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On Wall Street October 1, 2008 Tim Knepp	Question Assumptions It's time to ask ourselves whether the blunt tools of broad asset class definitions and traditional asset allocations provide an adequate defense against the complex risk and interaction of today's markets.
On Wall Street April 1, 2012 Jeff Tjornehoj	Benchmarking the Benchmarks The news hasn't been good lately for actively managed funds and their investors. In 2011, only one-third of large-cap fund managers beat the S&P 500 index.
Financial Advisor May 2010 James Picerno	Bodies In Motion A fresh look at an old idea: momentum investing.
Financial Advisor March 2011 James Picerno	Strength In Numbers Indexing is moving past the standard beta carve-ups, such as small- vs. large-cap equities and value vs. growth stocks. A new era of factor-based indexing is dawning, and it promises to be far more nuanced and complicated.
Financial Planning February 1, 2007 Steve Savage	Short-Term Slumps Many great managers share common traits, including a willingness to own unpopular names, to make decisions based on long-term analysis and to maintain the discipline to ignore painful shorter-term market swings. This ability to ignore painful shorter-term swings is being tested as we speak.
The Motley Fool April 24, 2007 Amanda B. Kish	Growth Fund of America Tips the Scales Has this fund gotten too big for its own good?
On Wall Street September 1, 2010 Tim Knepp	Lost (and Found) In Translation The returns received from more traditional foreign stock investments, not to mention the stocks of U.S. multi-nationals, will no doubt remain heavily influenced by the dynamic of foreign exchange.
Financial Planning October 1, 2006 Stephen Savage	When To Sell a Mutual Fund Applying common-sense guidelines is easy; making a real-world decision is often fraught with difficulties.
On Wall Street September 1, 2009 Tim Knepp	Alternative Medicine: Separating Beta from Alpha Retirement portfolios have been subject to significant stress and this, combined with a daunting global economic outlook, has many investors considering alternative strategies in an effort to shore up their traditional investment allocations.
Financial Advisor January 2006 Joshua M. Kaplan	Building a Better Portfolio, Relatively Speaking Utilizing Modern Correlation Statistic (MCS) to build an allocation comprised of complementary investment vehicles should result in an enhanced portfolio where there always exists some winners and some losers.
On Wall Street August 1, 2011 Tony Davidow	Watch Your Weight: Sector Allocations By investing in a specific sector, or a group of securities within the same industry, advisors may be able to help their clients take advantage of a market segment that is well positioned for growth.
Financial Planning November 1, 2005 Randy Lert	Stick to Your Guns! Investment managers have stayed bullish on investment underdogs despite a market that has been going the other way. Their favorite category by far is large-cap growth stocks, yet according to several surveys, those stocks only rose 1.7%.
Financial Planning May 1, 2008 Mark Willoughby	Volatility Bites For those who had begun to underestimate the impact volatility can have on managing investment portfolios, the events of 2007 and early 2008 have been a sobering reminder.
The Motley Fool October 31, 2006 Dan Caplinger	Why Pay for Nothing? From the standpoint of the individual investor, mutual fund fees often go unnoticed. However, they're extremely significant and represent a large handicap for savers to overcome in trying to reach their financial goals.
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.
Financial Planning April 1, 2005	Mutual Fund Monitor A mutual fund investment strategy based on analysis and not on reactions to market swings helps investors maintain confidence in good times and bad and is critical to long-term investment success.
Financial Planning April 1, 2005 Louis Cameron Day	You've Got Concerns A new, individualized approach to portfolio management may lessen your financial advisory clients' confusion.
Financial Planning October 1, 2005	Mutual Fund Monitor A logical question for investors to ask themselves is: Given the massive and sustained underperformance of growth stocks, is this asset class sufficiently compelling to justify a tactical overweighting?
Financial Advisor October 2011 Carty & Carty	Retirement Survival A balance-sheet approach for necessities and life goals has many advantages for clients.
Financial Planning July 1, 2006 Stephen Savage	Learning from the Past Why choosing mutual funds based on past performance has a bad track record.
The Motley Fool June 4, 2009 Dan Caplinger	These Stocks Belong in Your Portfolio Enhance your returns by seeking out specialized investments.
Registered Rep. February 1, 2003 Stuart Chaussee	Trading Places It's time for a growth rebound. The argument for growth rests on the reversion-to-the-mean concept. Overly simplified, the concept means that when stocks (or any asset class) outperform their historical average, that asset class enters a period of underperformance and vice versa.
Financial Planning September 1, 2008 Allan S Roth	Core and Casino There are two extreme schools of thought when it comes to investing. On one side is active investing, while on the other is low-cost passive investing. In the middle lies a method that uses a bit of both, known as the core and explore approach.
Investment Advisor April 2006 Palash R. Ghosh	S&P Mutual Fund Focus: Greater Expectations After six years of underperformance, many observers believe that large-cap growth stocks are poised to make a comeback. Here's a look at Marsico 21st Century Fund... Gartmore U.S. Growth Leaders/IS... etc.
The Motley Fool February 3, 2011 Dan Caplinger	How Investors Beat the Great Recession A simple strategy brought many back to even. Many investors use asset allocation strategies to spread their risk across various types of investments.
On Wall Street October 1, 2008 Kunal Kapoor	'Lost Decade' May Yet Happen if Investors Aren't Careful Investors who mistakenly viewed the past 10 years as a lost cause made an elementary mistake and they're about to do it again.
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 June 23, 2009 Robert Brokamp	It's Already Worse Than the Depression Until you've fixed your crystal ball or perfected time travel, a smartly created, well-diversified portfolio should be the foundation of your retirement savings.
Financial Planning February 1, 2007 Dan Wheeler	The Science of Success Long-term evidence proves that discipline and diversification are more effective than trying to beat the market. But keeping financial advisory clients disciplined can be extraordinarily difficult.
The Motley Fool October 14, 2009 Robert Brokamp	It's Already Worse Than the Depression Your grandparents' retirement portfolio may have looked better than yours. What can you do about it?
On Wall Street January 1, 2013 Jeff Tjornehoj	Classifying Funds That Turn to Lower-Rated Debt to Boost Return One analyst says it s time to separate bond fund classification strategies into distinct groups.
The Motley Fool November 16, 2006 Shannon Zimmerman	The Best ETF for 2007: iShares Russell 1000 Growth Its area of the market has lagged the pack, but this ETF is poised to shine.
On Wall Street September 1, 2009 James MacPherson	Investing for the Future If classic asset allocation did not prevent most portfolios from losing value, what might investors and advisors do to protect their portfolios, now and in the future?
The Motley Fool May 11, 2004 Shannon Zimmerman	Building the Perfect Portfolio Smart asset allocation is critical to successful fund investing. Staying the course is a fine idea, but because your goals and tolerance for risk are bound to change over time, the perfect portfolio will always be a work in progress.
The Motley Fool January 31, 2011 Amanda B. Kish	Top-Priority Investments Finding the right mix of investments for retirement can be a special challenge.
The Motley Fool September 28, 2009 Dan Caplinger	Are You Picking the Best Investments You Can? Be sure to judge your results by the right measure.
The Motley Fool September 13, 2007 Amanda B. Kish	When a Good Fund Goes Bad How can you determine when short-term underperformance at an otherwise terrific fund has gone on long enough, and that it may be time to cut your losses?
The Motley Fool February 2, 2007 Nathan Slaughter	Don't Do It! When it comes to your mutual funds, though, keep your eyes on the road -- not the rearview mirror.
Financial Planning August 1, 2011 Israelsen & Howell	Being Reasonable Managing the expectations clients have for their investment portfolios can be more challenging than actually managing the portfolios themselves.
The Motley Fool April 13, 2009 Ivan Martchev	Your Retirement Plan May Be Doomed The costs associated with 401(k) plans make long-term underperformance almost certain.
Financial Planning May 1, 2008 Gene Fama	The Big Mo In tough and volatile market climates, advisors often cast about for alternatives to stocks and bonds. One such alternative is hedge funds.
Financial Planning January 1, 2006 Stephen Savage	Why Size Matters There's a huge incentive for money managers and fund executives to discount the significance of asset growth. But investors who ignore asset growth do so at their own risk. Here's why and how planners can spot trouble.