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Registered Rep. December 28, 2012 Stan Luxenberg	Passive or Active Funds Overseas It's true that retail investors have been selling domestic-oriented equity mutual funds for the last five years. But they are buying foreign ETFs.
Registered Rep. January 27, 2014 Stan Luxenberg	The Price of Buying High To help clients avoid ill-timed moves, consider reliable funds that have histories of delivering strong investor returns.
Registered Rep. September 1, 2005 Stan Luxenberg	Convertible Opportunities With prices down now, this could be an opportune moment to build a long-term position in convertibles. Despite the recent woes, convertibles have produced an impressive long-term record.
Registered Rep. July 20, 2012 Stan Luxenberg	To Index Emerging Markets or Not to Index? Index funds may not be the right choice for many investors who seek exposure to growing economies.
Registered Rep. May 18, 2011 Stan Luxenberg	Conservative Mutual Funds to Calm Clients' Frayed Nerves These steady funds hold some bonds or use other techniques to limit losses in downturns. Think of the cautious performers as equity funds with training wheels.
Registered Rep. March 26, 2013 Stan Luxenberg	The Passive Letdown Passive funds have lagged active managers in a variety of fixed income categories, including intermediate-term bonds, high yield, and preferred shares. Can passive funds turn around and move to the front of the pack in coming years?
Financial Planning February 1, 2011 Donald Jay Korn	Back to Normal Financial planners might not have to master the minutiae of convertibles securities. But they should know if a convertibles fund is more likely to act like stocks or like bonds.
Registered Rep. November 27, 2012 Stan Luxenberg	Time Heals All Returns What a difference 10 years make. The long-term picture for stock funds has improved because markets climbed in recent months, and some bad returns from 2002 dropped out of the 10-year record.
Registered Rep. July 23, 2013 Stan Luxenberg	Methods in the Madness Some stock funds have used unusual strategies to beat their benchmarks. But can they repeat the showing?
Registered Rep. June 24, 2011 Stan Luxenberg	Tax Mitigation Strategies Using ETFs and Mutual Funds Now that the bull market is in its third year, many funds are again stockpiling capital gains. Those can generate unexpected tax bills -- and cause investors -- your clients -- to hit the roof.
The Motley Fool April 11, 2011 Jared Cummans	Investors Put a Down Payment on High-Yielding Real Estate ETFs There are some risks to REITs in the current environment; should you be considering them?
Registered Rep. June 7, 2011 Stan Luxenberg	Concentrated ETFs PowerShares QQQ has been racing ahead. During the past five years ending March, the ETF has returned 7 percent annually, outdoing the average large growth mutual fund by 4 percentage points
Registered Rep. February 15, 2011 Stan Luxenberg	Fundamental Indexes Have Had a Good Run. Converted Yet? Proponents claimed that fundamental ETFs and mutual funds would outdo the S&P 500 and other traditional benchmarks. Critics scoffed. But now many of the funds have significant track records, and the results are promising.
The Motley Fool August 27, 2010 Jared Cummans	Worried About Fixed Income Bubbles? Try a Dividend ETF For investors fearful of the bond market, we outline several ETF options to beat the fixed income bubble.
Registered Rep. May 17, 2013 Stan Luxenberg	The New Buyers of ETFs Many actively managed mutual funds are now in the market for ETFs for their low costs of ownership and ease of trading. But should shareholders be annoyed?
Registered Rep. June 20, 2014 Stan Luxenberg	Fighting the Bond Bears Forecasters suggest trimming intermediate funds and shifting assets to short-term bonds and cash. But not everyone is swayed by the bond bears.
Financial Advisor November 2010 Virginia Munger Kahn	Considering Convertibles Historically, convertible bonds have done well in sideways, volatile markets such as those of the late 1970s and early 1980s.
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 August 4, 2011 Amanda B. Kish	Where the New ETF Money Is Going Are you using exchange-traded funds wisely?
The Motley Fool March 7, 2008 Selena Maranjian	International Stocks Plus Dividends Get the best of two great worlds.
Registered Rep. June 4, 2012 Stan Luxenberg	Say Goodbye to Traditional Asset Allocation Factor investing, meant to lower volatility, caught on in academia two decades ago. Asset managers are only too eager to roll out funds based on the concept.
Registered Rep. October 21, 2013 Stan Luxenberg	A Tactical Turnaround When the market crashed in 2008, most stock funds collapsed. But a handful avoided serious losses, shifting to cash or taking other defensive measures. The winners attracted assets.
Registered Rep. April 1, 2008 Stan Luxenberg	Beating The Bear Will active funds eventually wither away? Not likely. Actively run funds are alive and well, and many are beating the current bear market.
Financial Advisor April 2009 Marla Brill	Tapping ETFs Dividend-rich ETFs may boost returns when the market is treading water.
Financial Advisor February 2008 Marla Brill	Bringing Life To An Old Fund A conversation with Margaret Patel, manager of the Evergreen Balanced Fund.
Financial Advisor July 2012 Marla Brill	Solid Ground Lower dividends and big premiums may not stop new investors from jumping on the REIT bandwagon.
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.
Investment Advisor January 2008 Jeff Joseph	The Year in Hedge Funds In a year marked by high volatility in the financial markets, the 10 strategies tracked by the Credit Suisse/Tremont Hedge Fund Index outperformed major global equity indexes and experienced lower volatility than the overall markets.
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.
Registered Rep. September 10, 2010 Stan Luxenberg	Are Index Funds' Distorting Markets? With money pouring into index funds and ETFs, passive portfolios are distorting markets, harming many investors. Index funds are creating disturbing conditions in a variety of asset classes, including emerging markets, small stocks, and commodities.
Registered Rep. February 13, 2012 Stan Luxenberg	Searching for Yield Yield-starved investors have good reason to be increasingly frustrated. Money-market funds yield next to nothing, and 5-year Treasuries yield less than 1 percent. TIPS sport negative yields.
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.
BusinessWeek May 28, 2009 Kalwarski & Levisohn	Finding Higher Returns With Lower Risk There is surging interest in low-volatility investment strategies. Still, some investors are finding ways to make volatility work for them.
Financial Advisor October 2010 Marla Brill	Comeback Kids REIT ETFs have staged a strong rebound after a nearly two-year drubbing of real estate stocks that drove prices down by as much as 60%.
BusinessWeek July 3, 2008 Aaron Pressman	Your Post-Subprime Portfolio Following expert advice hasn't helped many investors save for retirement. Here's what went wrong, and what you need to do now.
On Wall Street June 1, 2012 Dave Lindorff	Is It True Bonds Have More Fun? A multi-year shift by investors out of equity mutual funds and into equity exchange-traded funds is now broadening to include fixed income, too, as investors seek lower fees as well as the relative ease of shifting asset allocations afforded by ETFs.
Financial Planning September 1, 2010 Margie Carpenter	Where the Growth Is Advisors who follows a typical, traditional asset allocation model are likely to be surprisingly underweight in the highest-growth economies of the world.
Registered Rep. April 5, 2011 Stan Luxenberg	A Bond Bear Market? Not to Worry, Follow Vanguard's Bogle's System Under most scenarios, bonds will deliver modestly positive returns in coming years.
The Motley Fool December 7, 2010 Michael Johnston	ETFs for the Forgotten Asset Classes Is this all-ETF portfolio well-rounded enough?
The Motley Fool June 18, 2010 Mihael Johnston	7 ETFs for Investors Mourning the Death of BP's Dividend Check out these investing suggestions.
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 June 16, 2010 Nate Weisshaar	You Wasted the Past 10 Years of Your Life If you're interested in preventing your investment portfolio from languishing for another decade here's how to avoid wasting the next 10.
The Motley Fool September 28, 2007 Amanda B. Kish	A Safe Harbor for International Investors Harbor International Fund boasts a seasoned manager, Hakan Castegren, who has been at the helm since 1987. If you are looking for a core international fund, this is probably one of the best choices out there to fill that position.
The Motley Fool October 24, 2005 Mathew Emmert	Dividends Go Mainstream Soaring demand among dividend-based exchange-traded funds shows that the yield is once again in vogue.
Investment Advisor September 2006 Kathleen M. McBride	Income & Growth Does an income-producing portfolio have to rule out capital growth? Not necessarily according to Franklin Income Fund co-lead portfolio manager Edward Perks.
Registered Rep. April 22, 2013 Stan Luxenberg	The Upside to Doing Good Advisors have traditionally steered clear of socially responsible investment funds, but some SRI funds excel in downturns. Many investors -- with no interest in SRI -- are starting to notice.
Financial Advisor December 2011 Marla Brill	Rewarding The Faithful Nicholas Kaiser finds that investing according to Islamic virtues can also win handsome Earthly rewards.
Financial Advisor November 2007 Alan Lavine	More Than The Sum Of Its Parts Advisors may have their doubts, but new global funds have a go-anywhere approach, and they're gearing up to survive credit crunches and market corrections.
Financial Planning August 1, 2008 William Harding	A Different Mix As investors suffer through this year's unstable market, the wounded are talking about alternative investments.
The Motley Fool December 17, 2010 Dan Caplinger	How to Plug the Holes in Your Portfolio Great investment funds still don't always cover all your bases.