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Investment Advisor November 2006 Kathleen M. McBride	Fundamental Indexing Goes Main Street Index investing has traditionally been linked to capital-weighted indexes, whereby a company's market cap determines how much of a company actually got into an index. And that's the fatal flaw in conventional index-linked investing.
Registered Rep. January 26, 2010 Brad Zigler	The Price Is NOT (Always) Right As every financial advisor -- indeed every investor -- knows, there is a difference between price and value.
Financial Advisor June 2007 Marla Brill	Indexing Debate Heats Up Proponents of fundamental indexing say it beats traditional market-cap-weighted measures.
Financial Planning March 1, 2006 Donald Jay Korn	Weight Watchers New equity indexes, weighed by fundamental factors, are challenging the conventions of passive investing.
The Motley Fool June 7, 2011 Morgan Housel	Searching for a Better Index Going beyond the S&P 500. For those who don't have the time or inclination to dive into individual stocks, index funds are the way to go.
Financial Advisor April 2006 Raymond Fazzi	A Look At New Horizons At a time when the margin for error is growing thinner and thinner in investment management circles, some are asking whether advisors and their clients are adequately served by cap-weighted benchmarks.
Investment Advisor November 2006	Fundamental Index Strategies The report, Retrospectives on Selected Fundamental Index Strategies, offers a long view of Research Affiliates' past and present fundamental indexing strategies.
Financial Advisor September 2011 Tom Lydon	It's All In The Weighting ETF indexing has evolved, but the traditional, somewhat boring approach may still yield the best results.
Registered Rep. January 22, 2010	Lost Decade? Not For Fundamental Indexing A recent study by Rob Arnott, chairman of Research Affiliates says it paid to use fundamental indexing in the past decade.
Registered Rep. February 15, 2011 Stan Luxenberg	Fundamental Indexes Have Had a Good Run. Converted Yet? Proponents claimed that fundamental ETFs and mutual funds would outdo the S&P 500 and other traditional benchmarks. Critics scoffed. But now many of the funds have significant track records, and the results are promising.
Investment Advisor April 2007 Green & McBride	Catching up with... Jeffrey Mortimer Here, the CIO-Equities at Schwab Investment Management and Laudus Funds discusses fundamental index funds.
Financial Advisor March 2011 Marla Brill	New Indexes Nudge Out Old Favorites Advisors who have moved into alternative indexes are finding unique ways to use them.
Financial Planning June 1, 2009 Richard A. Ferri	Mapping Indexes Today's advisors can best serve their clients with a working knowledge of the various index methodologies. Unfortunately, this is no easy task.
The Motley Fool July 31, 2007 Zoe Van Schyndel	A Japan ETF With a Fundamental Twist The PowerShares FTSE RAFI Japan ETF, is different from the rest of the ETF options focused on the land of the rising sun.
Financial Advisor March 2012 Michael J. Reed	Avoiding Losers This model aims to avoid underperforming stocks rather than picking outperforming ones.
Financial Planning September 30, 2013 Allan S. Roth	Portfolio Innovator: Rob Arnott How do you spot a portfolio innovation that works? Rob Arnott, best known for developing the fundamental indexing approach to portfolio management, has almost $100 billion pointing in his direction.
The Motley Fool June 29, 2010 Dan Caplinger	The Better Way to Beat the Market? The jury's still out on alternative indexes. Different market conditions will make index funds perform in various ways.
Financial Advisor February 2006 Matt Hougan	Is `Buy The Market' Best? Enhanced indexers say they have the way to go the market one (or two) better. Financial advisors, take note.
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."
The Motley Fool November 27, 2006 Zoe Van Schyndel	57 Flavors of Funds New versions of ETFs mean more choices for investors.
The Motley Fool April 6, 2004 Selena Maranjian	Learn About Stock Indexes For many people, index investing is the best way to get rich.
The Motley Fool May 21, 2007 Dan Caplinger	Going Beyond the Index Rather than using a weighted index based on the market cap of the component stocks, WisdomTree ETFs base their portfolio allocations for index components on fundamental aspects of those stocks, such as dividend yield and company earnings.
The Motley Fool February 22, 2011 Dan Caplinger	3 Strategies That Beat the Market Alternatives to index funds did well since 2000, but will they keep up the pace?
The Motley Fool January 18, 2011 Michael Johnston	Understanding the Quirks of QQQQ QQQQ -- better known as the "cubes" -- has become a popular option for investors looking to gain exposure to growth companies and the tech sector in general.
BusinessWeek July 18, 2005 Adrienne Carter	Pushing Index Funds A Bit Higher Mutual funds that start with indexing and then tweak here and there to help increase returns.
Registered Rep. July 1, 2006 Stan Luxenberg	Fundamental Indexing During the 1990s, S&P 500 index funds were all the rage -- and, for most core investments, the bogey to beat. But lately the index has been offering stingy returns.
Investment Advisor May 2007	Upgrades LaserFiche, the dominant player in the document management business, has launched a campaign to educate RIAs... In early April, Charles Schwab launched three new index funds... etc.
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 June 1, 2009 Craig L. Israelsen	The Value Premium While industry experts might be trumpeting growth as the place to be when the market rebounds, advisors should remember that longer-term, the market values value.
The Motley Fool November 17, 2006 Ralph Casale	Not Your Father's Index Funds A number of investment vehicles, mostly ETFs, have been designed to take advantage of alternate company weighting in an index.
The Motley Fool July 6, 2010 Selena Maranjian	A Fund Designed to Grow Instead of tracking the Dow or the S&P 500, the PowerShares FTSE RAFI US 1000 ETF tracks an index weighted by company fundamentals, which has given better performance historically.
The Motley Fool March 22, 2005	Beyond the S&P 500 Index investors have more choices than just the S&P 500.
The Motley Fool April 6, 2011 Cindy Johnson	Nasdaq Rebalancing Is a Bad Omen for Apple Apple's growing weight in the Nasdaq-100 index was looking like a threat to Nasdaq's licensing business.
The Motley Fool August 20, 2008 Dan Caplinger	If You Can't Beat the Indexes, Join Them As easy as it is to have an all-index portfolio, you may be curious: Is it a good idea?
The Motley Fool December 30, 2008 Dan Caplinger	Can You Beat Index Funds in 2009? Get the right mix in your investments.
Registered Rep. June 7, 2011 Stan Luxenberg	Concentrated ETFs PowerShares QQQ has been racing ahead. During the past five years ending March, the ETF has returned 7 percent annually, outdoing the average large growth mutual fund by 4 percentage points
Entrepreneur March 2007 Scott Bernard Nelson	Worth a Look A new twist on an old concept shakes up the index fund universe. With some research and observation, it could work for you.
Financial Advisor November 2010 James Picerno	Rethinking Rebalancing Is it a risk management tool or a source of alpha? Maybe it's both.
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 April 18, 2007 Selena Maranjian	Oh, Boy! A New China Index! If you want to invest in China, here comes a new way to do so. The Nasdaq Stock Market thinks that what the world needs now is a new "Nasdaq China Index."
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 April 23, 2009 Dan Caplinger	Investments That Don't Stand a Chance An active fund that only seeks to match its benchmark is a waste of your money. If that's all a fund can offer, you're much better off going with the index fund.
The Motley Fool November 8, 2011 Dan Caplinger	6 Stocks That Could See Massive Buying An idiosyncrasy with the S&P 500 index could force index funds to buy these stocks.
Investment Advisor April 2006 Ben Warwick	The Puzzler: The Tilt of Beating the Market? The uncorrelated nature of portfolio tilts creates a type of safety net that puts the advisor in the driver's seat. Combined with tax-loss selling and account rebalancing, portfolio tilts are a powerful addition to an arsenal and a nearly fool-proof way to generate alpha for clients.
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.
Financial Planning June 1, 2005 Craig L. Israelsen	Three's Not a Crowd How passive fund investors can get the best exposure to the whole U.S. market.
Registered Rep. May 28, 2013 Brad Zigler	When Equal Weight Makes Sense Choosing whether to invest in an equal-weight fund or capitalization-weighted fund of the same index can have a profound impact on returns.
The Motley Fool February 9, 2010 Dan Caplinger	3 Reasons to Move Beyond Index Funds If you want to take your investing prowess to the next level you'll want to move beyond index funds -- at least with part of your savings.
Financial Planning December 1, 2006 Carpenter & Veres	Rethinking the World Global economic changes are demanding a more sophisticated evaluation of your financial advisory clients' portfolio allocations.
Financial Planning June 1, 2006 Craig L. Israelsen	Equal, But Better In a contest between an equally weighted S&P 500 index and the cap-weighted S&P 500, the former appears to offer superior performance most of the time.