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Financial Planning October 1, 2012 Ilana Polyak |
Fund Manager Profile: Wasatch Core Growth Wasatch Core Growth, in Salt Lake City Utah prefers steady over spectacular growth. J.B. Taylor is the Fund Manager |
Financial Planning December 1, 2005 Donald Jay Korn |
Seven-Year Hitch? Small-cap stocks have been big winners ever since the last century, but keeping the good times rolling could be a major challenge for financial planners. |
BusinessWeek August 9, 2004 |
A Fund That's Outgrowing The Small Fry Wasatch's new large-cap fund taps insight gleaned from its small-cap experience. |
Financial Planning September 1, 2006 Scott A. Leonard |
The Smaller, the Better Rumors that the small-cap effect is dead are most definitely premature. By focusing on the smallest of the small caps, financial advisors can see that the small-cap effect appears to be alive and well. You just need to know where to look for it. |
The Motley Fool August 19, 2005 Nathan Parmelee |
Ann's Slimming Down After a tough quarter, there is reason to believe Ann Taylor's future will look better to investors. |
The Motley Fool September 30, 2009 Dan Caplinger |
Hang On to These Top Investments Don't let a bad year or two for these funds spook you. |
Financial Planning March 1, 2008 Elizabeth O'Brien |
Prospecting for Value The Wasatch Small Cap Value Fund reopened to all investors last fall, and fund manager Jim Larkins is seeking buying opportunities. |
Financial Advisor September 2009 Raymond Fazzi |
A Small Risk Conventional wisdom says small caps are riskier than their large-cap counterparts, but they remain a basic building block in retirement portfolios. |
Investment Advisor August 2007 Palash R. Ghosh |
Small-Cap Value Still Chugging Along While small-cap stocks have generally underperformed large-caps in recent years, small-cap value has kept pace with its larger-cap value peers. |
Financial Advisor September 2010 Bruce W. Fraser |
Are Small Caps' Outsized Gains Over? Momentum seems to favor small-cap stocks over their large-cap counterparts. |
Financial Advisor October 2007 Bruce W. Fraser |
Thinking Small Small-cap funds should be in any portfolio, so don't let recent underperformance scare away clients. |
The Motley Fool May 22, 2006 Ryan Fuhrmann |
Ann Taylor's Lofty Quarter The women's retailer has been on a hot streak of late, but it's still subject to the fickleness of fashion. Investors, take note. |
The Motley Fool August 28, 2007 Charly Travers |
Lessons From a Lynch Disciple An interview with a self-taught money manager about his investment philosophy, superior returns, and things the beginning investor should keep in mind.. |
Financial Advisor April 2004 Jeff Schlegel |
Seeing More Growth In Growth Observers predict continuing opportunities in growth funds this year. |
Entrepreneur November 2006 Dian Vujovich |
Track All-Star Highly ranked small cap shows steady growth. |
BusinessWeek June 12, 2006 Lewis Braham |
Try These SmallCaps On For Size Funds little enough for veteran managers to run nimbly come out as winners. |
The Motley Fool November 3, 2005 Alyce Lomax |
Early to Ann's Party After upbeat October same-store sales reports, the love for this retailer is catching on with investors. |
Financial Advisor August 2009 Marla Brill |
Small-Cap Bounty Small-cap ETFs have grown in number and offer some interesting choices. |
Investment Advisor August 2005 Angelina Dance |
S&P Mutual Fund Sector Focus: Small-Cap Growth Still Packing a Punch Growth investing, particularly in the small-cap sector, has traditionally been considered a high-risk approach, yet in the past several years has proven to be rewarding. |
Investment Advisor August 2009 Vaughan Scully |
The ETF Advisor: Those Outperforming Small Caps Exchange traded funds offer a relatively convenient and cost-effective way to invest in small cap stocks. |
On Wall Street December 1, 2008 Gerri Leder |
Web 2.0 Tools Save Time A variety of high-tech communications help some advisors stay in touch better with clients. |
Financial Advisor October 2005 David J. Drucker |
The Parent Care Solution Smart financial advisors have spent at least a little time thinking about ways to keep their clients from straying. They've also thought about protecting their clients from the ravages of old age. Now these seemingly unconnected demands have a common link. |
The Motley Fool June 2, 2005 Stephen D. Simpson |
Profiting From Cars' Carnage Adding technology to car salvage has put Copart ahead of the game. Investors, take note. |
Financial Planning May 1, 2011 Ilana Polyak |
Shaken, Not Stirred Oakmark International Fund's Japanese holdings are examined. |
Financial Advisor November 2007 Alan Lavine |
More Than The Sum Of Its Parts Advisors may have their doubts, but new global funds have a go-anywhere approach, and they're gearing up to survive credit crunches and market corrections. |
Financial Planning February 1, 2005 Israelsen & Farr |
Now You See It... Domestic small-cap equity funds, particularly those with a value tilt, are a fundamental component of any well-designed equity portfolio. The trick is finding ones that are for sale. |
The Motley Fool July 25, 2007 Amanda B. Kish |
2 Stellar Small-Cap Funds These small-cap funds are off the radar, but on the right track. LKCM Small-Cap Equity Fund... TCW Opportunity Fund... |
The Motley Fool July 1, 2009 Dan Caplinger |
These Are Stocks You Need to Own Small-caps outdid their large-cap brethren in the second quarter. |
Financial Planning March 1, 2012 Craig L. Israelsen |
Small Thoughts The benefit of investing in small U.S. stocks is clear. Over the 42-year period from Jan. 1, 1970, to Dec. 31, 2011, a $10,000 investment in large U.S. stocks would have grown to $507,362. |
The Motley Fool July 7, 2005 W.D. Crotty |
Women's Retail Stocks Are Hot Ann Taylor and Chico's are leading percentage gainers in today's market. |
Financial Advisor October 2008 Jeff Schlegel |
Small-Cap Surprise This was supposed to be the year of the large-cap stock. A weak U.S. economy in the throes of a wholesale financial quagmire should have spelled trouble for small caps with their mostly domestic focus. Oh well, so much for predictions. |
Financial Advisor January 2004 Charles Stroller |
Advisor Sees Divorce Mediation Boom Dan Taylor says his new program will shake up the financial services industry. His Divorce Mediation Program grew out of his "desire to escape the stifling regulation and increased commoditization of the financial services industry." |
The Motley Fool January 5, 2006 Alyce Lomax |
Ann Taylor's Disappointing December The retailer reported an increase in same-store sales during holiday-heavy December. Given Ann Taylor's recent struggles, that's an improvement, but it wasn't quite the improvement investors were hoping for. |
On Wall Street June 1, 2009 Gwen Moran |
Are Small Caps a Safe Bet? Many may not be well-known or particularly exciting, but small-cap stocks are increasingly getting respect as the way to enjoy big returns and capitalizing on market trends. |
The Motley Fool August 28, 2006 Jeremy MacNealy |
Folly Volley: Ann Taylor The apparel retailer seems to be in a full-fledged turnaround mode, as positive momentum has definitely shifted in its favor. Investors, take note. |
Financial Advisor October 2005 Raymond Fazzi |
Small Caps Look To Extend Streak Performing like Wall Street's version of The Little Engine That Could, small-cap equities are in a neck-and-neck race to outperform the large-cap sector for the sixth straight year. |
The Motley Fool February 4, 2005 Paul Elliott |
Wall Street's Worst-Kept Secret If you invest in stocks for the long term, you must own small-cap stocks. |
The Motley Fool June 5, 2006 Alyce Lomax |
Ann Taylor Makes Good As far as turnarounds go, Ann Taylor seems to be on track. Investors, take note. |
The Motley Fool December 1, 2004 W.D. Crotty |
Salvage on Fire Copart, the largest provider of salvage disposition services in the U.S., has a 33% operating margin that is a real bonanza. The stock soared, up over 18% today. |
The Motley Fool December 15, 2009 Dan Caplinger |
Simple Ways to Win With Small Caps Put together a great set of investments in just a few steps by using exchange traded funds. |
The Motley Fool April 4, 2007 Amanda B. Kish |
Finding Needles in Funds' Haystack 7,000 reasons to separate good funds from bad ones. Too often, investors look first for funds with the highest recent returns, then perform due diligence only on funds at the top of that list. |
Entrepreneur July 2003 Dian Vujovich |
Fit to Commit This small-cap value fund wants investors for the long haul. |
The Motley Fool March 4, 2005 Paul Elliott |
Wall Street's Worst-Kept Secret Over the long haul, smaller-company stocks outperform their mid- and large-cap peers, so smart investors own them. |
The Motley Fool January 7, 2005 Paul Elliott |
Wall Street's Worst-Kept Secret If you invest in stocks for the long term, you must own small-cap stocks. |