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The Motley Fool April 24, 2007 Amanda B. Kish |
Growth Fund of America Tips the Scales Has this fund gotten too big for its own good? |
The Motley Fool May 31, 2007 Amanda B. Kish |
The Best Closed Mutual Funds: Part 3 These international funds still shine, even after closing their doors: Julius Baer International Equity... William Blair International Growth... Boston Company International Equity... etc. |
The Motley Fool August 27, 2007 Amanda B. Kish |
The Secret of Chart-Topping Funds Whichever fund family you prefer, keep in mind that firms with the greatest success retaining their investment talent are often equally good at generating above-average returns. Dodge & Cox Stock... American Funds Capital World Growth & Income... etc. |
The Motley Fool June 4, 2007 Amanda B. Kish |
Mutual Funds' Secret Weapon Past performance can't guarantee future returns, and even the best managers hit occasional rough spots. How can smart investors tell which funds are more likely to rise to the top of the heap? |
The Motley Fool August 15, 2007 Amanda B. Kish |
2 Growth Funds You Should Own Now Growth stocks are set to take off; here's how to get in on the ground floor. Most growth stocks have a lot of room to run, and investors who stock up now are likely to rep the benefits. |
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 June 29, 2007 Amanda B. Kish |
The Best Enhanced Index Funds: Part 2 More top funds with a return-boosting twist: Calvert Large Cap Growth... Vanguard Growth & Income... |
Financial Planning October 1, 2010 Craig L. Israelsen |
Lost-and Found A well-diversified portfolio would have protected investors during the "Lost Decade" between 2000 and 2009. |
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. |
Financial Advisor August 2009 Craig L. Israelsen |
A Better Balanced 'Core' Balanced funds are based on outdated models and need to be better diversified. |
Financial Advisor February 2008 Marla Brill |
Bringing Life To An Old Fund A conversation with Margaret Patel, manager of the Evergreen Balanced Fund. |
Financial Planning October 1, 2006 Joshua M. Kaplan |
Out of Balance The mutual fund universe is quite expansive, with multitudes of funds that have reasonable initial investment minimums. By opting for a balanced fund, clients need to understand that they are relinquishing control of their allocation. |
The Motley Fool September 9, 2011 Amanda B. Kish |
How to Make Money With Mutual Funds A lowdown on mutual funds. |
The Motley Fool September 16, 2010 Amanda B. Kish |
Why You're Not Beating the Market All stocks seem to be moving in tandem. Actively managed mutual funds have been one of the primary victims of this flight from equity, with $191 billion pulled from equity funds in 2008 and 2009, according to Investment Company Institute data. |
Financial Planning April 1, 2012 Craig L. Israelsen |
Beyond Borders The benefits of investing in international stock are clear. |
Investment Advisor September 2006 Kathleen M. McBride |
Income & Growth Does an income-producing portfolio have to rule out capital growth? Not necessarily according to Franklin Income Fund co-lead portfolio manager Edward Perks. |
The Motley Fool July 30, 2007 Amanda B. Kish |
Old Mutual Spreads Its Wings It remains to be seen if Old Mutual's plans for growth will make this firm's funds worth owning, but one fund, Old Mutual Focused Fund, is already worth a look. |
Financial Advisor November 2006 Eric Uhlfelder |
Foraging For Funds Abroad Here's what to consider when selecting international funds for your financial advisory clients. |
The Motley Fool July 31, 2007 Amanda B. Kish |
The Best Emerging-Market Funds: Part 3 These funds offer the best window into emerging-market stocks. Templeton Institutional Emerging Markets... Vanguard Emerging Markets Index... |
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. |
The Motley Fool January 31, 2008 Todd Wenning |
This Will Scare You Silly As scary as the current and potential 10-year returns for the S&P sound, investors who added international stocks to their portfolio in 1998 have still come out ahead. |
The Motley Fool March 15, 2008 Todd Wenning |
This Will Scare You Silly Take a look at some scary annualized returns from index and bond funds, and what you can do to maximize your portfolio's returns. |
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. April 1, 2008 Stan Luxenberg |
Beating The Bear Will active funds eventually wither away? Not likely. Actively run funds are alive and well, and many are beating the current bear market. |
Financial Planning November 1, 2009 Stacy Schultz |
A Split Game Mutual fund investors remain split over where the economy is headed. |
Financial Planning May 1, 2012 Craig L. Israelsen |
Emerging Stars Compared with U.S. stock funds and broad international stock funds, funds that specialize in emerging foreign markets are a bit like Usain Bolt sprinting against mere mortals. They leave the competition far behind. But this class of investment also carries a lot of volatility. |
Financial Planning August 1, 2011 Israelsen & Howell |
Being Reasonable Managing the expectations clients have for their investment portfolios can be more challenging than actually managing the portfolios themselves. |
The Motley Fool February 22, 2007 Shannon Zimmerman |
Making a Million Is Child's Play Grade school math plus time can add up to big bucks in the bank. Here is what savvy stock-picking can do to rev up your retirement road trip. |
Financial Planning November 1, 2011 Craig L. Israelsen |
Better Than Cash Consider the performance of two different fixed-income portfolios following four recent crashes in the U.S. equity market. The first is a true all-cash portfolio and the other is a diversified fixed-income portfolio that includes three types of bonds as well as cash. |
The Motley Fool November 17, 2009 Amanda B. Kish |
American Funds' Achilles' Heel Why is the fund giant losing money to competitors? |
The Motley Fool August 21, 2007 Nathan Alderman |
4 Keys to Easier Investing Mystified by mutual funds? Here's what to look for. Once you know these four key elements to seek out when judging a fund, you'll be ready to start your own search to build your perfect fund portfolio. |
The Motley Fool June 22, 2004 Shannon Zimmerman |
Get Paid to Invest - in Junk Do you think income investing is just for stock jocks? Well, mutual funds generate income, too, and they may be just the thing for savvy investors. Here's one way to clip some mighty fat coupons without risking the farm. |
Financial Planning March 1, 2013 Craig L. Israelsen |
Bond Analysis: Time to Steer Clear? Learn what the past six decades can tell advisors about future performance. |
The Motley Fool August 13, 2010 Amanda B. Kish |
Must-Read Mutual Fund News The week's happenings in the mutual fund industry. |
The Motley Fool June 27, 2007 Amanda B. Kish |
The 5-Minute Fund Test Follow these easy steps to find worthy mutual funds. |
Financial Planning February 1, 2007 Steve Savage |
Short-Term Slumps Many great managers share common traits, including a willingness to own unpopular names, to make decisions based on long-term analysis and to maintain the discipline to ignore painful shorter-term market swings. This ability to ignore painful shorter-term swings is being tested as we speak. |
On Wall Street May 1, 2012 Tom Roseen |
The Emerging Markets Push So with the risk aversion over the last few years, why do we continue to see investors allocating large amounts of cash to emerging market stock portfolios? |
The Motley Fool June 22, 2006 Selena Maranjian |
Get Your Fixed-Rate Fix From Stocks You may do better with hefty dividend payers than with bonds. |
Financial Planning March 1, 2005 Justin Daniels |
Not Dead Yet Interest rates may be rising, but fixed-income products may bloom again in 2005. |
Financial Advisor October 2011 Michelle Knight |
Not Your Grandma's Bond Portfolio A dynamic approach to managing fixed-income assets may boost returns and manage interest-rate and inflation risks. |
Wall Street & Technology January 20, 2008 Cory Levine |
Fixed-Income Products Fail to Go Fully Electronic New research reveals that not all types of fixed income securities are experiencing rapid electronification. |
The Motley Fool April 19, 2011 Amanda B. Kish |
Investments for Volatile Markets How balanced funds can fit in your portfolio. |
The Motley Fool September 1, 2006 Dan Caplinger |
Build Your Own Mutual Fund Buy the same stocks the best fund managers buy. If you identify a fund manager whose style you like, and whose results have been good, you can look at what investments have contributed the most to the manager's success. There are a few different ways of doing so. |
Entrepreneur December 2005 Dian Vujovich |
What's In a Name? There's often more to a fund than its moniker. |
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 Advisor January 2009 Marla Brill |
Working The Bond Market Fund manager Andrew Stenwall says high-yield bonds are likely to outperform. |
BusinessWeek January 31, 2005 |
A Fixed-Income Fund with a Twist Bill Eigen of Fidelity Strategic Income says a broadly diversified focus and careful risk management help his fund outperform |
The Motley Fool October 6, 2010 Amanda B. Kish |
More Top Investments for Your Retirement Cover your retirement bases with some familiar fund names: Vanguard 500 Index... State Street Global S&P 500 Index... American Funds EuroPacific Growth... PIMCO Total Return... American Funds Growth Fund of America... |
Financial Planning December 1, 2012 Craig L. Israelsen |
Cash Is Not Trash: How to Maximize this Asset Class Tempted to leave this asset class out of a portfolio? Don t be swayed. |
The Motley Fool May 13, 2005 Selena Maranjian |
Mutual Funds to Save You If your financial future is shaky, certain mutual funds can save you. Before you invest in any mutual fund, make sure you've studied it well -- either on your own or with some help. |