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The Motley Fool August 19, 2008 Dan Caplinger |
How Risky Are Your Stocks? To know what the future may bring, you can't just look at past returns. |
Registered Rep. February 24, 2015 Brad Zigler |
Are Risk Parity Funds Worth The Cost? A while back, risk parity was all the rage among institutional investors. And now, thanks to a raft of mutual funds floated over the past five years, retail investors are able to tap into the strategy. |
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. |
Financial Planning August 1, 2006 John Nersesian |
The Right Stuff Here's how to use performance metrics to select and evaluate fund managers for your financial advisory clients. |
Financial Advisor May 2005 Cohen & Overgard |
Risk Is More Than Standard Deviation Understanding risk when investing in a hedge fund is extremely critical. The hedge-fund return patterns are more important than historical returns. |
Registered Rep. February 3, 2015 Brad Zigler |
Where Is The Hedge? Only one alternative class beat the S&P 500 Index in 2014. Of course, alternatives, or "alts," aren't meant to replace core holdings, only to augment them. |
Financial Planning August 1, 2006 Scott A. Leonard |
The Dogs of the Dogs Should you be buying the worst of the worst for your clients? To get the most out of academic research, and to take full advantage of the added returns offered by value stocks, the easy conclusion is that when it comes to value, more is better. |
The Motley Fool February 2, 2005 Chris Cather |
What Is a "Strong" Balance Sheet? Knowing how to measure balance sheet strength will help investors add another tool to their arsenal. |
Financial Advisor September 2011 Miller & MacKillop |
Rethinking Small Caps The long-held belief that small stocks beat large on a risk-adjusted basis is simply not supported by the facts. |
Registered Rep. April 28, 2015 Brad Zigler |
Futures Funds Hitting the Fences No surprise that managed futures (the actively managed futures portfolios) top this year's list of hedge fund strategies. |
The Motley Fool April 5, 2005 |
Behold the Turnover Ratio Turnover ratios can tell you a lot about your mutual funds. |
Registered Rep. January 1, 2003 Jason Van Steenwyk |
Winning the "Loser's Game" Investing is an activity in which the victor often prevails because he makes fewer mistakes than his rival does. It is no different for financial advisors and your clients. |
Financial Advisor March 2012 James Picerno |
Building A Better Sharpe Ratio The reward-to-variability ratio (as it was originally labeled) remains a hardy perennial for evaluating money managers and investment strategies. |
AskMen.com Luis Rodrigues |
Mutual funds With interest rates remaining as low as they are, more and more people are looking towards the stock market to earn a higher return on their money investing. |
Registered Rep. August 19, 2014 Brad Zigler |
Can We Count On Absolute Returns? Apparently, American exchange-traded fund (ETF) investors can be counted among the faithful. Why? Because they've committed nearly $1.7 billion into so-called "absolute return" products. |
On Wall Street October 1, 2012 Jeff Tjornehoj |
Great Expectations for Alternative ETFs The explosive growth of alternative exchange-traded funds has raised the question of whether they ve met the expectations of their investors. |
The Motley Fool January 18, 2007 John Finneran |
Foolish Book Review: "Investors and Markets" William Sharpe's new book may cause a revolution -- or, at least, a coup in finance. |
Registered Rep. September 22, 2014 Brad Zigler |
Active Management Under The Microscope Just how actively managed is your actively managed mutual fund? And, more importantly, what's the real pay-off for all that activity? |
Registered Rep. March 24, 2015 Brad Zigler |
Alternative Bond Funds -- Worth The Cost? The question investors and advisors must ask is whether so-called "liquid alt" funds -- alternative investment strategies in a mutual fund or ETF wrapper -- provide value for money. |
Financial Planning February 1, 2010 Craig L. Israelsen |
It's in the Past Can correlations between mutual funds' past performance and risks tell us anything about their future? |
Registered Rep. September 1, 2015 Brad Zigler |
Doing the Math on Liquid Alts' Five-Year Track Record If you've been reading these pages for very long, you've likely learned that there are a lot of choices in the alternative investment space. |
Financial Planning February 1, 2008 Charles J. Farrell |
Magic Numbers A few simple ratios is all it takes to get -- and keep -- clients focused on long-term goals. |
The Motley Fool June 20, 2008 Selena Maranjian |
Make Money Despite Higher Fees A low fee isn't everything. |
The Motley Fool September 13, 2006 |
Foolish Fundamentals: Payout Ratios If you're an investor interested in dividends, you should understand the dividend payout ratio. |
Registered Rep. September 20, 2013 Brad Zigler |
Finding Order in (Commodity) Chaos Managed futures funds have struggled recently, but historically outperform equities (at least on a risk-adjusted basis). Here's how retail investors can play along. |
The Motley Fool August 17, 2010 David Meier |
Stage Stores, a Totally Cool Stock With a total return ratio of 1.74, Stage Stores certainly seems like a totally cool stock to get to know. |
The Motley Fool December 5, 2007 Sham Gad |
Watch Out for the P/E Ratio While the P/E ratio is a very useful resource, its often-ignored limitations can sometimes catch smart investors off guard. Use it carefully and prudently. |
The Motley Fool June 21, 2011 Andrew Dominguez |
Income Ideas: 20 Most Undervalued S&P 500 Companies In the great search for value investments we offer a list of S&P 500 companies that appear to be undervalued. |
The Motley Fool March 7, 2006 |
Foolish Fundamentals: Payout Ratios Here is how to figure out how much a company pays out in dividends to its shareholders. |
The Motley Fool April 20, 2011 Eben Esterhuizen |
Top 7 Rebounding Stocks With Attractive Valuations Do you think these rebounding stocks should be on your watchlist? |
The Motley Fool May 20, 2004 Selena Maranjian |
Alarming Mutual Funds Always consider a fund's total expense ratio because those hidden costs will eat away at your gains. |
The Motley Fool September 3, 2008 Selena Maranjian |
This Fund Charges What? Pay attention to the expense ratios of your funds, or pay too much. |
The Motley Fool November 15, 2005 Philip Durell |
How to Use the P/S Ratio No earnings? No problem! Learn how to value companies using the price-to-sales ratio. |
The Motley Fool August 16, 2010 David Meier |
Nordstrom, a Totally Cool Stock With a total return ratio of 1.88, Nordstrom certainly seems like a totally cool stock to get to know. |
Real Estate Portfolio Jul/Aug 2007 Erin Corcoran |
Shining Stars New research helps drive home a simple fact: when it comes to delivering performance, stability, and portfolio diversification, no part of the stock market even comes close to REITs. |
The Motley Fool January 9, 2004 |
Alternatives to Index Funds Is it cheaper to choose exchange-traded funds over traditional index funds? |
The Motley Fool August 12, 2010 David Meier |
Graco, a Totally Cool Stock With a total return ratio of 1.65, Graco certainly seems like a totally cool stock to get to know. |
Financial Planning November 1, 2006 Pamela Black |
White Paper: Predicting Emerging Market Fund Performance This study examines the ability of fund characteristics such as size, expense ratio, turnover, past performance, Morningstar rating and manager tenure to predict emerging market fund performance. |
The Motley Fool August 12, 2010 David Meier |
CSX Corp., a Totally Cool Stock With a total return ratio of 1.53, CSX Corp. certainly seems like a totally cool stock to get to know. |
The Motley Fool September 13, 2011 Dan Caplinger |
How the Wrong Stocks Can Get You in Trouble Price-to-earnings ratios only tell you part of the story. |
The Motley Fool August 16, 2010 David Meier |
Mattel, a Totally Cool Stock From Hot Wheels to Barbie, Mattel has been making toys for boys and girls since 1945. Let's see if it can bring some joy to our portfolios. |
Financial Advisor April 2008 C. & J. Carty |
Capturing Alpha With ETFs An actively managed portfolio of exchange-traded funds can generate risk-adjusted excess returns above those of its individual funds -- a positive alpha. |
Financial Planning December 1, 2006 Craig L. Israelsen |
Economies of Scale? As mutual fund assets rise, expense ratios are supposed to fall -- but do they? |
The Motley Fool August 12, 2010 David Meier |
Caterpillar, a Totally Cool Stock According to the numbers in the table, Caterpillar looks more attractive than competitors GE and Deere. |
The Motley Fool July 29, 2004 |
"Payout Ratios" Explained The formula puts your company's dividend in context -- it's good to know. |
Financial Advisor January 2007 Joel Bruckenstein |
G-Sphere Gravity Investments, LLC, a firm that specializes in something they call Diversification Intelligence, has built a software application called G-sphere that attempts to extend the utility of the efficient frontier for advisors and their clients. |
The Motley Fool August 17, 2010 David Meier |
Cablevision Systems, a Totally Cool Stock With a total return ratio of 1.79, Cablevision Systems certainly seems like a totally cool stock to get to know. |
The Motley Fool August 13, 2010 David Meier |
PPG Industries, a Totally Cool Stock If we go by the numbers, PPG Industries outshines the competition. |
The Motley Fool August 16, 2010 David Meier |
Starbucks, a Totally Cool Stock With a total return ratio of 1.59, Starbucks certainly seems like a totally cool stock to get to know. |
The Motley Fool August 13, 2010 David Meier |
Leggett & Platt, a Totally Cool Stock Residential and commercial furnishings manufacturer Leggett & Platt with a total return ratio of 1.51, seems like a totally cool stock to get to know. |