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Financial Planning February 1, 2005 Kristen French	Rule No. 1: Preserve Capital A simple principal has helped world allocation fund First Eagle Global achieve almost 25 straight up years. Manager Charles de Vaulx is planning for more of the same.
Financial Advisor November 2010 Marla Brill	Investment Stew Undervalued U.S. and Japanese companies, high-yield bonds, tech stocks and gold bullion are all on the menu at IVA Worldwide Fund.
Registered Rep. July 1, 2004 Matt Barthel	What Lies Beneath Charles de Vaulx, the senior vice president of Arnhold and S. Bleichroeder Advisers, speaks about the challenges facing him and his funds in the coming years.
Registered Rep. June 1, 2004 Stan Luxenberg	Escape Is Rarely the Safest Bet Don't tell Brandywine Fund that fleeing stocks for cash is a safe, conservative maneuver. Several mutual funds now have a substantial portion of their assets in cash. Is this a good idea?
Financial Advisor November 2003 Marla Brill	A Constant Alternative Only recently available to individual investors, stable value funds boom.
On Wall Street September 1, 2011 Elizabeth Wine	Active Resistance It's not been a good recovery for actively managed mutual funds. Investors have been steadily pulling money out, while sending waves of cash into passively managed index funds and exchange-traded funds.
The Motley Fool November 25, 2008 Dan Caplinger	Did Asset Allocation Work? Some funds claimed to protect you from the downturn. Did they deliver?
Financial Advisor July 2011 Marla Brill	Fault-Line Investing First Eagle Global Fund has been known to move into investments when others flee.
The Motley Fool June 10, 2010 Scott Holsopple	The $5.5 Billion Mistake Are you throwing your retirement money out the window?
Financial Planning June 1, 2010 Ilana Polyak	Bargain Hunter Charles de Vaulx goes to great lengths to find great deals.
Financial Planning October 1, 2006 Joshua M. Kaplan	Out of Balance The mutual fund universe is quite expansive, with multitudes of funds that have reasonable initial investment minimums. By opting for a balanced fund, clients need to understand that they are relinquishing control of their allocation.
The Motley Fool July 2, 2004 Whitney Tilson	The Joy of Cash This mutual fund manager scours the investment universe regularly, but says he's found few good values. So he coolly bides his time and holds onto his cash. Should he worry? Several other respected funds are holding cash too.
Investment Advisor January 2006 Callahan & Howard	Risky Business The primary goal of financial advisors is to make life less risky for clients. But using style boxes to determine risk in a portfolio is a fool's errand.
Investment Advisor December 2008 James J. Green	The Failure of Asset Allocation Asset allocation can explain past market performance, but not predict which allocation will work in the future.
Financial Planning October 1, 2009 Craig L. Israelsen	An Age-Old Question Age plays an important role in determining asset allocation. The general consensus is, the older you get, the less risk you should take.
Financial Advisor February 2005 Sydney LeBlanc	The "Black Cat" Of Separately Managed Accounts Education can prevent or eliminate myths surrounding managed accounts and help clients take advantage of the benefits they afford.
Registered Rep. February 1, 2011 Diana Britton	American Funds: A Victim of Its Own Success? The mutual fund giant's fortunes seem to have turned, with sizeable outflows.
Financial Advisor May 2005 Jeff Schlegel	"Assets-In-A-Box" Investing Considering the appeal of prepackaged asset allocation, it's little wonder that lifecycle funds are one of the hottest areas in the mutual fund industry.
The Motley Fool April 4, 2007 Amanda B. Kish	Finding Needles in Funds' Haystack 7,000 reasons to separate good funds from bad ones. Too often, investors look first for funds with the highest recent returns, then perform due diligence only on funds at the top of that list.
Financial Advisor September 2008 Alan Lavine	Tenth Time Around When financial advisors make decisions, they are typically also reviewing tons of investment reports for ideas and insights. Each has his favorite sources for inspiration.
The Motley Fool April 11, 2007 Amanda B. Kish	If a Fund Manager Flees, Maybe You Should, Too First Eagle fund manager Charles de Vaulx's sudden departure leaves everyone scratching their heads. Investors have lost a good manager in de Vaulx, and once Eveillard heads back into retirement, they will (again) lose another.
The Motley Fool December 4, 2006 Dan Caplinger	10 Trillion Reasons to Invest Mutual funds keep raking in the money.
The Motley Fool February 9, 2005	Money Market Funds, Explained They're not exciting, but you may need them. They're generally ill-suited for long-term savings, but they're great for short-term investments, such as for money you'll need in the near future.
U.S. Banker December 2002 Laura Petrecca	Doing Lynch One Better Investors want no pain. Funds of funds are being pushed by banks and fund companies to meet this need.
Salon.com June 13, 2000 Steve Bodow	The great mutual fund rip-off Millions sink money into them, but do you really know what your fund manager is up to?
Financial Advisor June 2005 Darwin K. Abrahamson	Avoiding Redemption Fees In 401(k) Plans Since it's indisputable that redemption fees are becoming entrenched within mutual funds at an accelerated pace, an obvious solution to avoiding redemption fees altogether is to invest in exchange-traded funds (ETFs).
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.
Financial Advisor March 2006 Marla Brill	Courting A New Crowd Rydex Investments hopes to move beyond market timers to mainstream financial advisors.
Financial Advisor June 2009 Marla Brill	ETF Portfolios To Go ETF portfolio management services pitch to financial advisors.
The Motley Fool August 12, 2004 Alex Dumortier	Cash Me Out With top fund managers holding high levels of cash, this might be the time to review your mutual fund and individual stock holdings.
Financial Advisor February 2005	Advisor Emporium Securities America Offers New Portfolio Management Service... Principal Financial Adds Options to Health Savings Account (HSA) Plan... Pareto Systems Offers Customized CRM Platform... etc.
The Motley Fool February 2, 2007 Nathan Slaughter	Don't Do It! When it comes to your mutual funds, though, keep your eyes on the road -- not the rearview mirror.
BusinessWeek August 2, 2004	"Everything in the U.S. Is Expensive" First Eagle Global Fund's Charles De Vaulx, a value investor, says the best opportunities now are in Europe and Asia.
Registered Rep. November 1, 2006 Stan Luxenberg	Off-the-Rack Risk Control? Although state 529 plans may look the same on the surface, in reality their asset allocations -- although similarly described -- could be very different. The appeal of age-adjusted 529 plans is that you don't have to do much.
Investment Advisor February 2010 Robert F. Keane	The Green Advisor: Adding ESG to Asset Allocation New portfolios aim to help advisors align values and diversification.
The Motley Fool November 9, 2004 David Braze	Calm for the Storm: Asset Allocation The market is still down from its March 2000 peak. Here's how to protect your assets from further drops.
Registered Rep. August 1, 2004 Stan Luxenberg	Nest Eggs in Multiple Baskets Increasingly, employers have begun offering life cycle funds, which include broad mixes of stocks and bonds. By picking one life cycle choice, an investor can hold a nicely diversified 401(k) portfolio.
Financial Advisor July 2008 Alan Lavine	On Target, Or Not Think you can plunk down money on any target date fund as a low-risk way to accumulate retirement savings? Think again.
BusinessWeek May 14, 2009 Aaron Pressman	Allocation Funds Are on the Rise New funds that switch among different asset classes are gaining popularity with investors tired of constant loss.
Investment Advisor February 2009	A New Benchmark for Advisors With many advisors using an asset allocation strategy, the S&P 500 is no longer a great benchmark against which to set your pace. Take a look at these new benchmarks.
BusinessWeek September 29, 2003 Peter Coy	Should You Time the Market? It all depends on how you think the market works. But it's easy to get your timing wrong, so don't stray far from your target mix.
The Motley Fool May 4, 2005 David Meier	The Value of Cash What should an individual investor do if the overall stock market isn't expected to return much over the next few years? In a struggling market, valuation -- not cash -- is king.
Financial Planning July 1, 2006 Israelsen & Walker	Right on Target? Life-cycle funds are relatively new. Here are the pros and cons of investing in target-date funds.
The Motley Fool February 4, 2004 Dave Braze	Creating a Comfy "Income Cushion" How much should a retiree keep in cash?
Financial Advisor May 2011	Advisor Emporium Curian launches research portfolio... Investors Capital creates VIP desk... USAA expands mutual fund access...
Financial Planning June 1, 2010 David E. Adler	Looking for the Source What explains portfolio returns? Roger Ibbotson questions whether asset allocation is as powerful as planners think.
The Motley Fool July 15, 2008 Tom Hutchinson	Mutual Fund Advisory Madness If you use a financial advisor, you've probably been approached to invest in a diversified group of funds or a mutual fund advisory program. But be careful before you accept -- they may cost you more than your portfolio can afford.
Registered Rep. January 1, 2003 Pam Black	A Separate Reality The separately managed account revolution might well be sweeping the financial services industry. That transformation, while still somewhat slow, is inexorable, but also incomplete. So far, for the most part, SMAs aren't being used correctly.
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 February 5, 2010 Tim Hanson	The Stocks You Need to Buy Now Do you know what you're missing? With an asset allocation plan and additional foreign exposure, your portfolio will be better positioned to profit over the next decade.