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Financial Advisor
September 2011
Tom Lydon |
It's All In The Weighting ETF indexing has evolved, but the traditional, somewhat boring approach may still yield the best results.   |
Financial Planning
March 1, 2006
Donald Jay Korn |
Weight Watchers New equity indexes, weighed by fundamental factors, are challenging the conventions of passive investing. |
Financial Advisor
December 2007
Marla Brill |
The New Indexing Maze The mushrooming ETF market has spawned a new breed of indexes that represent a radical departure from traditional benchmarks in both their construction and purpose. |
Financial Planning
June 1, 2009
Richard A. Ferri |
Mapping Indexes Today's advisors can best serve their clients with a working knowledge of the various index methodologies. Unfortunately, this is no easy task. |
Financial Advisor
August 2009
Marla Brill |
Small-Cap Bounty Small-cap ETFs have grown in number and offer some interesting choices. |
Financial Planning
May 1, 2006
Elizabeth O'Brien |
S&P Muscles in on Wilshire More and more index makers are offering the same products -- but they insist there's a difference. Planners should take the time to explain the differences to their individual clients in order to "manage expectations." |
Financial Advisor
April 2006
Raymond Fazzi |
A Look At New Horizons At a time when the margin for error is growing thinner and thinner in investment management circles, some are asking whether advisors and their clients are adequately served by cap-weighted benchmarks. |
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 Advisor
March 2011
Marla Brill |
New Indexes Nudge Out Old Favorites Advisors who have moved into alternative indexes are finding unique ways to use them. |
The Motley Fool
June 29, 2010
Dan Caplinger |
The Better Way to Beat the Market? The jury's still out on alternative indexes. Different market conditions will make index funds perform in various ways. |
The Motley Fool
December 30, 2008
Dan Caplinger |
Can You Beat Index Funds in 2009? Get the right mix in your investments. |
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
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. |
Investment Advisor
November 2006
Kathleen M. McBride |
Fundamental Indexing Goes Main Street Index investing has traditionally been linked to capital-weighted indexes, whereby a company's market cap determines how much of a company actually got into an index. And that's the fatal flaw in conventional index-linked investing. |
Financial Planning
September 1, 2011
Joseph Lisanti |
You Say Potato, I Say Value Investment professionals should immediately know growth and value strategies when they see them. But in some cases the difference between growth and value has been blurred. How do you benchmark your growth versus value approach? |
Financial Advisor
June 2007
Marla Brill |
Indexing Debate Heats Up Proponents of fundamental indexing say it beats traditional market-cap-weighted measures. |
The Motley Fool
June 7, 2011
Morgan Housel |
Searching for a Better Index Going beyond the S&P 500. For those who don't have the time or inclination to dive into individual stocks, index funds are the way to go. |
The Motley Fool
March 22, 2005 |
Beyond the S&P 500 Index investors have more choices than just the S&P 500. |
The Motley Fool
January 14, 2011
Dan Caplinger |
Your Index Fund Is Making a Bad Investment Funds have to do what the indexes they track do. |
Real Estate Portfolio
May/Jun 2006
Steve Bergsman |
Indexes: An Investment Strategy or Investment Benchmark While real estate index fund investing remains a niche play, the number of individual funds continues to expand, which means conservative investors or those investors seeking to reduce volatility associated with actively managed funds have more options from which to choose. |
Registered Rep.
October 1, 2012
Brad Zigler |
Beta Is Not a Bad Word Adjusting a portfolio's beta creates value -- either positive or negative -- on top of any produced by the managers' stock-picking skills. |
The Motley Fool
May 26, 2006
S.J. Caplan |
Happy Birthday, Dow! The Dow Jones Industrial Average turns 110 years old today. |
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. |
Registered Rep.
January 26, 2010
Brad Zigler |
The Price Is NOT (Always) Right As every financial advisor -- indeed every investor -- knows, there is a difference between price and value. |
Financial Planning
December 1, 2012
Joseph Lisanti |
Index Merger: New Landscape of S&P/Dow Jones to Affect Advisors The S&P/Dow Jones merger pits the indexing giant against a changing marketplace. Here are a few ways advisors could be affected. |
AskMen.com
Charles Frisbie |
Guy's Guide To Index Funds Index funds are a good way to diversify your portfolio with modest growth. Learn here how to pick a good one. |
Financial Planning
June 1, 2008
Arnott et al. |
Heads I Win, Tails I Lose Less A Fundamental Index portfolio is neutral relative to the economy, weighting companies in accordance with their current economic footprint. When is it the right choice for investors? |
The Motley Fool
October 5, 2009
Alex Dumortier |
What's Next for Stocks? After the best quarter since 1998, what can you expect, and how should you react? |
The Motley Fool
May 21, 2007
Dan Caplinger |
Going Beyond the Index Rather than using a weighted index based on the market cap of the component stocks, WisdomTree ETFs base their portfolio allocations for index components on fundamental aspects of those stocks, such as dividend yield and company earnings. |
The Motley Fool
February 2, 2009
Selena Maranjian |
Why the Dow Makes Little Sense Don't pay so much attention to this oft-cited index. |
Financial Advisor
May 2010
Gail Liberman |
Understanding Indexes Popularity, turnover, structure and other factors affect index funds and ETFs. |
Financial Advisor
October 2007
Marla Brill |
Do Your Clients' Target Funds Measure Up? How do market watchers come up with apples-to-apples comparisons of target-date funds? The absence of a standardized benchmark has left financial advisors to wade through the burgeoning number of fund choices with only vague and often conflicting guidelines for evaluation. |
Financial Planning
May 1, 2005
Israelsen & McDonough |
Gaming the System Investors can use last year's middle-performing value index to produce excellent results this year. |
The Motley Fool
February 10, 2004
Selena Maranjian |
New Exchange-Traded Fund for Dividends A new way to get dividend income. |
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. |
Registered Rep.
October 1, 2002
Stan Luxenberg |
The Smart Way to Use Index Funds Now In the cold light of the bear market, advisors have discovered inherent flaws in the indices and the funds that track them. |
Financial Planning
July 1, 2005
Israelsen & McDonough |
Bet Your BIPY In an ongoing quest to refine which strategies work best in the battle between growth and value investments, this article goes further to examine tactical asset allocation approaches using growth indexes. |
The Motley Fool
November 27, 2006
Zoe Van Schyndel |
57 Flavors of Funds New versions of ETFs mean more choices for investors. |
Financial Advisor
December 2006
Matt Hougan |
Do These ETFs Make Sense? Here are five ground rules to help you evaluate whether some newfangled ETFs make sense for your client's portfolios. Rule Number 1: Check Your Commissions... Rule Number 2: Check The Index... etc. |
The Motley Fool
July 6, 2010
Selena Maranjian |
A Fund Designed to Grow Instead of tracking the Dow or the S&P 500, the PowerShares FTSE RAFI US 1000 ETF tracks an index weighted by company fundamentals, which has given better performance historically. |
The Motley Fool
February 12, 2007
Dan Caplinger |
Do the Averages Matter? In general, although news of record highs among various stock market indices can make for a nice headline or leading story on the nightly news, market averages aren't too important to most investors. |
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 27, 2010
Dan Caplinger |
These Investments Could Steer You Wrong Index funds and exchange-traded funds aren't perfect. |
The Motley Fool
April 30, 2007
John Rosevear |
Why 13,000 Doesn't Matter How much should we care about the grand old Dow? Is this classic index really worth the attention it gets? |
BusinessWeek
July 18, 2005
Adrienne Carter |
Pushing Index Funds A Bit Higher Mutual funds that start with indexing and then tweak here and there to help increase returns. |
Entrepreneur
March 2007
Scott Bernard Nelson |
Worth a Look A new twist on an old concept shakes up the index fund universe. With some research and observation, it could work for you. |
The Motley Fool
October 15, 2004
Roy Lewis |
Index Options Over ETFs? If you're a short-term trader, then options are the lower-tax bet. |
The Motley Fool
October 5, 2006
Alex Dumortier |
What the Dow's New High Means There is nothing of much use to conclude from the market's new high -- it's a completely pedestrian observation (thinking strictly in terms of the absolute level, whether a new high or otherwise, is much more useful). |
Financial Planning
November 1, 2007
Craig L. Israelsen |
Proposition Three The number of target-date funds continues to grow, but there remains only one set of benchmarks. Here are three proposed indexes to fill the void. |
The Motley Fool
January 17, 2012
Anand Chokkavelu |
Why the Dow Jumped Out of the Gate Today Breaking down the market. |
