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On Wall Street October 1, 2011 Tom Roseen	The Global "Go Anywhere" Funds Investors have not given up on equity funds entirely, generally injecting net new money primarily into world equity funds, mixed-asset funds, and select commodity funds.
Investment Advisor July 2009 Bruce Weininger	Soapbox: Euthanize Wealth Management Practices The fixed income substitutes pushed by the major investment houses weren't fixed income substitutes at all.
On Wall Street September 1, 2013 Tom Roseen	The Rise of Asset Allocation Funds The modern version of balanced funds, these portfolios continue to make inroads with investors.
On Wall Street July 1, 2011 Jerry Webman	Domestic Stocks In A Global Portfolio Over the next cycle U.S. investors will be well advised to look globally to build a portfolio of investment opportunities. In today's market, many of the best opportunities may be closer to home than we think.
On Wall Street July 1, 2012 Tom Roseen	The Tax Drag Dilemma We have shown that, despite significant tax-loss carryforwards being incurred by equity funds over the last several years, tax drag is in many cases at least as harmful to wealth creation as is expense drag; and often more harmful.
On Wall Street February 1, 2013 Matthew Lemieux	Fine-Tuning a Portfolio Gets Year off to a Good Start The beginning of a year offers an opportunity to see how investments align with life goals.
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.
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 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.
The Motley Fool October 29, 2008 Zoe Van Schyndel	Get Some Relief From Stocks Fixed income securities have held up better than the stock market, and the Vanguard Total Bond Market ETF is one of the standouts in its class by several measures.
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.
On Wall Street October 1, 2013 Jeff Tjornehoj	Are Alts Making the Grade? The most recent crop of alt fund contenders are performing like a classroom full of underachievers.
Finance & Development March 1, 2007 Ceyla Pazarba et al.	The Changing Face of Investors Analyzing the changes in the international investor base and their investment allocation behavior is fundamental to understanding the buildup of strengths and weaknesses in international financial markets.
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.
On Wall Street March 1, 2011 Jerry Webman	The End Of The Bond Empire? Now, investors reasonably ask whether fixed income investments actually have a future. My answer is that they do.
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.
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 October 2006 Larry Fowler	Beyond Asset Allocation Volatility and the timing of cash flows make a bigger difference on long-term returns. Behavior has a far greater impact on successful financial planning than techniques such as asset allocation. Advisors, take note.
The Motley Fool September 24, 2007 Amanda B. Kish	Fear Is Not Your Friend Fear can be a very useful emotion. But when it comes to investing and retirement planning, more often than not, fear works against us.
The Motley Fool September 3, 2009 Dan Caplinger	Make These 4 Moves and Stay Panic-Free You don't know what's coming, but you can prepare for it.
Investment Advisor May 2010 Huxley & Burns	Silver Lining Investors can limit fixed income losses due to rising interest rates by laddering individual bonds and holding them to maturity.
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 Advisor March 2011 Somnath Basu	Back To Basics Advisors don't need to rely on complicated models to help clients avert losses.
Registered Rep. June 28, 2013 Megan Leonhardt	The Perfect Storm of Rising Rates Baby boomers are expected to face major losses in their 401(k) plans and IRAs in the next few years as interest rates climb.
Financial Planning February 1, 2011 Donna Mitchell	Equities Rising The economic recovery might be a slow and gradual one, as investors are constantly reminded, but mutual funds posted generally strong gains in the fourth quarter of 2010.
Investment Advisor August 2008 Melanie Waddell	Time for an Alternative The volatile market is sparking more use of alternative assets
Investment Advisor December 2005 Kathleen M. McBride	Hybrid Vehicles? Mutual funds have brought Main Street into investing and been the lifeblood of most advisors' practices. In the future, will there be a better way to invest?
The Motley Fool April 17, 2009 Dan Caplinger	This Is the Only Way You'll Earn 10% Returns Great returns aren't automatic anymore. But you can still get them.
The Motley Fool July 29, 2011 Amanda B. Kish	Why You're Losing Money on Your Investments Past performance is not indicative of future results when it comes to mutual funds.
Registered Rep. April 14, 2011 Diana Britton	Advisors Get More Flexible Advisors and investors are turning to mutual funds with more flexible mandates to cushion their portfolios against the unknowns.
Financial Planning May 1, 2011 Craig L. Israelsen	Getting Back In For the most conservative clients, the most prudent way to reenter the equity markets is by degree. For investors with well-diversified portfolios and lengthy holding periods, a lump-sum approach will likely produce better outcomes.
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.
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.
Financial Planning January 5, 2008 Stacy Schultz	White Paper Lipper Research Series publishes a ranking of target-date funds as a resource to help investors choose from among the 250 target-date funds in existence.
On Wall Street July 1, 2011 Jeff Tjornehoj	The Flows And Performance Story Net flows in 2009 show that investors allocated nearly $91 billion more to 2010's top-half performers than they did to the bottom-half.
Financial Advisor October 2012 Michelle Knight	A Great Reallocation? The long predicted shift from bonds to equities could finally happen.
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.
The Motley Fool December 29, 2010 Morgan Housel	More Premature Reports of the Death of the Individual Investor Investors have been pulling money out of stock mutual funds. But this is an incomplete way of looking at things, and not nearly enough to conclude that we've lost our love of investing.
Investment Advisor June 1, 2011 Savita Iyer-Ahrestani	Stockpiling Commodities The traditional stock/bond breakdown is no longer enough; for true diversification, clients need to add commodities to their portfolios.
BusinessWeek March 10, 2011 Tom Keene	Tom Keene's EconoChat Marc Faber, publisher of the Gloom, Boom & Doom Report, talks about commodities and America's prosperity.
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.
Real Estate Portfolio Nov/Dec 2008 Allen Kenney	On the Road to Retirement Target date funds are taking a closer look at where retirees will end up, and changes are coming that could pay dividends for REITs.
Real Estate Portfolio Jan/Feb 2004 Art Gering	Keeping the Flow Fund flows continue to pour into the industry, but what does this mean for REITs and is this growth sustainable?
The Motley Fool September 29, 2011 Dan Caplinger	Are Commodities Still Doing Their Job? As commodities get more popular, their usefulness for diversification may decline.
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 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.
Registered Rep. March 12, 2012 Diana Britton	Yield of Dreams: Are Investors Starting to Wake up and Smell the Rally? For months, we've been scratching our heads over why retail investors have been fleeing U.S. equity mutual funds and flocking to bond funds and U.S. Treasuries, where yields are practically non-existent.
The Motley Fool November 23, 2009 Amanda B. Kish	The New Global Hot Spots Fund managers with a global reach are turning to two sectors of the market that have been on fire lately.
Finance & Development March 1, 2007 Goswami & Ree	Global Capital Flows: Defying Gravity Technological innovations and faster information flows, aided by a sharp increase in total savings being channeled into financial instruments across borders, have fostered the dramatic globalization of capital flows.
Financial Planning February 1, 2008 Huxley & Burns	The Match Makers Advisors can use asset dedication to match client's cash flows to their liabilities.