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Registered Rep. December 1, 2004 Stan Luxenberg	Rubber-Band Man For funds that focus on one style box, the choices could be slim. But flexible managers have freedom to maneuver in flat markets. Among the most wide-ranging performers are Julius Baer International Equity and its sibling Julius Baer Global.
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).
Registered Rep. October 1, 2005 Stan Luxenberg	Taking the Sting Out of Taxes For high-net-worth investors, tax-sheltered accounts offer special opportunities. Because they need not worry about exhausting savings, wealthy clients can use shelters creatively to derive maximum tax and investing benefits.
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 January 2006 Marla Brill	Bold Bets Fund managers who run concentrated portfolios offer a refreshing departure from the increasingly popular practice of far-reaching, benchmark-centric investing.
Registered Rep. February 1, 2005 Stan Luxenberg	Look Over There, but Beware Though foreign shares can help to diversify portfolios, some advisers are wary of the sudden move abroad. International stocks can be volatile.
Registered Rep. November 1, 2005 Stan Luxenberg	Alpha Dogs To protect clients, financial advisors should consider mutual funds with steady results and strong risk-adjusted returns. Sounds obvious, right? But doing so may mean taking a pass on a fund with gaudy returns. Big returns often equate big risks.
Registered Rep. November 1, 2005 Stan Luxenberg	The Worthy Tired of lackluster performance, investors have been ignoring large-cap domestic funds. Instead, foreign funds are all the rage. But, there are still good reasons for many investors to consider active large-cap managers.
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.
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.
Registered Rep. January 1, 2006 Stan Luxenberg	Housewarming Come April, Merrill Lynch will remove its famous name from the brokerage's own funds to relaunch them under a new (as yet to be determined) name to compete on their own. But all the major wirehouses have struggled to sell their proprietary mutual funds.
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.
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.
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. February 1, 2006 Stan Luxenberg	Do-It-Yourself Funds of Funds The real deal breakers for financial advisors with wealthy clients who have sophisticated needs are that hedge funds tend to be illiquid and lack transparency. Here's how to use mutual funds that use hedge fund strategies to solve this problem.
Entrepreneur November 2003 Dian Vujovich	Value Added Here's a midcap fund that's more than just middle of the road.
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.
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.
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.
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.
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 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 2004 Alan Lavine	Pondering The Fate Of Mid-Cap Stock Funds Is the market rotating away from this once-hot sector?
BusinessWeek January 24, 2005 Lewis Braham	Spotting The Very Brightest Stars Our ratings help you find your way through a crowded mutual-fund universe. James Small Cap Fund... American AAdvantage Small Cap Value... American AAdvantage Small Cap Value... etc.
Financial Planning May 1, 2006 Elizabeth O'Brien	Fund Manager Profile: Shawn Be Nimble Touchstone Large Cap Growth keeps beating its peers and the S&P by using a flexible model and filtering through many fundamental factors.
Registered Rep. June 1, 2005 Stan Luxenberg	This Year's Model Now that technology is out of favor, new specialists have appeared, promising to produce returns in erratic markets. With the U.S. trade deficit swelling, several funds offer protection against the falling dollar.
The Motley Fool August 17, 2004 Shannon Zimmerman	Time to Buy? The market downturn this summer has handed smart fund investors a world-class opportunity to go shopping down the equity market's large-cap growth aisle.
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.
Financial Advisor January 2006 Marla Brill	Waiting For The Worm To Turn John Wallace, manager of the RS Midcap Opportunities Fund, says 2006 could be the year for growth stocks to rebound.
Financial Advisor June 2004 Kevin M. Wilson	Why Value Beats Growth Portfolios using asset allocation combined with value investing produce better financial results. How should you advise clients to invest?
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?
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 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 April 1, 2006 Len Reinhart	The Equity Puzzle Stocks are a critical component of lifetime investment plans, but clients need more than cookie-cutter allocations and market-mirror index funds.
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 January 3, 2006 Rich Duprey	15 and Counting at Legg Mason Legendary fund manager Bill Miller beats the market for the 15th straight year, and you can, too by following several basic principles.
Financial Advisor June 2005 Marla Brill	Fishing For Fallen Angels Putnam's David King shops for bargains among tarnished growth stocks.
The Motley Fool March 14, 2006 Shannon Zimmerman	Investment Strategery Investors, when it comes to diversification, don't forget about strategy -- especially when investing in mutual funds.
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.
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 Planning January 1, 2005 Jennifer A. Liptow	White Paper According to a study by university researchers, stock picks of concentrated investors (those holding one or two stocks) outperform those of diversified investors (those with three or more stocks) by about one percentage point over the year following a stock purchase.
The Motley Fool August 9, 2004 Chris Mallon	Through the Earnings Looking Glass Look-through earnings provide a new and insightful view of your stock portfolio.
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.
The Motley Fool December 29, 2005 Tim Hanson	Design the Perfect Portfolio You can have it all and never leave your circle of competence. The magic of mutual funds is that they allow you to perfect your portfolio while concentrating on the industries you know.
Registered Rep. March 1, 2005 Stan Luxenberg	Looks Like a Hedge Fund, Smells Like For clients who cannot --- or will not --- try hedge funds, there is a compelling alternative: mutual funds that follow hedge-like strategies. Here are some options.
Investment Advisor April 2006 Palash R. Ghosh	S&P Mutual Fund Focus: Greater Expectations After six years of underperformance, many observers believe that large-cap growth stocks are poised to make a comeback. Here's a look at Marsico 21st Century Fund... Gartmore U.S. Growth Leaders/IS... etc.
The Motley Fool April 5, 2006 Rex Moore	Are You Invested in the Right Industries? One thing that often gets lost in all the talk of sizzling stocks and 20-baggers is the benefit of diversification. It's a concept every investor can understand and profit from.
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.
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.
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.