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Financial Planning November 1, 2009 Stacy Schultz	A Split Game Mutual fund investors remain split over where the economy is headed.
Financial Planning November 1, 2008 Stacy Schultz	Surprise, Surprise As markets plunged around them, investors ran to the only safe havens left in the third quarter -- U.S. Treasuries and cold, hard cash.
Financial Planning May 1, 2005 Pamela Black	Starting Off with a Whimper Domestic mutual funds limped through the first quarter, while anxious investors looked abroad. Only natural resources bucked the trend.
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?
Financial Planning May 1, 2007 Kathy Gevlin	Choppy Waters The first quarter of 2007 was tumultuous, leaving investors wondering what the waves will bring in next quarter.
Financial Planning August 2, 2007 Kathy Gevlin	Cautious Optimism The second quarter of 2007 was a solid one for investors. But concerns remain about interest rates and the subprime market.
Financial Planning November 1, 2005 Bob Hirschfeld	Good News for Growth Large-cap growth funds are finally starting to buck a five-year trend.
Financial Planning January 1, 2007 Donald Jay Korn	Outlook 2007: A Year for the Big Guys? An economic slowdown is likely to spur a flight to quality, as investors shift their focus to the most powerful domestic large caps.
Financial Planning February 1, 2007 Elizabeth O'Brien	Goldilocks Economy? Investors wonder if the economy found its sweet spot as the year ended with a strong fourth quarter.
Financial Advisor December 2008 Eric Uhlfelder	Where Are We Headed? This year will be remembered as one of the worst investors have ever known. Extreme caution is required before moving back into the markets in 2009.
Financial Planning August 1, 2008 Stacy Schultz	Desperate for Returns Investors sat on the sidelines as the market deteriorated in the second quarter. Nonetheless, some niche parts of the market held up amidst the turmoil.
Financial Planning August 1, 2009 Stacy Schultz	Record-Breaker The second quarter of 2009 was a record-breaker for mutual funds.
BusinessWeek April 11, 2005 Suzanne Woolley	Follow The Raging Oil Bulls Energy funds may head higher. But most stock and bond funds look earthbound.
Financial Planning November 1, 2006 Kathy Gevlin	Fund Averse The third quarter was better than expected, but investors remain leery of U.S. equity funds.
Financial Planning January 1, 2010 Donald Jay Korn	Outlook 2010: Positivity "We think the economic outlook will be better than the consensus forecast," says Paul Zemsky, New York-based head of asset allocation and multi-manager investments for ING Investment Management.
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.
Financial Planning August 1, 2012 Ilana Polyak	Focus on the Home Front When conditions are bad, sometimes it's best to stay home. That's largely how mutual fund investors felt about the second quarter. Bonds were the place where investors sought solace.
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 May 2008 Evan Simonoff	After The Storm As the mushrooming subprime loan crisis enters its tenth month, a growing list of questions begs answers.
The Motley Fool March 14, 2008 Christopher Barker	Quick Take: Stop the Presses, Ben! The Federal Reserve surprised equity markets by launching a new weapon against the mortgage meltdown and the resulting credit crisis, but the dollar suffers.
Financial Planning November 1, 2007 Kathy Gevlin	In the Black Overall, third quarter mutual fund numbers were up, despite subprime jitters.
Registered Rep. May 21, 2014 Stan Luxenberg	Mid-Year Fund Picks Below are funds that shined -- and seem poised to continue delivering top returns throughout the rest of the year.
Financial Planning December 1, 2007 Elizabeth O'Brien	Subprime Truths and Consequences The continuing credit crunch spotlights the perils of leverage. How should your financial advisory clients respond?
Financial Advisor January 2009 Marla Brill	Working The Bond Market Fund manager Andrew Stenwall says high-yield bonds are likely to outperform.
The Motley Fool July 30, 2007 Amanda B. Kish	Hard Times for Junk Bonds High-yield bonds' time in the sun may be over. Although junk bonds may produce tempting returns, they should only be introduced strategically, and they should almost never account for a large portion of your investment.
BusinessWeek August 6, 2007 James C. Cooper	Credit Is Tightening--And That's Fine Credit tightening is curbing some of the frenzy, and a severe financial crunch is unlikely.
The Motley Fool December 18, 2009 Dan Caplinger	Simple Ways to Win With Bonds Put together a great set of investments in just a few steps with exchange traded funds.
Registered Rep. January 27, 2011 Stan Luxenberg	Don't Dump Your Muni Mutual Funds The municipal default rate remains tiny, and yields on high-quality bonds are relatively rich.
Financial Planning January 1, 2006 Donald Jay Korn	Outlook 2006 An informal survey of investment strategists found an upbeat economic outlook for 2006: Panic and Euphoria... Has Technology's Time Come?... Bond Parsing... Overseas Picture... Fiscal Forecast...
The Motley Fool August 31, 2007 Amanda B. Kish	When Safe Investments Aren't Particularly risk-averse investors have always assumed they had one safe haven: bonds. But those who consider bonds completely safe for their money can be unpleasantly surprised.
Financial Planning September 1, 2007 Donald Jay Korn	Different Strokes This summer's volatile markets proved that allocating funds among uncorrelated assets really does work.
Financial Planning February 1, 2012 Donna Mitchell	Optimism Reigns Mutual fund investors were an optimistic bunch in the fourth quarter. They clung to hopes of a U.S. economic recovery, even after enduring lots of bumps and two major shocks that left the S&P 500 up just 5.8% for the quarter, a shadow of the strong 10.8% from the same period a year earlier.
The Motley Fool October 10, 2008 Dan Caplinger	The Hidden Danger Inside Your Portfolio Think you're diversified? Think again. The recent flight to safety in the fixed-income markets reveals the distinctions among different types of bonds.
BusinessWeek May 24, 2004 David Henry	Ahead Of A Fed Move, A Cash Cow Runs Dry Like a tightrope walker on a suddenly windy day, the bond market is trying to get back to solid ground after a heady period of high profits made from cheap money and a tactic known as the carry trade
Financial Advisor February 2008 Alan Lavine	Fund Review: The Food, The Bad, The Ugly Several analysts give their predictions of the year to come in the fund market.
Investment Advisor September 2007 Palash R. Ghosh	Diamonds Among The Junk High-yield bonds -- those fixed income securities rated below investment grade -- have some advantages over more vanilla-type bond products.
Financial Advisor December 2005 Alan Lavine	Playing Two Sides PIMCO's three-year-old StocksPlus Total Return Fund buys S&P 500 futures, then tries to beat the index with bonds.
Financial Planning February 1, 2011 Donna Mitchell	Equities Rising The economic recovery might be a slow and gradual one, as investors are constantly reminded, but mutual funds posted generally strong gains in the fourth quarter of 2010.
Registered Rep. August 29, 2011 Stan Luxenberg	Outperforming Muni Bond Funds Can Be Conservative or Aggressive. But You Better Know Your Fund Not all municipal bond fund managers are content to stay in the middle of the field. A few stars have topped the averages by following unusual strategies.
Registered Rep. October 27, 2014 Debbie Carlson	NextGen Bond Managers Another generation of younger bond fund managers is coming up in the ranks who are quietly turning in solid results without the hype.
The Motley Fool September 3, 2009 Dan Caplinger	Make These 4 Moves and Stay Panic-Free You don't know what's coming, but you can prepare for it.
The Motley Fool July 16, 2007 S.J. Caplan	Investor 007's Bond Dossier Bond basics and beyond. Spying on rates: U.S. Treasury -- 2-year... 5-year... Clues to the market... Detecting developments... Hot tip: Agency mortgage bonds suffered their worst month in June in nearly four years... etc.
The Motley Fool February 16, 2010 Dan Caplinger	Turn the Tables on the Lost Decade If you lost money during the last 10 years, you made a simple mistake. It's not enough to keep all your money invested in the same big companies.
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.
Financial Advisor March 2005 Marla Brill	Squeezing Gains Out Of Bonds In 2005 It's a bond picker's market. Beware of corporate releveraging.
Financial Planning February 1, 2006 Bob Hirschfeld	Ninth-Inning Save Although indexes were lackluster, large caps rallied toward the end of the year.
National Real Estate Investor December 1, 2005 Anthony Downs	Awash In Capital, But For How Long? It is time both to enjoy the success of real estate while it lasts, and also to prepare for a not-so-distant moment when its attraction compared to stocks and bonds grows considerably weaker.
BusinessWeek October 10, 2005 Lewis Braham	The Growing Interest In Growth Stocks Lately growth stocks are outrunning value funds.