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Financial Planning October 1, 2006 Stephen Savage	When To Sell a Mutual Fund Applying common-sense guidelines is easy; making a real-world decision is often fraught with difficulties.
The Motley Fool April 4, 2007 Amanda B. Kish	Finding Needles in Funds' Haystack 7,000 reasons to separate good funds from bad ones. Too often, investors look first for funds with the highest recent returns, then perform due diligence only on funds at the top of that list.
Financial Planning July 1, 2006 Stephen Savage	Learning from the Past Why choosing mutual funds based on past performance has a bad track record.
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.
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 December 1, 2005 Donald Jay Korn	Seven-Year Hitch? Small-cap stocks have been big winners ever since the last century, but keeping the good times rolling could be a major challenge for financial planners.
The Motley Fool May 31, 2007 Amanda B. Kish	The Best Closed Mutual Funds: Part 2 You might still have a shot at these superior small-cap funds: Royce Premier... Rainier Small/Mid Cap... American Century Small-Cap Value...
The Motley Fool February 27, 2008 Matt Koppenheffer	Investing in Investors There's big business out there for asset managers, and big profits for people investing in asset managers.
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.
The Motley Fool April 26, 2005 Shannon Zimmerman	Should You Jump In Before a Fund Closes? Not so fast, savvy investor. Great funds close for good reasons.
The Motley Fool February 2, 2011 Amanda B. Kish	Get Into These Investments While You Can Rising asset levels will nudge many hot-performing small-cap funds to close their doors this year. So if you want in on some terrific funds take action sooner rather than later.
Real Estate Portfolio Nov/Dec 2004 Christopher M. Wright	Q&A with Roger Gibson Roger Gibson is a nationally recognized expert in asset allocation and portfolio design. In a recent interview he discusses among other things, diversification and where REITs fit into his clients' portfolios.
The Motley Fool October 16, 2006 Dan Caplinger	Get More Than You Pay For: Part 2 Because closed-end funds have a fixed number of shares and trade only on stock exchanges, there are potential opportunities and pitfalls for people who invest in them.
The Motley Fool June 16, 2008 Brian Richards	The Simple Strategy That Could Save Your Portfolio A very simple strategy of (1) thinking about your portfolio holistically and (2) diversifying into quality investments that don't perfectly correlate can really have an effect on your bottom line.
The Motley Fool April 24, 2007 Amanda B. Kish	Columbia Acorn Goes Nuts This fund is as sturdy as an oak. Long-time lead portfolio manager Charles McQuaid has served as skipper of the fund since 1978, and is assisted by co-portfolio manager Robert Mohn, who has been on board since 2003.
The Motley Fool May 11, 2004 Shannon Zimmerman	Building the Perfect Portfolio Smart asset allocation is critical to successful fund investing. Staying the course is a fine idea, but because your goals and tolerance for risk are bound to change over time, the perfect portfolio will always be a work in progress.
The Motley Fool April 9, 2007 Amanda B. Kish	Are "Excellent" Funds Foolish? Part 2 This five-part series takes a closer look at the 24 funds highlighted in the 2007 Business Week/Standard & Poor's Excellence in Fund Management Awards. Mid-cap growth... Two good small-cap picks...
Financial Advisor October 2004 Alan Lavine	Pondering The Fate Of Mid-Cap Stock Funds Is the market rotating away from this once-hot sector?
Financial Planning March 1, 2006 Marshall Eckblad	White Paper: Hedging Human Capital A new study concludes human capital and life insurance are two correlated pieces of any good portfolio.
The Motley Fool February 13, 2006 Shannon Zimmerman	3 Reasons to Sell Mutual funds are supposed to be buy-to-hold investments. Still, it's never safe to assume that any investment is a now-and-always proposition. Here are three key reasons to consider parting ways with a fund you hold.
The Motley Fool February 16, 2011 Amanda B. Kish	A Helping Hand With Your Investments Options for folks who want a little bit of help in crafting their asset allocation.
Financial Planning July 1, 2005	Mutual Fund Monitor Finding great fund managers. Here are recommendations: Bond Fund - Loomis-Sayles Bond... Large-Cap Growth Funds: Harbor Capital Appreciation... etc.
Entrepreneur January 2005 Dian Vujovich	Basket Case The saying "Don't put all your eggs in one basket" may have had its place on Wall Street during the past century, but with today's range of investment choices, that old axiom needs some rethinking.
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 August 9, 2004	A Fund That's Outgrowing The Small Fry Wasatch's new large-cap fund taps insight gleaned from its small-cap experience.
Investment Advisor August 2007 Palash R. Ghosh	Small-Cap Value Still Chugging Along While small-cap stocks have generally underperformed large-caps in recent years, small-cap value has kept pace with its larger-cap value peers.
Investment Advisor August 2009 Lewis Schiff	The Affluentialist: The Importance of Valuing the Intangible An expert appraisal helps prevent the IRS from poking into your client's affairs and challenging the valuation.
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.
The Motley Fool February 2, 2007 Nathan Slaughter	Don't Do It! When it comes to your mutual funds, though, keep your eyes on the road -- not the rearview mirror.
BusinessWeek August 4, 2003 Lewis Braham	Funds That Make the A-List These funds are proving to be stalwarts in a still-iffy market
The Motley Fool November 16, 2006 Brian Richards	The Best ETF for 2007: Vanguard Small-Cap Value If 70 years of results are good enough for you, this ETF is worth checking out.
The Motley Fool January 31, 2011 Amanda B. Kish	Top-Priority Investments Finding the right mix of investments for retirement can be a special challenge.
Investment Advisor December 2008 James J. Green	The Failure of Asset Allocation Asset allocation can explain past market performance, but not predict which allocation will work in the future.
The Motley Fool July 6, 2004 Shannon Zimmerman	The IAA Revolution Asset allocation is a huge part of intelligent investing, but it barely makes a blip on the financial media's radar screen. Mutual funds make it easy to diversify across market cap and style.
Registered Rep. November 1, 2002 Stan Luxenberg	When Funds Put Up the Velvet Rope For months, advisors looking to invest in a solid small cap fund have been faced with a growing problem: Many of the best ones have been closed to new investors. If there are ways to access a closed fund manager, should you do it? Probably not.
Financial Planning January 1, 2013 Joseph Lisanti	Concentrated Effort: Investing in Focused Funds Having a lot of stocks in a portfolio reduces risk, but holding a limited number of positions can produce home runs.
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.
Financial Planning February 1, 2005 Donald Jay Korn	New Directions Exchange-traded funds offer strategic advantages to financial planners who believe in active management, as well as those who favor indexing.
The Motley Fool December 16, 2005 Steven Mallas	You've Got a Gain. Now What? Part 2 Using a mutual fund not just as an investment vehicle, but as a strategy for reinvesting gains made from individual stocks makes building up fund positions a breeze.
The Motley Fool November 9, 2004 Shannon Zimmerman	3 Reasons to Sell It's never safe to assume that any investment is a now-and-always proposition. Parting with a mutual fund isn't always such sweet sorrow.
Financial Planning April 1, 2006 Stephen Savage	Satellite of Beta When constructing a core-satellite portfolio, where do your indexes really belong? Here's an approach that is closer to the inverse of the traditional core-and-satellite approach.
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 October 2005 Palash R. Ghosh	S&P Mutual Fund Sector Focus: Financials Come in All Flavors Financial services stocks have bloomed under a benign climate of historically low interest rates the past few years. Now that the Federal Reserve is committed to raising rates, this asset class may come under pressure as earnings, margins, and credit quality contend with tightening credit.
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.
The Motley Fool February 22, 2006 Selena Maranjian	Small Caps Win For many investors, it makes a lot of sense to inject some small-cap companies into their portfolios.
The Motley Fool July 1, 2010 John Rosevear	You Need This Offbeat Investment Some funds -- which Morningstar calls "moderate allocation" funds -- take nonstandard approaches to investing: Some take short positions, some buy and sell options, some invest in commodities, some combine all of the above and more.
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.
National Real Estate Investor January 1, 2006 Parke M. Chapman	Exit-Strategy Gurus While they craft a new relationship as deal advisors to investors and owners, both individual managers and third-party hotel asset management firms have found their core skills are in hot demand.
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.
The Motley Fool November 17, 2006 Dan Caplinger	How Much Risk Is Enough? Here's an asset allocation strategy that pays attention to what you really need.