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Financial Planning
February 1, 2010
Stacy Schultz
Danger Looming? The market ended 2009 with the same verve it had since the March low. But as investors flocked to safety, some warned of the next bubble. mark for My Articles similar articles
Financial Planning
August 1, 2009
Stacy Schultz
Record-Breaker The second quarter of 2009 was a record-breaker for mutual funds. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
May 1, 2008
Stacy Schultz
Nowhere to Hide During the first three months of 2008 the market saw its worst quarter since 2002, with only a few funds that had minimal loss. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
June 1, 2009
Dan Caplinger
Profit From the Next Big Bubble Investors are fleeing back to foreign lands. mark for My Articles similar articles
Financial Planning
July 1, 2007
Craig L. Israelsen
Quasi-Commodities? Here's how energy, precious metals and real estate compare with the entire commodities index as a component of an investment portfolio. mark for My Articles similar articles
Financial Planning
May 1, 2010
Donna Mitchell
Equities Perk Up After a weak January and middling February, the stock market hit its stride in March, lifting most mutual fund sectors into positive territory. mark for My Articles similar articles
Financial Advisor
August 2005
Jeff Schlegel
Soft Dollar Buoys Foreign Equities But does the recent rebound of the greenback spell an end to their run? mark for My Articles similar articles
Financial Planning
November 1, 2009
Stacy Schultz
A Split Game Mutual fund investors remain split over where the economy is headed. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
January 26, 2011
Diana Britton
Best Ideas For 2011: Unlocking Morningstar's ETF Portfolio Morningstar's ETF team shares some of their best ideas for investing in ETFs in 2011 and provided a look inside their own portfolio. mark for My Articles similar articles
Financial Planning
February 1, 2006
Bob Hirschfeld
Ninth-Inning Save Although indexes were lackluster, large caps rallied toward the end of the year. mark for My Articles similar articles
Financial Planning
May 1, 2008
Elizabeth O'Brien
Going Global Now While the initial impact of the credit crunch hit fixed-income markets the hardest, the longer-term effects have extended into world equity markets in the form of a substantial correction. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
January 1, 2013
Laton McCartney
Money Flowing Into Bonds Fixed-income gained more ground, while the 14 best-performing equity mutual funds all focused on precious metals and enjoyed gains of more than 20%. mark for My Articles similar articles
BusinessWeek
December 22, 2003
Rich Miller
The Incredible Falling Dollar The buck keeps sliding, even as the U.S. economy revs up. That's a plus for business -- but there are risks ahead. mark for My Articles similar articles
Investment Advisor
June 1, 2011
Savita Iyer-Ahrestani
Stockpiling Commodities The traditional stock/bond breakdown is no longer enough; for true diversification, clients need to add commodities to their portfolios. mark for My Articles similar articles
Financial Planning
November 1, 2011
Donald Jay Korn
The Latin Quarter Fortunately, unleveraged exposure to the region has been more than ample over the past decade. Planners with clients who can live with volatility might want to look south of the border. mark for My Articles similar articles
Registered Rep.
August 1, 2006
David Prokupek
Shelter From the Storm Today's market -- with rising interest rates, significant volatility, few sectors providing positive performance and solid global economic expansion -- bears striking resemblance to the 1970s. So, what are an advisors and investors to do? mark for My Articles similar articles
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. mark for My Articles similar articles
Entrepreneur
July 2007
Dian Vujovich
Eureka! Precious natural resources make this fund a real find. mark for My Articles similar articles
Financial Planning
November 1, 2011
Donna Mitchell
They Can Live With AA+ After a third quarter in which markets skidded and tumbled to the close, Treasuries were in their glory. The U.S. long government bond category was the only one whose performance was in the double-digit range. mark for My Articles similar articles
Investment Advisor
January 2006
Palash R. Ghosh
S&P Mutual Fund Sector Focus: Latin Funds Soar Northward Investing in Latin American stocks has been very lucrative the past few years. The continent offers immense commodities and natural resources, a cheap labor force, and an improving economic infrastructure: T. Rowe Price Latin America Fund... etc. mark for My Articles similar articles
The Motley Fool
October 22, 2007
Dan Caplinger
Cheat on the U.S. Dollar Step beyond America's borders and invest globally. If you still don't have international stock exposure in your portfolio, think about moving at least a small portion of your assets abroad. If the dollar keeps falling, you'll likely be glad you did mark for My Articles similar articles
Financial Planning
February 1, 2005
Mutual Fund Monitor Assessing Assets: Domestic equities... Growth stocks... Small caps... Investment-grade bonds... etc. mark for My Articles similar articles
Registered Rep.
June 30, 2008
Market Forecast: Lousy To Ugly. A Buying Opportunity? Financial markets should remain in turmoil for at least the rest of the year, according to speakers at Morningstar's recent investment conference. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
August 1, 2012
Joseph Lisanti
Girding for Inflation Whether you think inflation is here now or is headed our way, planners should prepare for it. mark for My Articles similar articles
Financial Advisor
February 2011
Marla Brill
Ready For Reflation Several kinds of ETFs should benefit if prices and interest rates begin to rise. mark for My Articles similar articles
Financial Advisor
December 2010
Eric Uhlfelder
Going Global Investors have entered some less explored foreign corners of the debt market in their search for yield. So far, it has been paying off, but caution is needed. mark for My Articles similar articles
Financial Planning
February 1, 2008
Stacy Schultz
Seeking Safety Ongoing debt problems sent investors running for cover in the fourth quarter. mark for My Articles similar articles
The Motley Fool
October 26, 2006
Dan Caplinger
The New Hot Commodity With the advent of exchange-traded funds, you can find custom-made investments that allow you to participate in nearly any market you can imagine. mark for My Articles similar articles
The Motley Fool
September 7, 2010
Padraig O'Hannelly
Bullish or Bearish? The World's Greatest Investors Debate. A round-up of the best quotes from the financial world. mark for My Articles similar articles
The Motley Fool
February 15, 2007
Nick Kapur
Following the International Money Trail There is a mind-boggling $140 trillion in global financial assets spread across the world, more than three times the world's GDP. While the United States accounts for nearly 36% of these assets, smart players are looking overseas for the best growth. mark for My Articles similar articles
BusinessWeek
January 15, 2007
Maria Bartiromo
Private Equity's Next Targets Private equity was the business story of 2006, and it's far from over. mark for My Articles similar articles
BusinessWeek
March 12, 2007
Farzad & Henry
What The Market Is Telling Us Volatility is back. Ominous signs loom. But the outlook for U.S. markets is surprisingly upbeat. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
May 28, 2008
Christopher Barker
Close Your Ears to the Pied Piper The author assesses current market conditions, and takes issue with the mutual funds chosen in Money magazine's "The Only 7 Investments You Need." mark for My Articles similar articles
Financial Advisor
February 2012
Eric Uhlfelder
The Future Of Commodities Despite declining prices, observers believe that well-managed investments in commodities can still generate gains. mark for My Articles similar articles
Investment Advisor
July 2006
Carol A. Wood
S&P Mutual Fund Sector Focus: Steady at the Helm in Rough Seas S&P's continues to recommend placing 20% of one's portfolio in foreign equities, including 3% in emerging market stocks. Here are some fund recommendations. mark for My Articles similar articles
Registered Rep.
November 1, 2011
Diana Britton
Eaton Vance Outlook: Dump Emerging Markets for U.S. Equities While emerging market stocks have been touted for the last couple years as the investment du jour, the message at an Eaton Vance outlook event this morning was quite the contrary. mark for My Articles similar articles
Financial Planning
July 1, 2007
Peter Schiff
Liquidity Myths The one-way flow of dollars into global markets is creating worldwide asset bubbles. Will your clients be ready when those bubbles burst? mark for My Articles similar articles
Investment Advisor
May 1, 2011
Peter Schiff
The Bear Truth Bullish investors are seeing the markets through overly rose-colored glasses mark for My Articles similar articles
Investment Advisor
February 2008
Beth Piskora
Experts Differ on Japan for '08 Several strategists offer their opinion on the outlook for Japan's economy in 2008. mark for My Articles similar articles
BusinessWeek
October 25, 2004
Laura Cohn
Striking Gold In Commodities Some pension funds have made outsize returns, but how safe is the market? mark for My Articles similar articles
Financial Planning
September 1, 2008
Marion Asnes
The New, New Economy The real estate crisis is still going on. Oil prices have skyrocketed. The financial markets are swinging like pendulums. Welcome to the new economy. mark for My Articles similar articles