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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 December 1, 2005 Craig L. Israelsen	Keeping it in Perspective How often and by how much does growth outperform 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.
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 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 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.
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.
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.
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 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 April 1, 2006 Len Reinhart	The Equity Puzzle Stocks are a critical component of lifetime investment plans, but clients need more than cookie-cutter allocations and market-mirror index funds.
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.
The Motley Fool June 23, 2004	Kinds of Funds Learn the difference between income funds and balanced funds.
Financial Advisor August 2009 Craig L. Israelsen	A Better Balanced 'Core' Balanced funds are based on outdated models and need to be better diversified.
Registered Rep. July 1, 2006 David A. Geracioti	The 20-Year Itch An interview with Jim O'Shaughnessy on his book, Predicting the Markets of Tomorrow who tells financial advisors if they think they can protect clients by putting them in "safe" large-cap stocks or in, say, an S&P 500 index fund, they'll be disappointed.
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.
Investment Advisor January 2009 Beth Piskora	Focus on Financials No doubt about it: 2008 was a bad year for financial services stocks. The S&P 500 financial services index registered a 60% downturn through December 15.
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.
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.
Investment Advisor July 2006 Carol A. Wood	S&P Mutual Fund Sector Focus: Steady at the Helm in Rough Seas S&P's continues to recommend placing 20% of one's portfolio in foreign equities, including 3% in emerging market stocks. Here are some fund recommendations.
The Motley Fool February 10, 2005 Josie Raney	Stocks Fools Love: Fidelity Spartan Total Market Index Fund The fund's annualized three-year trailing return of 6.4% bests the S&P's mark by more than 1.5% per year.
Financial Planning November 1, 2006 Kathy Gevlin	Fund Averse The third quarter was better than expected, but investors remain leery of U.S. equity funds.
Registered Rep. November 1, 2005 Erin Schulte	Well Worn Investors are now focusing on the long term, money managers say, and dividends play a big part in long-term gains.
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.
Investment Advisor January 2006 Callahan & Howard	Boxes Are Not Classes Advisors who use style boxes as proxies for asset classes are performing a disservice to clients. Here's why characteristic boxes are not asset classes and allocating among various characteristic boxes is useless at best.
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.
Financial Planning November 1, 2005 Donald Jay Korn	Leaning Toward Lockstep Correlations between U.S. and foreign markets are increasing, but adherents insist that foreign investing can still reduce risk.
The Motley Fool January 19, 2007 Mary Dalrymple	Index Funds Win Again Index funds are cheap, easy, and they reliably outperform many other funds.
Investment Advisor August 2005 Angelina Dance	S&P Mutual Fund Sector Focus: Small-Cap Growth Still Packing a Punch Growth investing, particularly in the small-cap sector, has traditionally been considered a high-risk approach, yet in the past several years has proven to be rewarding.
BusinessWeek March 1, 2004 Vickers, Henry & Miller	Is The Bull Ready To Catch Its Breath? Valuations aren't really out of whack -- and a correction may be a buying opportunity. Stocks have been on a tear since they bottomed out last March.
BusinessWeek May 3, 2004 Lauren Young	Small-Caps That Still Want You Many hot small-company stock funds are closed to newcomers. Check out these small-cap funds that still welcome new investors.
Investment Advisor November 2005 Palash R. Ghosh	S&P Mutual Fund Sector Focus: Mid-Cap Value Funds Tap Rich Vein For the five-year period through the end of September 2005, the average mid-cap value fund registered an average annualized return of nearly 10.0%, versus a 1.5% drop for the S&P 500: RS Value Fund... Wiley Mid-Cap Value Fund... etc.
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.
Investment Advisor January 2006 Kathleen M. McBride	Silk Purses Medal winning fund managers in 2005 drilled for returns and explored overseas. The best performing fund in any of S&P's categories for 2005 is the BlackRock Global Resources Portfolio/Institutional.
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.
The Motley Fool October 4, 2005	Fun With Funds A guide to common types of mutual funds.
Financial Planning December 1, 2005	Are Equities Undervalued? Given the risks that exist, analysts aren't planning to overweight equities at this time. But a decline in prices could make a compelling opportunity for a tactical overweight in stocks.
The Motley Fool March 14, 2011 Amanda B. Kish	More Proof of a Losing Investment Strategy Finding outperformance among actively managed funds.
Investment Advisor November 2007 J. Joseph & J. Bunge	Hedge Funds Recover Quicker A report from Credit Suisse Index Co. shows that after market-shaking events, such as the recent subprime turmoil, hedge funds remain less volatile and better able to perform than other asset classes.
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?
The Motley Fool December 23, 2009 Alex Dumortier	The Worst Decade for Stocks ... Ever According to data compiled by Yale finance professor William Goetzmann, U.S. stocks will very likely close out the worst calendar decade in recorded history this month. But what of the next 10 years?
The Motley Fool July 16, 2007 Amanda B. Kish	Large Caps Making a Comeback? So how can smart investors best capitalize on any coming large-cap rebound? Well, don't abandon small caps completely.
Financial Advisor March 2005 Craig L. Israelsen	Benchmark Checkup Comparing equity mutual fund returns to an index can be very deceiving.
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%.
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.
Entrepreneur July 2006 Dian Vujovich	Away From Home Property isn't the only kind of real estate investment.
Entrepreneur September 2004 Dian Vujovich	Way to Grow Large-cap growth funds may not sound exciting, but there's a solid place for them in a diversified portfolio. This fund uses a computer model to pick its winners.
The Motley Fool October 5, 2004 Shannon Zimmerman	Performance-Tested Funds When you're looking for a way to gauge the consistency of a fund's performance, not to mention how successful a management team has been at staving off loss and keeping volatility in check, calendar-year returns make a good yardstick.
Investment Advisor August 2009 Vaughan Scully	The ETF Advisor: Those Outperforming Small Caps Exchange traded funds offer a relatively convenient and cost-effective way to invest in small cap stocks.