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The Motley Fool
May 24, 2007
Amanda B. Kish |
Protect Your Portfolio Many fund managers predict a market slide. Are you prepared?   |
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. |
The Motley Fool
May 7, 2007
Amanda B. Kish |
Vanguard's Best Index Funds Which index funds should you have in your portfolio? Vanguard 500 Index Fund... Vanguard Small-Cap Index... Vanguard Total International Stock Index... etc. |
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
February 1, 2006
Bob Hirschfeld |
Ninth-Inning Save Although indexes were lackluster, large caps rallied toward the end of the year. |
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
December 9, 2010
Dan Caplinger |
Why Mega-Cap Stocks Are Not Enough Before you jump into the biggest, most popular index funds that are based on the S&P 500 index, think twice. |
On Wall Street
April 1, 2012
Jeff Tjornehoj |
Benchmarking the Benchmarks The news hasn't been good lately for actively managed funds and their investors. In 2011, only one-third of large-cap fund managers beat the S&P 500 index. |
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 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
January 2, 2008
Dan Caplinger |
Resolve to Invest Smarter Three tips to help your portfolio become fit and gain weight in a good way. |
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. |
The Motley Fool
July 27, 2007
Amanda B. Kish |
Foolish Weekly Fund Wrap-Up Weekly fund wrap-up: Which stocks held up better during Thursday's market plunge... Janus Capital beats expectations... PowerShares introduces more ETFs... |
Financial Planning
October 1, 2011
Craig L. Israelsen |
Multiply Returns by Dividing Gaining exposure to U.S. stocks by using three equally weighted index funds produced better performance than a single mega-market index fund during the Lost Decade of 2001 to 2010. |
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
December 1, 2008
Donald Jay Korn |
Submerging Markets Does it make sense to put money into emerging-markets stocks or funds now, at the current depressed prices? |
Financial Planning
October 1, 2013
Craig L. Israelsen |
Should Clients Avoid Bonds Now? With rates inching upward, some clients may want to skip fixed-income investments entirely. They shouldn't. |
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. |
The Motley Fool
January 19, 2007
Mary Dalrymple |
Index Funds Win Again Index funds are cheap, easy, and they reliably outperform many other funds. |
The Motley Fool
April 14, 2010
Amanda B. Kish |
The Coming Investment Trend You Should Avoid Tough times see investors trend towards bonds, but stick with stocks for super-performance over the long-term. |
The Motley Fool
August 29, 2007
Amanda B. Kish |
The Best Small-Cap ETFs These exchange-traded funds win the best-in-class award. Let's take a closer look at the iShares Russell 2000 Index ETF, the Vanguard Small-Cap ETF, the iShares Morningstar Small Core ETF, the iShares S&P 600 Value ETF, and the Vanguard Small-Cap Growth ETF. |
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. |
The Motley Fool
May 20, 2010
Amanda B. Kish |
This Rally Is So Over While bonds still serve a vital role in every investor's portfolio, just make sure you're not banking your entire future on them. |
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 Advisor
August 2009
Marla Brill |
Small-Cap Bounty Small-cap ETFs have grown in number and offer some interesting choices. |
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? |
Registered Rep.
October 21, 2010
Stan Luxenberg |
Investors, Drunk on Bonds, Should Be Soberly Searching for Unloved Categories Shareholders have been buying bonds and dumping stock funds for months -- even when the markets have been improving. Will investors regain their old appetite for stock funds any time soon? |
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. |
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 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
August 1, 2006
Elizabeth O'Brien |
Uncertainty--and Losses--Mount Volatility shook investors out of their complacency in the second quarter as market gyrations recalled the bear market of 2002. A period of "stable disequilibrium" dampens returns, even in the so-called safe harbors. |
Financial Planning
September 1, 2009
Craig L. Israelsen |
Upper-Left Quadrant Prudent investing requires the construction of multi-asset portfolios. |
The Motley Fool
June 13, 2008
Selena Maranjian |
How Economists Invest The American Economic Association has invested its portfolio of nearly $18 million in ways that leave something to be desired. |
The Motley Fool
December 29, 2009
Amanda B. Kish |
The Next Market Leader After the big rebound in lower-quality securities, large-cap blue chips may be poised for their own big comeback. |
Financial Planning
January 1, 2009
Donald Jay Korn |
Outlook 2009 The long-term outlook is brighter than the current vista. Markets have always turned up after downturns and there's no reason to think this pattern will end. |
The Motley Fool
February 9, 2011
Amanda B. Kish |
Investors Are Still Chasing Returns Wise up. Bonds probably aren't the best place for your money. |
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 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? |
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... |
The Motley Fool
March 2, 2007
John Reeves |
Outperform With International Stocks Improve your returns and lower your risk with well-chosen international stocks. AstraZeneca... AutoLiv... Baidu.com... etc. |
The Motley Fool
February 23, 2010
Amanda B. Kish |
Are Advisors Making Smart ETF Choices? It looks like many of them are jumping on the bandwagon. |
On Wall Street
October 1, 2008
John Ameriks |
The Myth of the Stockpicker's Market When investors try to outrun both the bulls and the bears, look to sports cliches for help: The best offense is a good defense. |
The Motley Fool
February 25, 2009
Selena Maranjian |
Index Funds Are Hard to Beat An eye-opening new study from Standard & Poor's reveals that the majority of managed funds fail to outperform simple index funds. That's right -- funds run by actual human beings still can't beat a copycat strategy of matching a broad index's holdings. |
The Motley Fool
February 8, 2011
Amanda B. Kish |
Are Emerging Markets in Danger? Time will tell whether the current blip in emerging markets' fortunes is temporary or the start of a more pervasive downward trend. |
Financial Planning
September 1, 2006
Scott A. Leonard |
The Smaller, the Better Rumors that the small-cap effect is dead are most definitely premature. By focusing on the smallest of the small caps, financial advisors can see that the small-cap effect appears to be alive and well. You just need to know where to look for it. |
Financial Planning
March 1, 2008
Jason Brady |
A Race for Income Most investors who are searching for income from their investments look at one factor: yield. Is this the right approach? |
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 Planning
May 1, 2010
Craig L. Israelsen |
Built to Last Every retiree wants to build a resilient retirement portfolio. One of the most important parts of such a portfolio is durability.A durable portfolio is one which outlasts the retiree. |
The Motley Fool
November 19, 2007
Adam J. Wiederman |
Is Your Portfolio Safe? A safe portfolio is a diversified portfolio, with savings spread across a variety of opportunities. |
The Motley Fool
July 31, 2007
Amanda B. Kish |
It's Only Natural ... Resources In recent months mutual funds focused on natural resources have been turning in impressive gains. Strong world demand, especially from China and India, is boosting share prices of the stocks in which these funds invest. |
