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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. |
Financial Planning August 1, 2009 Stacy Schultz |
Record-Breaker The second quarter of 2009 was a record-breaker for mutual funds. |
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 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, 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. |
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. |
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. |
The Motley Fool June 1, 2009 Dan Caplinger |
Profit From the Next Big Bubble Investors are fleeing back to foreign lands. |
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. |
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. |
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? |
Financial Planning November 1, 2009 Stacy Schultz |
A Split Game Mutual fund investors remain split over where the economy is headed. |
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 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. |
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. |
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 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. |
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 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%. |
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. |
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. |
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. |
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? |
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. |
Entrepreneur July 2007 Dian Vujovich |
Eureka! Precious natural resources make this fund a real find. |
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. |
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. |
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 |
Financial Planning February 1, 2005 |
Mutual Fund Monitor Assessing Assets: Domestic equities... Growth stocks... Small caps... Investment-grade bonds... etc. |
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. |
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, 2012 Joseph Lisanti |
Girding for Inflation Whether you think inflation is here now or is headed our way, planners should prepare for it. |
Financial Advisor February 2011 Marla Brill |
Ready For Reflation Several kinds of ETFs should benefit if prices and interest rates begin to rise. |
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. |
Financial Planning February 1, 2008 Stacy Schultz |
Seeking Safety Ongoing debt problems sent investors running for cover in the fourth quarter. |
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. |
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. |
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. |
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. |
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. |
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. |
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." |
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. |
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. |
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. |
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? |
Investment Advisor May 1, 2011 Peter Schiff |
The Bear Truth Bullish investors are seeing the markets through overly rose-colored glasses |
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. |
BusinessWeek October 25, 2004 Laura Cohn |
Striking Gold In Commodities Some pension funds have made outsize returns, but how safe is the market? |
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. |