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Financial Planning February 1, 2012 Craig L. Israelsen	Mid-Cap's Role Mid-cap U.S. equity is almost always included when advisors and investors assemble diversified portfolios. One way to see if this popularity is justified is to do an in-depth survey of mid-cap funds, and to see how these funds affect portfolio performance.
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.
Financial Planning April 1, 2012 Craig L. Israelsen	Beyond Borders The benefits of investing in international stock are clear.
Financial Planning September 1, 2013 Craig L. Israelsen	Mutual Funds vs. ETFs: Which Performance Better? When a portfolio of mutual funds vies against a portfolio of ETFs, which one comes out on top?
Financial Planning July 1, 2012 Craig L. Israelsen	Material World The natural resources mutual fund sector has a number of attractions, but one characteristic that is probably not immediately evident to many investors is that these funds do not correlate closely with broad stock indexes. This, it turns out, is a valuable feature.
Financial Planning October 1, 2008 April Recksiek	Index Battle Investors who want to build an index-based portfolio have two viable mechanisms: index-based mutual funds and exchange-traded funds (ETFs).
Financial Planning May 1, 2012 Craig L. Israelsen	Emerging Stars Compared with U.S. stock funds and broad international stock funds, funds that specialize in emerging foreign markets are a bit like Usain Bolt sprinting against mere mortals. They leave the competition far behind. But this class of investment also carries a lot of volatility.
Financial Advisor August 2009 Craig L. Israelsen	A Better Balanced 'Core' Balanced funds are based on outdated models and need to be better diversified.
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 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 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 Planning February 1, 2013 Craig L. Israelsen	Investment Portfolio Survival Test If you have clients who have already retired, make sure their portfolios can absorb the most violent shocks.
Financial Planning March 1, 2010 Craig L. Israelsen	A Yale Tale The venerable Yale Endowment Fund serves as a performance benchmark for pension managers, endowment fund managers and money managers.
Financial Planning July 1, 2010 Craig L. Israelsen	Alpha and Beta Can a portfolio consisting entirely of beta-producing elements produce alpha? The answer is clearly yes.
Financial Planning June 1, 2012 Craig L. Israelsen	Valuable Property It turns out that giving real estate a place in your overall portfolio is an essential step toward optimal diversification.
Financial Planning August 1, 2010 Israelsen & Lindsley	Pay to Play? The minimum initial investment of a mutual fund represents the first pay-to-play hurdle for potential investors.
The Motley Fool April 28, 2009 Dan Caplinger	The Best Method for Simple Investing Depending on how you invest, making the right choice between ETFs and index mutual funds will give you exactly the portfolio you want.
On Wall Street June 1, 2009 Craig Israelsen	Variable Products, Variable Results The question is: Do the higher costs of variable products cause them to systematically underperform mutual funds?
Financial Planning November 1, 2012 Craig L. Israelsen	Thinking Globally: Diversified Portfolio Needs Foreign Stocks. Are They Worth it? A diversified portfolio may need foreign stocks, but are non-U.S. bonds worth the trouble?
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.
Financial Planning July 1, 2006 Israelsen & Walker	Right on Target? Life-cycle funds are relatively new. Here are the pros and cons of investing in target-date funds.
Registered Rep. December 1, 2005 Stan Luxenberg	Some Mutual Funds Win in Tax Game It's true, on average, that exchange-traded funds and separate accounts have tax advantages over mutual funds. But advisors shouldn't dismiss mutual funds too quickly.
The Motley Fool September 27, 2007 Selena Maranjian	A Number to Know: 72 Here's one of Wall Street's dirty little secrets. According to Standard & Poor's data cited in Money magazine, 72% of actively managed large-cap funds have failed to beat the stock market over the past five years. How can you find the other 28%?
Financial Advisor August 2009 Marla Brill	Small-Cap Bounty Small-cap ETFs have grown in number and offer some interesting choices.
The Motley Fool January 28, 2011 Amanda B. Kish	10 Core Stocks: A Vanguard Total Stock Market ETF Update The fund's success speaks to the importance of having a diversified portfolio that covers all the stops in the market capitalization spectrum.
The Motley Fool January 19, 2007 Mary Dalrymple	Index Funds Win Again Index funds are cheap, easy, and they reliably outperform many other funds.
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 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.
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.
The Motley Fool January 20, 2006 Doug Short	Competing With the S&P 500 If you want to increase your chance of beating the S&P 500 year after year, one good way is to broaden your investment choices to include a generous mix of smaller caps and international equities. Mutual funds and ETFs offer an easy means to get that degree of breadth.
The Motley Fool October 5, 2010 Matthew Brown	Diversify or Die During the recent market crash, diversification made the difference between those who got crushed and those who lived to fight another day.
Financial Planning March 1, 2013 Craig L. Israelsen	Bond Analysis: Time to Steer Clear? Learn what the past six decades can tell advisors about future performance.
The Motley Fool July 31, 2007 Amanda B. Kish	It's Only Natural ... Resources In recent months mutual funds focused on natural resources have been turning in impressive gains. Strong world demand, especially from China and India, is boosting share prices of the stocks in which these funds invest.
The Motley Fool June 20, 2008 Selena Maranjian	Make Money Despite Higher Fees A low fee isn't everything.
Financial Planning February 1, 2011 Craig L. Israelsen	Consistency Matters What have we learned from analyzing four decades of asset class returns? Just this: An equally weighted, multi-asset approach to building investment portfolios is the model of consistency through booms and busts.
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.
The Motley Fool August 27, 2008 Selena Maranjian	When Buying an Index Fund Is Stupid Not all index funds are created equal.
Financial Planning March 1, 2006 Craig L. Israelsen	Hidden Measures How did U.S. stocks perform versus U.S. equity mutual funds last year? The market-cap bias in measuring stock returns tends to obscure the true return picture.
The Motley Fool November 25, 2009 Dan Caplinger	These 3 Tips Will Make You a Winning Investor Don't waste money on unnecessary investing costs.
The Motley Fool January 13, 2007 Doug Short	Beating the S&P 500 If your portfolio gained less than 15.8% last year, perhaps it's time to think outside the box.
The Motley Fool June 26, 2009 Dan Caplinger	The Danger Lurking in Your Portfolio Think you're diversified? Think again.
The Motley Fool May 7, 2007 Amanda B. Kish	Vanguard's Best Index Funds Which index funds should you have in your portfolio? Vanguard 500 Index Fund... Vanguard Small-Cap Index... Vanguard Total International Stock Index... etc.
The Motley Fool February 9, 2009 Selena Maranjian	Do You Sell Too Early? It's interesting to ponder why index funds do so much better than mutual funds that are carefully managed by thinking people who presumably have some stock-evaluation skills. One reason is simply cost.
The Motley Fool December 13, 2011 Alex Dumortier	Best ETF for 2012: Vanguard MSCI Emerging Markets Why this diversified index fund is a wise choice.
Investment Advisor July 2010 Vaughan Scully	The ETF Advisor: Technology ETFs Ride the iPhone's Wave The runaway success of Apple's iPhone, and Research in Motion's Blackberry before it, is driving a shift throughout the information technology sector that will likely be felt for years to come.
The Motley Fool February 10, 2004 Selena Maranjian	New Exchange-Traded Fund for Dividends A new way to get dividend income.
Registered Rep. January 26, 2011 Diana Britton	Best Ideas For 2011: Unlocking Morningstar's ETF Portfolio Morningstar's ETF team shares some of their best ideas for investing in ETFs in 2011 and provided a look inside their own portfolio.
Financial Advisor April 2010 Marla Brill	A Good Complement More advisors think both bond mutual funds and ETFs belong in client portfolios.
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.
The Motley Fool July 16, 2007 Amanda B. Kish	Large Caps Making a Comeback? So how can smart investors best capitalize on any coming large-cap rebound? Well, don't abandon small caps completely.