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Financial Planning March 1, 2010 Donald Jay Korn	Digging for Dividends According to Morningstar, there are 56 mutual funds with the word "dividend" in their name, plus another 33 dividend ETFs.
Financial Planning June 1, 2006 Donald Jay Korn	Pay Pals Dividend-paying stocks are likely to post solid returns, but planners may have to choose between leaders and leapers.
Financial Advisor June 2004 Kevin M. Wilson	Why Value Beats Growth Portfolios using asset allocation combined with value investing produce better financial results. How should you advise clients to invest?
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 Planning March 1, 2005 Israelsen & Clement	Of Stocks and Funds Financial advisers need to explain to their clients that diversification can be a double-edged sword; protection against loss can sometimes insulate against return. Here's a performance comparison of individual stocks vs. equity funds in 2004.
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.
Financial Planning June 1, 2005 Craig L. Israelsen	Three's Not a Crowd How passive fund investors can get the best exposure to the whole U.S. market.
On Wall Street October 1, 2008 John Ameriks	The Myth of the Stockpicker's Market When investors try to outrun both the bulls and the bears, look to sports cliches for help: The best offense is a good defense.
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 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 Planning April 1, 2010 Craig L. Israelsen	Size Matters U.S. equity mutual funds do not mirror the overall domestic stock market. That isn't necessarily bad, it's just the way it is.
The Motley Fool February 16, 2010 Dan Caplinger	Turn the Tables on the Lost Decade If you lost money during the last 10 years, you made a simple mistake. It's not enough to keep all your money invested in the same big companies.
Financial Advisor August 2009 Marla Brill	Small-Cap Bounty Small-cap ETFs have grown in number and offer some interesting choices.
The Motley Fool June 29, 2007 Amanda B. Kish	The Best Enhanced Index Funds: Part 2 More top funds with a return-boosting twist: Calvert Large Cap Growth... Vanguard Growth & Income...
Financial Planning October 1, 2011 Craig L. Israelsen	Multiply Returns by Dividing Gaining exposure to U.S. stocks by using three equally weighted index funds produced better performance than a single mega-market index fund during the Lost Decade of 2001 to 2010.
Financial Advisor December 2004 Christopher P. Parr	Look Mom! I Beat the S&P Again! Legg's Value Trust---relative fund superstar or absolute media hype?
Financial Planning March 1, 2007 Craig L. Israelsen	Tales of the Tape When you look at annual returns, stocks, equity mutual funds and indexes tell surprisingly different stories.
Financial Planning September 1, 2011 Donald Jay Korn	Double Plays When clients want a total return fund, it may be difficult for advisors to sort out the options. Determining what role a total return fund can play in a client's portfolio requires a deeper understanding of this confusing category.
Financial Advisor December 2008 Bruce W. Fraser	Digging For Dividends Worldwide Steady cash flow and payout increases are possible even in a tough market with foreign dividend-paying funds.
Financial Advisor February 2007 Marla Brill	Staying In Front Fund manager Jim Margard thinks small-company stock will outperform this year -- barely.
The Motley Fool May 31, 2011 Dan Caplinger	How to Make the Most From Your Funds Investors make big mistakes with their mutual funds. Here's how to avoid them.
The Motley Fool January 19, 2007 Mary Dalrymple	Index Funds Win Again Index funds are cheap, easy, and they reliably outperform many other funds.
The Motley Fool March 14, 2011 Amanda B. Kish	More Proof of a Losing Investment Strategy Finding outperformance among actively managed funds.
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.
The Motley Fool June 10, 2011 Amanda B. Kish	Low-Risk Investments for Volatile Markets These mutual funds can help your portfolio through tough times.
Financial Planning May 1, 2008 Craig L. Israelsen	Mega Protection The performance of U.S. stocks in 2007 resembled, to a surprising degree, the performance of stocks in 2000 -- a year widely perceived as a bear market. One big difference, however, was the performance of mega-cap stocks.
Financial Planning November 1, 2007 Kathy Gevlin	In the Black Overall, third quarter mutual fund numbers were up, despite subprime jitters.
The Motley Fool July 27, 2010 Amanda B. Kish	3 Off-the-Radar Small-Cap Gems These quality funds can give your portfolio the exposure it needs.
Financial Advisor January 2011 Jeff Schlegel	Paying Dividends The malaise in fixed-income yields is proving to be the perfect excuse for income investors to look at dividend strategies.
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 June 1, 2009 Craig L. Israelsen	The Value Premium While industry experts might be trumpeting growth as the place to be when the market rebounds, advisors should remember that longer-term, the market values value.
Financial Planning January 1, 2009 Donald Jay Korn	Outlook 2009 The long-term outlook is brighter than the current vista. Markets have always turned up after downturns and there's no reason to think this pattern will end.
The Motley Fool July 23, 2009 Dan Caplinger	2-Time Losers You Should Sell Now Don't let these bad mutual funds hurt you three times.
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.
The Motley Fool August 22, 2008 Anand Chokkavelu	Don't Buy the S&P 500 If throttling the market is your goal -- and it should be -- you need to buy individual stocks -- and you need a way to separate the winners from the losers.
Financial Planning April 1, 2006 Susan B. Weiner	The Middle Ground Mid-cap stocks have yet to command as much respect from advisers and investors as their small- and large-cap peers. Now mid-cap stocks find themselves in an unusual place -- the spotlight -- after a strong showing in 2005.
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 November 29, 2007 Adam J. Wiederman	The Worst Investment Out There Take a look at Shepherd Large Cap Growth Fund, which year to date has impressively outperformed the market, but may have set itself up disastrously for the long term.
Financial Planning July 1, 2011 Donald Jay Korn	Looking for Laggards Contrarian investors can unearth some relatively low-risk opportunities -- including a few that may be hiding in plain sight.
Financial Advisor April 2004 Jeff Schlegel	Seeing More Growth In Growth Observers predict continuing opportunities in growth funds this year.
Financial Planning April 1, 2005 O'Toole & Steiny	Rain or Shine Your ability to react to shifting market cycles will set you apart. By educating your clients and building an adaptable investment management strategy now, you'll be well prepared for the good times--and the bad.
The Motley Fool December 9, 2010 Dan Caplinger	Why Mega-Cap Stocks Are Not Enough Before you jump into the biggest, most popular index funds that are based on the S&P 500 index, think twice.
Financial Advisor May 2007 Eric Rasmussen	Looking At The Value Of Everything Will value stock funds continue to outpace growth?
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 December 2008 Marla Brill	Time For Caution Janus Mid-Cap Value fund's manager believes now may not be the time to buy most equities.
Financial Planning May 1, 2006 Israelsen & Walker	Evening the Odds A significant flaw in many active-versus-passive studies occurs when tallying the number of funds that under- or out-perform an index. Three steps could help level the playing field in the active-versus-passive debate.
BusinessWeek October 28, 2010 Suzanne Woolley	A 401(k) Funds Popularity Contest A look at which actively managed mutual funds shepherd the most retirement assets, how well they do it, and where they are putting your money.
Financial Advisor February 2007 Raymond Fazzi	Surprisingly Few Surprises Investment strategies in the mutual fund market that worked in 2005 more often than not worked out just as well, or even better, in 2006.
Investment Advisor June 1, 2011 Don Schreiber, Jr.	Value, Dividends and Risk Matter in Retirement Investors need a 'responsive system' from advisors to improve return and build capital.
Financial Planning October 1, 2010 Craig L. Israelsen	Lost-and Found A well-diversified portfolio would have protected investors during the "Lost Decade" between 2000 and 2009.