportunity to grow your financial advisory practice.
Financial Planning January 1, 2005 Donald Jay Korn	Fancy Footwork Just as the economy is expected to muddle through this year, consensus forecasts indicate parallel plodding in the financial markets, with unspectacular returns for stocks and bonds. Financial planners seeking to thrive in 2005 may need to develop new tactics.
Financial Advisor October 2004 Tracey Longo	Investing For Retirement Investing for retirement is feeling pretty dicey. That has investors looking for all the advice they can find. Here's what financial advisors are saying.
BusinessWeek October 6, 2003 Lewis Braham	Amid Turmoil, Funds Take Off During the third quarter, equities rallied up a storm.
Registered Rep. January 1, 2003 David A. Geracioti	Jeremy Siegel Is Still A Believer in Stocks for the Long Term Siegel's most important message? That there must be a new approach to calculating the "right" price-to-earnings multiple for large stocks.
Financial Advisor July 2005 Marla Brill	A Fund For Tough Times More advisors are using the Permanent Portfolio Fund as a hedge. The fund balances its position in value-oriented commodity stocks with a 15% allocation to aggressive growth stocks in about a dozen industry groups.
The Motley Fool January 9, 2004 Whitney Tilson	A Scary Time for Stocks The author believes in bottom-up investing. He also respects the power of the macroeconomy and broad-market moves. Presented with the bull and bear cases for 2004, he thinks the bears might just have it.
Registered Rep. March 1, 2003 Stan Luxenburg	Going to Extremes Used as the "explore" part of a "core and explore" strategy, focus can indeed help produce alpha (outperformance).
Financial Advisor December 2003 Tracey Longo	Investment Outlook Where the best and brightest see things headed in 2004.
BusinessWeek October 10, 2005 Lewis Braham	The Growing Interest In Growth Stocks Lately growth stocks are outrunning value funds.
BusinessWeek January 31, 2005	A Fixed-Income Fund with a Twist Bill Eigen of Fidelity Strategic Income says a broadly diversified focus and careful risk management help his fund outperform
The Motley Fool January 28, 2004 Bill Mann	Daddy, What's a Junk Bond? There are some eerie parallels between the '80s junk bond craze and today's stock market.
Real Estate Portfolio Jul/Aug 2004 Christopher M. Wright	Q&A with Jeremy Siegel The Russell E. Palmer Professor of Finance at the Wharton School of the University of Pennsylvania weighs in on his long-term bullish outlook and the prospects he sees for REIT stocks.
Financial Planning March 1, 2005 Justin Daniels	Not Dead Yet Interest rates may be rising, but fixed-income products may bloom again in 2005.
The Motley Fool October 29, 2004 Dayana Yochim	Need a Yawner Investment? If you're in the market for a safe little something for your portfolio, buy bonds.
Financial Planning January 1, 2006 Donald Jay Korn	Outlook 2006 An informal survey of investment strategists found an upbeat economic outlook for 2006: Panic and Euphoria... Has Technology's Time Come?... Bond Parsing... Overseas Picture... Fiscal Forecast...
Financial Advisor December 2005 Eric L. Reiner	Where Are We Headed? Investment experts reveal where they believe the returns are as slower growth is predicted for 2006.
Financial Advisor November 2003 Tracey Longo	The Logic Of Rethinking International Investing Reasons to consider increasing your international portfolio.
Financial Planning November 1, 2005 Randy Lert	Stick to Your Guns! Investment managers have stayed bullish on investment underdogs despite a market that has been going the other way. Their favorite category by far is large-cap growth stocks, yet according to several surveys, those stocks only rose 1.7%.
Registered Rep. February 1, 2003 Stuart Chaussee	Trading Places It's time for a growth rebound. The argument for growth rests on the reversion-to-the-mean concept. Overly simplified, the concept means that when stocks (or any asset class) outperform their historical average, that asset class enters a period of underperformance and vice versa.
Financial Advisor December 2003 Lynn O'Shaughnessy	The Sleeper That Soared To the surprise of many, emerging-market debt has performed well.
BusinessWeek August 4, 2003 Lewis Braham	Funds That Make the A-List These funds are proving to be stalwarts in a still-iffy market
Financial Planning February 1, 2005	Mutual Fund Monitor Assessing Assets: Domestic equities... Growth stocks... Small caps... Investment-grade bonds... etc.
Financial Advisor October 2004 Dorothy Hinchcliff	Stepping Cautiously In The Bond Market Experts expect interest rates to rise, and are carefully assessing options.
Financial Advisor December 2005	Getting Busted Chip Carlson banks on an offbeat breed of bond to boost the Greenspring Fund's return.
BusinessWeek March 1, 2004 Vickers, Henry & Miller	Is The Bull Ready To Catch Its Breath? Valuations aren't really out of whack -- and a correction may be a buying opportunity. Stocks have been on a tear since they bottomed out last March.
Registered Rep. May 1, 2004 Stan Luxenberg	Over There Foreign bond funds will help grab yield, diversify client portfolios and, in some cases, hedge against a falling dollar.
The Motley Fool March 16, 2011 Christopher Barker	Don't Flock to the Wrong Safe Haven Gold and silver may be volatile, but prevailing conditions make them a safer safe haven through gold stocks and mutual funds.
Financial Advisor August 2004 Alan Lavine	Small-Cap Funds Start Exhibiting Caution Several managers believe next year will be better than this year. But they are also realistic.
Financial Advisor January 2005 Marla Brill	Investment Moves For 2005 Advisors proceed cautiously as interest rates rise and the dollar falls.
On Wall Street June 1, 2010 Neil O'Hara	The Fixed Income Fix How can advisors help clients minimize losses in fixed income portfolios when rates increase? The best answer may surprise you.
Inc. December 1, 2002 Kenneth Klee	Rational Pessimism Turns out there's a bright side to falling stock prices.
Registered Rep. March 1, 2005 Stan Luxenberg	Looks Like a Hedge Fund, Smells Like For clients who cannot --- or will not --- try hedge funds, there is a compelling alternative: mutual funds that follow hedge-like strategies. Here are some options.
Financial Planning July 1, 2005 Susan Weiner	Foreign Indebtedness The falling dollar has sparked an interest in international bonds, but advisers remain cautious.
BusinessWeek December 25, 2006 Lauren Young	Mutual Funds: It's The Large Caps' Turn To Shine Forecasts of a slower-growing economy have more money managers thinking big.
The Motley Fool December 18, 2003 Motley Fool Staff	Why Stock Prices Go Up and Down If a company's profits keep growing, its stock price will follow suit -- eventually. Corporate earnings drive stocks in the long run. In the short run, though, there are many different reasons stock prices flitter up and down. Don't take all moves too seriously.
The Motley Fool March 17, 2005 Robert Brokamp	Stocks for the Really Long Term Yes, stocks are the long-term investment of choice. But at any price?
BusinessWeek November 24, 2003 Lauren Young	Six Funds To Ride In Asia Even in already soaring markets, there are bargains to be found.
The Motley Fool November 5, 2004 Whitney Tilson	Don't Stretch for Performance How can you beat the market? Play a different game. Ignore the short-term noise and temptation to trade like a madman, and focus instead on buying stocks at a significant discount to their intrinsic value, conservatively estimated.
Financial Advisor October 2005 Marla Brill	Why Bonds Keep Beating The Odds Financial advisors who have been taking defensive measures in anticipation of rising long-term rates and falling bond prices may have to wait awhile longer for their strategies to shine.
Financial Advisor February 2006 Alan Lavine	The Gold Rush The outlook for precious metals is bright, but the risks are still there. Can gold and precious metals mutual funds continue their stellar performance after a few years of outstanding returns?
Financial Planning October 1, 2011 Donald Jay Korn	Buoyant Bonds The world seems to be awash in debt, especially government debt. Considering that government issues are crucial to the world's bond markets, fixed-income investments have held up surprisingly well.
The Motley Fool August 5, 2011 Christopher Barker	What the Market's Mayhem Means for Gold and Silver Picking up the pieces from a precious metals sell-off to complete a golden puzzle.
Outside August 2004 Daniel Duane	The Lip Comes Down Wipe out trying to bodysurf the Newport Wedge and you'll burst an eardrum, yank out a shoulder, or snap a few ribs.
The Motley Fool July 6, 2004 Selena Maranjian	Beware of Rising Rates Rising interest rates can wreak havoc on credit card and other debt.
The Motley Fool January 5, 2004 Mathew Emmert	Broken Bonds Even if you've just experienced a painful breakup with the stock market, don't go falling in love with bonds just because you're on the rebound. The plain truth is that looking for love in today's bond market could lead to another broken heart.
BusinessWeek April 18, 2005 Bremner & Dawson	International Plays For Investors With Steely Nerves It's tougher these days to find high returns, so folks with a taste for risk are venturing into ever-more-exotic fields.
Registered Rep. October 1, 2005	An Unconventional Approach In this excerpt from Unconventional Success: A Fundamental Approach to Personal Investment, author David Swensen describes the many risks facing corporate bond investors.