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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.
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 Planning November 1, 2010 Donna Mitchell	The Rising Tide What a difference three months make. Bouncing back from a second quarter defined by uncertainty and volatility, mutual fund investors believed that the markets were turning a corner-or at least could not get much worse.
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 November 1, 2006 Kathy Gevlin	Fund Averse The third quarter was better than expected, but investors remain leery of U.S. equity funds.
Financial Planning August 1, 2011 Donna Mitchell	Safety Plays Municipal bond skeptics take note: The group had one of the best returns in the second quarter.
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.
Financial Advisor October 2006 Joshua M. Kaplan	When Did REITs Become An Asset Class? REITs as an asset class eventually will fade away, most likely when the returns become less attractive and the real estate market slows further. It's a fad, plain and simple.
Financial Planning May 1, 2006 Elizabeth O'Brien	Growth Gains Ground Growth funds beat value funds for the second straight quarter. Has the tide turned for good?
Financial Planning May 1, 2012 Donna Mitchell	On a Positive Note Mutual fund investors expressed broad confidence in the first quarter, but were most bullish about the tech and financial sectors.
Financial Planning February 1, 2012 Donna Mitchell	Optimism Reigns Mutual fund investors were an optimistic bunch in the fourth quarter. They clung to hopes of a U.S. economic recovery, even after enduring lots of bumps and two major shocks that left the S&P 500 up just 5.8% for the quarter, a shadow of the strong 10.8% from the same period a year earlier.
Financial Planning August 1, 2010 Donna Mitchell	Yield at Any Price? Shocked from the Flash Crash, nervous about the potential fallout from the European sovereign debt crisis and distressed about high unemployment, investors fled equity mutual fund categories and poured their money into fixed income.
Registered Rep. January 6, 2011 Diana Britton	Muni Bond Outflows Could Last For Months; Equities Funds Gain in Popularity According to Lipper data, municipal bond mutual funds saw outflows of about $7 billion in November and $7.8 billion for the first four weeks of December.
Financial Planning August 2, 2007 Kathy Gevlin	Cautious Optimism The second quarter of 2007 was a solid one for investors. But concerns remain about interest rates and the subprime market.
Financial Planning October 1, 2013 Craig L. Israelsen	Should Clients Avoid Bonds Now? With rates inching upward, some clients may want to skip fixed-income investments entirely. They shouldn't.
On Wall Street April 1, 2011	Investment Update: Change And Chaos Drive Demand Five experts on equities, bonds, retirement, actively managed exchange-traded funds and commodities offer their analysis of where to look for upside this year, and where to expect pitfalls.
On Wall Street May 1, 2012 Dave Lindorff	REITs: Looking Sweet on the Balance Sheet Amid the economic wreckage, many Real Estate Investment Trusts have managed to perform quite well, and in some cases have turned in stellar performances, particularly in the last two years.
Registered Rep. September 1, 2011 Diana Britton	Retail Investors Still Risk Averse, Pull Money Out of Equity Mutual Funds Despite an opportunity to buy stocks on the cheap, retail investors still have a risk-averse bias, according to recent fund flows.
Real Estate Portfolio May/Jun 2006 Darlene Bremer	REIT Dividends Still Blooming For investors looking to grow their portfolio's income, REITs continue to be a logical choice.
Financial Planning November 1, 2005 Bob Hirschfeld	Good News for Growth Large-cap growth funds are finally starting to buck a five-year trend.
Financial Planning July 1, 2012 Donna Mitchell	No Longer Soaring Exchange-traded funds started the year strongly, but many retreated in April and May, as concerns mounted about the sputtering U.S. recovery, the future of the euro zone and the slowing pace of growth in China
Financial Planning May 1, 2011 Donna Mitchell	Smaller is Beautiful Mutual fund investors made one thing clear in the first quarter of 2011: They put their trust in small-cap and mid-cap strategies to power economic growth and provide stability.
Registered Rep. November 24, 2010 Diana Britton	Stampede Out Of Municipal Bonds Is Temporary; Reversal Ahead Record municipal bond outflows last week represent a short-term blip in the market, some industry sources say.
Registered Rep. March 1, 2005	Fun Days for Funds No Kidding The market may have been flat for much of 2004, but it didn't affect investors' enthusiasm for mutual funds.
BusinessWeek April 8, 2010 Tara Kalwarski	Real Estate: Riding the REIT Rebound Real Estate Investment Trusts are back, and outperforming equities. Here's a look at how to get back into a market once given up for dead.
On Wall Street March 1, 2010 Tim Knepp	Real Estate: Is It Time To Get Back In? Are there sound reasons for adding real estate back into your asset allocation? The answer, as always, is that it depends on the purpose of the investment and how the exposure would be gained.
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 February 1, 2006 Bob Hirschfeld	Ninth-Inning Save Although indexes were lackluster, large caps rallied toward the end of the year.
Financial Planning August 1, 2008 Stacy Schultz	Desperate for Returns Investors sat on the sidelines as the market deteriorated in the second quarter. Nonetheless, some niche parts of the market held up amidst the turmoil.
Real Estate Portfolio Mar/Apr 2005 Phil Britt	Mutual Admiration Real estate mutual funds exceeded expectations in 2004. Industry professionals make predictions about the overall real estate market, real estate sectors, and REIT returns for 2005.
Financial Planning July 1, 2009 Donald Jay Korn	Down But Not Out For mutual funds, 2008 was the year of the ebb tide: Long-term funds saw net outflows of $226 billion. The carnage continued in the first quarter of 2009, when an additional $43 billion flowed out of equity funds.
On Wall Street May 1, 2013 Matthew Lemieux	Getting Ready for Rising Rates Unfettered interest in fixed income has persisted, despite the reality that interest rates will rise.
Financial Advisor November 2012 Tom Lydon	It's Not Too Late For REIT ETFs The sector should continue to show strength, as long as job growth supports higher rents and tenant demand.
Investment Advisor January 1, 2011 Ben Warwick	Investment Advisor's January 2011 Issue: Ben Warwick Won't Compromise on Getting Returns. Period Clients must take risks to make returns. Here's the right way to do it in 2011.
The Motley Fool December 4, 2006 Dan Caplinger	10 Trillion Reasons to Invest Mutual funds keep raking in the money.
The Motley Fool February 9, 2011 Amanda B. Kish	Investors Are Still Chasing Returns Wise up. Bonds probably aren't the best place for your money.
Financial Planning May 1, 2005 David A. Twibell	Are REITs Too Rich? Real estate investment trusts have been standout performers. But after five years of market-beating returns, are they poised for a fall?
Financial Advisor June 2010 Michelle Knight	Rising Rates Not Fatal Bond investments shouldn't automatically be sold off when interest rates rise. Here's why.
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%.
The Motley Fool February 23, 2007 Dan Caplinger	Don't Leave Your Investments on Autopilot An occasional look can reveal profitable adjustments to your portfolio.
Financial Planning April 1, 2010 Donna Mitchell	Cautious Confidence Investors are showing signs of confidence in the economy's recovery, flooding into early cyclical sectors like industrials and consumer discretionary. But the rebound story isn't following its usual script.
Financial Advisor October 2011 Michelle Knight	Not Your Grandma's Bond Portfolio A dynamic approach to managing fixed-income assets may boost returns and manage interest-rate and inflation risks.
Registered Rep. May 26, 2015 Brad Zigler	Can REITs Sustain Their Gains? Since the so-called Taper Tantrum of 2013, real estate investment trusts (REITs) have been taking their cues from the Federal Reserve Board.
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 Planning September 1, 2007 Donald Jay Korn	Different Strokes This summer's volatile markets proved that allocating funds among uncorrelated assets really does work.
Financial Advisor October 2012 Michelle Knight	A Great Reallocation? The long predicted shift from bonds to equities could finally happen.
Financial Advisor December 2005 Alan Lavine	Playing Two Sides PIMCO's three-year-old StocksPlus Total Return Fund buys S&P 500 futures, then tries to beat the index with bonds.
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.
BusinessWeek January 29, 2007 Lewis Braham	Have REITs Lost Their Footing? With dividend yields now below those of T-Bills, it could be time for smart investors to beat a retreat.
Financial Planning August 1, 2009 Donald Jay Korn	The New Stocks Where can financial planners seek those historic equity market returns without the painful setbacks? One place to start is in the bond market.