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Investment Advisor
April 2006
Kathleen M. McBride |
Anything but Middling Munder's Mid-Cap Core Growth Fund's Tony Dong has prospered by finding growth wherever.   |
Financial Advisor
June 2005
Marla Brill |
Fishing For Fallen Angels Putnam's David King shops for bargains among tarnished growth stocks. |
Registered Rep.
March 1, 2006
Stan Luxenberg |
The Problem of Success If you overweighted clients' small-cap stock funds exposure a few years back, you're looking like a genius. But what now? Anyone seeking a small-cap choice faces a hard problem: Nearly all the top candidates have been closed. |
BusinessWeek
October 10, 2005
Lewis Braham |
The Growing Interest In Growth Stocks Lately growth stocks are outrunning value funds. |
Financial Advisor
April 2006
Marla Brill |
The Earnings Kicker Chris Leavy's Oppenheimer Value Fund integrates earnings power into a value strategy. |
Financial Advisor
April 2006
Raymond Fazzi |
A Look At New Horizons At a time when the margin for error is growing thinner and thinner in investment management circles, some are asking whether advisors and their clients are adequately served by cap-weighted benchmarks. |
BusinessWeek
January 24, 2005 |
Searching for "Emerging Quality" Goldman Sachs Mid-Cap Value's Eileen Rominger focuses on cheaply priced stocks with potential for positive change. |
Financial Planning
January 1, 2005
Donald Jay Korn |
Fancy Footwork Just as the economy is expected to muddle through this year, consensus forecasts indicate parallel plodding in the financial markets, with unspectacular returns for stocks and bonds. Financial planners seeking to thrive in 2005 may need to develop new tactics. |
BusinessWeek
July 18, 2005
Adrienne Carter |
Pushing Index Funds A Bit Higher Mutual funds that start with indexing and then tweak here and there to help increase returns. |
Financial Planning
January 1, 2006
Donald Jay Korn |
Outlook 2006 An informal survey of investment strategists found an upbeat economic outlook for 2006: Panic and Euphoria... Has Technology's Time Come?... Bond Parsing... Overseas Picture... Fiscal Forecast... |
Financial Advisor
February 2005
Marla Brill |
Power Up Utility funds shined in 2004, but rising interest rates could slow them down. |
Financial Advisor
July 2004
Marla Brill |
Risk In Measured Doses State Street Global Advisors' (SSgA) head of the active emerging markets team maintains emerging markets are still cheap. |
Financial Planning
March 1, 2006
Solow & Kitces |
Test Your Tactical IQ One of the most basic decisions a planner must make is whether to follow a passive or active approach to managing client portfolios. Take this quiz to see if you're ready to become a more active asset allocator. |
Financial Advisor
April 2006
Blank & Psoras |
When Sin Is Superior Eliminating vice stocks from portfolios may mean lower returns. |
BusinessWeek
April 17, 2006
Roben Farzad |
Blue Chip Blues How long will the stocks of America's largest companies remain weaklings on Wall Street? |
The Motley Fool
May 5, 2006
Shannon Zimmerman |
Rev Up Your Retirement Growing older doesn't mean giving up on growth. The best way to zero in on the kind of growth stocks that won't keep you up at night is a GARP -- growth at a reasonable price -- strategy. |
BusinessWeek
September 6, 2004
Lewis Braham |
How To Spot A Closet Index Fund When funds charge through the nose for index-like performance, it's particularly offensive. If you're holding an expensive index hugger, the best advice is to sell it. |
Financial Advisor
October 2004
Alan Lavine |
Pondering The Fate Of Mid-Cap Stock Funds Is the market rotating away from this once-hot sector? |
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. |
BusinessWeek
May 24, 2004
Marcia Vickers |
The Funk On The Street Sure, the economy looks strong. But Iraq, high oil prices, and looming rate hikes are weighing down the market |
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. |
Financial Advisor
July 2005
Marla Brill |
A Fund For Tough Times More advisors are using the Permanent Portfolio Fund as a hedge. The fund balances its position in value-oriented commodity stocks with a 15% allocation to aggressive growth stocks in about a dozen industry groups. |
Financial Advisor
January 2006
Marla Brill |
Bold Bets Fund managers who run concentrated portfolios offer a refreshing departure from the increasingly popular practice of far-reaching, benchmark-centric investing. |
BusinessWeek
May 2, 2005
Mara Der Hovanesian |
On the Sunny Side of the Street Is the economy overheating or heading for a nasty fall? Both fears have many investors heading for the exits. But many investment pros are sticking with stocks. |
Investment Advisor
October 2005
Kathleen M. McBride |
Catching Up With . . . Kathleen Camilli An interview with the president of Camilli Economics on how oil prices, interest rates, and economic activity in general will impact those recovering from the Hurricane Katrina disaster and what investment advisor can do to help clients. |
The Motley Fool
September 14, 2004
Tim Beyers |
Finding Profitable Funds In this Q & A, Champion Funds chief analyst Shannon Zimmerman covers how he looks for funds, why sector funds might not be a good bet, and whether or not the fund scandal is really winding down. |
InternetNews
September 21, 2005
Paul Shread |
Stocks Plunge On Rita, Rate Fears Stocks tumbled for the third straight day on fear of rising interest rates and oil prices... The Nasdaq fell 24 to 2106, the S&P lost 11 to 1210, and the Dow tumbled 103 to 10,378... etc. |
Registered Rep.
October 1, 2002
Stan Luxenberg |
The Smart Way to Use Index Funds Now In the cold light of the bear market, advisors have discovered inherent flaws in the indices and the funds that track them. |
Financial Advisor
December 2008
Marla Brill |
Time For Caution Janus Mid-Cap Value fund's manager believes now may not be the time to buy most equities. |
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. |
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. |
Financial Advisor
October 2005
Alan Lavine |
Tech Stocks: Down So Long That They Look Up After trailing the broad market over the past several years, some analysts expect tech stocks to rally. Their price-to-earnings multiples are low in relation to future earnings. |
Financial Advisor
March 2004
Marla Brill |
Filling The Tax-Favored Dividend Void Investors seem to covet higher dividends and lower taxes. Forty-three percent of respondents to a recent survey of 600 individuals conducted by American Century Investments said they are more likely to buy stocks that pay dividends qualifying for the new tax rate. |
Registered Rep.
February 1, 2003
Stuart Chaussee |
Trading Places It's time for a growth rebound. The argument for growth rests on the reversion-to-the-mean concept. Overly simplified, the concept means that when stocks (or any asset class) outperform their historical average, that asset class enters a period of underperformance and vice versa. |
Financial Planning
November 1, 2005
Randy Lert |
Stick to Your Guns! Investment managers have stayed bullish on investment underdogs despite a market that has been going the other way. Their favorite category by far is large-cap growth stocks, yet according to several surveys, those stocks only rose 1.7%. |
Financial Advisor
January 2006
Marla Brill |
Waiting For The Worm To Turn John Wallace, manager of the RS Midcap Opportunities Fund, says 2006 could be the year for growth stocks to rebound. |
BusinessWeek
August 2, 2004 |
"Everything in the U.S. Is Expensive" First Eagle Global Fund's Charles De Vaulx, a value investor, says the best opportunities now are in Europe and Asia. |
The Motley Fool
September 7, 2004
Salim Haji |
How Many Stocks Should You Own? Diversification into stocks you don't fully understand could increase risk within your portfolio. |
The Motley Fool
January 16, 2004
Matt Richey |
Be Greedy for Value "Mini-bubbles" may be popping up, but Matt Richey says there's still value to be found. |
The Motley Fool
January 13, 2004
W.D. Crotty |
3 Values in Oil These three oil stocks appear to be relatively attractively valued. |
The Motley Fool
November 19, 2004
Tim Beyers |
2 Funds for 2 Big Trends The author says the safest, and maybe most profitable, way to make the trend your friend is with Exchange-Traded Funds. |
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
August 2005
Marla Brill |
Poised For Improvement Manager of the Nicholas Limited Edition Fund contends that as the economic recovery matures, investors will once again give the nod to small growth companies with steady earnings. |
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. |
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). |
Financial Advisor
August 2004
Alan Lavine |
Small-Cap Funds Start Exhibiting Caution Several managers believe next year will be better than this year. But they are also realistic. |
The Motley Fool
November 21, 2005
Richard Gibbons |
Prepare for the Crash It's never a bad time to build a bear-resistant portfolio. Diversification is the key. |
The Motley Fool
August 2, 2004 |
Common Investing Mistakes Too many people have committed investing blunders. Here's how you can avoid them. |
Financial Planning
June 1, 2005
Russell Wild |
Style War Some financial advisers argue that there's more than one way to slice a portfolio. |
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? |
