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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.   |
Financial Advisor
September 2011
Miller & MacKillop |
Rethinking Small Caps The long-held belief that small stocks beat large on a risk-adjusted basis is simply not supported by the facts. |
Financial Planning
August 1, 2006
Scott A. Leonard |
The Dogs of the Dogs Should you be buying the worst of the worst for your clients? To get the most out of academic research, and to take full advantage of the added returns offered by value stocks, the easy conclusion is that when it comes to value, more is better. |
The Motley Fool
July 31, 2007
Amanda B. Kish |
The Best Emerging-Market Funds: Part 1 Tap into international growth with these funds: DFA Emerging Markets Value... Bernstein Emerging Markets... |
Investment Advisor
June 2007
Robert F. Keane |
Passive Disciplinarian A passive approach to investing, coupled with an active approach to client care, is financial advisor Charles Massimo's modus operandi. |
The Motley Fool
October 15, 2007
Selena Maranjian |
When Funds Undergo Personality Changes The fund you own may not be the fund you bought. How much should that worry you? |
Financial Planning
October 2, 2007
Jim Grote |
Practice Profile: The Asset Allocator Charles Massimo has developed a passion for straightforward asset-class investing. But boring, he ain't. |
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. |
Investment Advisor
January 2008
Kathleen M. McBride |
Built to Last Although their strategies vary, Rob Arnott and his investment advisor peers are hewing to a long-term focus on fundamentals, valuations, costs, and taxes. |
Financial Advisor
October 2010 |
Advisor Emporium Vanguard Launches Long-Term Retirement Fund... Jefferson National Offers DFA Funds... EGShares Offers India ETF... FaithShares Creates SMA Portfolios... etc. |
Financial Planning
December 1, 2008
Donald Jay Korn |
Submerging Markets Does it make sense to put money into emerging-markets stocks or funds now, at the current depressed prices? |
Financial Planning
May 1, 2005
Donald Jay Korn |
Passive Investing Financial planners interested in passive real estate funds can choose from a broad array, from straightforward index mutual funds to ETFs to enhanced index funds. |
Financial Advisor
January 2008
Karen DeMasters |
The House That Pat And Dave Built Symmetry Partners LLC in Glastonbury, Conn., emerged as one of the fastest-growing independent advisories in the country in 2005, doubling in size that year to $1.53 billion in assets under management. Now, two years later, the firm is just shy of the $5 billion mark. How big can Symmetry get? |
The Motley Fool
February 7, 2011
Dan Caplinger |
Find the Winners in Emerging Markets Beat the ETFs with better investments. |
Financial Advisor
October 2004
Tracey Longo |
Investing For Retirement Investing for retirement is feeling pretty dicey. That has investors looking for all the advice they can find. Here's what financial advisors are saying. |
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
November 1, 2005
Donald Jay Korn |
Leaning Toward Lockstep Correlations between U.S. and foreign markets are increasing, but adherents insist that foreign investing can still reduce risk. |
Financial Planning
January 1, 2011
Temma Ehrenfeld |
Pricing Risk Studies by Marlena Lee, a research associate at Dimensional Fund Advisors, show that markets reliably price the chances that a country's GDP will grow. |
Financial Planning
October 2, 2007
Elizabeth O'Brien |
Bookshelf Dump all your retail mutual funds! That's the message that Ric Edelman shouts in his book, The Lies About Money. |
Financial Planning
December 1, 2007 |
Letters to the Editor The Missing Cap... The Fight for 12(b)-1 Fees... Update... |
The Motley Fool
June 19, 2009
Selena Maranjian |
The Smart Way to Save for College If you're saving for someone's college education, look into 529 plans and what they might offer you. It might prove to be the difference between your kids going to the college of their choice or not. |
The Motley Fool
December 21, 2005
Selena Maranjian |
Investor, Help Thyself Mark Hebner's Index Funds: The 12-Step Program for Active Investors shows investors how to break destructive pattern of investing. |
Financial Advisor
August 2006
Raymond Fazzi |
Fund Returns: Theory Vs. Experience Morningstar is well known for its mutual fund star ratings, but later this year the research company will introduce another standard for assessing funds -- by measuring how much of their gains end up in investors' pockets. |
Investment Advisor
July 2006
Jamie Green |
Show Me, Show Them Stuart Zimmerman's constancy of though and consistency of application have propelled him and the companies he's help found to the top of not just the CPAs-turned-planners field, but the RIA marketplace in general in just 12 years of business. Here's an interview. |
Investment Advisor
February 2007 |
In the Running Runners-up in this month's Mutual Fund Spotlight: AllianceBernstein International Growth A... DFA Invest Grp. International Value... etc. |
Financial Advisor
November 2006
Raymond Fazzi |
Success With A BAM Two CPAs proved that accountants could not only successfully take on an investment advisory practice, but could do so prosperously and without abandoning the principals that guided them as accountants. |
