Similar Articles

Browse Main Topics:

Business
Computers & Electronics
Education & Reference
Entertainment & Leisure
Family & Home
Finance & Investment
Health
Internet
Pets & Animals
Science & Technology
Society, Politics & Culture
Sports & Recreation

Similar Articles

Financial Planning May 1, 2005 Israelsen & McDonough	Gaming the System Investors can use last year's middle-performing value index to produce excellent results this year.
Financial Planning April 1, 2006 Israelsen & McDonough	Max Your MIPY Advancing the argument for reallocating to the prior year's middle-performing index fund.
Financial Planning June 1, 2007 Israelsen & McDonough	MIPY Rides Again This investment strategy that annually reallocates money into the middle performing index from the prior year has proved that it can keep clients in the saddle.
Financial Planning June 1, 2005 Craig L. Israelsen	Three's Not a Crowd How passive fund investors can get the best exposure to the whole U.S. market.
Financial Planning September 1, 2005 Craig L. Israelsen	Don't Box Me In Is it better to diversify from the four corners of the equity style box or take the middle road? Investment professionals have different recommendations.
Financial Planning June 1, 2009 Craig L. Israelsen	The Value Premium While industry experts might be trumpeting growth as the place to be when the market rebounds, advisors should remember that longer-term, the market values value.
Financial Planning December 1, 2005 Craig L. Israelsen	Keeping it in Perspective How often and by how much does growth outperform value?
Financial Planning May 1, 2006 Israelsen & Walker	Evening the Odds A significant flaw in many active-versus-passive studies occurs when tallying the number of funds that under- or out-perform an index. Three steps could help level the playing field in the active-versus-passive debate.
The Motley Fool December 19, 2011 Dan Caplinger	You Probably Just Bought These Stocks More index moves demand investor attention.
Financial Advisor March 2005 Craig L. Israelsen	Benchmark Checkup Comparing equity mutual fund returns to an index can be very deceiving.
Financial Planning August 1, 2006 Craig L. Israelsen	Alpha in the Box The search for Shangri-La pales in comparison to the quest for funds that consistently deliver high alpha. The fundamental question for financial advisors: Does alpha differ across the nine Morningstar style boxes?
The Motley Fool March 22, 2005	Beyond the S&P 500 Index investors have more choices than just the S&P 500.
Financial Advisor September 2011 Tom Lydon	It's All In The Weighting ETF indexing has evolved, but the traditional, somewhat boring approach may still yield the best results.
The Motley Fool June 28, 2007 Amanda B. Kish	Are Your Funds Really Performing? It's not enough to simply pick good mutual funds and hope that your money will grow. You need constant evaluation and comparison to keep your investment program on track.
Financial Advisor December 2007 Marla Brill	The New Indexing Maze The mushrooming ETF market has spawned a new breed of indexes that represent a radical departure from traditional benchmarks in both their construction and purpose.
Financial Planning November 1, 2007 Craig L. Israelsen	Proposition Three The number of target-date funds continues to grow, but there remains only one set of benchmarks. Here are three proposed indexes to fill the void.
Financial Planning May 1, 2006 Elizabeth O'Brien	S&P Muscles in on Wilshire More and more index makers are offering the same products -- but they insist there's a difference. Planners should take the time to explain the differences to their individual clients in order to "manage expectations."
Financial Planning June 1, 2009 Richard A. Ferri	Mapping Indexes Today's advisors can best serve their clients with a working knowledge of the various index methodologies. Unfortunately, this is no easy task.
The Motley Fool April 8, 2011 Dan Caplinger	5 Stocks to Buy Before the Crowd Does It's never too early to start thinking about index rebalancing.
Financial Planning March 1, 2006 Donald Jay Korn	Weight Watchers New equity indexes, weighed by fundamental factors, are challenging the conventions of passive investing.
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 April 1, 2010 Craig L. Israelsen	Size Matters U.S. equity mutual funds do not mirror the overall domestic stock market. That isn't necessarily bad, it's just the way it is.
The Motley Fool June 24, 2009 Dan Caplinger	6 Stocks to Sell Before Everyone Else Does It's time for the annual changes to the Russell indexes.
Financial Advisor February 2008 Craig L. Israelsen	A Better Mousetrap Target date funds are here to stay. As a result of the Pension Protection Act of 2006, target date funds will likely become the auto-enrollment default option in tax-deferred retirement plans.
Financial Planning September 1, 2006 Scott A. Leonard	The Smaller, the Better Rumors that the small-cap effect is dead are most definitely premature. By focusing on the smallest of the small caps, financial advisors can see that the small-cap effect appears to be alive and well. You just need to know where to look for it.
Financial Advisor August 2009 Marla Brill	Small-Cap Bounty Small-cap ETFs have grown in number and offer some interesting choices.
Financial Planning November 1, 2006 Craig L. Israelsen	Alpha Goes Abroad Excess returns turn up in overseas large-cap value funds.
The Motley Fool January 27, 2010 Dan Caplinger	These Investments Could Steer You Wrong Index funds and exchange-traded funds aren't perfect.
Real Estate Portfolio May/Jun 2006 Steve Bergsman	Indexes: An Investment Strategy or Investment Benchmark While real estate index fund investing remains a niche play, the number of individual funds continues to expand, which means conservative investors or those investors seeking to reduce volatility associated with actively managed funds have more options from which to choose.
Investment Advisor January 2006 Callahan & Howard	Risky Business The primary goal of financial advisors is to make life less risky for clients. But using style boxes to determine risk in a portfolio is a fool's errand.
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.
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 January 20, 2006 Doug Short	Competing With the S&P 500 If you want to increase your chance of beating the S&P 500 year after year, one good way is to broaden your investment choices to include a generous mix of smaller caps and international equities. Mutual funds and ETFs offer an easy means to get that degree of breadth.
The Motley Fool August 29, 2007 Amanda B. Kish	The Best Small-Cap ETFs These exchange-traded funds win the best-in-class award. Let's take a closer look at the iShares Russell 2000 Index ETF, the Vanguard Small-Cap ETF, the iShares Morningstar Small Core ETF, the iShares S&P 600 Value ETF, and the Vanguard Small-Cap Growth ETF.
Financial Planning July 1, 2010 Craig L. Israelsen	Alpha and Beta Can a portfolio consisting entirely of beta-producing elements produce alpha? The answer is clearly yes.
Financial Advisor October 2007 Marla Brill	Do Your Clients' Target Funds Measure Up? How do market watchers come up with apples-to-apples comparisons of target-date funds? The absence of a standardized benchmark has left financial advisors to wade through the burgeoning number of fund choices with only vague and often conflicting guidelines for evaluation.
Financial Planning December 1, 2012 Joseph Lisanti	Index Merger: New Landscape of S&P/Dow Jones to Affect Advisors The S&P/Dow Jones merger pits the indexing giant against a changing marketplace. Here are a few ways advisors could be affected.
Financial Advisor March 2011 Marla Brill	New Indexes Nudge Out Old Favorites Advisors who have moved into alternative indexes are finding unique ways to use them.
Financial Advisor April 2008 C. & J. Carty	Capturing Alpha With ETFs An actively managed portfolio of exchange-traded funds can generate risk-adjusted excess returns above those of its individual funds -- a positive alpha.
Financial Planning May 1, 2008 Craig L. Israelsen	Mega Protection The performance of U.S. stocks in 2007 resembled, to a surprising degree, the performance of stocks in 2000 -- a year widely perceived as a bear market. One big difference, however, was the performance of mega-cap stocks.
Financial Planning September 1, 2011 Joseph Lisanti	You Say Potato, I Say Value Investment professionals should immediately know growth and value strategies when they see them. But in some cases the difference between growth and value has been blurred. How do you benchmark your growth versus value approach?
Financial Advisor May 2010 Gail Liberman	Understanding Indexes Popularity, turnover, structure and other factors affect index funds and ETFs.
The Motley Fool March 4, 2010 Selena Maranjian	Are ETFs Cutting Corners? This practice makes sense for funds, but could mean pain for you. It seems that most ETFs don't completely mimic their underlying indexes
The Motley Fool August 20, 2008 Dan Caplinger	If You Can't Beat the Indexes, Join Them As easy as it is to have an all-index portfolio, you may be curious: Is it a good idea?
Financial Planning October 2, 2007 Craig L. Israelsen	Smoothing the Path When comparing active and passive management, financial planners should look at the performance of the whole portfolio. What you find may surprise you.
The Motley Fool June 28, 2010 Dan Caplinger	What the Heck Happened Friday? No, Friday wasn't another flash crash.
Financial Planning October 1, 2006 Israelsen & Hansen	The REIT Stuff? Some funds in this hot sector may be wandering away from mainline REIT stocks and into other neighborhoods.
The Motley Fool February 10, 2004 Selena Maranjian	New Exchange-Traded Fund for Dividends A new way to get dividend income.
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.
The Motley Fool May 24, 2011 Dan Caplinger	This Could Be an ETF Game Changer Longtime index company Russell Investments comes out with new ETFs.