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Financial Advisor November 2010 Virginia Munger Kahn	Considering Convertibles Historically, convertible bonds have done well in sideways, volatile markets such as those of the late 1970s and early 1980s.
Financial Planning February 1, 2011 Donald Jay Korn	Back to Normal Financial planners might not have to master the minutiae of convertibles securities. But they should know if a convertibles fund is more likely to act like stocks or like bonds.
The Motley Fool February 18, 2009 Dan Caplinger	An Investment for All Markets Wouldn't you like to find some way to have the protection that bonds have provided throughout the bear market while still retaining some of the upside of stocks? Convertible securities offer the best of both worlds.
The Motley Fool August 30, 2010 Dan Caplinger	Forget Treasuries. Buy Convertibles Instead. Convertible securities combine attractive elements of bonds and stocks. Are they for you?
Entrepreneur November 2004 Dian Vujovich	Switch Gears Flexibility is a key feature of convertible funds.
BusinessWeek March 4, 2010	John Calamos Makes the Case for Convertible Bonds The manager of one of the oldest convertible bond funds explains why convertibles remain attractive.
The Motley Fool May 11, 2009 Dan Caplinger	How to Be Bullish Without Being Stupid One type of investment can give you a chance to earn profits if the market continues going up, but without the full exposure to stock losses if the economy turns south once more.
Financial Advisor March 2011 Marla Brill	Smoothing The Ride Larry Keele manages this Vanguard convertible fund using a conservative strategy that usually leads to out-performance in down-to-sideways stock markets.
Entrepreneur August 2006 Dian Vujovich	The Best of Both If variety is the spice of life, diversification is the spice of the mutual fund arena. If it's spice you want, you may consider a convertible securities fund.
Financial Advisor December 2005	Getting Busted Chip Carlson banks on an offbeat breed of bond to boost the Greenspring Fund's return.
Financial Advisor January 2008 Marla Brill	Playing Both Sides Convertible bonds offer a shot at a decent chunk of the stock market's upside while muting some of its downside risk.
BusinessWeek April 25, 2005 Adrienne Carter	A Triple Play At Calamos How Calamos created the third-best-performing mutual fund of the past decade.
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).
On Wall Street January 1, 2009 Tim Knepp	Convertibles Rev Up Convertible bonds have suffered along with the overall market, but they also have been affected by some very specific forces over the past several quarters.
Registered Rep. February 13, 2013 Stan Luxenberg	The Land of Opportunity: Europe? Asia, Yes, but Europe? There is good reason to expect that foreign stocks will continue climbing. Plenty of Wall Street analysts expect that economies will grow in Europe and Asia this year. But clients may still be wary.
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.
Financial Advisor September 2008 Greg Miller	Bonus Copy: Equities in Disguise? "Beware: Things may not be as they appear." These words are not exactly what you would expect to see in a mutual fund prospectus, but perhaps they should be.
Registered Rep. May 18, 2011 Stan Luxenberg	Conservative Mutual Funds to Calm Clients' Frayed Nerves These steady funds hold some bonds or use other techniques to limit losses in downturns. Think of the cautious performers as equity funds with training wheels.
Financial Advisor February 2008 Marla Brill	Bringing Life To An Old Fund A conversation with Margaret Patel, manager of the Evergreen Balanced Fund.
Registered Rep. June 1, 2005 Stan Luxenberg	This Year's Model Now that technology is out of favor, new specialists have appeared, promising to produce returns in erratic markets. With the U.S. trade deficit swelling, several funds offer protection against the falling dollar.
Registered Rep. June 1, 2004 Stan Luxenberg	Escape Is Rarely the Safest Bet Don't tell Brandywine Fund that fleeing stocks for cash is a safe, conservative maneuver. Several mutual funds now have a substantial portion of their assets in cash. Is this a good idea?
Financial Advisor December 2003 Marla Brill	Still Some Upside Left Manager Margaret Patel thinks an economic recovery will help junk bonds.
Real Estate Portfolio May/Jun 2007 Charles Keenan	New Piece of the [Debt] Puzzle REITs are turning to convertible bonds as an attractive capital solution.
The Motley Fool June 22, 2009 Rick Aristotle Munarriz	E*TRADE's Shiny New Convertible The discount broker is ready to swap its debt for convertible zero coupon debt.
The Motley Fool July 27, 2005 Tom Taulli	Calamos Is Still a Niche For decades, Calamos Asset Management has been a standout in its niche. But how long can it last? The best option for Calamos shareholders may be to join a bigger player, rather than remain independent.
Financial Advisor October 2007 Marla Brill	New Name, Same Game Still in his early thirties, David Giroux has taken the reins of one of T. Rowe Price's most high-profile and successful funds.
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.
Financial Advisor July 2006 Milton Ezrati	Fixed-Income Conundrum After years in which investors were able to get adequate and attractive real returns with effectively no credit risk, the fixed-income market now offers little yield or potential return.
The Motley Fool December 8, 2010 April Taylor	RTI International Metals Shares Dropped: What You Need to Know Shares of RTI International Metals dropped 10% today. The maker of titanium mill products, which have applications in aerospace and industrial markets, announced that it would offer $175 million of convertible senior notes due in 2015.
The Motley Fool May 27, 2010 Dan Caplinger	3 Isn't Always Better Than 1 This fund uses several different strategies to maximize income, but still falls short.
The Motley Fool June 23, 2009 Dan Caplinger	The Stocks Wall Street Wants You to Own With reverse convertibles, you have to know what you're getting.
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.
BusinessWeek April 25, 2005 Adrienne Carter	From Mom And Pop To Megafund Can family biz Calamos Asset Management keep Wall Street happy while boosting returns for people investing in their stock and bond mutual funds?
BusinessWeek July 4, 2005 Aaron Pressman	Option Income Funds: Watch Out Option income funds, which hold stocks and sell call options against them, offer payouts that are generous in these low-yield times, but the risks are great.
AskMen.com December 7, 2003 Dan Carter	5 Investment Opportunities To Consider There's more to the investing world than just stocks and mutual funds. Research reveals a whole slew of futures, securities and trusts to consider. Here are five such options.
BusinessWeek February 7, 2005 Robert Barker	Still Sweet On Dividend Stocks Still under 3%, the yields on five-year, AAA-rated municipal bonds won't be funding many ocean cruises this winter. That's why I've been keeping my eye on an alternative: dividend-paying stocks.
Investment Advisor February 2007	Through Thick and Thin Balanced funds provide investors with diversification within the confines of a single investment vehicle by holding a portfolio of highly uncorrelated asset classes.
Registered Rep. October 21, 2010 Stan Luxenberg	Investors, Drunk on Bonds, Should Be Soberly Searching for Unloved Categories Shareholders have been buying bonds and dumping stock funds for months -- even when the markets have been improving. Will investors regain their old appetite for stock funds any time soon?
The Motley Fool May 25, 2010 Amanda B. Kish	Investments With the Best of Both Worlds Choose investments that are winners all the way around. In the spirit of bipartisanship, let's take a quick look at some of the best hybrid, or balanced, mutual funds in the business today.
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.
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.
Financial Advisor July 2012 Brad Zigler	Which Are Best, Hedge Funds Or ETPs Hedge-replica exchange-traded products are gaining traction. Here's why.
Investment Advisor July 2006 Kathleen M. McBride	Passing the Baton T. Rowe's Boesel is leaving the Capital Appreciation Fund in good hands. In announcing his retirement, Stephen Boesel will hand over preliminary responsibility of managing the fund's portfolio to colleagues Jeff Arricale and David Giroux.
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 October 1, 2005 Donald Jay Korn	The Quest for Yield With a flat yield curve and low interest rates, some financial planners are discovering income in an alternative universe.
BusinessWeek March 22, 2004	The View From The Winner's Circle Here's where the repeat all-star fund managers are staking their money in 2004
Financial Advisor June 2005 Marla Brill	Fishing For Fallen Angels Putnam's David King shops for bargains among tarnished growth stocks.
Financial Advisor February 2, 2009 Evan Simonoff	Changes Come Slow Before the economy and equity market can recover, the credit markets need to resume a semblance of normalcy.