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The Motley Fool
June 26, 2009
Dan Caplinger |
The Danger Lurking in Your Portfolio Think you're diversified? Think again.   |
The Motley Fool
June 30, 2009
Dan Caplinger |
Do These Black-Sheep Investments Deserve Your Money? Don't feel compelled to stick with a below-average fund just because it's offered by an otherwise good fund family. |
The Motley Fool
June 14, 2011
Amanda B. Kish |
A Game Changer for Mutual Funds Morningstar announces a new analyst ratings system that could have meaningful implications for the mutual fund world. |
The Motley Fool
December 3, 2008
Dan Caplinger |
The Year-End Mistake You Don't Want to Make If you prefer to use mutual funds rather than individual stocks to invest, there's one expensive tax mistake that you'll want to be sure to avoid. |
The Motley Fool
November 25, 2008
Dan Caplinger |
Did Asset Allocation Work? Some funds claimed to protect you from the downturn. Did they deliver? |
The Motley Fool
April 21, 2006
Rick Aristotle Munarriz |
Vanguard Slams the Door In what has become a painful trend for investors chasing hot funds, another popular mutual fund is closing the door to new investors. This time it is Vanguard Strategic Equity Fund. |
Financial Advisor
January 2005
Alan Lavine |
Fiduciary Ratings Debut For Mutual Funds Mutual fund monitoring services have started rating and measuring fund complexes based upon their responsiveness to fiduciary concerns, offering a tool to protect your clients and yourself. |
The Motley Fool
May 30, 2007
Amanda B. Kish |
All in the Fund Family Whether you choose to go with one fund family or 10 different ones, remember that your most important step is digging beyond the family name for an in-depth look at each individual fund. |
Entrepreneur
November 2005
Dian Vujovich |
Mystery Manager In this day of disclosure, why is it sometimes difficult to get the scoop on who's managing your fund? |
BusinessWeek
September 27, 2004
Lauren Young |
Where to Shop at Vanguard Its actively managed funds have a big cost advantage. And while some of its best are out of reach for prospective investors, there are some worthy portfolios open for a $3,000 minimum. |
The Motley Fool
February 6, 2009
Dan Caplinger |
The Investing Secret You Need to Know A winning mutual fund strategy boils down to asset allocation. |
The Motley Fool
June 13, 2008
Julie Clarenbach |
A Retirement Portfolio You Can Set and Forget Don't let lifecycle funds target your retirement without taking a very close look at them. |
The Motley Fool
February 16, 2011
Amanda B. Kish |
A Helping Hand With Your Investments Options for folks who want a little bit of help in crafting their asset allocation. |
Financial Planning
July 1, 2012
Allan S. Roth |
Beyond the Stars Morningstar's new forward-looking rating scale for mutual funds is sure to have a significant impact on the research done by financial advisors. |
Financial Advisor
June 2008
Mary Rowland |
Tough Lessons Ahead For ETFs An interview with Don Phillips, managing director of Morningstar, on what's happening with mutual funds. |
The Motley Fool
January 14, 2009
Dan Caplinger |
Is One-Stop Investing Safe? Having all your money in one place can be detrimental in a couple of ways. |
BusinessWeek
June 26, 2006
Lauren Young |
Mutual Funds: Back In Action Sure, the markets are jittery, but mutual funds are doing a better job for investors since the dot-com smashup. Long-term returns are up, fees are down, and, despite ETFs and hedge funds, money is rolling in. |
Entrepreneur
July 2004
Dian Vujovich |
Mutual Attraction Despite the headlines, mutual funds are still a good thing. |
Financial Planning
March 1, 2010
Craig L. Israelsen |
A Yale Tale The venerable Yale Endowment Fund serves as a performance benchmark for pension managers, endowment fund managers and money managers. |
Real Estate Portfolio
Nov/Dec 2004
Christopher M. Wright |
Q&A with Roger Gibson Roger Gibson is a nationally recognized expert in asset allocation and portfolio design. In a recent interview he discusses among other things, diversification and where REITs fit into his clients' portfolios. |
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. |
The Motley Fool
February 21, 2007
Selena Maranjian |
A Mutual Fund Just for You There's a relatively new development in the financial world that can make your retirement savings a lot simpler: Meet your new friend, the target-date mutual fund. |
BusinessWeek
October 18, 2004
Anne Tergesen |
In Your Fund Manager On Your Side? Until recently, most investors asked just one thing of their mutual funds: red-hot returns. Now, in the wake of the trading scandals, investors are also looking for fund management they can trust. |
Wall Street & Technology
October 27, 2005
Eugene Gilerson |
Mutual Funds Wake-Up Call The developing new market landscape has made it clear that mutual fund families will have to take decisive technological actions to keep their share of the market and sustain profitability. |
Investment Advisor
October 2008 |
Upgrades Fisher Investments acquires Lighthouse Capital Management... Fidelity Investments expands Practice Management Program... Morningstar acquires Financial Computer Support... Vanguard Explorer Fund and Vanguard Health Care Fund available to new shareholder accounts... |
The Motley Fool
September 2, 2009
Selena Maranjian |
Funds Closing -- a Good Sign, Oddly Enough We might be a little sad that the trend toward funds' reopening appears to be reversing itself. But it's actually a good thing. |
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 14, 2011
Dan Caplinger |
Are ETFs Really More Tax-Efficient? Many hail the benefits of ETFs, but some regular mutual funds do just as well. |
The Motley Fool
January 4, 2010
Selena Maranjian |
Say Goodbye to Class-B Mutual Funds Class B never served you well. Now they don't serve Wall Street, either. |
The Motley Fool
May 29, 2009
Dan Caplinger |
You Don't Need This in Your Portfolio Tax-efficient funds are a thing of the past. |
Financial Advisor
September 2008
Alan Lavine |
Tenth Time Around When financial advisors make decisions, they are typically also reviewing tons of investment reports for ideas and insights. Each has his favorite sources for inspiration. |
The Motley Fool
January 16, 2009
Selena Maranjian |
Who's Directing Your Fund? Some mutual funds have many managers. |
The Motley Fool
June 4, 2009
Dan Caplinger |
These Stocks Belong in Your Portfolio Enhance your returns by seeking out specialized investments. |
Registered Rep.
December 22, 2009
Stan Luxenberg |
Forget Stock Market Gains, It's Best to Avoid Losses Many financial advisors and portfolio managers who held to traditional buy-and-hold stock-bond portfolios are now emphasizing new kinds of diversification. |
The Motley Fool
November 23, 2011
Dan Caplinger |
Where All the Funds Are Above Average Morningstar's new system has a lot of winners and not too many losers. |
The Motley Fool
October 31, 2007
Rich Smith |
Foolish Forecast: Will Morningstar Miss? In advance of earnings reports, analysts expect mutual fund rater Morningstar to turn in sales and earnings increases. |
On Wall Street
October 1, 2008
Kunal Kapoor |
'Lost Decade' May Yet Happen if Investors Aren't Careful Investors who mistakenly viewed the past 10 years as a lost cause made an elementary mistake and they're about to do it again. |
The Motley Fool
February 27, 2008
Matt Koppenheffer |
Investing in Investors There's big business out there for asset managers, and big profits for people investing in asset managers. |
Financial Advisor
September 2005
Rick Adkins |
What I Learned About Portfolio Rebalancing Why does conditional rebalancing work so well? Common sense: It allows the markets, not a calendar, to dictate when it is time to rebalance one's portfolio. |
Investment Advisor
August 2010
Marlene Y. Satter |
Morningstar to Rate 529 Plans Morningstar, which has researched 529 plans for years, is now adding a qualitative rating system for the plans, and quantitative ratings on 529 options within the plans. |
BusinessWeek
June 10, 2010 |
Big Funds, Small Returns Most of the 10 biggest actively managed stock mutual funds are in the red this year. |
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. |
Investment Advisor
December 2008
James J. Green |
The Failure of Asset Allocation Asset allocation can explain past market performance, but not predict which allocation will work in the future. |
The Motley Fool
April 8, 2004
Selena Maranjian |
Switching Funds in an IRA How easy is it to move money from one fund to another, or from a fund to stocks? |
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. |
The Motley Fool
May 11, 2005
Shannon Zimmerman |
The Case for Mutual Funds Picking the right fund is every bit as important as picking the right stock, if not more so. |
Investment Advisor
September 2008 |
21st Century Asset Allocation Over the past several years, institutional investors increasingly have opted to allocate a portion of their portfolios to alternative investments as a way to smooth out market volatility. This trend is now spreading to the retail marketplace. |
Registered Rep.
January 1, 2006
Kevin Burke |
Balancing Act Part of the fallout from the regulatory onslaught of the past three years has been a drastic overhaul in how mutual funds are sold. Heading into 2006, the money-management business is entering a new era of price competition and consolidation. |
The Motley Fool
October 5, 2004
Selena Maranjian |
How Your Funds Are Voting Are your mutual funds doing the right thing? You can find out. |
The Motley Fool
December 17, 2004
Josie Raney |
Vanguard's Newest Fund A third Primecap fund joins the company's lineup. |
