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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.
Investment Advisor January 2006 Clive Cholerton	The IA Soapbox: Missing the Point Mutual fund managers, if you find style boxes too constraining, start a hedge fund. You won't have to disclose a thing, and if you're any good, you'll make a lot more money.
Investment Advisor March 2006 Kathleen M. McBride	Allocation Without Borders Vice chairman and CIO of Alliance Bernstein Investment Research & Management Ranji Nagaswami argues that being free to select equities worldwide yields better performance with lower risk.
The Motley Fool March 24, 2006 Nathan Parmelee	Your Returns Are Less Than Average Volatility is your friend when you're looking to purchase shares, but it kills returns in your portfolio. And while we can't eliminate volatility altogether, it can be reduced by focusing on companies that pay dividends -- or at least generate lots of cash.
The Motley Fool November 10, 2005 Michael Sarill	The Warren Buffett Challenge Nervous about holding a portfolio with significant positions in fewer than five stocks? Maybe you should be. If you're not a master investor, it's difficult to know just what the biggest winners of the future will be.
Registered Rep. September 1, 2004	Highbrow Drifter Style drift has become shorthand for freelancing fund managers buying whatever the heck they want. Craig Callahan of ICON Funds says this is a misconception.
Investment Advisor June 2006 John Rekenthaler	In Defense of Style Boxes Style boxes are undeniably useful instruments for categorizing funds, for understanding a portfolio's positioning, and for communicating with clients. There is no reason to expect more from them.
Financial Planning May 1, 2005 Ilana Polyak	Fund Manager Profile: Uncommon Value Thornburg's William Fries stays ahead of the pack by keeping his mandate flexible.
BusinessWeek April 17, 2006	Three Scenarios Variable Returns: Portfolio 1 -- 75% large cap... 25% bonds... Portfolio 2 -- 50% large cap... 25% small cap... Portfolio 3 -- 16.67% large cap... 16.67% mid cap... etc.
Entrepreneur December 2003 Dian Vujovich	Anything Goes Here's a top-performing fund that's got flexibility on its side.
Financial Advisor September 2005 William H. Overgard	The Cornerstone Of The Business Any successful financial adviser knows that trust is what drives the relationship with the investor and ultimately the success of the fee-based advisory business.
Financial Planning November 1, 2005 Marion Asnes	Advisers Speak Out Our new nationwide poll shows that for all financial advisors know about asset allocation, they're still having trouble making it work.
Wall Street & Technology March 22, 2005 Gil Makleff	Making the CIO's Role Viable Managing hundreds of IT projects is no easy task, but strategies such as project portfolio management (PPM) can ease the burden on CIOs.
Registered Rep. June 1, 2005	Great Moments in Financial Planning University of Michigan wide receiver Braylon Edwards was one of the top draft picks in the 2005 NFL Draft. He is expected to sign for millions. But he might want to hire a new financial advisor.
Financial Planning February 1, 2012	Demystifying Volatility Investors shell-shocked by a recent period of extreme volatility may focus on avoiding exposure to volatility at all costs. However, those using the rear-view mirror to reduce volatility may risk long-term underperformance.
AskMen.com April 14, 2002 Rashmikant Patel	Starting A Portfolio Investors can easily understand and build a portfolio that conforms to their needs...
The Motley Fool January 23, 2006 Rich Duprey	How Many Is Too Many? The legends weigh in on the eternal question of how many stocks to own. But a portfolio of quality companies takes years to build -- don't expect it to grow overnight.
CIO May 1, 2003 Lorraine Cosgrove Ware	Manage IT as a Portfolio Portfolio management compares technology investments in terms of risk and payoff to the business and then helps you prioritize investments accordingly. Survey results show that CIOs who practice IT portfolio management get a higher value from their IT dollars.
Investment Advisor April 2006 Kathleen M. McBride	Best of Breed The 2006 Separately Managed Accounts Awards recognize excellence in products and managers. Small Cap: Riverbridge Partners, Small Cap Growth... Tax Efficiency: KCM Investment Advisors, Large-Cap GARP Equity... etc.
The Motley Fool August 18, 2004 Matt Logan	Beat the S&P 500 Legg Mason's Mary Chris Gay talks about why the S&P crushes most fund managers and how to beat it.
AskMen.com August 19, 2001 Rashmikant Patel	The A To Z Of Successful Investing Having a disciplined and simple approach to investing is what financial planning is all about. I have listed a few rules of thumb that will make you a successful investor...
BusinessWeek March 22, 2004	A Bargain Hunter With A Wide Scope Bill Fries weaves many investing disciplines together at the Thornburg Value Fund
The Motley Fool September 28, 2004	How to Think About Diversification There's no absolute best number of stocks to own. Too few and you've taken on too much risk. Too many and you've diluted the power of your holdings more than you had to.
Financial Advisor October 2005 David Reilly	Is Risk Really A Four Letter Word? Once esoteric investing strategies, such as managed currency and commodity futures, real estate, short selling, arbitrage and event-driven strategies, allow portfolio risk management to be taken to the next level. Advisers, take note.
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.
Financial Advisor February 2008 Bruce A. Weininger	Out Of The Style Box You have a much greater chance of improving performance by using a smaller number of managers who have shown an ability to outperform the market -- as long as you give them the freedom to invest in their best ideas, unconstrained by the style-box police.
Financial Advisor October 2004 Marla Brill	Looking At The Long Term Despite recent setbacks, this fund's winners have outpaced losers over time.
Financial Planning February 1, 2005 Len Reinhart	Multiple Choice No single product will meet all the needs of aging boomers. Advisers must develop strategies combining multiple products into retirement portfolios.
The Motley Fool March 13, 2006 Shannon Zimmerman	A Shock-Resistant Portfolio Volatility happens. Here's what you can do about it: Consider plunking down the lion's share of your investment moola on a portfolio of world-class (and well-diversified) mutual funds and then supplementing with individual stock picks.
Financial Planning March 1, 2005 O'Toole & Steiny	The Perfect Process A disciplined approach to managing client assets is at the heart of financial planning. How does yours stack up?
Financial Planning August 1, 2005 John Nersesian	The Full Monte By presenting clients with a range of potential results before they experience them and showing them the impact of their investment choices, planners can manage clients' expectations much better than with standard linear forecasting.
Financial Advisor January 2004 Jeffrey A. Hollowniczky	Good Portfolio Reports Are Customized For Clients While the innovations in portfolio reporting technology have provided advisors with mountains of information and increased efficiency in their back-office operations, the client's specific needs have often been forgotten in the process.
Financial Planning April 1, 2005 Louis Cameron Day	You've Got Concerns A new, individualized approach to portfolio management may lessen your financial advisory clients' confusion.
On Wall Street January 28, 2010 Lee Conrad	Carrying on a Family Tradition Tad Edwards, son of retired A.G. Edwards CEO Ben Edwards, sets out on his own to recreate his family's financial advising firm.
The Motley Fool January 12, 2011 Brad Hessel	For Market Volatility, No News Is Good News Fourth-quarter 2010 volatility is a no-show. Are things back to normal?
BusinessWeek March 6, 2006 Lauren Young	Funds That Play The Field All-cap funds have their pick of equities, and are beating more focused peers.
Entrepreneur June 2004 Scott Bernard Nelson	Rooting Around When you're looking to invest in a mutual fund, dig deeper than past performance.
Wall Street & Technology January 6, 2006 Leslie Kramer	CIO Challenge: IT Portfolio Management CIOs at financial services firms constantly are looking for ways to run their IT departments more efficiently. But figuring out a way to measure the benefits of IT portfolio management is not always obvious.
CIO July 1, 2005 Susannah Patton	Getting the Word on Portfolio Management IT leaders can benefit from portfolio management because they face pressure to cut costs while providing more services.
Financial Planning March 1, 2006 Bob Veres	Beyond the Pyramid Think you know the state of the art in portfolio management? New research may offer some surprises -- and suggest new approaches.
Financial Advisor June 2004 Joel P. Bruckenstein	Converting Prospects Into Clients A new online tool promises to help you do just that, but can it deliver? The platform marries a sales/client education process with a portfolio construction/portfolio management process.
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.