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Financial Planning January 1, 2011 Craig L. Israelsen	Measuring Stick It's worth the effort to calculate the performance of a mutual fund under different investing assumptions.
Financial Planning November 1, 2005 Craig L. Israelsen	Ways of Means Committee There's a critical difference between arithmetic and geometric means when calculating average annualized return. As the standard deviation (or volatility) of annual returns increases, the arithmetic mean grows larger than (and therefore, further away from) the correct geometric mean.
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 October 1, 2010 Craig L. Israelsen	Lost-and Found A well-diversified portfolio would have protected investors during the "Lost Decade" between 2000 and 2009.
Financial Planning May 1, 2012 Craig L. Israelsen	Emerging Stars Compared with U.S. stock funds and broad international stock funds, funds that specialize in emerging foreign markets are a bit like Usain Bolt sprinting against mere mortals. They leave the competition far behind. But this class of investment also carries a lot of volatility.
Financial Planning May 1, 2011 Craig L. Israelsen	Getting Back In For the most conservative clients, the most prudent way to reenter the equity markets is by degree. For investors with well-diversified portfolios and lengthy holding periods, a lump-sum approach will likely produce better outcomes.
Financial Planning September 1, 2008 Craig L. Israelsen	A Perfect Portfolio Investment portfolios should include a wide variety of diverse assets. Each one adds an important dimension to the portfolio because it behaves differently.
Financial Planning December 1, 2012 Craig L. Israelsen	Cash Is Not Trash: How to Maximize this Asset Class Tempted to leave this asset class out of a portfolio? Don t be swayed.
Financial Planning November 1, 2012 Craig L. Israelsen	Thinking Globally: Diversified Portfolio Needs Foreign Stocks. Are They Worth it? A diversified portfolio may need foreign stocks, but are non-U.S. bonds worth the trouble?
The Motley Fool January 29, 2008 Matt Koppenheffer	Over the Top With T. Rowe Price The fund family's solid fourth-quarter earnings reflected its funds' strong performance during a tough time in the market.
Financial Planning April 1, 2008 Craig L. Israelsen	Seeking Stability Building a tough, strong, resilient and stable retirement portfolio is, very simply, what every retiree wants to do. What is the optimum allocation model to sustain this stability for clients?
Financial Planning May 1, 2010 Craig L. Israelsen	Built to Last Every retiree wants to build a resilient retirement portfolio. One of the most important parts of such a portfolio is durability.A durable portfolio is one which outlasts the retiree.
Financial Planning July 1, 2012 Craig L. Israelsen	Material World The natural resources mutual fund sector has a number of attractions, but one characteristic that is probably not immediately evident to many investors is that these funds do not correlate closely with broad stock indexes. This, it turns out, is a valuable feature.
Financial Planning June 1, 2011 Craig L. Israelsen	The Rebalancing Premium The principle behind a traditional 60/40 investment portfolio is balancing two asset classes - large-cap U.S. stocks and U.S. bonds.
Financial Planning April 1, 2012 Craig L. Israelsen	Beyond Borders The benefits of investing in international stock are clear.
The Motley Fool July 30, 2007 S.J. Caplan	No Trouble for T. Rowe The investment company's second-quarter earnings show its strength to investors.
Financial Planning October 1, 2012 Craig L. Israelsen	How Planners Can Use Treasury Inflation-Protected Securities for a Portfolio If Treasury Inflation-Protected Securities are added to an equity-based portfolio, what is their impact on returns and volatility?
Financial Planning June 1, 2013 Craig L. Israelsen	Update for Investing's Classic 'Efficient Frontier' Modern Portfolio Theory relies in part on the efficient frontier. But investors can now do better.
Financial Planning March 1, 2007 Craig L. Israelsen	Tales of the Tape When you look at annual returns, stocks, equity mutual funds and indexes tell surprisingly different stories.
Financial Planning June 1, 2012 Craig L. Israelsen	Valuable Property It turns out that giving real estate a place in your overall portfolio is an essential step toward optimal diversification.
BusinessWeek August 26, 2010 Charles Stein	A Boom in Bonds Hurts Mutual Funds Investors' preference for bond funds has put pressure on earnings at companies that specialize in stock funds.
The Motley Fool April 20, 2010 Rick Aristotle Munarriz	A Split Decision on Mutual Funds Life isn't getting any easier for Janus.
The Motley Fool January 26, 2010 Rick Aristotle Munarriz	Sell Funds, Buy Fund Companies Mutual fund operators are set to post solid earnings growth this week.
BusinessWeek June 26, 2006 Aaron Pressman	No Longer Chasing The Lead Horse The funds getting the big bucks in 2006 are not those with the biggest returns.
The Motley Fool August 27, 2007 Amanda B. Kish	The Secret of Chart-Topping Funds Whichever fund family you prefer, keep in mind that firms with the greatest success retaining their investment talent are often equally good at generating above-average returns. Dodge & Cox Stock... American Funds Capital World Growth & Income... etc.
Financial Planning February 1, 2006 John Nersesian	Hatching a Nest Egg As the baby boomers approach retirement, financial planners will have to shift their focus from accumulation to distribution. Here's what matters.
The Motley Fool June 18, 2004 Rick Aristotle Munarriz	Janus Humanus Maybe it's time to forgive Janus Capital Group. At this point, it's almost cruel not to. Here's an overview of the sad state of recent events at the mutual fund family.
Financial Planning February 1, 2007 Steve Savage	Short-Term Slumps Many great managers share common traits, including a willingness to own unpopular names, to make decisions based on long-term analysis and to maintain the discipline to ignore painful shorter-term market swings. This ability to ignore painful shorter-term swings is being tested as we speak.
Financial Planning March 1, 2013 Craig L. Israelsen	Bond Analysis: Time to Steer Clear? Learn what the past six decades can tell advisors about future performance.
The Motley Fool August 19, 2008 Dan Caplinger	How Risky Are Your Stocks? To know what the future may bring, you can't just look at past returns.
The Motley Fool February 4, 2008 Rick Aristotle Munarriz	Welcome Back, Janus The future is bright for Janus; Barron's taps the mutual fund family with a penchant for growth stocks as one of last year's best-performing firms in its industry.
Financial Planning August 1, 2011 Israelsen & Howell	Being Reasonable Managing the expectations clients have for their investment portfolios can be more challenging than actually managing the portfolios themselves.
The Motley Fool September 27, 2007 Amanda B. Kish	The Best Funds From T. Rowe Price: Part 2 A closer look at these T. Rowe Price funds: T. Rowe Price Blue Chip Growth Fund... T. Rowe Price Summit Municipal Income Fund...
The Motley Fool April 20, 2005 Nathan Slaughter	Is the Storm Over at Janus? The troubled mutual fund manager swings to first quarter gain but still sees net outflows.
The Motley Fool September 27, 2007 Amanda B. Kish	The Best Funds From T. Rowe Price: Part 1 A closer look at these T. Rowe Price funds: T. Rowe Price Personal Growth Fund... T. Rowe Price Spectrum Growth Fund...
The Motley Fool January 29, 2009 Rick Aristotle Munarriz	Buy Mutual Funds, Sell Mutual Fund Stocks Naturally, the fourth quarter wasn't a good one for most fund operators. Now, T. Rowe Price has fallen like the rest of them.
The Motley Fool January 24, 2008 Rick Aristotle Munarriz	Fun With Funds Shares of Janus Capital and Franklin Resources both opened higher, buoyed by healthy quarterly reports.
The Motley Fool June 12, 2007 Amanda B. Kish	What Have You Done for Me Tomorrow? Upcoming leadership changes at the T. Rowe Price Growth Stock fund might make selling the best option.
Investment Advisor September 2006 Kathleen M. McBride	Income & Growth Does an income-producing portfolio have to rule out capital growth? Not necessarily according to Franklin Income Fund co-lead portfolio manager Edward Perks.
BusinessWeek May 14, 2009	Extreme Diversification Over the past three years these tactical asset allocation funds managed to improve returns without taking on much added risk.
BusinessWeek June 26, 2006 Adrienne Carter	Janus Is Looking Forward With a new chief executive, a deeper research bench, and a revamped investment team, Janus is looking for a new beginning.
The Motley Fool March 15, 2008 Todd Wenning	This Will Scare You Silly Take a look at some scary annualized returns from index and bond funds, and what you can do to maximize your portfolio's returns.
The Motley Fool October 26, 2009 Rick Aristotle Munarriz	3 Stocks That Blew the Market Away These stocks beat analyst expectations: Amazon.com... T. Rowe Price... Yahoo!...
The Motley Fool July 29, 2011 Amanda B. Kish	Why You're Losing Money on Your Investments Past performance is not indicative of future results when it comes to mutual funds.
Financial Planning February 1, 2010 Craig L. Israelsen	It's in the Past Can correlations between mutual funds' past performance and risks tell us anything about their future?
The Motley Fool October 5, 2004 Shannon Zimmerman	Performance-Tested Funds When you're looking for a way to gauge the consistency of a fund's performance, not to mention how successful a management team has been at staving off loss and keeping volatility in check, calendar-year returns make a good yardstick.
The Motley Fool June 26, 2007 Amanda B. Kish	Is Janus Back in the Black? Janus mutual funds may finally post net inflows this year.
The Motley Fool September 8, 2005 Rick Aristotle Munarriz	Janus Turns the Other Cheek Performance is perhaps the best way to get jaded shareowners back into your good graces. That's why it has to be heartening for Janus to see a few of its funds doing so well relative to its hundreds of rivals.
The Motley Fool January 31, 2008 Todd Wenning	This Will Scare You Silly As scary as the current and potential 10-year returns for the S&P sound, investors who added international stocks to their portfolio in 1998 have still come out ahead.
The Motley Fool August 21, 2007 Amanda B. Kish	A Fund Against the Grain Janus Contrarian, the firm's fourth-largest fund, is designed to zig when others zag.