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Financial Planning September 1, 2006 David A. Twibell	When Neutral Is Good Market-neutral funds seek to minimize market risk while generating equity-like returns.
Registered Rep. February 1, 2005 David A. Twibell	On Neutral Ground Interest in market-neutral strategies exploded during the bear market, and the funds have sustained their popularity through the market's comeback.
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.
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.
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).
The Motley Fool October 7, 2009 Dan Caplinger	Don't Count on These Investments to Save You These alternative funds didn't deliver on their promises.
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 Advisor October 2011 Juliette Fairley	Staying Afloat Hedged equity mutual funds provide protection against downside risk, but they are costly.
Financial Planning December 1, 2007 Donald Jay Korn	Hedge Funds Redux Despite a midsummer month's nightmare, hedge funds are still pointing to successful records and raking in money.
Financial Planning August 1, 2008 William Harding	A Different Mix As investors suffer through this year's unstable market, the wounded are talking about alternative investments.
The Motley Fool December 1, 2005	Think Thrice Before Dividing in Thirds Portfolio allocations don't come in one-size-fits-all. A more sensible approach is to consider investment timeframes and, of course, what you can tolerate in terms of market volatility.
Financial Planning November 1, 2012 Allan S. Roth	Unappealing Alternatives: Investors Flock to Alternative Mutual Funds and ETFs Investors have been flocking to alternative mutual funds and ETFs - and are being punished for it.
Financial Planning December 1, 2008 Suzanne McGee	The Perfect Alternative Is there an asset class for your clients portfolios whose price moves in the opposite direction to that of mainstream investments like stocks and bonds?
Registered Rep. October 1, 2006 Kristen French	Long-Short Funds Catching On Long-short mutual funds have gotten more popular with investors in the last few years, as they increasingly look for low-volatility returns in an unpredictable market.
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.
Financial Planning June 1, 2008 David A. Twibell	Hedge Your Bets During these troubling times, how can advisors help clients protect their investment portfolios? There are a number of viable strategies.
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.
Financial Advisor August 2007 Marla Brill	Hedging Your Bets A growing group of market-neutral mutual funds have distilled the essence of hedge fund investing into a more regulated, liquid and accessible format.
Financial Advisor May 2011 Jeff Schlegel	Mainstreaming Alternatives Financial advisors are taking a shine to alternative investments.
Investment Advisor April 2010 Robert J. Lindner	Expert's Corner: Putting It in Neutral Advisors can improve a client's portfolio by using a market neutral strategy.
The Motley Fool June 2, 2005 Selena Maranjian	Americans Favor Mutual Funds Stock funds are hot, as they should be.
Financial Advisor March 2006 Marla Brill	Courting A New Crowd Rydex Investments hopes to move beyond market timers to mainstream financial advisors.
Financial Advisor April 2010 Jeff Schlegel	An Alternative World A growing number of financial advisors and their clients are clamoring for alternative investments in the wake of the massive market maelstrom of '08-'09, but it's a broad space requiring lots of due diligence.
Financial Advisor December 2009 Evan Simonoff	Absolute Return Obsession With the correlation landscape changing, the interest in absolute return funds is growing.
AskMen.com April 14, 2002 Rashmikant Patel	Starting A Portfolio Investors can easily understand and build a portfolio that conforms to their needs...
Financial Advisor July 2010 Jeff Schlegel	Seeking Alpha, Avoiding Beta Advisors turn to alternative investments in search of returns without the volatility.
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?
Financial Advisor November 2007 Brad Zigler	The Long And Short Of It Only time will tell if short-enabled mutual funds live up to the expectations of their creators or are, as some critics contend, a mistake in the making.
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?
The Motley Fool November 23, 2004 Shannon Zimmerman	The Case for Mutual Funds Investors willing to do their homework can whip up on the Wise with one hand tied behind their checkbooks. Picking the right fund is every bit as important as picking the right stock, if not more so.
BusinessWeek June 26, 2006 Lauren Young	Mutual Funds: Back In Action Sure, the markets are jittery, but mutual funds are doing a better job for investors since the dot-com smashup. Long-term returns are up, fees are down, and, despite ETFs and hedge funds, money is rolling in.
The Motley Fool May 11, 2005 Shannon Zimmerman	The Case for Mutual Funds Picking the right fund is every bit as important as picking the right stock, if not more so.
Investment Advisor August 2008 Melanie Waddell	Time for an Alternative The volatile market is sparking more use of alternative assets
On Wall Street August 1, 2011 Matthew Lemieux	The Growth of Non-Traditional Strategies When added to an investment portfolio, non-traditional approaches in mutual funds may create opportunities for return enhancement or risk reduction.
Financial Planning May 1, 2008 David Adler	The Short Story With no sign that the real estate or credit markets have bottomed out, and every sign that consumers are running out of money, long-short funds may be well situated to take advantage of this new era.
On Wall Street February 1, 2013 Matthew Lemieux	Fine-Tuning a Portfolio Gets Year off to a Good Start The beginning of a year offers an opportunity to see how investments align with life goals.
The Motley Fool March 24, 2005 Nathan Slaughter	Mutual Fund Meltdown Have you assembled your funds in a carefully orchestrated portfolio or in a haphazard collection? Collecting mutual funds is not a safe pastime. It's a financial disaster waiting to happen.
Registered Rep. January 21, 2011 Stan Luxenberg	Fund Families Rolling Out Absolute Return Funds Seeking to reach skittish investors, fund companies have been introducing a wave of absolute return funds.
Registered Rep. February 28, 2007 Stan Luxenberg	A Market Sell Off? What Market Sell Off? How did these mutual funds, designed to act like hedge funds, perform when the market sank on Feb. 27? Analytic Global Long/Short... Arbitrage... Diamond Hill Focus Long/Short... etc.
The Motley Fool January 28, 2011 Dan Caplinger	Why This Smart Strategy Backfired Absolute-return funds seem like a great idea, but they've performed horribly lately.
Financial Planning December 1, 2006 Len Reinhart	Retirement Hedges To meet your clients' needs, your process will have to include planning for each stage of their retirement years. If used correctly, alternative investments can reduce risk in lifetime investment plans.
The Motley Fool June 2, 2006 John Finneran	Hedge Fund Wizards Money managers cast spells over the market -- and reap huge rewards. Hedge funds operate in a haze. Penetrating how they earn returns and take risks is tough, but is a good exercise for investors.
Financial Advisor April 2004	Advisor Emporium American General Establishes Independent Advisor Network... Morningstar To Create Hedge Fund Database... DST Vision Adds Search529... Stocks To Cash Program...
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.
Financial Advisor April 2004 Raymond Fazzi	Conservatism Rules In Retirement Planning After a traumatic four years marked by a recession, a war on terrorism and a market decline, many advisors are rethinking their retirement planning strategies.
Entrepreneur April 2007 Scott Bernard Nelson	Shed Light Are hedge funds leaving you in the dark? Morningstar's extensive database might be a good place to start your research.
Registered Rep. December 23, 2014 Brad Zigler	The Various Flavors of Long/Short Equity Funds You have to wonder why anyone would want to launch a domestic long/short equity fund these days.
The Motley Fool October 4, 2005	Fun With Funds A guide to common types of mutual funds.
The Motley Fool June 23, 2004	Kinds of Funds Learn the difference between income funds and balanced funds.
Investment Advisor August 2006 Kathleen M. Mcbride	News: Ibbotson on Asset Allocation Here Roger Ibbotson, chairman and CEO of hedge fund Zebra Capital Management, discusses how advisors can guide their clients to retirement portfolio allocations that fund longer retirements, as well as keep them comfortable when markets gyrate.