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Financial Planning January 1, 2007 Donald Jay Korn	Outlook 2007: A Year for the Big Guys? An economic slowdown is likely to spur a flight to quality, as investors shift their focus to the most powerful domestic large caps.
Investment Advisor January 2006 Robert F. Keane	Mostly Sunny or Partly Cloudy The economic climate for 2006 looks fair and mild, but a few forecasters see storm clouds on the horizon.
Financial Planning January 1, 2005 Donald Jay Korn	Fancy Footwork Just as the economy is expected to muddle through this year, consensus forecasts indicate parallel plodding in the financial markets, with unspectacular returns for stocks and bonds. Financial planners seeking to thrive in 2005 may need to develop new tactics.
Financial Advisor October 2004 Dorothy Hinchcliff	Stepping Cautiously In The Bond Market Experts expect interest rates to rise, and are carefully assessing options.
Financial Planning January 1, 2010 Donald Jay Korn	Outlook 2010: Positivity "We think the economic outlook will be better than the consensus forecast," says Paul Zemsky, New York-based head of asset allocation and multi-manager investments for ING Investment Management.
Investment Advisor January 2007	Happy New Year Our market strategy panelists see a slowing but healthy economy and market.
Financial Planning February 1, 2005	Mutual Fund Monitor Assessing Assets: Domestic equities... Growth stocks... Small caps... Investment-grade bonds... etc.
Financial Planning January 1, 2011 Daniel Jay Korn	Outlook 2011: A Modest Proposal Hopefully this year's results will skew more toward boom than gloom. Even so, planners might want to add a few safe havens to clients' portfolios in case the three-peat turns out to be yet another 21st-century bear market.
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.
BusinessWeek October 10, 2005 Lewis Braham	The Growing Interest In Growth Stocks Lately growth stocks are outrunning value funds.
On Wall Street January 1, 2010 Elizabeth Wine	Looking Ahead in the Markets, Stocks Expected to Improve Many strategists see the economic recovery continuing and equities continuing to climb.
Financial Advisor October 2005 Marla Brill	Why Bonds Keep Beating The Odds Financial advisors who have been taking defensive measures in anticipation of rising long-term rates and falling bond prices may have to wait awhile longer for their strategies to shine.
BusinessWeek April 17, 2006 Roben Farzad	Blue Chip Blues How long will the stocks of America's largest companies remain weaklings on Wall Street?
BusinessWeek April 11, 2005 Suzanne Woolley	Follow The Raging Oil Bulls Energy funds may head higher. But most stock and bond funds look earthbound.
Financial Advisor March 2004 Marla Brill	Was Last Yearis Rally A Headfake? Jeremy Grantham says yes, and thinks the bear market will return in 2005.
On Wall Street December 1, 2011 Elizabeth Wine	Best Bets for 2012 All analysts acknowledge the whipsaw volatility of the stock market, and many are looking to income generators. Most are fans of dividend-paying stocks from companies with strong balance sheets.
On Wall Street June 1, 2010 Neil O'Hara	The Fixed Income Fix How can advisors help clients minimize losses in fixed income portfolios when rates increase? The best answer may surprise you.
On Wall Street January 1, 2013 Elizabeth Wine	A Promising Year: 2013 Should Bring Better Conditions The U.S. economy has turned the corner and experts see a better year for Wall Street and discuss their continuing love affair with high quality, dividend-paying stocks.
Financial Planning May 1, 2005 Donald Jay Korn	Foreign Intrigue Financial planners need a passport to follow the money that's flooding into overseas mutual funds, but the wave may be about to break.
Financial Planning March 1, 2006 Solow & Kitces	Test Your Tactical IQ One of the most basic decisions a planner must make is whether to follow a passive or active approach to managing client portfolios. Take this quiz to see if you're ready to become a more active asset allocator.
Financial Advisor August 2007 Eric L. Reiner	Confusion, Reign O'er Me To get an idea of what lies ahead for the markets, it's helpful to start with a notion about the larger forces at work.
Investment Advisor August 2005 Kathleen M. McBride	Discovering Emerging Yield When you think of emerging markets, a conservative approach may sound like a paradox, but it's one way to describe the $347 million T. Rowe Price Emerging Markets Bond Fund (PREMX) and its manager, Mike Conelius.
BusinessWeek December 25, 2006 Mara Der Hovanesian	Markets: Where Optimism Reigns Most investment strategists remain high on stocks, especially American ones.
Financial Planning October 1, 2011 Donald Jay Korn	Buoyant Bonds The world seems to be awash in debt, especially government debt. Considering that government issues are crucial to the world's bond markets, fixed-income investments have held up surprisingly well.
Financial Planning July 1, 2011 Donald Jay Korn	Looking for Laggards Contrarian investors can unearth some relatively low-risk opportunities -- including a few that may be hiding in plain sight.
BusinessWeek April 12, 2004 Lauren Young	Where Investors Hunt For Refuge As the bull struggles, they're playing it safer at home -- and investing more abroad. A look at where the money is flowing to, and the outlook from some mutual fund managers.
Financial Advisor May 2012 Marla Brill	High Yield, Global Style The recent surge in popularity of high-yield bonds has left Andrew Feltus both encouraged and concerned.
Financial Advisor December 2010 Eric Uhlfelder	Going Global Investors have entered some less explored foreign corners of the debt market in their search for yield. So far, it has been paying off, but caution is needed.
Financial Advisor June 2010 Marla Brill	ETF Tune-Up The middle of the year is a good time to re-evaluate ETF portfolios and do fine-tuning.
Financial Advisor May 2006 Marla Brill	The Inverted Yield Curve Ride Despite assurances that a recession appears unlikely, many investors are taking a cautious stance on the bond market, while giving more play to cash and shorter-term securities.
Financial Planning July 1, 2005 Susan Weiner	Foreign Indebtedness The falling dollar has sparked an interest in international bonds, but advisers remain cautious.
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.
Financial Advisor March 2007 Milton Ezrati	Bonds & Stocks: Still De-Coupled The economic outlook is good, and that's not so good for bonds. Without the support of short-rate cuts, bonds have a less than inspired outlook; not especially negative, but not especially promising either, offering little more return than the coupon.
Financial Planning February 1, 2010 Paul Menchaca	Growth Spurts It's still tricky to invest for retirement, but planners are starting to seek out long-term growth. Next trick: convincing skittish clients.
Financial Advisor July 2005 Marla Brill	A Fund For Tough Times More advisors are using the Permanent Portfolio Fund as a hedge. The fund balances its position in value-oriented commodity stocks with a 15% allocation to aggressive growth stocks in about a dozen industry groups.
Financial Planning October 1, 2006 Donald Jay Korn	It's a Good Year for Cash With interest rates up and other assets flat or sinking, cash is a winning bet as well as a safe one.
Financial Advisor December 2007 Eric Rasmussen	After the Storm The fixed-income market's fortunes this year have played out against the drama of the subprime mortgage meltdown, when investment banks and investors realized that a lot of bad debt was sloshing through the market.
Financial Advisor July 2007 Marla Brill	Coming Of Age As emerging market economies become more secure, so too does their debt.
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 January 2008 Kathleen M. McBride	Built to Last Although their strategies vary, Rob Arnott and his investment advisor peers are hewing to a long-term focus on fundamentals, valuations, costs, and taxes.
Registered Rep. August 1, 2006 David Prokupek	Shelter From the Storm Today's market -- with rising interest rates, significant volatility, few sectors providing positive performance and solid global economic expansion -- bears striking resemblance to the 1970s. So, what are an advisors and investors to do?
Financial Planning March 1, 2005 Justin Daniels	Not Dead Yet Interest rates may be rising, but fixed-income products may bloom again in 2005.
Financial Advisor March 2006 Marla Brill	Mortgage Bonds Offer Mixed Bag A cooling housing market, rising interest rates and regulatory scrutiny have bond fund managers and fixed-income strategists keeping a watchful eye on the direction of the $5.8 trillion mortgage-backed securities market.
Financial Advisor December 2007 Alan Lavine	Cautious Optimism Most equity managers are expecting a soft economy in 2008, but how sluggish it will be is subject to disagreement.
On Wall Street February 1, 2012 Milton Ezrati	A Very Brief Tour Of Global Investment Prospects This year, like last, presents investors with an array of risks. Europe seemingly creates new financial and economic concerns daily, while, in the United States, fiscal questions and election uncertainties trouble the outlook.
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 November 2004 Marla Brill	To The Contrary Victory Diversified manager finds success in taking a different point of view.
Financial Advisor October 2004 Marla Brill	Looking At The Long Term Despite recent setbacks, this fund's winners have outpaced losers over time.
BusinessWeek September 16, 2010 Whitney Kisling	As Market Pessimism Grows, Should You Buy Stocks? Investors are disenchanted with the market. To contrarians, that constitutes signs of a rally
Financial Advisor December 2010 Raymond Fazzi	Riding A Global Tailwind Despite the tepid U.S. economy, investment managers feel global growth provides the impetus for a positive investment outlook in 2011.