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BusinessWeek
April 19, 2004
Lewis Braham
Recipe For Gains Harin de Silva, president of Analytic Investors Inc., uses a quant strategy for investing that minimizes downside risk for his mutual funds. mark for My Articles similar articles
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. mark for My Articles similar articles
Real Estate Portfolio
Jul/Aug 2004
Christopher M. Wright
Q&A with Jeremy Siegel The Russell E. Palmer Professor of Finance at the Wharton School of the University of Pennsylvania weighs in on his long-term bullish outlook and the prospects he sees for REIT stocks. mark for My Articles similar articles
The Motley Fool
December 22, 2003
Mathew Emmert
REIT-allocate Your Portfolio A look at the diversification and income-producing benefits of Real Estate Investment Trusts (REITs), along with some conservative strategies for putting REITs to work in your portfolio. mark for My Articles similar articles
BusinessWeek
September 13, 2004
Anne Tergesen
Time To Hedge On Hedge Funds? New research shows that returns are sliding, and some don't help you diversify. mark for My Articles similar articles
BusinessWeek
November 10, 2003
Jeffrey M. Laderman
Mutual Funds: What To Do Now Wondering how to cope with the growing scandal? Here are some answers. mark for My Articles similar articles
BusinessWeek
March 1, 2004
Vickers, Henry & Miller
Is The Bull Ready To Catch Its Breath? Valuations aren't really out of whack -- and a correction may be a buying opportunity. Stocks have been on a tear since they bottomed out last March. mark for My Articles similar articles
BusinessWeek
August 2, 2004
Lauren Young
Mutual Funds: Keeping Fit In A Flat Market It's hard to draw a bead on the stock market these days. With the major equity indexes flat for the year, it feels like neither the bulls nor the bears are in charge. So where does that leave an investor in search of a few good places to stash some cash? mark for My Articles similar articles
BusinessWeek
October 1, 2009
Ben Levisohn
Fund Managers Bracing for a Sell-Off Bear tactics: How a handful of gloomy fund managers are preparing for a sell-off. mark for My Articles similar articles
Registered Rep.
March 1, 2003
Stan Luxenburg
Going to Extremes Used as the "explore" part of a "core and explore" strategy, focus can indeed help produce alpha (outperformance). mark for My Articles similar articles
BusinessWeek
October 4, 2004
Why Value Still Beats Growth Value stocks have been on a five-year roll, gaining an annualized 7.4% since 1999, vs. a loss of 3.8% for growth stocks. Can the trend continue? mark for My Articles similar articles
BusinessWeek
September 6, 2004
Lewis Braham
How To Spot A Closet Index Fund When funds charge through the nose for index-like performance, it's particularly offensive. If you're holding an expensive index hugger, the best advice is to sell it. mark for My Articles similar articles
Financial Advisor
May 2006
Marla Brill
The Long And The Short Of It Harindra de Silva's Old Mutual Analytic Defensive Equity Fund is a veteran in the eclectic, newly recognized long/short category of funds. mark for My Articles similar articles
Real Estate Portfolio
Nov/Dec 2004
Art Gering
A Perfect Fit Over time, REITs have proven to be the missing piece for building a well-diversified portfolio. mark for My Articles similar articles
Registered Rep.
January 1, 2003
David A. Geracioti
Jeremy Siegel Is Still A Believer in Stocks for the Long Term Siegel's most important message? That there must be a new approach to calculating the "right" price-to-earnings multiple for large stocks. mark for My Articles similar articles
Registered Rep.
September 1, 2004
Stan Luxenberg
A Question of Size If there is safety in numbers and comfort in size, fund investors are now putting their need for reassurance on parade. mark for My Articles similar articles
The Motley Fool
November 30, 2004
Shannon Zimmerman
We're Beating the Market. Are You? A Champion Funds performance update. mark for My Articles similar articles
The Motley Fool
September 2, 2004
Seth Jayson
Fidelity Cuts the Fat The mutual fund giant trims expense rates on some of its most popular funds. How much will the move reward investors? mark for My Articles similar articles
Financial Advisor
June 2004
Kevin M. Wilson
Why Value Beats Growth Portfolios using asset allocation combined with value investing produce better financial results. How should you advise clients to invest? mark for My Articles similar articles
The Motley Fool
July 21, 2010
Amanda B. Kish
The Next Big Investing Fad Alternative funds are promising, but don't expect to recoup all your losses. mark for My Articles similar articles
Financial Advisor
August 2004
Jeff Schlegel
Time To Reappraise Market Timing? Studies have found that individual investors have done very badly at moving in and out of the market, but some disciplined pros have a better record. mark for My Articles similar articles
CFO
August 1, 2003
Randy Myers
Casting for Returns To juice up their sagging portfolios, pension fund managers are seeking alternative investments. mark for My Articles similar articles
The Motley Fool
September 7, 2004
Salim Haji
How Many Stocks Should You Own? Diversification into stocks you don't fully understand could increase risk within your portfolio. mark for My Articles similar articles
Real Estate Portfolio
Nov/Dec 2004
Matthew Bechard
Homeownership and REITs Jack Goodman shares his thoughts regarding the diversification benefits of home ownership versus REITs. mark for My Articles similar articles
Real Estate Portfolio
Jan/Feb 2003
For Diversification, It Isn't Home Sweet Home Jack Goodman provides economic and demographic research to the real estate industry through his firm, Hartrey Advisors. Goodman shared his thoughts on the diversification benefits of home ownership versus REITs. mark for My Articles similar articles
Real Estate Portfolio
Sep/Oct 2003
Christopher M. Wright
Q&A with Burton Malkiel Princeton University professor Burton G. Malkiel, author of the classic text, "A Random Walk Down Wall Street," shared his thoughts on investment strategy, the capital markets and REIT investing. mark for My Articles similar articles
Financial Advisor
March 2004
Marla Brill
Filling The Tax-Favored Dividend Void Investors seem to covet higher dividends and lower taxes. Forty-three percent of respondents to a recent survey of 600 individuals conducted by American Century Investments said they are more likely to buy stocks that pay dividends qualifying for the new tax rate. mark for My Articles similar articles
Inc.
December 1, 2002
Kenneth Klee
Rational Pessimism Turns out there's a bright side to falling stock prices. mark for My Articles similar articles
Registered Rep.
November 1, 2002
Dave Tsujimoto
In Defense of Hedge Funds Here's why any rep with high-net-worth clients ought to become familiar with the nuances of hedge funds. mark for My Articles similar articles
AskMen.com
April 14, 2002
Rashmikant Patel
Starting A Portfolio Investors can easily understand and build a portfolio that conforms to their needs... mark for My Articles similar articles
Real Estate Portfolio
Sep/Oct 2002
REIT Reality Investors may be surprised to learn that over the last 30 years, REITs have outperformed the Nasdaq with one-third to one-half the volatility, as well as outperformed the S&P 500, also with less volatility. mark for My Articles similar articles
Real Estate Portfolio
Mar/Apr 2003
REITs Three-Peat For the third consecutive year, real estate stocks outperformed most other benchmarks. mark for My Articles similar articles
The Motley Fool
November 19, 2004
Tim Beyers
2 Funds for 2 Big Trends The author says the safest, and maybe most profitable, way to make the trend your friend is with Exchange-Traded Funds. mark for My Articles similar articles
Registered Rep.
June 1, 2004
Stan Luxenberg
Escape Is Rarely the Safest Bet Don't tell Brandywine Fund that fleeing stocks for cash is a safe, conservative maneuver. Several mutual funds now have a substantial portion of their assets in cash. Is this a good idea? mark for My Articles similar articles
The Motley Fool
July 28, 2004
Matt Logan
Why This Value Guru Sleeps Well The Oakmark Fund manager Bill Nygren talks about the market's opportunities and investors' return to fundamentals. mark for My Articles similar articles
Financial Advisor
August 2004
Alan Lavine
Small-Cap Funds Start Exhibiting Caution Several managers believe next year will be better than this year. But they are also realistic. mark for My Articles similar articles
Knowledge@Wharton
December 18, 2002
You Could Have Shorted Dot-coms; You Just Didn't Why did common sense, sound analysis or betting against the trend fail to curb the enthusiasm in this case? mark for My Articles similar articles
The Motley Fool
October 5, 2004
Shannon Zimmerman
Performance-Tested Funds When you're looking for a way to gauge the consistency of a fund's performance, not to mention how successful a management team has been at staving off loss and keeping volatility in check, calendar-year returns make a good yardstick. mark for My Articles similar articles
BusinessWeek
December 20, 2004
Anne Tergesen
Funds: Going The Hybrid Route Mutual funds that ape hedge-fund tactics can help you profit from a tepid market. Unfortunately, some hybrid funds with strong track records are closed to new investments. Still, some good opportunities remain. mark for My Articles similar articles
Registered Rep.
January 1, 2003
Jason Van Steenwyk
Winning the "Loser's Game" Investing is an activity in which the victor often prevails because he makes fewer mistakes than his rival does. It is no different for financial advisors and your clients. mark for My Articles similar articles
BusinessWeek
May 21, 2007
Lewis Braham
The Short Sell Made Simple New funds are making it easier and safer to bet against an aging bull market. mark for My Articles similar articles
The Motley Fool
January 16, 2004
Matt Richey
Be Greedy for Value "Mini-bubbles" may be popping up, but Matt Richey says there's still value to be found. mark for My Articles similar articles
The Motley Fool
January 9, 2004
Alternatives to Index Funds Is it cheaper to choose exchange-traded funds over traditional index funds? mark for My Articles similar articles
Real Estate Portfolio
Sep/Oct 2004
Ilana Polyak
Hedging Their Bets Hedge funds increasingly look to REITs, but should investors look at hedge funds? mark for My Articles similar articles
The Motley Fool
January 28, 2011
Dan Caplinger
Why This Smart Strategy Backfired Absolute-return funds seem like a great idea, but they've performed horribly lately. mark for My Articles similar articles
The Motley Fool
January 7, 2004
Beating the Market Can an actively managed mutual fund consistently post market-beating returns? mark for My Articles similar articles
BusinessWeek
November 1, 2004
Young & Woolley
Making the Most of Your Losses Your portfolio's ailing stocks can help trim your tax bill -- with this simple strategy. Sell your losers to generate tax losses that can offset any gains you've taken or plan to take. But there are some caveats. mark for My Articles similar articles
BusinessWeek
April 12, 2004
Lauren Young
Where Investors Hunt For Refuge As the bull struggles, they're playing it safer at home -- and investing more abroad. A look at where the money is flowing to, and the outlook from some mutual fund managers. mark for My Articles similar articles
Entrepreneur
September 2004
Dian Vujovich
Way to Grow Large-cap growth funds may not sound exciting, but there's a solid place for them in a diversified portfolio. This fund uses a computer model to pick its winners. mark for My Articles similar articles
The Motley Fool
April 27, 2004
Shannon Zimmerman
Check Volatility at the Door Sector funds can be a lot more risky than they at first appear. Even true champion funds aren't risk-free, but a history of keeping volatility in check adds to their appeal. mark for My Articles similar articles