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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).   |
Registered Rep.
May 1, 2006
Stan Luxenberg |
Growth or Value? While your clients may still have bad memories about aggressive funds, you must remind them that they should consider aggressive choices and that the right funds can provide important diversification and actually help them find the sweet spot on the efficient frontier. |
Registered Rep.
November 1, 2005
Stan Luxenberg |
The Worthy Tired of lackluster performance, investors have been ignoring large-cap domestic funds. Instead, foreign funds are all the rage. But, there are still good reasons for many investors to consider active large-cap managers. |
Registered Rep.
March 1, 2006
Stan Luxenberg |
The Problem of Success If you overweighted clients' small-cap stock funds exposure a few years back, you're looking like a genius. But what now? Anyone seeking a small-cap choice faces a hard problem: Nearly all the top candidates have been closed. |
Registered Rep.
September 1, 2004
Stan Luxenberg |
A Question of Size If there is safety in numbers and comfort in size, fund investors are now putting their need for reassurance on parade. |
Registered Rep.
February 1, 2005
Stan Luxenberg |
Look Over There, but Beware Though foreign shares can help to diversify portfolios, some advisers are wary of the sudden move abroad. International stocks can be volatile. |
Registered Rep.
January 1, 2006
Stan Luxenberg |
Housewarming Come April, Merrill Lynch will remove its famous name from the brokerage's own funds to relaunch them under a new (as yet to be determined) name to compete on their own. But all the major wirehouses have struggled to sell their proprietary mutual funds. |
Registered Rep.
June 1, 2005
Stan Luxenberg |
This Year's Model Now that technology is out of favor, new specialists have appeared, promising to produce returns in erratic markets. With the U.S. trade deficit swelling, several funds offer protection against the falling dollar. |
BusinessWeek
September 12, 2005
Lewis Braham |
Building A Focused Fund Of Your Own Portfolios of under 50 stocks have outrun the market with less risk. Here's how they do it. |
Registered Rep.
February 1, 2006
Stan Luxenberg |
Do-It-Yourself Funds of Funds The real deal breakers for financial advisors with wealthy clients who have sophisticated needs are that hedge funds tend to be illiquid and lack transparency. Here's how to use mutual funds that use hedge fund strategies to solve this problem. |
Investment Advisor
August 2005
Angelina Dance |
S&P Mutual Fund Sector Focus: Small-Cap Growth Still Packing a Punch Growth investing, particularly in the small-cap sector, has traditionally been considered a high-risk approach, yet in the past several years has proven to be rewarding. |
Financial Advisor
June 2005
Marla Brill |
Fishing For Fallen Angels Putnam's David King shops for bargains among tarnished growth stocks. |
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. |
The Motley Fool
September 7, 2004
Salim Haji |
How Many Stocks Should You Own? Diversification into stocks you don't fully understand could increase risk within your portfolio. |
Financial Planning
September 1, 2005
Ilana Polyak |
Fund Manager Profile: Global Vision A newly opened global-equity fund from Julius Baer finds a world of opportunities. |
Investment Advisor
March 2006
Kathleen M. McBride |
Acting Like He Thinks If you're considering a large-cap growth fund, don't forget James P. O'Shaughnessy's Dreyfus Premier Alpha Growth Fund/B. Here's an interview with the fund manager. |
Investment Advisor
January 2006
Kathleen M. McBride |
Many Happy Returns Stratton Growth Fund has displayed a disciplined approach to all-cap value investing that has outperformed for decades. |
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
January 2006
Marla Brill |
Bold Bets Fund managers who run concentrated portfolios offer a refreshing departure from the increasingly popular practice of far-reaching, benchmark-centric investing. |
Financial Planning
January 1, 2005
Bernard R. Horn |
Global Goodies It's not risky to invest overseas--in fact, it's riskier not to. Exchange rates and political and economic risks can mitigate returns, but experienced global equity managers know how to navigate foreign markets by making solid stock picks. |
The Motley Fool
September 14, 2004
Tim Beyers |
Finding Profitable Funds In this Q & A, Champion Funds chief analyst Shannon Zimmerman covers how he looks for funds, why sector funds might not be a good bet, and whether or not the fund scandal is really winding down. |
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. |
The Motley Fool
September 28, 2004 |
How to Think About Diversification There's no absolute best number of stocks to own. Too few and you've taken on too much risk. Too many and you've diluted the power of your holdings more than you had to. |
The Motley Fool
January 11, 2006
Dave Mock |
More Mediocrity, Better Returns Once your portfolio is concentrated in a handful of quality companies, it's a matter of maintaining the patience to ride your winners. Avoid an itchy trading finger and focus on company fundamentals, not price swings. |
Registered Rep.
October 1, 2005
Stan Luxenberg |
Taking the Sting Out of Taxes For high-net-worth investors, tax-sheltered accounts offer special opportunities. Because they need not worry about exhausting savings, wealthy clients can use shelters creatively to derive maximum tax and investing benefits. |
Financial Advisor
October 2004
Alan Lavine |
Pondering The Fate Of Mid-Cap Stock Funds Is the market rotating away from this once-hot sector? |
The Motley Fool
April 5, 2006
Rex Moore |
Are You Invested in the Right Industries? One thing that often gets lost in all the talk of sizzling stocks and 20-baggers is the benefit of diversification. It's a concept every investor can understand and profit from. |
The Motley Fool
May 4, 2006
Tim Beyers |
Dueling Fools: International Bull Savvy investors should have a diversified portfolio that contains both American and foreign stocks. ADRs provide investors with the benefits of foreign diversification and the protections afforded by American securities laws. |
BusinessWeek
September 6, 2004
Lewis Braham |
How To Spot A Closet Index Fund When funds charge through the nose for index-like performance, it's particularly offensive. If you're holding an expensive index hugger, the best advice is to sell it. |
Financial Planning
March 1, 2006
Craig L. Israelsen |
Hidden Measures How did U.S. stocks perform versus U.S. equity mutual funds last year? The market-cap bias in measuring stock returns tends to obscure the true return picture. |
Investment Advisor
April 2006
Kathleen M. McBride |
Anything but Middling Munder's Mid-Cap Core Growth Fund's Tony Dong has prospered by finding growth wherever. |
Real Estate Portfolio
Nov/Dec 2004
Christopher M. Wright |
Q&A with Roger Gibson Roger Gibson is a nationally recognized expert in asset allocation and portfolio design. In a recent interview he discusses among other things, diversification and where REITs fit into his clients' portfolios. |
BusinessWeek
March 22, 2004 |
The View From The Winner's Circle Here's where the repeat all-star fund managers are staking their money in 2004 |
Financial Planning
March 1, 2005
Israelsen & Clement |
Of Stocks and Funds Financial advisers need to explain to their clients that diversification can be a double-edged sword; protection against loss can sometimes insulate against return. Here's a performance comparison of individual stocks vs. equity funds in 2004. |
Financial Planning
June 1, 2005
Russell Wild |
Style War Some financial advisers argue that there's more than one way to slice a portfolio. |
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
July 3, 2006
Toddi Gutner |
How To Fight The Undertow Three top research firms pick stock that are likely to keep portfolios afloat. |
BusinessWeek
October 10, 2005
Lewis Braham |
The Growing Interest In Growth Stocks Lately growth stocks are outrunning value funds. |
Real Estate Portfolio
Sep/Oct 2002 |
REIT Reality Investors may be surprised to learn that over the last 30 years, REITs have outperformed the Nasdaq with one-third to one-half the volatility, as well as outperformed the S&P 500, also with less volatility. |
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. |
Financial Advisor
October 2004
Marla Brill |
Looking At The Long Term Despite recent setbacks, this fund's winners have outpaced losers over time. |
Financial Planning
January 1, 2005
Jennifer A. Liptow |
White Paper According to a study by university researchers, stock picks of concentrated investors (those holding one or two stocks) outperform those of diversified investors (those with three or more stocks) by about one percentage point over the year following a stock purchase. |
Entrepreneur
September 2004
Dian Vujovich |
Way to Grow Large-cap growth funds may not sound exciting, but there's a solid place for them in a diversified portfolio. This fund uses a computer model to pick its winners. |
Financial Planning
April 1, 2006
Donald Jay Korn |
Rx for Investing Healthcare stocks may cure investors' ills over the long term, but the current prognosis is less clear. For clients in diversified funds, planners should decide whether additional healthcare exposure is justified, through individual stocks or specialized funds. |
AskMen.com
April 14, 2002
Rashmikant Patel |
Starting A Portfolio Investors can easily understand and build a portfolio that conforms to their needs... |
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. |
BusinessWeek
August 2, 2004
Lauren Young |
Mutual Funds: Keeping Fit In A Flat Market It's hard to draw a bead on the stock market these days. With the major equity indexes flat for the year, it feels like neither the bulls nor the bears are in charge. So where does that leave an investor in search of a few good places to stash some cash? |
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. |
Financial Planning
August 1, 2005
Donald Jay Korn |
In Front of Your Face Financial services funds have been among the most consistent performers in the last five years. Then why do investors have so little regard for them? |
BusinessWeek
August 4, 2003
Frederik Balfour |
Offshore Funds Take Flight Again With worries about war and SARS fading, they moved higher |
