Similar Articles |
|
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 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. |
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. |
Financial Planning February 1, 2007 Elizabeth O'Brien |
Goldilocks Economy? Investors wonder if the economy found its sweet spot as the year ended with a strong fourth quarter. |
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 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 March 1, 2013 Charles Paikert |
Mutual Funds Show a Boom Stock funds soar as grim forecasts prove overly pessimistic. |
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. |
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. |
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%. |
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. |
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. |
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. |
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 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. |
The Motley Fool January 25, 2010 Amanda B. Kish |
The Decade's Top-Performing Investment Precious metals ruled the roost, but that doesn't mean they will in the next decade. The honor of being the top-performing mutual fund of the past decade goes to USAA Precious Metals and Minerals. |
The Motley Fool April 21, 2005 |
Don't Buy the Dividend! There's a bad time to buy into mutual funds. |
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 October 26, 2006 Dan Caplinger |
The New Hot Commodity With the advent of exchange-traded funds, you can find custom-made investments that allow you to participate in nearly any market you can imagine. |
Financial Planning February 1, 2006 Bob Hirschfeld |
Ninth-Inning Save Although indexes were lackluster, large caps rallied toward the end of the year. |
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. |
Registered Rep. November 1, 2005 Erin Schulte |
Well Worn Investors are now focusing on the long term, money managers say, and dividends play a big part in long-term gains. |
Financial Planning July 1, 2007 Craig L. Israelsen |
Quasi-Commodities? Here's how energy, precious metals and real estate compare with the entire commodities index as a component of an investment portfolio. |
Financial Planning March 1, 2011 Donald Jay Korn |
Going for the Gold Planners who want to sprinkle a bit of gold dust onto their clients' portfolios have many funds from which to choose. |
The Motley Fool December 7, 2010 Dan Caplinger |
Beat the Crowd With These Stocks Stop looking at trendy stocks and pick out-of-favor investments instead. |
On Wall Street April 1, 2010 Elizabeth Wine |
ETFs and Closed-End Funds: New Strategies for a New Day The range of ETFs continues to grow and advisors are graduating to the next level of sophistication, from the traditional use of gaining quick access to a sector or country, to now delivering alpha to clients. |
The Motley Fool December 4, 2009 Dan Caplinger |
Is Gold the Only Thing Worth Buying? Some commodities have even better returns than gold, but others are lagging. |
Financial Advisor June 2006 Bruce W. Fraser |
Sleeping Giants Companies and investors are waking up to dividends -- but will it last? |
Entrepreneur July 2007 Dian Vujovich |
Eureka! Precious natural resources make this fund a real find. |
The Motley Fool December 4, 2006 Dan Caplinger |
10 Trillion Reasons to Invest Mutual funds keep raking in the money. |
The Motley Fool October 15, 2010 Dan Caplinger |
Not All That Glitters Is Gold If you don't look beyond precious metals, you'll miss out on some even more impressive stories in commodities. |
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 Advisor November 2012 Jeff Schlegel |
Shiny Investments Precious metals have had a nice run, but can they still retain their luster? |
Financial Planning January 1, 2011 Donald Jay Korn |
True Value How did value funds post superior numbers for the trailing 10 years? The short answer is that they held few technology stocks and emerged from the burstng tech bubble with a lead they held through the decade, says Michael Breen, associate director of mutual fund analysis for Morningstar. |
Registered Rep. September 2, 2011 Diana Britton |
The Risk On/Risk Off Behind Gold For months and even years, analysts have debated and speculated on whether gold is in a bubble and whether that bubble could be close to bursting. |
Financial Advisor December 2003 Greg Bresiger |
The Insurance Policy That Pays Off Gold glowed when stocks dimmed. |
Investment Advisor March 2010 |
What the Research Found Numerous studies have explored the investment benefits of adding precious metals to portfolios of U.S. equities. |
Financial Planning May 1, 2011 Chris Shayne |
Individual Choice Although it's been hard to compare the transaction costs of individual bonds and bond funds, new research is making it easier. Here's a way to see what it costs individual investors to purchase each type of fixed-income product. |
The Motley Fool April 26, 2010 Morgan Housel |
Inside Wall Street's Money Machine Two factors explain the recent explosion in fixed-income trading: client-driven activity, and a gigantic tailwind courtesy of the Federal Reserve. |
The Motley Fool February 23, 2007 Dan Caplinger |
Making Money With Metals The commodities craze has brought with it new ways to invest. As with any other hot investment area, you should tread carefully when considering precious metals for your portfolio. |
On Wall Street May 1, 2010 Elizabeth Wine |
Boom Times for Mutual Funds The numbers are in. Good news, everyone's a genius again. A year after the market hit bottom, you wouldn't know there was a recent recession judging from the performance of mutual funds. |
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. |
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 September 2006 Marla Brill |
Back In The Spotlight Tax-sensitive funds are gaining new interest from investors. |
Financial Advisor October 2007 Bruce W. Fraser |
Thinking Small Small-cap funds should be in any portfolio, so don't let recent underperformance scare away clients. |
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. |
Entrepreneur February 2008 Scott Bernard Nelson |
The Golden Rule Recession worries? Look past the pot of gold and set your sights on commodities. |
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? |
On Wall Street March 1, 2012 Elizabeth Wine |
A New Bull Market? "I believe that investors are like dieters, they look to January for a new beginning," Sam Stovall, chief investment strategist for S&P Capital IQ, says. |