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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 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 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.
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.
Knowledge@Wharton August 13, 2003	Risks and Costs of Socially Responsible Investing Investors concerned about social, environmental, labor or religious issues may be willing to sacrifice some financial return. But how much must they give up?
Financial Planning April 1, 2010 Craig L. Israelsen	Size Matters U.S. equity mutual funds do not mirror the overall domestic stock market. That isn't necessarily bad, it's just the way it is.
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 December 11, 2007 Zoe Van Schyndel	A Sinfully Focused Fund This ETF looks to profit from people's vices. The FocusShares ISE SINdex Fund gives investors an opportunity to concentrate on the sin industries, such as casinos, alcohol producers, and cigarette manufacturers.
Financial Planning November 1, 2010 Craig L. Israelsen	Conscientious Investing SRI stands for socially responsible investing. Historically, however, many have perceived it to mean "sickly returns indeed." This article looks at the performance of SRI funds, across 12 different Morningstar categories.
Financial Advisor April 2006 Blank & Psoras	When Sin Is Superior Eliminating vice stocks from portfolios may mean lower returns.
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 August 2005 Alan Lavine	Socially Conscious Investing Gets Results Broad acceptance follows solid performance by socially responsible investment indexes and funds.
Financial Advisor May 2004 Joel Bruckenstein	Software With A Conscience A new online service, IWF Advisor from IdealsWork Financial, may offer advisors a solution to the tricky problem of finding a cost-effective way to align a client's social agenda and financial needs.
Financial Planning October 2, 2007 Craig L. Israelsen	Smoothing the Path When comparing active and passive management, financial planners should look at the performance of the whole portfolio. What you find may surprise you.
The Motley Fool September 23, 2009 Selena Maranjian	Meet 5 Fund Companies That Care These are some of the biggest names in socially responsible fund investing: Appleseed... Calvert... Domini Social Investments... Pax World... Winslow...
Financial Planning July 1, 2005 Suzanne McGee	The Principled Portfolio Socially responsible investing (SRI) may feel satisfying to clients, but is it prudent investing? For the professional concerned with fiduciary responsibility, that's an important question.
The Motley Fool March 22, 2005	Beyond the S&P 500 Index investors have more choices than just the S&P 500.
Registered Rep. July 1, 2006 Stan Luxenberg	Fundamental Indexing During the 1990s, S&P 500 index funds were all the rage -- and, for most core investments, the bogey to beat. But lately the index has been offering stingy returns.
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.
The Motley Fool August 27, 2004 Selena Maranjian	Socially Responsible Funds on a Tear Don't be too impressed -- great returns don't always mean much. The trick is finding funds that have a record of fairly consistently outperforming the market average.
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?
The Motley Fool December 9, 2005 Jim Mueller	Truly Responsible Investing Tips Investing can be tricky. Allowing emotions into the equation doesn't help. Instead of pursuing "socially responsible" investing strategies, why not get active in your community, and approach investing with a clear head?
On Wall Street August 1, 2009 Elizabeth Wine	SRI Plows the Path to Profitability Advisors need to know about the trends that have intertwined under the broad umbrella of socially responsible investing in order to help clients interested in going down this path.
Registered Rep. June 1, 2006 Geoff Lewis	Advocacy Investing Catnip for Wealthy Clients? Advocacy investing has several important advantages over some conventional social-investing techniques -- not least of them is helping clients actually make money. But for financial advisors, advocacy investing has an even more significant benefit: It is, potentially, catnip for high-net-worth clients.
The Motley Fool January 27, 2006 Selena Maranjian	Presbyterian Investing Some religious folks are focusing on making lots of money. Here's take a closer look at one of their funds -- the New Covenant Growth Fund.
The Motley Fool April 6, 2004 Selena Maranjian	Learn About Stock Indexes For many people, index investing is the best way to get rich.
Financial Planning March 1, 2006 Donald Jay Korn	Weight Watchers New equity indexes, weighed by fundamental factors, are challenging the conventions of passive investing.
The Motley Fool October 14, 2008 Ilan Moscovitz & Wade Michels	5 Stocks You Can Feel Good About You can be loyal to both your portfolio and your conscience with these five socially responsible investments.
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.
The Motley Fool June 2, 2005 Selena Maranjian	Americans Favor Mutual Funds Stock funds are hot, as they should be.
The Motley Fool June 2, 2006 S.J. Caplan	Stocks With Scruples What's the latest news on socially responsible investing? Some may say you can't put a price on virtue. Sure you can. Here are a few performance yardsticks: KLD Broad Market Social Index... Calvert Social Index... Domini 400 Social Index... etc.
Investment Advisor January 2006 Ben Warwick	The Puzzler: Trading by the Calendar The January Effect, which involves buying small-cap stocks at year end and selling them a month later, is the Elvis of investing. Has it left the building?
Financial Planning September 28, 2009 David J. Drucker	From SRI to ESG For years, the myth persisted that SRI funds underperform their mainstream counterparts while requiring additional research, making clients who request such investments a burden to service.
Registered Rep. February 8, 2012 Charles Paikert	Big Impact: Clients Turn to Socially Responsible Investing For the uninitiated, socially responsible investment funds are funds that screen potential investment targets for things like environmental impact, corporate governance or employment policies.
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?
Financial Advisor September 2011 Tom Lydon	It's All In The Weighting ETF indexing has evolved, but the traditional, somewhat boring approach may still yield the best results.
Registered Rep. October 1, 2002	Guilty Pleasures The VICE Fund invests largely in alcohol, gambling, tobacco and defense industries.
The Motley Fool August 22, 2005	Learn About Stock Indexes An index is a group of stocks, the performance of which is measured as a whole. As an investor, you've got more choices than just the S&P 500.
The Motley Fool July 12, 2007 S.J. Caplan	Stocks With Scruples Catch up with last month's developments in socially responsible investing. Calvert... Domini... A study by the Committee Encouraging Corporate Philanthropy found... etc.
Financial Advisor April 2006 Raymond Fazzi	A Look At New Horizons At a time when the margin for error is growing thinner and thinner in investment management circles, some are asking whether advisors and their clients are adequately served by cap-weighted benchmarks.
The Motley Fool July 26, 2006 Anand Chokkavelu	The Market's Most Sinful Stocks Crime doesn't pay, but sin can. During a more recent slice of history (the past five years), so-called sin stocks have continued to scorch the market. Investors, take note.
The Motley Fool May 6, 2005 Rex Moore	Boosting Your Returns "Index Plus a Few" is a low-risk strategy with market-beating potential.
The Motley Fool August 9, 2006 S.J. Caplan	Stocks With Scruples At first blush, it's hard to deny the allure of potentially saving the world while also reaping investment returns. But questions and conflicts abound. Catch up with last month's SRI developments. Energy Conversion Devices... Green Mountain Coffee Roasters... etc.
The Motley Fool February 13, 2007 S.J. Caplan	Stocks With Scruples Catch up with last month's SRI developments: Calvert... Domini... Russell 3000... Dell outlined a new environmental initiative... Green Mountain Coffee Roasters signed an agreement with Ethiopia... etc.
The Motley Fool October 10, 2006 S.J. Caplan	Stocks With Scruples The SRI indices actually outperformed the general market again last month, although they still lag in year-to-date performance. So what's been going on?
The Motley Fool June 23, 2004	Kinds of Funds Learn the difference between income funds and balanced funds.
The Motley Fool January 26, 2005 Rex Moore	Juicing the Market's Returns You want to know exactly what actions you should take to finally get your investing house in order. The "Index Plus a Few" is a low-risk strategy with market-beating potential.
Registered Rep. July 1, 2004 Robin Penfold	Challenging Assumptions It's possible that, for the first time in any living person's career, U.S. stocks will not perform as well as bonds in the next couple of decades.
Financial Advisor June 2007 Raymond Fazzi	SRI's Meaning Keeps Growing SRI assets continue to balloon, even as the debate about performance continues to bubble.
The Motley Fool March 11, 2010 Selena Maranjian	How to Build a Better S&P 500 As terrific as S&P 500 index funds can be, they're not perfect. But a newer, potentially better kind of index fund could help fix one of their biggest weaknesses.