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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 April 1, 2013 Craig L. Israelsen	Value vs. Growth: Which Investing Strategy Is Better? How do returns from these two types of equities compare? We test them - and find a real difference in performance.
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 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 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.
Financial Advisor March 2005 Craig L. Israelsen	Benchmark Checkup Comparing equity mutual fund returns to an index can be very deceiving.
Financial Planning July 1, 2005 Israelsen & McDonough	Bet Your BIPY In an ongoing quest to refine which strategies work best in the battle between growth and value investments, this article goes further to examine tactical asset allocation approaches using growth indexes.
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 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 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.
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 Planning March 1, 2007 Craig L. Israelsen	Tales of the Tape When you look at annual returns, stocks, equity mutual funds and indexes tell surprisingly different stories.
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 October 1, 2013 Craig L. Israelsen	Should Clients Avoid Bonds Now? With rates inching upward, some clients may want to skip fixed-income investments entirely. They shouldn't.
The Motley Fool January 19, 2007 Mary Dalrymple	Index Funds Win Again Index funds are cheap, easy, and they reliably outperform many other funds.
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.
The Motley Fool June 9, 2009 Dan Caplinger	Market-Beating Returns Made Simple This twist on the old index fund does well. Equal-weight funds have done quite well compared to traditional index funds over periods of several years.
Financial Planning October 1, 2011 Craig L. Israelsen	Multiply Returns by Dividing Gaining exposure to U.S. stocks by using three equally weighted index funds produced better performance than a single mega-market index fund during the Lost Decade of 2001 to 2010.
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.
Registered Rep. December 1, 2005 John Churchill	The Big Calm Having trouble convincing clients that the equity market isn't such a wild place? Give them a quick history lesson: Turns out that the past two years have been some of the least volatile since 1996.
Financial Advisor August 2009 Marla Brill	Small-Cap Bounty Small-cap ETFs have grown in number and offer some interesting choices.
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.
The Motley Fool February 25, 2009 Selena Maranjian	Index Funds Are Hard to Beat An eye-opening new study from Standard & Poor's reveals that the majority of managed funds fail to outperform simple index funds. That's right -- funds run by actual human beings still can't beat a copycat strategy of matching a broad index's holdings.
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.
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 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 August 1, 2006 Scott A. Leonard	The Dogs of the Dogs Should you be buying the worst of the worst for your clients? To get the most out of academic research, and to take full advantage of the added returns offered by value stocks, the easy conclusion is that when it comes to value, more is better.
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.
Financial Planning November 1, 2006 Craig L. Israelsen	Alpha Goes Abroad Excess returns turn up in overseas large-cap value funds.
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.
The Motley Fool December 9, 2010 Dan Caplinger	Why Mega-Cap Stocks Are Not Enough Before you jump into the biggest, most popular index funds that are based on the S&P 500 index, think twice.
Financial Planning March 1, 2012 Brian J. Lazorishak	Mid-Cap, Big Return Over a 10-, 20- and 30-year period ending last year, mid-caps (generally defined as issues with market capitalizations of $1 billion to $15 billion) have outperformed both large-caps and small-caps on an absolute basis.
Financial Advisor August 2009 Craig L. Israelsen	A Better Balanced 'Core' Balanced funds are based on outdated models and need to be better diversified.
The Motley Fool April 23, 2009 Dan Caplinger	Investments That Don't Stand a Chance An active fund that only seeks to match its benchmark is a waste of your money. If that's all a fund can offer, you're much better off going with the index fund.
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, 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.
Investment Advisor February 2009	A New Benchmark for Advisors With many advisors using an asset allocation strategy, the S&P 500 is no longer a great benchmark against which to set your pace. Take a look at these new benchmarks.
Financial Planning April 1, 2006 Susan B. Weiner	The Middle Ground Mid-cap stocks have yet to command as much respect from advisers and investors as their small- and large-cap peers. Now mid-cap stocks find themselves in an unusual place -- the spotlight -- after a strong showing in 2005.
InternetNews January 15, 2009 Paul Shread	Technical Analysis: S&P Hangs On The S&P is the only one of the major stock indexes providing much in the way of hope here.
The Motley Fool December 19, 2011 Dan Caplinger	You Probably Just Bought These Stocks More index moves demand investor attention.
Financial Planning April 1, 2008 Craig L. Israelsen	Seeking Stability Building a tough, strong, resilient and stable retirement portfolio is, very simply, what every retiree wants to do. What is the optimum allocation model to sustain this stability for clients?
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 December 2004 Christopher P. Parr	Look Mom! I Beat the S&P Again! Legg's Value Trust---relative fund superstar or absolute media hype?
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 January 27, 2010 Dan Caplinger	These Investments Could Steer You Wrong Index funds and exchange-traded funds aren't perfect.
Real Estate Portfolio Mar/Apr 2004	Did You Know: The NAREIT Equity REIT Index outperformed the S&P 500 and Dow Jones Industrial Average for the fourth consecutive year.
Financial Advisor February 2006 Matt Hougan	Is `Buy The Market' Best? Enhanced indexers say they have the way to go the market one (or two) better. Financial advisors, take note.
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.
Financial Advisor March 2007 Alan Lavine	Values Persist In Mid-Cap Stocks While the market favors the big boys, smaller stocks keep chugging along.