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Financial Planning May 1, 2006 Elizabeth O'Brien	Growth Gains Ground Growth funds beat value funds for the second straight quarter. Has the tide turned for good?
Financial Planning February 1, 2007 Elizabeth O'Brien	Goldilocks Economy? Investors wonder if the economy found its sweet spot as the year ended with a strong fourth quarter.
Financial Planning November 1, 2005 Bob Hirschfeld	Good News for Growth Large-cap growth funds are finally starting to buck a five-year trend.
Financial Planning May 1, 2007 Kathy Gevlin	Choppy Waters The first quarter of 2007 was tumultuous, leaving investors wondering what the waves will bring in next quarter.
Financial Planning November 1, 2006 Kathy Gevlin	Fund Averse The third quarter was better than expected, but investors remain leery of U.S. equity funds.
Financial Planning February 1, 2006 Bob Hirschfeld	Ninth-Inning Save Although indexes were lackluster, large caps rallied toward the end of the year.
Financial Planning May 1, 2008 Stacy Schultz	Nowhere to Hide During the first three months of 2008 the market saw its worst quarter since 2002, with only a few funds that had minimal loss.
Financial Planning November 1, 2009 Stacy Schultz	A Split Game Mutual fund investors remain split over where the economy is headed.
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.
Financial Planning November 1, 2007 Kathy Gevlin	In the Black Overall, third quarter mutual fund numbers were up, despite subprime jitters.
Financial Planning May 1, 2011 Donna Mitchell	Smaller is Beautiful Mutual fund investors made one thing clear in the first quarter of 2011: They put their trust in small-cap and mid-cap strategies to power economic growth and provide stability.
Financial Planning May 1, 2005 Pamela Black	Starting Off with a Whimper Domestic mutual funds limped through the first quarter, while anxious investors looked abroad. Only natural resources bucked the trend.
Financial Planning November 1, 2005 Randy Lert	Stick to Your Guns! Investment managers have stayed bullish on investment underdogs despite a market that has been going the other way. Their favorite category by far is large-cap growth stocks, yet according to several surveys, those stocks only rose 1.7%.
Financial Planning February 1, 2008 Stacy Schultz	Seeking Safety Ongoing debt problems sent investors running for cover in the fourth quarter.
Financial Advisor October 2008 Jeff Schlegel	Small-Cap Surprise This was supposed to be the year of the large-cap stock. A weak U.S. economy in the throes of a wholesale financial quagmire should have spelled trouble for small caps with their mostly domestic focus. Oh well, so much for predictions.
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 February 1, 2005 Kristen French	Last Dash Equity mutual funds staged a comeback in the fourth quarter of 2004, while fixed-income funds marched steadily ahead.
Financial Planning August 1, 2010 Donna Mitchell	Yield at Any Price? Shocked from the Flash Crash, nervous about the potential fallout from the European sovereign debt crisis and distressed about high unemployment, investors fled equity mutual fund categories and poured their money into fixed income.
Financial Planning August 2, 2007 Kathy Gevlin	Cautious Optimism The second quarter of 2007 was a solid one for investors. But concerns remain about interest rates and the subprime market.
Financial Planning January 1, 2006 Craig L. Israelsen	Think Inside the Box The many investments within a style box are not all alike. Market-cap variance can lead to significant performance differences within style boxes -- particularly among large-cap funds.
The Motley Fool July 16, 2007 Amanda B. Kish	Large Caps Making a Comeback? So how can smart investors best capitalize on any coming large-cap rebound? Well, don't abandon small caps completely.
Financial Advisor September 2010 Bruce W. Fraser	Are Small Caps' Outsized Gains Over? Momentum seems to favor small-cap stocks over their large-cap counterparts.
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 Planning May 1, 2010 Donna Mitchell	Equities Perk Up After a weak January and middling February, the stock market hit its stride in March, lifting most mutual fund sectors into positive territory.
Financial Advisor April 2004 Jeff Schlegel	Seeing More Growth In Growth Observers predict continuing opportunities in growth funds this year.
Financial Advisor September 2009 Raymond Fazzi	A Small Risk Conventional wisdom says small caps are riskier than their large-cap counterparts, but they remain a basic building block in retirement portfolios.
Financial Advisor February 2005 Raymond Fazzi	A Late Inning Comeback Forget predictions, trends and momentum. Trying to predict the stock market of 2004 would have been impossible. A fourth-quarter rally saved the year for mutual funds. Even REITs, which some were expecting to run out of steam, finished at the top.
Financial Advisor February 2011 Eric Rasmussen	Frisky Business What to expect from five fund categories in 2011: Large caps... Small Caps... Mid Caps... International Stocks... Real Estate...
Investment Advisor October 2005 Ben Warwick	The Puzzler: Large Cap or Small? We all know that when it comes to stocks, size matters. But bigger isn't always better, especially when the subject under discussion is the equity market.
The Motley Fool October 5, 2010 Matthew Brown	Diversify or Die During the recent market crash, diversification made the difference between those who got crushed and those who lived to fight another day.
Financial Planning March 1, 2012 Craig L. Israelsen	Small Thoughts The benefit of investing in small U.S. stocks is clear. Over the 42-year period from Jan. 1, 1970, to Dec. 31, 2011, a $10,000 investment in large U.S. stocks would have grown to $507,362.
The Motley Fool July 9, 2010	The 5-Minute Guide to Allocating Your Assets How to choose between stocks and bonds, small caps and large caps ... our Rule Your Retirement team created these three model portfolios, which you can use as a starting point for cooking your own investment soup.
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.
Financial Advisor October 2005 Raymond Fazzi	Small Caps Look To Extend Streak Performing like Wall Street's version of The Little Engine That Could, small-cap equities are in a neck-and-neck race to outperform the large-cap sector for the sixth straight year.
Investment Advisor January 2006 Kathleen M. McBride	Silk Purses Medal winning fund managers in 2005 drilled for returns and explored overseas. The best performing fund in any of S&P's categories for 2005 is the BlackRock Global Resources Portfolio/Institutional.
Financial Planning November 1, 2008 Stacy Schultz	Surprise, Surprise As markets plunged around them, investors ran to the only safe havens left in the third quarter -- U.S. Treasuries and cold, hard cash.
Financial Advisor February 2008 Alan Lavine	Fund Review: The Food, The Bad, The Ugly Several analysts give their predictions of the year to come in the fund market.
Registered Rep. December 16, 2010 Diana Britton	Are Retail Investors (Finally) Warming Up to Equities? Up until this month, analysts at Morningstar have noticed a divergence between individual investors, who have been gung ho for bonds, and money managers, who have mostly been bullish on equities -- and bearish on bonds.
The Motley Fool September 6, 2011 Russ Krull	7 Mid-Cap Income Stocks A stock screen for dividend paying mid-cap stocks.
On Wall Street October 1, 2008 Kunal Kapoor	'Lost Decade' May Yet Happen if Investors Aren't Careful Investors who mistakenly viewed the past 10 years as a lost cause made an elementary mistake and they're about to do it again.
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 July 30, 2007 Amanda B. Kish	Danger: Slowing Returns Ahead There's little doubt that the past five years have been good to investors. Don't look now, but a gray cloud of slower returns may be appearing on the horizon.
Financial Planning September 1, 2006 Elizabeth O'Brien	White Paper Performance: Keep Expectations in Check -- A study predicts that annual compound returns from various securities will be lower, over the coming 20 years, than they were in the previous three decades.
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 August 22, 2011 Amanda B. Kish	How to Lose Money in a Volatile Market Unless you want to lose a lot more money from trying to time the market, don't flee stocks when the going gets rough.
Registered Rep. November 16, 2010 Stan Luxenberg	Winning Mutual Fund Strategy: Buy the Unloved Sectors This year, the most unpopular category is large growth, which recorded outflows of $39 billion during the 12 months ending in August. Other unpopular categories are large value and world stock.
Financial Planning January 1, 2012 Craig L. Israelsen	Swapping Out If designed well, a diversified, multi-asset portfolio can provide growth during pre-retirement accumulation years and stable income flows during post-retirement distribution years.
Financial Advisor December 2005 Alan Lavine	Playing Two Sides PIMCO's three-year-old StocksPlus Total Return Fund buys S&P 500 futures, then tries to beat the index with bonds.
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.
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).