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Financial Planning
January 1, 2005
David Stein |
Shopping for Tax Rates Investors who pay taxes as soon as possible end up with more money. It does require careful tax planning and management of trading costs, but the proactive value it can add to a client's aggregate investment portfolio makes it well worth considering.   |
Financial Planning
September 1, 2010
Donald Jay Korn |
Covering the Risk If the market continues to move sideways, a classic investment strategy may make sense - selling covered calls. |
Financial Planning
July 1, 2005
David A. Twibell |
Too Much of a Good Thing To avoid considerable risk, clients with a large part of their wealth tied up in one company's stock need to diversify or hedge these concentrated positions. |
The Motley Fool
May 21, 2010
Jeff Fischer |
Use Options to Protect, Hedge, and Gain They're not just for speculators. |
Financial Planning
February 1, 2006
Joan Warner |
The Case For Portable ALPHA As international markets become more correlated, the need for financial advisers and money managers to access greater diversification -- while hedging risk -- could make this strategy investing's next hot model. |
Financial Planning
February 1, 2005
Donald Jay Korn |
New Directions Exchange-traded funds offer strategic advantages to financial planners who believe in active management, as well as those who favor indexing. |
Financial Planning
March 1, 2007
Suzanne McGee |
The Right Collar Equity derivatives can keep risk-averse clients comfortable while their wealth stays in the market. Some advisors are pushing the concept of the equity collar into uncharted waters. |
The Motley Fool
April 9, 2009
Dan Caplinger |
A Profitable Tip When You Take Profits If you're willing to use a slightly complicated strategy using options, you can boost your profits without taking on any more risk than you're comfortable with. |
Investment Advisor
March 2006
Jeff Joseph |
Hedgeworld Hedge Fund Focus: A Bright Start for '06 Good news seemingly came at hedge fund managers from all directions in January. Equity market returns were up as was volatility, emerging markets showed gains, and there was big merger news on which to trade. |
The Motley Fool
July 27, 2010
Mike Pienciak |
How to Hedge for Uncertain Times The bear put spread offers the potential for an excellent return with a small capital outlay. |
The Motley Fool
October 15, 2004
Roy Lewis |
Index Options Over ETFs? If you're a short-term trader, then options are the lower-tax bet. |
Financial Advisor
May 2004
C. Michael Cart |
Risk Control: The Next Act For ETFs New Exchange-traded funds are being created as strategies and technology are developed. |
The Motley Fool
March 9, 2011
Dan Caplinger |
Squeeze More Income From Your Stocks The covered call strategy is a great way to produce income in a challenging environment for income investors. |
Financial Planning
July 1, 2005
Donald Jay Korn |
How Super Are Hedge Funds? They're today's happening investment, but advisers and clients who are swooning over hedge funds should bear in mind that there are many reasons these super-investments don't deserve their glorified image. |
Financial Planning
January 1, 2005
Donald Jay Korn |
Another Ride Are advisers and their clients really ready to get on the technology fund roller coaster again? |
The Motley Fool
May 4, 2007
Zoe Van Schyndel |
Trade Like a Hedge Fund Although this strategy is often used by hedge funds and applied to equities, you can also build your own 130/30 portfolio using ETFs. |
Financial Planning
January 1, 2006
Donald Jay Korn |
Letter Perfect As exchange-traded funds (ETFs) proliferate, financial planners find that they're useful for alpha as well as beta. |
CFO
April 1, 2006
Ronald Fink |
Overexposed With questions being raised on prepaid variable forwards, many executives may be scrambling for an alternative way to diversify -- and defer taxes. So what should executives with large concentrations of one stock do to diversify and avoid, or at least defer, taxes? |
The Motley Fool
August 26, 2004
Dayana Yochim |
Is Wall Street Getting Lazy? Is your money manager getting lazy? Count the number of exchange-traded funds in your portfolio for a litmus test. |
The Motley Fool
May 6, 2009
Dan Caplinger |
A Cheaper Way to Lock In Profits If you're looking to take advantage of a strategy that could help you preserve most of the money you've recovered in the past two months, there's good news: It's a lot less expensive to protect yourself than it was earlier this year. |
Financial Advisor
October 2005
Matthew Hougan |
Shorting ETFs Gets Sold Short Although many advisors are reluctant to short exchange-traded funds (ETFs), it's important to remember that ETFs are less risky on the short side than individual stocks, as they are not susceptible to short squeezes. |
The Motley Fool
December 24, 2009
Dan Caplinger |
The Tax-Smart Way to Lock In Gains Today A variation of the popular covered call strategy can help you preserve your stock market gains without immediately creating a taxable event. |
Financial Advisor
February 2, 2009
Raymond Fazzi |
ETFs As Defensive Plays Advisors say ETFs can be a useful tool when implementing downside protection strategies. |
Investment Advisor
February 2010
Vaughan Scully |
The ETF Advisor: S&P 500 ETFs While some S&P 500 Index funds are virtually identical to the SPDR fund, a handful of other ETFs offers more substantial modifications to the original formula. |
The Motley Fool
December 6, 2010
Bryan Hinmon |
Better Than Buy and Hold Use call options to boost your returns. |
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
September 18, 2009
Chris Jones |
This Could Help You Beat the Market These equal-weight index funds and ETFs have an enviable track record. |
Financial Planning
December 1, 2006
Rob Garland |
The True Cost of ETFs Are exchange-traded funds really cheaper than index funds? A comparison of total expenses shows that traditional wisdom may be wrong. |
Financial Advisor
October 2008
Marla Brill |
Ready For Harvest Rounding up investment laggards to harvest tax losses is a good idea toward the end of any year in taxable accounts, but this year there is added incentive. |
BusinessWeek
March 1, 2004
Lauren Young |
ETFs: What The Buzz Is About In the wake of the mutual fund scandal, more exchange-traded funds are finding their way into individual investors' portfolios |
Financial Advisor
December 2005
Jim Wiandt |
Taxing Questions Are ETFs really more tax efficient than mutual funds? Financial advisors, take note. |
The Motley Fool
February 3, 2011
Dan Caplinger |
How Investors Beat the Great Recession A simple strategy brought many back to even. Many investors use asset allocation strategies to spread their risk across various types of investments. |
The Motley Fool
April 29, 2005
Tom Taulli |
Playing Commodities With ETFs Commodities are booming. But it's sometimes hard for individual investors to participate. ETFs can make things easier. |
The Motley Fool
December 11, 2006
Dan Caplinger |
Index Funds: So Hot Right Now Indexing is stylish, but can you profit from its idiosyncrasies? |
Investment Advisor
September 2009
Vaughan Scully |
The ETF Advisor: Pick a Country, Any Country The rally in foreign and emerging market stocks during the first half of 2009 has awakened within U.S. investors an apparently long slumbering desire to invest in other countries. |
The Motley Fool
August 15, 2009
Dan Caplinger |
Keep Your Profits Without Missing the Next Rally This options strategy gives you the best of both worlds. |
The Motley Fool
June 5, 2009
Todd Wenning |
How to Repair a Broken Stock Strong companies that generate plenty of free cash flow and are worth holding for the long run may be candidates for this repair strategy. |
The Motley Fool
April 28, 2009
Dan Caplinger |
The Best Method for Simple Investing Depending on how you invest, making the right choice between ETFs and index mutual funds will give you exactly the portfolio you want. |
Financial Planning
July 1, 2006
Dan Wheeler |
Hedge Funds, Unplugged Take the buzz out of the hedge fund phenomenon, and you may find less electricity than you think. |
The Motley Fool
July 12, 2007
Dan Caplinger |
Stay Away From Covered Calls This options strategy promises income, but at too high a price. |
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
December 14, 2009
Dan Caplinger |
Simple Ways to Win With Large Caps Put together a great set of investments in just a few steps by using exchange traded funds. |
Financial Planning
November 1, 2011
Joseph Lisanti |
Made-to-Order Indexes The industry isn't running out of ideas. The evolution of markets and the emergence of new technologies will ensure a continued flow of indexes and ETFs based on them. |
The Motley Fool
December 18, 2007
Dan Caplinger |
Improving on Index Funds As the fund universe continues to evolve, new funds have emerged that try to improve on their first-generation counterparts. One fund in particular has its sights set high -- the Rydex S&P Equal Weight ETF. |
The Motley Fool
April 28, 2005 |
Your 60-Second ETF Education When you need a little something for your portfolio, consider an exchange-traded mutual fund (ETF). |
The Motley Fool
February 25, 2011
Alex Dumortier |
Libya: Hedging Against Black Swans Is it desirable to hedge your portfolio against the Black Swan type of risk? And if so, how does one go about it? |
Registered Rep.
December 1, 2005
Stan Luxenberg |
Some Mutual Funds Win in Tax Game It's true, on average, that exchange-traded funds and separate accounts have tax advantages over mutual funds. But advisors shouldn't dismiss mutual funds too quickly. |
Entrepreneur
August 2007
Scott Bernard Nelson |
Exchange-Traded vs. Index Funds Tried-and-true index funds still rank highest, but exchange-traded funds can add spice to a well-rounded portfolio. |
Financial Planning
November 1, 2007
Donald Jay Korn |
Thick or Thin? A few ETFs account for most of the trading volume in this popular asset class. The rest merit close scrutiny -- for costs, liquidity and diversification. |
BusinessWeek
June 6, 2005
Adrienne Carter |
The Hottest Funds In Town The fast growth of exchange-traded funds has the mutual-fund business scrambling. |
