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The Motley Fool July 6, 2004 Shannon Zimmerman |
The IAA Revolution Asset allocation is a huge part of intelligent investing, but it barely makes a blip on the financial media's radar screen. Mutual funds make it easy to diversify across market cap and style. |
The Motley Fool May 11, 2004 Shannon Zimmerman |
Building the Perfect Portfolio Smart asset allocation is critical to successful fund investing. Staying the course is a fine idea, but because your goals and tolerance for risk are bound to change over time, the perfect portfolio will always be a work in progress. |
The Motley Fool January 25, 2005 Shannon Zimmerman |
Time to Buy Here's a tip for fortifying your portfolio during troubled times: Growth funds are on sale. Get 'em while they're not hot. |
The Motley Fool August 17, 2004 Shannon Zimmerman |
Time to Buy? The market downturn this summer has handed smart fund investors a world-class opportunity to go shopping down the equity market's large-cap growth aisle. |
The Motley Fool November 30, 2004 Shannon Zimmerman |
We're Beating the Market. Are You? A Champion Funds performance update. |
The Motley Fool April 12, 2005 Shannon Zimmerman |
The Best Funds for Your IRA This year's contribution deadline is fast approaching. Don't wait until tax-filing day is upon you to make your IRA contribution decision, OK? |
The Motley Fool April 20, 2004 Shannon Zimmerman |
You're Paying How Much? With mutual funds, you usually get what you don't pay for. When it comes to gauging a fund's prospects, few attributes have more predictive power than the expense ratio. |
The Motley Fool June 28, 2005 Shannon Zimmerman |
Focus on Fees When it comes to mutual funds, it pays to be a cheapskate. Take a look at the funds you currently own. Are you paying for the "privilege" of underperformance? If so, it could be time for a mutual fund makeover. |
The Motley Fool March 14, 2006 Shannon Zimmerman |
Investment Strategery Investors, when it comes to diversification, don't forget about strategy -- especially when investing in mutual funds. |
The Motley Fool December 28, 2004 Shannon Zimmerman |
Year-End Fund Tips Here are three year-end fund tips that you'll want to contemplate as you plan for a prosperous new year. |
The Motley Fool February 15, 2005 Shannon Zimmerman |
Deconstructing Fund Categories Like price multiples, fund categories aren't all they're cracked up to be. |
The Motley Fool January 14, 2005 Shannon Zimmerman |
ETF Tip No. 4: Get Smart Why it's smart to own actively and passively managed funds. |
The Motley Fool October 26, 2004 Shannon Zimmerman |
Growth Fund Fire Sale These funds are going for a song, but are they worth the price? Parnassus... Fidelity Focused Stock... etc. |
The Motley Fool May 17, 2005 Shannon Zimmerman |
Mutual Fund Price Wars The cheap get cheaper, and that's great news for fund investors. |
The Motley Fool December 17, 2008 Robert Brokamp |
The 401(k) Crisis and What You Can Do About It That thing you're using to save for retirement? Your 401(k)? It's got a lot of problems. |
The Motley Fool March 24, 2005 Josie Raney |
Do Targeted Funds Hit Your Mark? Look before you take the lifecycle leap. If you're a beginning investor, these funds can offer inexpensive, no-fuss, diversification -- provided you choose the one that best suits your investing timeline and tolerance for risk. |
The Motley Fool August 14, 2009 John Rosevear |
This Could Be the Biggest Mistake You'll Ever Make This 401(k) blunder is a retirement-killer -- and it's still all too common. |
The Motley Fool May 24, 2005 Shannon Zimmerman |
When Good Funds Go Bad Sometimes parting isn't such sweet sorrow. Consider, for example, the strange case of Fidelity Magellan. |
The Motley Fool August 3, 2004 Shannon Zimmerman |
Fund Fight When faced with the question of whether to invest in either (a) index funds or (b) actively managed picks, there's no need to settle for a zero-sum solution. You can invest in both. |
The Motley Fool March 1, 2005 Shannon Zimmerman |
The Best Funds for Your IRA This year's IRA contribution deadline is fast approaching. What's your plan? |
The Motley Fool June 8, 2004 Shannon Zimmerman |
The Case for Mutual Funds Our resident fund jockey takes on all doubters. Are mutual funds a good investment, or just a way to underperform? |
The Motley Fool May 4, 2005 Shannon Zimmerman |
Deconstructing Fund Categories Like price multiples, fund categories aren't all they're cracked up to be. |
The Motley Fool April 13, 2009 Ivan Martchev |
Your Retirement Plan May Be Doomed The costs associated with 401(k) plans make long-term underperformance almost certain. |
BusinessWeek February 6, 2006 Anne Tergesen |
Don't Like Your 401(k)? Speak Up Do your homework and you just might persuade your employer's 401(k) plan execs to shake up the mix. |
The Motley Fool May 31, 2005 Shannon Zimmerman |
Mutual Fund Dart Board If you want to hit the bull's-eye, you'll need more than luck. So how, exactly, does a savvy fund investor go about finding future mutual fund standouts? An excellent question. Here's the answer. |
The Motley Fool February 13, 2006 Shannon Zimmerman |
3 Reasons to Sell Mutual funds are supposed to be buy-to-hold investments. Still, it's never safe to assume that any investment is a now-and-always proposition. Here are three key reasons to consider parting ways with a fund you hold. |
The Motley Fool April 21, 2005 Shannon Zimmerman |
We're Beating the Market. Are You? A Champion Funds performance update. With mutual funds, you usually get what you don't pay for. |
The Motley Fool October 19, 2004 Shannon Zimmerman |
Fidelity's Finest Funds Here are three top fund picks and one to consider selling. |
The Motley Fool November 9, 2004 Shannon Zimmerman |
3 Reasons to Sell It's never safe to assume that any investment is a now-and-always proposition. Parting with a mutual fund isn't always such sweet sorrow. |
Investment Advisor April 2006 Ben Warwick |
The Puzzler: The Tilt of Beating the Market? The uncorrelated nature of portfolio tilts creates a type of safety net that puts the advisor in the driver's seat. Combined with tax-loss selling and account rebalancing, portfolio tilts are a powerful addition to an arsenal and a nearly fool-proof way to generate alpha for clients. |
The Motley Fool February 28, 2011 Amanda B. Kish |
Good News for 401(k) Investors The news is good, but not good enough, when it comes to saving for retirement. |
BusinessWeek June 7, 2004 Anne Tergesen |
Does Your 401(k) Cost Too Much? Fees for your 401(k) retirement plan can take as much as 3% of the account balance each year. Watch out for conflicts of interest. |
The Motley Fool February 8, 2005 David Braze |
10 Ways to Mismanage Your 401(k) Any one of these mistakes has the potential to cost us thousands of dollars in the amount we will eventually accrue for retirement. |
The Motley Fool February 14, 2006 Shruti Basavaraj |
Fools' First Loves: Vanguard Target Retirement Investing in funds doesn't have to stifle your portfolio. Think of it, rather, as a way to maximize your portfolio's returns. |
Registered Rep. November 1, 2004 Stan Luxenberg |
The Retiring Kind Keeping the loyalty of retirees is urgent business for fund companies. Retaining retirees is particularly crucial for Fidelity. |
The Motley Fool June 7, 2005 Shannon Zimmerman |
Secrets of Successful Fund Managers An oft-overlooked key point in the great stocks vs. mutual funds debate is that investing is never an either/or proposition. |
The Motley Fool November 16, 2004 Shannon Zimmerman |
Selling Points Two more reasons shareholders should consider parting ways with a fund they hold. |
The Motley Fool June 29, 2006 Claire Hsing |
Great Companies, Great Returns For young investors focused on the long term, blue chips are best. |
The Motley Fool March 22, 2006 Shannon Zimmerman |
401(k) Follies It's important to perform the same kind of due diligence on the funds that appear in your company's 401(k) lineup that you would for investments in your taxable or IRA accounts. Here's how to make the most of even a lousy plan. |
The Motley Fool November 13, 2009 Dan Caplinger |
When Big Tax Breaks Aren't Worth the Hassle Bad investment options and inflexibility make many reconsider tax-favored accounts. |
The Motley Fool November 8, 2006 Hope Nelson-Pope |
The Problem Your Grandparents Never Faced Start socking away money in well-diversified investments and savings accounts. Whether you're 10 years or 30 years out from retirement, you've got time to fulfill your dreams for the future. |
The Motley Fool July 6, 2006 Shannon Zimmerman |
Smart Ways to Get Started A volatile market can provide choice investment opportunities. With that in mind, this commentary begins a three-part series on smart moves that brand-spanking-new investors ought to consider, specifically mutual funds, as they test the market's waters. |
The Motley Fool February 24, 2011 Dan Caplinger |
Make This Move Now and Save Your Retirement 401(k)s are back -- but you have to use them wisely. |
The Motley Fool August 7, 2009 Selena Maranjian |
Beware of This Sneaky Employer Trick Don't let your retirement plans get derailed by employer allocation changes. |
The Motley Fool June 15, 2004 Shannon Zimmerman |
Is It Time to Sell? Here's the answer to one of the toughest questions fund investors face - when is it time to move on? |
CFO December 1, 2007 Kate O'Sullivan |
The New Mix With so much riding on 401(k)s, more and more companies are reconsidering their plan offerings. |
The Motley Fool April 26, 2005 Shannon Zimmerman |
Should You Jump In Before a Fund Closes? Not so fast, savvy investor. Great funds close for good reasons. |
The Motley Fool November 15, 2004 |
Make Your 401(k) Work Harder Take one minute to maximize your employer-sponsored retirement plan. |
Financial Advisor June 2004 Kevin M. Wilson |
Why Value Beats Growth Portfolios using asset allocation combined with value investing produce better financial results. How should you advise clients to invest? |
The Motley Fool December 3, 2004 Josie Raney |
Funds Prep to Play Santa It may be high shopping season, but December is often the cruelest month when buying funds. |