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Financial Advisor December 2006 Raymond Fazzi |
Flying Blind Money managers find themselves vexed about the U.S. economy's direction. |
Financial Advisor April 2005 Raymond Fazzi |
Stunted Growth Still-rattled investors crowd onto the value bandwagon. |
Investment Advisor November 2006 Kathleen M. McBride |
Fundamental Indexing Goes Main Street Index investing has traditionally been linked to capital-weighted indexes, whereby a company's market cap determines how much of a company actually got into an index. And that's the fatal flaw in conventional index-linked investing. |
Financial Advisor October 2007 Eric Rasmussen |
Seeking Yield Investors want dividends, but U.S. companies are holding too much cash. |
Financial Planning January 1, 2011 Donald Jay Korn |
True Value How did value funds post superior numbers for the trailing 10 years? The short answer is that they held few technology stocks and emerged from the burstng tech bubble with a lead they held through the decade, says Michael Breen, associate director of mutual fund analysis for Morningstar. |
Financial Advisor April 2007 Jeff Schlegel |
Does Growth Investing Matter? Growth stocks are expected to outperform, but good luck figuring out what they are. |
Registered Rep. February 15, 2011 Stan Luxenberg |
Fundamental Indexes Have Had a Good Run. Converted Yet? Proponents claimed that fundamental ETFs and mutual funds would outdo the S&P 500 and other traditional benchmarks. Critics scoffed. But now many of the funds have significant track records, and the results are promising. |
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. |
Investment Advisor November 2007 Kathleen M. McBride |
Balanced Contrarian An interview with Steven Romick, President and CIO of FPA Crescent Fund, which has a history of coming through difficult markets and doing well for investors. |
Financial Advisor April 2004 Jeff Schlegel |
Seeing More Growth In Growth Observers predict continuing opportunities in growth funds this year. |
Financial Advisor February 2007 Raymond Fazzi |
Surprisingly Few Surprises Investment strategies in the mutual fund market that worked in 2005 more often than not worked out just as well, or even better, in 2006. |
Financial Advisor November 2003 Marla Brill |
Al Frank Fund Chief Struts His Stuff John Buckingham of the Al Frank Fund looks to play a recovering economy. |
Investment Advisor September 2005 Kathleen M. McBride |
Bank on It David Ellison of the FBR Small Cap Financial Fund uses a "mathematical hunt and peck" method to find sterling bank stocks. |
Financial Advisor October 2006 Eric Rasmussen |
Golden Eggs In A Market Acting Cracked A basketful of economic uncertainty leaves financial planners scrambling. |
Financial Advisor March 2007 Alan Lavine |
Values Persist In Mid-Cap Stocks While the market favors the big boys, smaller stocks keep chugging along. |
Financial Advisor December 2004 Raymond Fazzi |
Are Low Returns Here To Stay? With the economy on course for more than 3% growth this year, there is reason to hope for sustained growth in 2005. Some market watchers say that as investors come to grips with low returns, there may be a movement of investment dollars from passive to active management vehicles. |
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. |
BusinessWeek August 27, 2009 Tara Kalwarski |
Time to Take Action? There's a surprisingly strong case to be made for buying into actively managed funds. |
Financial Planning March 1, 2006 Donald Jay Korn |
Weight Watchers New equity indexes, weighed by fundamental factors, are challenging the conventions of passive investing. |
Financial Advisor May 2008 Alan Lavine |
Value Fund Managers Find Bargains Value fund managers, who have been snapping up large company stocks they expect to perform well in an economic rebound, say they have time on their side. |
Financial Planning December 1, 2010 Donald Jay Korn |
Power Plays Does energy offer buy-low opportunities now? |
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... |
Financial Advisor May 2009 Raymond Fazzi |
Growth At A Discount Global financial misery has a lot of large-cap growth investors thinking in terms of value. |
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 August 2009 Marla Brill |
Small-Cap Bounty Small-cap ETFs have grown in number and offer some interesting choices. |
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. |
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? |
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 December 2008 Bruce W. Fraser |
Digging For Dividends Worldwide Steady cash flow and payout increases are possible even in a tough market with foreign dividend-paying funds. |
Financial Advisor March 2006 Jeff Schlegel |
Waiting For Life In Large Caps History and valuations offer compelling reasons to expect a resurrection in large-cap stocks, say fund managers and financial strategists. |
On Wall Street November 1, 2009 Tim Knepp |
Growth Equities: How Big Can They Get? The allure of growth equity investments is based on reasonable logic, that companies experiencing higher earnings growth would seem to be more attractive than those with average growth. |
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 February 2009 James Picerno |
We're All Value Investors Now The financial mindset is moving closer to what Ben Graham discovered long ago: Fundamental value matters. |
Financial Planning March 1, 2008 John Buckingham |
The Value in Tech In spite of tumbling markets, history has shown that recoveries of technology stocks can come fast and furious -- and can be extremely lucrative. |
Investment Advisor April 2006 Kathleen M. McBride |
Best of Breed The 2006 Separately Managed Accounts Awards recognize excellence in products and managers. Small Cap: Riverbridge Partners, Small Cap Growth... Tax Efficiency: KCM Investment Advisors, Large-Cap GARP Equity... etc. |
Financial Planning June 1, 2013 Laton McCartney |
4 Smart Mutual Fund Strategies The picks that worked as markets raced higher may not be the best choices going forward. As you look ahead, consider these ideas. |
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. |
Investment Advisor May 2008 Kathleen M. McBride |
No Mimicry Here An aversion to risk and comfort with a portfolio that doesn't mimic indexes has helped Delafield Fund perform well over the long haul. |
BusinessWeek July 3, 2006 Toddi Gutner |
How To Fight The Undertow Three top research firms pick stock that are likely to keep portfolios afloat. |
Financial Advisor February 2006 Matt Hougan |
Is `Buy The Market' Best? Enhanced indexers say they have the way to go the market one (or two) better. Financial advisors, take note. |
The Motley Fool June 7, 2011 Morgan Housel |
Searching for a Better Index Going beyond the S&P 500. For those who don't have the time or inclination to dive into individual stocks, index funds are the way to go. |
Investment Advisor August 2007 Kathleen M. McBride |
Experience and Flexibility John Rogers, Jr., is relatively young to be a "grizzled veteran" fund manager, but his 25 years of experience is paying off for the Ariel Fund. |
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 October 2004 Marla Brill |
Looking At The Long Term Despite recent setbacks, this fund's winners have outpaced losers over time. |
Financial Planning July 1, 2011 Donald Jay Korn |
Looking for Laggards Contrarian investors can unearth some relatively low-risk opportunities -- including a few that may be hiding in plain sight. |
Financial Advisor October 2005 Alan Lavine |
Tech Stocks: Down So Long That They Look Up After trailing the broad market over the past several years, some analysts expect tech stocks to rally. Their price-to-earnings multiples are low in relation to future earnings. |
The Motley Fool January 10, 2011 Alex Dumortier |
3 Winning Investment Themes for 2011 If you're interested in asset allocation, the start of the year is an opportunity to think about the best way to position your portfolio for success around a small number of investing ideas. Here are three ideas to get you started. |
Financial Advisor September 2004 Evan Simonoff |
Getting The Big Stocks Right If big stocks are favorably positioned at this juncture, then getting the big stocks right could be the skill that separates portfolios with superior returns from the rest. |
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 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. |