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The Motley Fool March 24, 2005 Alyce Lomax	Is Starbucks Socially Irresponsible? A socially responsible fund sheds its shares in Starbucks. What's so evil?
The Motley Fool September 23, 2009 Selena Maranjian	Meet 5 Fund Companies That Care These are some of the biggest names in socially responsible fund investing: Appleseed... Calvert... Domini Social Investments... Pax World... Winslow...
Knowledge@Wharton August 13, 2003	Risks and Costs of Socially Responsible Investing Investors concerned about social, environmental, labor or religious issues may be willing to sacrifice some financial return. But how much must they give up?
BusinessWeek November 10, 2003 Jeffrey M. Laderman	Mutual Funds: What To Do Now Wondering how to cope with the growing scandal? Here are some answers.
The Motley Fool December 15, 2005 Seth Jayson	Dueling Fools: Socially Responsible Investing Bear Rebuttal Socially responsible investing through funds is a crapshoot -- just like investing in mutual funds in general. It may not be good investing, and it may not rise to your standards of social responsibility.
The Motley Fool April 8, 2004 Alyce Lomax	Starbucks Gets Liqueured Up The branded, coffee-flavored liqueur could be coming to a bar or restaurant near you soon.
Financial Advisor August 2005 Alan Lavine	Socially Conscious Investing Gets Results Broad acceptance follows solid performance by socially responsible investment indexes and funds.
BusinessWeek December 20, 2004 Anne Tergesen	Funds: Going The Hybrid Route Mutual funds that ape hedge-fund tactics can help you profit from a tepid market. Unfortunately, some hybrid funds with strong track records are closed to new investments. Still, some good opportunities remain.
AskMen.com April 14, 2002 Rashmikant Patel	Starting A Portfolio Investors can easily understand and build a portfolio that conforms to their needs...
The Motley Fool January 20, 2006 Selena Maranjian	Critical Warnings for Investors Here are some warnings that could help investors avoid mistakes: You may not know enough... You need a sell strategy... Ignore tax implications at your own peril... etc.
Financial Planning July 1, 2005 Suzanne McGee	The Principled Portfolio Socially responsible investing (SRI) may feel satisfying to clients, but is it prudent investing? For the professional concerned with fiduciary responsibility, that's an important question.
Wall Street & Technology July 1, 2005 Maria Santos	Fast Facts According to the Securities Industry Association's 2004 Investor Survey, nine out of 10 investors are "very" or "somewhat" satisfied with the service provided by their investment professional.
The Motley Fool May 4, 2004	Mutual Funds: Big Can Be Bad It can be hard to perform well when you simply have too much money to invest.
Financial Advisor June 2004 Marla Brill	The Cash Conundrum Should fund managers let cash build or stay fully invested at all times?
Financial Advisor December 2011 James Picerno	Let's Get Personal Customizing socially responsible investing strategies is good for your clients (and your business).
AFP eWire October 10, 2005	Socially Responsible Investing on the Rise More than one out of every nine dollars invested and professionally managed in the United States, or $2.16 trillion, is involved in a socially responsible investment, according to a new report.
The Motley Fool June 1, 2006 Selena Maranjian	The Best Brokerages for Mutual Funds Mutual fund investing can be unnecessarily expensive at some brokerages.
The Motley Fool October 13, 2005 Selena Maranjian	These Funds Smell Train your nose to steer clear. Bad funds are bad. Learn how to separate the cream from the crud.
The Motley Fool October 27, 2004	Fussing About Fund Fees Mutual fund fees may look small, but they can eat much of your earnings.
The Motley Fool December 9, 2004 Selena Maranjian	Beware of Lists of Top Funds One danger of investing is the list of top-performing mutual funds that you'll find often in many financial periodicals. Why are such lists problematic? Let us count the ways.
The Motley Fool May 13, 2005 Selena Maranjian	Mutual Funds to Save You If your financial future is shaky, certain mutual funds can save you. Before you invest in any mutual fund, make sure you've studied it well -- either on your own or with some help.
The Motley Fool April 6, 2011 Dan Caplinger	5 ETFs for the Socially Responsible Investor You can do good and still make a profit from your investing with these socially responsible ETFs.
The Motley Fool September 12, 2006 Selena Maranjian	What the Good Guys Are Buying See which companies are favored by socially responsible investors. Winslow Green Growth Fund... Ariel Appreciation Fund... Neuberger Berman Socially Responsive Fund... etc.
The Motley Fool May 4, 2006 Alyce Lomax	Good, Better, Best Corporate Citizens For anyone who has even a passing interest in identifying ethical or socially responsible companies to invest in, a list of such stocks can be interesting reading indeed. Who are the best corporate citizens? Green Mountain Coffee Roasters... Timberland... Dell... etc.
Wall Street & Technology June 21, 2004	The Trust Factor We're at a point where we trust the technology and we trust the operations, but we don't trust the human beings and the corporations in the securities industry.
The Motley Fool November 10, 2004 Selena Maranjian	Privatized Social Security: Trouble for Funds? The possible plan may not be a mutual fund windfall. The greatest challenge may lie with the investors themselves. Most simply will not be equipped to manage their own retirement funds.
The Motley Fool March 3, 2005 Selena Maranjian	What Do Your Fund Managers Eat? Mutual fund managers have money of their own to invest. And where they invest it can reveal a lot.
Wall Street & Technology October 27, 2005 Eugene Gilerson	Mutual Funds Wake-Up Call The developing new market landscape has made it clear that mutual fund families will have to take decisive technological actions to keep their share of the market and sustain profitability.
Registered Rep. May 18, 2004 John Churchill	The Only Game in Town Survey shows a majority of investors still think mutual funds provide the best opportunity for a diversified portfolio, and many do not think the mutual fund improprieties are widespread across the industry.
The Motley Fool April 13, 2004 Selena Maranjian	Wondering About Magellan A recent Money magazine article asked a question that's on the minds of many mutual fund investors: "Can Magellan Bounce Back?"
The Motley Fool September 6, 2006 Selena Maranjian	Bill Miller's Timing Buying into a fund solely because of its calendar-year records isn't the best idea. Instead, look at the long-term overall record.
The Motley Fool December 16, 2005 Steven Mallas	You've Got a Gain. Now What? Part 2 Using a mutual fund not just as an investment vehicle, but as a strategy for reinvesting gains made from individual stocks makes building up fund positions a breeze.
Financial Advisor May 2004 Joel Bruckenstein	Software With A Conscience A new online service, IWF Advisor from IdealsWork Financial, may offer advisors a solution to the tricky problem of finding a cost-effective way to align a client's social agenda and financial needs.
The Motley Fool October 16, 2008 Zoe Van Schyndel	The Risky Business of Securities Lending Is your mutual fund betting with your money?
Registered Rep. July 30, 2003 Will Leitch	SIA Says "Me Too" on Sales Fee Investigations Amid the brewing investigations into mutual fund sales practices, the Securities Industry Association came out last week in support of the new Joint NASD/Industry Task Force.
Financial Planning December 1, 2005 Michael Provine	A Healthy Harvest Selling losing positions to offset capital gains and ordinary income is the single most effective way to reduce the tax liability in a client's portfolio.
The Motley Fool May 25, 2005 Munarriz & Greer	Late-Night Coffee Talk Competitors, cannibalization, drive-thrus, and extended hours are on the menu in part two of our chat with Starbucks' CEO.
Financial Advisor March 2005 Karen DeMasters	A Passion For Values Some advisors are focusing their practices on socially conscious investing.
BusinessWeek October 24, 2005 Aaron Pressman	Activist Funds Make Waves A new class of social investor doesn't believe in boycotting problem companies - it's opting to reform them from within
The Motley Fool March 3, 2004 Paul Elliott	Bullish on SRI Why hate all mutual funds just because so many charge a pretty penny to underperform? Just hate that majority that fumble the ball. Given the odds, the typical investor won't likely overcome the underperformance handicap, but clearly, there are good funds and there are bad funds.
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 July 6, 2005 Tom Taulli	Donaldson's Last Stand William Donaldson made his mark on the SEC -- up until his last day in office. Interestingly, even the U.S. Court of Appeals had concerns about the new mutual fund regulations.
Financial Advisor September 2009 Gail Liberman	How Liquid Are Client Mutual Funds? In a falling market, a fund's securities that appear to be liquid suddenly may have no market.
The Motley Fool April 19, 2006 Selena Maranjian	Sounds Like ... Select your mutual funds carefully. Don't jump into a fund just because it had a wonderful year -- that might be an anomaly.
Registered Rep. April 1, 2005 David A. Geracioti	Gurus: The Watchdog An interview with investment manager and FundAlarm.com's founder on the formation of the mutual fund information Web site, who it serves and the viability of mutual funds.
The Motley Fool May 12, 2005 Selena Maranjian	Something Smells in Mutual Fund Land One good strategy for mutual fund investors, given the state of expense fees these days, is to make sure you're investing in top-notch funds. Anything less will mean that the fees eat up a greater percentage of the total return.
The Motley Fool July 6, 2004	Seeking Outstanding Mutual Funds Don't settle for below-average performance when you can earn average or better.
The Motley Fool November 17, 2011 John Grgurich	This Coffee Stock Makes Money... The Right Way Starbucks melds making money and making a difference.
The Motley Fool April 22, 2005 Selena Maranjian	Not Your Father's Mutual Fund Funds have changed a lot -- and not for the better. Select carefully.
Registered Rep. October 1, 2006 John Churchill	Investing on Faith Fees and performance may be at the top of the list of mutual fund characteristics investors look for, but don't count out faith.