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Investment Advisor
September 2010
Isabelle Sender |
Asset Allocation Behind this month's allocation numbers with Sam Stovall.   |
Financial Planning
June 1, 2006
Donald Jay Korn |
Pay Pals Dividend-paying stocks are likely to post solid returns, but planners may have to choose between leaders and leapers. |
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
June 29, 2006
Claire Hsing |
Great Companies, Great Returns For young investors focused on the long term, blue chips are best. |
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. |
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.
January 1, 2003
David A. Geracioti |
Jeremy Siegel Is Still A Believer in Stocks for the Long Term Siegel's most important message? That there must be a new approach to calculating the "right" price-to-earnings multiple for large stocks. |
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). |
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. |
Registered Rep.
May 1, 2006
Stan Luxenberg |
Morningstar's Stars Shining Brighter Critics have long questioned the value of the Morningstar ranking system, which awards five stars to top-performing funds and one star to those in the bottom of the barrel. Has the firm's tinkering with the system helped? |
Financial Planning
December 1, 2006
Elizabeth O'Brien |
Behind the Star System Morningstar defends its mutual fund ratings in the face of new competition. |
Financial Advisor
October 2004
Alan Lavine |
Pondering The Fate Of Mid-Cap Stock Funds Is the market rotating away from this once-hot sector? |
Registered Rep.
June 16, 2011
Jerry Gleeson |
Morningstar's New Rating System Gazes Beyond the "Stars" Looking to give advisors new measures for evaluating funds, Morningstar plans to release a new "forward-looking" rating tool that uses its analysts' expertise to evaluate the funds' ability to outperform their benchmarks. |
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. |
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
October 8, 2004
Whitney Tilson |
Blue-Chip Bargains? Sifting through beaten-down stocks may yield some good investments. But be careful, most of these stocks are that way for a reason. |
The Motley Fool
September 13, 2004
Mathew Emmert |
Extra Dividends, Extra Growth A dividend strategy is eminently more rewarding than you think. |
Registered Rep.
October 1, 2002
Stan Luxenberg |
The Smart Way to Use Index Funds Now In the cold light of the bear market, advisors have discovered inherent flaws in the indices and the funds that track them. |
Financial Advisor
June 2005
Marla Brill |
Fishing For Fallen Angels Putnam's David King shops for bargains among tarnished growth stocks. |
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
June 2, 2006
Selena Maranjian |
Beware: Some Top Mutual Funds Stink Some five-star funds have a few stars too many. Choose carefully. |
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. |
The Motley Fool
October 13, 2009
Dan Caplinger |
Beat the Odds With These 3 Low-Risk Investments Most actively managed funds do badly, but there are some winners. |
Financial Advisor
May 2007
Eric Rasmussen |
Looking At The Value Of Everything Will value stock funds continue to outpace growth? |
Investment Advisor
August 2010
Marlene Y. Satter |
Morningstar to Rate 529 Plans Morningstar, which has researched 529 plans for years, is now adding a qualitative rating system for the plans, and quantitative ratings on 529 options within the plans. |
The Motley Fool
September 11, 2008
Zoe Van Schyndel |
Do Fund Ratings Matter? Learn how to pick a winning fund. |
The Motley Fool
March 20, 2006
Mathew Emmert |
You Had It Right the First Time If you find yourself sitting on a properly diversified portfolio of companies you believe in, don't be afraid to simply build out the best positions you already own. After all, you were probably right the first time. |
Investment Advisor
July 2009
Beth Piskora |
ETF Advisor: Creme de la Creme -- The Best-Performing ETFs for the Long Run These are the only three equity ETFs that met the toughest possible screening parameters. |
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. |
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. |
The Motley Fool
January 31, 2005
Mathew Emmert |
Why Dividends Rule the Market Dividends are the key to long-term investment success. |
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. |
Investment Advisor
April 2007
Robert F. Keane |
Morningstar--S&P Deal Morningstar and Standard and Poor's, a division of The McGraw-Hill Companies, announced the completion of a deal for Morningstar to acquire Standard and Poor's mutual fund data business for $55 million in cash. |
The Motley Fool
January 17, 2006
Richard Gibbons |
The Low-Risk Wealth Solution If you're looking for the sweet spot where you get both lower risk and higher returns, look for stocks trading at a discount to their fair value. |
The Motley Fool
January 29, 2004
Selena Maranjian |
The Math of the Dow Ever wonder how the Dow Jones Industrial Average is calculated? |
The Motley Fool
November 4, 2008
Rich Smith |
Mooning Over Morningstar Although decent, Morningstar's third quarter disappointed investors mightily. |
The Motley Fool
March 27, 2006
Rex Moore |
Who Are History's Great Market Timers? There is one great truth in investing: The key to wealth is to continuously add money, month in and month out, through good times and bad. You shouldn't be overly concerned with the macro situations that are out of your control. You just need to get in the game as soon as you can. |
Entrepreneur
July 2006
Dian Vujovich |
Away From Home Property isn't the only kind of real estate investment. |
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. |
Financial Planning
March 1, 2010
Donald Jay Korn |
Digging for Dividends According to Morningstar, there are 56 mutual funds with the word "dividend" in their name, plus another 33 dividend ETFs. |
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. |
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. |
The Motley Fool
May 4, 2005
David Meier |
The Value of Cash What should an individual investor do if the overall stock market isn't expected to return much over the next few years? In a struggling market, valuation -- not cash -- is king. |
Registered Rep.
November 1, 2005
Erin Schulte |
Well Worn Investors are now focusing on the long term, money managers say, and dividends play a big part in long-term gains. |
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. |
The Motley Fool
June 22, 2005
Philip Durell |
Dirt Cheap Dream Stocks Who says value investing can't be glamorous? Take a look at IBM... Sunrise Senior Living... Johnson & Johnson... Altria... |
Registered Rep.
November 1, 2005
John Downes |
Seeing Tomorrow Clients probably know how hard it is to pick outperforming stocks. What they may not fully grasp is how hard it is to choose a winning mutual fund or separate account manager. Advisors would be wise to keep up on the latest tools, since the retail set is far more sophisticated than ever. |
BusinessWeek
October 4, 2004 |
Why Value Still Beats Growth Value stocks have been on a five-year roll, gaining an annualized 7.4% since 1999, vs. a loss of 3.8% for growth stocks. Can the trend continue? |
The Motley Fool
November 23, 2011
Dan Caplinger |
Where All the Funds Are Above Average Morningstar's new system has a lot of winners and not too many losers. |
The Motley Fool
March 12, 2004
Rich Smith |
Split Personality at S&P? Reading S&P's stock reports can make an investor see double. |
