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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.   |
Financial Advisor
October 2004
Marla Brill |
Looking At The Long Term Despite recent setbacks, this fund's winners have outpaced losers over time. |
Financial Advisor
February 2006
Marla Brill |
This Guy Has A Hot Hand The founder and manager of Hennessy Advisors' uncomplicated quantitative approach to investing has recently trounced those of many actively managed funds that rely on more complex, fundamentals-driven investment techniques. |
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. |
Registered Rep.
May 1, 2006
Stan Luxenberg |
Growth or Value? While your clients may still have bad memories about aggressive funds, you must remind them that they should consider aggressive choices and that the right funds can provide important diversification and actually help them find the sweet spot on the efficient frontier. |
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
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
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
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. |
Financial Advisor
May 2005
Marla Brill |
Cultivating Good Returns One financial adviser looks to his farming days to guide his strategy. |
Financial Advisor
June 2005
Marla Brill |
Fishing For Fallen Angels Putnam's David King shops for bargains among tarnished growth stocks. |
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 5, 2004
Selena Maranjian |
10 Big Investing Mistakes Some mistakes are not always mistakes. |
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
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
March 2006
Kathleen M. McBride |
Acting Like He Thinks If you're considering a large-cap growth fund, don't forget James P. O'Shaughnessy's Dreyfus Premier Alpha Growth Fund/B. Here's an interview with the fund manager. |
The Motley Fool
January 28, 2005
Whitney Tilson |
A Cautious 2005 Outlook A look at the big picture suggests now is a time to be patient, avoid risk, and wait for better days. Presented with the bull and bear cases for stocks in 2005, this author thinks the bears might just have it. |
BusinessWeek
September 29, 2003
Robert Barker |
An Antidote for Inflation Anxiety Given a growing inflationary danger, it's only prudent to consider lightening up on bonds. Yet if you depend on interest payments from bonds to cover part of your living expenses, you will need to generate income from your portfolio in other ways. |
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. |
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. |
The Motley Fool
December 17, 2004
Selena Maranjian |
Debating Investing Mistakes Should you avoid stocks with high P/E ratios? Should you buy stocks in a down market? Is it possible to over diversify your portfolio? Investors disagree about whether some investing actions are mistakes. |
Financial Advisor
November 2005
Marla Brill |
Manager Cautious After Disaster Even though the stock market managed to right itself after Hurricane Katrina, portfolio manager Wendell Perkins fears that investors will be feeling the reverberations of the natural disaster long after the streets of New Orleans are dry and cleared of debris. |
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. |
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 Advisor
April 2004
Jeff Schlegel |
Seeing More Growth In Growth Observers predict continuing opportunities in growth funds this year. |
Financial Advisor
December 2005
Eric L. Reiner |
Where Are We Headed? Investment experts reveal where they believe the returns are as slower growth is predicted for 2006. |
InternetNews
May 7, 2004
Paul Shread |
Interest Rates Matter To Tech Stocks The Fed hasn't begun raising interest rates yet, but the belief that tech stocks are somehow immune from the effect of rising interest rates is already being espoused. |
The Motley Fool
February 10, 2004
David Forrest |
High-Octane Investing The author delves into the high-octane world of momentum investing to uncover those stocks starting to take off, and those running out of gas. |
The Motley Fool
January 25, 2005
Shannon Zimmerman |
Time to Buy Here's a tip for fortifying your portfolio during troubled times: Growth funds are on sale. Get 'em while they're not hot. |
Entrepreneur
November 2003
Dian Vujovich |
Value Added Here's a midcap fund that's more than just middle of the road. |
Financial Planning
April 1, 2006
Donald Jay Korn |
Rx for Investing Healthcare stocks may cure investors' ills over the long term, but the current prognosis is less clear. For clients in diversified funds, planners should decide whether additional healthcare exposure is justified, through individual stocks or specialized funds. |
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 Planning
August 1, 2005
Donald Jay Korn |
In Front of Your Face Financial services funds have been among the most consistent performers in the last five years. Then why do investors have so little regard for them? |
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. |
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. |
Investment Advisor
March 2006
Palash R. Ghosh |
S&P Mutual Fund Focus: World of Plenty Emerging markets equities are likely to keep outperforming, given that they are still trading at discounts to stocks in the developed world. Acadian Emerging Markets Portfolio... Oppenheimer Developing Markets Fund... etc. |
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. |
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). |
BusinessWeek
March 20, 2006
Lewis Braham |
Is Your Manager Earning His Keep? One way to evaluate your fund manager is to benchmark him against himself. |
AskMen.com
April 14, 2002
Rashmikant Patel |
Starting A Portfolio Investors can easily understand and build a portfolio that conforms to their needs... |
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? |
The Motley Fool
October 27, 2005
Nathan Slaughter |
Halloween Trick: APEX Mid-Cap Growth Fund This fund will have shareholders running for their lives: Only five of the top 25 holdings have managed to avoid a loss, and the fund overall has plummeted 23% on the year. |
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. |
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
October 22, 2004
Whitney Tilson |
Focus Investing Just as important as the stocks you own is how you manage them. |
Financial Advisor
March 2007
Alan Lavine |
Values Persist In Mid-Cap Stocks While the market favors the big boys, smaller stocks keep chugging along. |
BusinessWeek
November 1, 2004
Young & Woolley |
Making the Most of Your Losses Your portfolio's ailing stocks can help trim your tax bill -- with this simple strategy. Sell your losers to generate tax losses that can offset any gains you've taken or plan to take. But there are some caveats. |
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. |
The Motley Fool
December 1, 2005 |
Think Thrice Before Dividing in Thirds Portfolio allocations don't come in one-size-fits-all. A more sensible approach is to consider investment timeframes and, of course, what you can tolerate in terms of market volatility. |
Financial Advisor
April 2006
Blank & Psoras |
When Sin Is Superior Eliminating vice stocks from portfolios may mean lower returns. |
