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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.
Registered Rep. March 1, 2008 Stan Luxenberg	To Heck With Modern Portfolio Theory Are investors overdoing their foreign exposure? No, according to a growing number of financial advisors, who urge investors to put 30 percent to 50 percent of assets abroad.
BusinessWeek April 17, 2006 Roben Farzad	Blue Chip Blues How long will the stocks of America's largest companies remain weaklings on Wall Street?
Financial Planning November 1, 2006 Mark Thurston	Alive and Well Naysayers may be down on international stocks, but they remain an important part of a diversified portfolio strategy.
Financial Advisor March 2004 Marla Brill	Was Last Yearis Rally A Headfake? Jeremy Grantham says yes, and thinks the bear market will return in 2005.
Financial Planning February 1, 2006 Joan Warner	The Case For Portable ALPHA As international markets become more correlated, the need for financial advisers and money managers to access greater diversification -- while hedging risk -- could make this strategy investing's next hot model.
The Motley Fool January 13, 2007 Doug Short	Beating the S&P 500 If your portfolio gained less than 15.8% last year, perhaps it's time to think outside the box.
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.
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.
Investment Advisor March 2006 Jeff Joseph	Hedgeworld Hedge Fund Focus: A Bright Start for '06 Good news seemingly came at hedge fund managers from all directions in January. Equity market returns were up as was volatility, emerging markets showed gains, and there was big merger news on which to trade.
Real Estate Portfolio Nov/Dec 2004 Christopher M. Wright	But Don't I Already Own REITs? Broader index shares (e.g. S&P 500 or Russell 2000) do not a REIT allocation make.
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.
The Motley Fool July 28, 2004 Bill Mann	Index Funds: Still Your Best Bet So we're running to actively managed funds now? Not so fast, my friend. When Nathan Slaughter pointed his guns at the trusty, old index fund, many had to stop and ask whether The Motley Fool was abandoning one of its oldest principles.
Financial Planning January 1, 2005 Bernard R. Horn	Global Goodies It's not risky to invest overseas--in fact, it's riskier not to. Exchange rates and political and economic risks can mitigate returns, but experienced global equity managers know how to navigate foreign markets by making solid stock picks.
The Motley Fool November 10, 2009 Alex Dumortier	The Dow's New High Signals Change Is the shift to quality beginning? This high could be symbolic of a shift in the market away from lower-quality/higher-risk names to higher-quality stocks.
BusinessWeek November 24, 2009 Farzad & Kalwarski	Behind the Great Stock Rally of 2009 There may not be much to the rally beyond herd-like momentum, but that could keep the stock market going even into next year.
Investment Advisor June 2007 Kathleen M. McBride	First Among Equals Tucker Scott leverages a worldwide team of researchers to pick stocks for the value-focused Ivy International Balanced Fund.
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.
Investment Advisor September 2009 Vaughan Scully	The ETF Advisor: Pick a Country, Any Country The rally in foreign and emerging market stocks during the first half of 2009 has awakened within U.S. investors an apparently long slumbering desire to invest in other countries.
Financial Advisor August 2009 Craig L. Israelsen	A Better Balanced 'Core' Balanced funds are based on outdated models and need to be better diversified.
Investment Advisor March 2006 Kathleen M. McBride	Allocation Without Borders Vice chairman and CIO of Alliance Bernstein Investment Research & Management Ranji Nagaswami argues that being free to select equities worldwide yields better performance with lower risk.
Financial Planning May 1, 2006 Israelsen & Walker	Evening the Odds A significant flaw in many active-versus-passive studies occurs when tallying the number of funds that under- or out-perform an index. Three steps could help level the playing field in the active-versus-passive debate.
The Motley Fool February 4, 2011 Dan Caplinger	Make This 401(k) Problem Go Away Buying too much employer stock will get you into trouble.
Financial Advisor August 2009 Marla Brill	Small-Cap Bounty Small-cap ETFs have grown in number and offer some interesting choices.
Financial Planning September 1, 2008 Craig L. Israelsen	A Perfect Portfolio Investment portfolios should include a wide variety of diverse assets. Each one adds an important dimension to the portfolio because it behaves differently.
Financial Advisor August 2005 Jeff Schlegel	Soft Dollar Buoys Foreign Equities But does the recent rebound of the greenback spell an end to their run?
The Motley Fool December 30, 2008 Dan Caplinger	Can You Beat Index Funds in 2009? Get the right mix in your investments.
The Motley Fool November 5, 2009 Alex Dumortier	The One Reason the Rally Will Continue -- Debunked Putting a bullish argument, about available cash on the sidelines, through the ringer.
Financial Planning March 1, 2007 Craig L. Israelsen	Tales of the Tape When you look at annual returns, stocks, equity mutual funds and indexes tell surprisingly different stories.
The Motley Fool March 22, 2005	Beyond the S&P 500 Index investors have more choices than just the S&P 500.
Registered Rep. November 10, 2010 Diana Britton	Outlook 2011: Multi-Year Bull Market Upon Us We are in a multi-year bull market for equities, especially emerging market equities, said panelists at Morgan Stanley Smith Barney's 2011 outlook event Wednesday.
On Wall Street August 1, 2013 Matthew Lemieux	Finding Growth Opportunities in the Emerging Markets Sector Emerging market funds are battered, but there s a strong argument for staying the course.
Investment Advisor January 2008 Jeff Joseph	The Year in Hedge Funds In a year marked by high volatility in the financial markets, the 10 strategies tracked by the Credit Suisse/Tremont Hedge Fund Index outperformed major global equity indexes and experienced lower volatility than the overall markets.
The Motley Fool November 22, 2006 Mary Dalrymple	Freedom of Choice If you don't like the investments available in your 401(k), you can initiate changes.
The Motley Fool November 9, 2009 Alex Dumortier	What If the Recovery Is Scorching? Would investors see large gains?
Financial Planning May 1, 2006 Elizabeth O'Brien	S&P Muscles in on Wilshire More and more index makers are offering the same products -- but they insist there's a difference. Planners should take the time to explain the differences to their individual clients in order to "manage expectations."
Registered Rep. August 1, 2006 David Prokupek	Shelter From the Storm Today's market -- with rising interest rates, significant volatility, few sectors providing positive performance and solid global economic expansion -- bears striking resemblance to the 1970s. So, what are an advisors and investors to do?
Financial Planning June 1, 2012 Craig L. Israelsen	Valuable Property It turns out that giving real estate a place in your overall portfolio is an essential step toward optimal diversification.
Financial Planning May 1, 2008 Craig L. Israelsen	Mega Protection The performance of U.S. stocks in 2007 resembled, to a surprising degree, the performance of stocks in 2000 -- a year widely perceived as a bear market. One big difference, however, was the performance of mega-cap stocks.
The Motley Fool January 14, 2011 Dan Caplinger	Your Index Fund Is Making a Bad Investment Funds have to do what the indexes they track do.
Financial Advisor December 2006 Matt Hougan	Do These ETFs Make Sense? Here are five ground rules to help you evaluate whether some newfangled ETFs make sense for your client's portfolios. Rule Number 1: Check Your Commissions... Rule Number 2: Check The Index... etc.
On Wall Street December 1, 2008 William Harding	Endowments Offer Investment Lessons for Retirees The number of Americans who turn 65 each week could fill a sports stadium -- and they all need income. Portfolios for people saving for retirement should be structured differently from those already there.
Investment Advisor January 2008 Kathleen M. McBride	Built to Last Although their strategies vary, Rob Arnott and his investment advisor peers are hewing to a long-term focus on fundamentals, valuations, costs, and taxes.
Investment Advisor March 2008 Robert F. Keane	Slow and Steady Wins the Race A profile of Ian Yankwitt, whose Tortoise Asset Management isn't for clients looking to make a quick buck, but for those willing to take their time and do it right, it can get them to the finish line in style.
BusinessWeek September 11, 2006	General Electric, the Immelt Way GE CEO Jeffrey Immelt talks about his five years under the microscope, and what's ahead for the company and the economy.
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.
Financial Planning May 1, 2005 Donald Jay Korn	Passive Investing Financial planners interested in passive real estate funds can choose from a broad array, from straightforward index mutual funds to ETFs to enhanced index funds.
HBS Working Knowledge February 20, 2006 Ann Cullen	When Hedge Funds Meet Private Equity Seeking greater returns, hedge fund managers are increasing investments in private equity opportunities such as real estate and non-public companies, leading some industry observers to predict a convergence between the two.
Registered Rep. September 10, 2010 Stan Luxenberg	Are Index Funds' Distorting Markets? With money pouring into index funds and ETFs, passive portfolios are distorting markets, harming many investors. Index funds are creating disturbing conditions in a variety of asset classes, including emerging markets, small stocks, and commodities.
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.