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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).
Registered Rep. March 1, 2006 Stan Luxenberg	The Problem of Success If you overweighted clients' small-cap stock funds exposure a few years back, you're looking like a genius. But what now? Anyone seeking a small-cap choice faces a hard problem: Nearly all the top candidates have been closed.
Registered Rep. December 1, 2004 Stan Luxenberg	Rubber-Band Man For funds that focus on one style box, the choices could be slim. But flexible managers have freedom to maneuver in flat markets. Among the most wide-ranging performers are Julius Baer International Equity and its sibling Julius Baer Global.
Registered Rep. November 1, 2005 Stan Luxenberg	The Worthy Tired of lackluster performance, investors have been ignoring large-cap domestic funds. Instead, foreign funds are all the rage. But, there are still good reasons for many investors to consider active large-cap managers.
Registered Rep. May 1, 2006 Stan Luxenberg	Growth or Value? While your clients may still have bad memories about aggressive funds, you must remind them that they should consider aggressive choices and that the right funds can provide important diversification and actually help them find the sweet spot on the efficient frontier.
Registered Rep. May 1, 2004 Stan Luxenberg	Over There Foreign bond funds will help grab yield, diversify client portfolios and, in some cases, hedge against a falling dollar.
Registered Rep. January 1, 2006 Stan Luxenberg	Housewarming Come April, Merrill Lynch will remove its famous name from the brokerage's own funds to relaunch them under a new (as yet to be determined) name to compete on their own. But all the major wirehouses have struggled to sell their proprietary mutual funds.
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.
Registered Rep. February 1, 2006 Stan Luxenberg	Do-It-Yourself Funds of Funds The real deal breakers for financial advisors with wealthy clients who have sophisticated needs are that hedge funds tend to be illiquid and lack transparency. Here's how to use mutual funds that use hedge fund strategies to solve this problem.
Registered Rep. October 14, 2009 Christina Mucciolo	Playing Asia After The Runup It's not too late to invest in the sector, as long as you have a long-term investing horizon and proceed with caution.
Registered Rep. June 1, 2005 Stan Luxenberg	This Year's Model Now that technology is out of favor, new specialists have appeared, promising to produce returns in erratic markets. With the U.S. trade deficit swelling, several funds offer protection against the falling dollar.
Financial Advisor October 2004 Marla Brill	Looking At The Long Term Despite recent setbacks, this fund's winners have outpaced losers over time.
BusinessWeek September 12, 2005 Lewis Braham	Building A Focused Fund Of Your Own Portfolios of under 50 stocks have outrun the market with less risk. Here's how they do it.
Financial Advisor January 2012 Marla Brill	Ben Graham, Revisited Since 2008, this fund has benefited from a strategy focusing on dividend-paying stocks with low debt and avoiding troubled European debt.
Financial Advisor January 2005 Alyn Ackermann	International Rules Financial professionals look to international equities for earnings growth. The correlation between U.S. markets and larger companies in developed markets, and large-cap corporations around the world, has steadily increased in recent years.
Financial Advisor February 2005 Marla Brill	There's Still Juice In Foreign Stock Rally A further decline in the dollar would generally tilt the balance in favor of small and mid-sized companies over large multinational companies based abroad, which face a decline in earnings when U.S. sales are translated from dollars into their home currencies.
Registered Rep. August 1, 2006 Stan Luxenberg	From Complexity to Simplicity And Back Using plain-vanilla mutual funds, retail advisors can build low-correlating portfolios, like absolute-return portfolios. In fact, the sophisticated financial advisor is performing like a mini-institutional consultant of yore.
Registered Rep. November 1, 2005 Stan Luxenberg	Alpha Dogs To protect clients, financial advisors should consider mutual funds with steady results and strong risk-adjusted returns. Sounds obvious, right? But doing so may mean taking a pass on a fund with gaudy returns. Big returns often equate big risks.
Financial Advisor July 2004 Marla Brill	Risk In Measured Doses State Street Global Advisors' (SSgA) head of the active emerging markets team maintains emerging markets are still cheap.
Entrepreneur December 2004 Dian Vujovich	Black Gold Oil is key to the success of ING's Russia Fund.
Investment Advisor April 2006 Kathleen M. McBride	Anything but Middling Munder's Mid-Cap Core Growth Fund's Tony Dong has prospered by finding growth wherever.
Investment Advisor January 2006 Kathleen M. McBride	Many Happy Returns Stratton Growth Fund has displayed a disciplined approach to all-cap value investing that has outperformed for decades.
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. March 1, 2005 Stan Luxenberg	Looks Like a Hedge Fund, Smells Like For clients who cannot --- or will not --- try hedge funds, there is a compelling alternative: mutual funds that follow hedge-like strategies. Here are some options.
The Motley Fool June 23, 2005 Nathan Slaughter	Take Your Portfolio on Vacation Even the most ardent patriot should consider non-American stocks. Many investors have been conditioned to fear anything that exists beyond their borders. Sometimes, though, you may actually like what you find.
Investment Advisor March 2006 Palash R. Ghosh	S&P Mutual Fund Focus: World of Plenty Emerging markets equities are likely to keep outperforming, given that they are still trading at discounts to stocks in the developed world. Acadian Emerging Markets Portfolio... Oppenheimer Developing Markets Fund... etc.
Financial Planning September 1, 2010 Ilana Polyak	Global Vision Global Value is one of four offerings at New York-based Tweedy, Browne Co. Managers apply a strict value style to all four offerings.
Registered Rep. August 1, 2004 Stan Luxenberg	Nest Eggs in Multiple Baskets Increasingly, employers have begun offering life cycle funds, which include broad mixes of stocks and bonds. By picking one life cycle choice, an investor can hold a nicely diversified 401(k) portfolio.
Financial Advisor December 2009 Alan Lavine	Betting On Currency Some advisors think investors may benefit by adding currency positions; others aren't sure.
Financial Advisor January 2005 Marla Brill	Investment Moves For 2005 Advisors proceed cautiously as interest rates rise and the dollar falls.
The Motley Fool December 1, 2005	Think Thrice Before Dividing in Thirds Portfolio allocations don't come in one-size-fits-all. A more sensible approach is to consider investment timeframes and, of course, what you can tolerate in terms of market volatility.
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.
Financial Advisor November 2003 Tracey Longo	The Logic Of Rethinking International Investing Reasons to consider increasing your international portfolio.
BusinessWeek November 28, 2005 Chester Dawson	Investors: A Growing Taste For Exotic Fare Even conservative investors are tempted by the returns of emerging-market funds. The pile-on worries institutional investors, who say many underdeveloped equity markets -- like those in, say, Brazil and India -- are overdue for a correction.
Investment Advisor July 2006	The Currency Conundrum As if investors don't have enough to worry about as they wrestle with the proper allocation of stocks, bonds, commodities, and hedge funds, and philosophical questions regarding passive versus active management, here comes another beast to tackle -- currency exposure.
Registered Rep. May 1, 2008 Stan Luxenberg	Currency Plays For The Retail Set At a time when most experts expect the dollar to keep sinking, the Dodge & Cox fund is using futures to bet that the U.S. currency will rise.
Investment Advisor July 2006 Carol A. Wood	S&P Mutual Fund Sector Focus: Steady at the Helm in Rough Seas S&P's continues to recommend placing 20% of one's portfolio in foreign equities, including 3% in emerging market stocks. Here are some fund recommendations.
Financial Planning July 1, 2005 Susan Weiner	Foreign Indebtedness The falling dollar has sparked an interest in international bonds, but advisers remain cautious.
Registered Rep. October 1, 2005 Stan Luxenberg	Taking the Sting Out of Taxes For high-net-worth investors, tax-sheltered accounts offer special opportunities. Because they need not worry about exhausting savings, wealthy clients can use shelters creatively to derive maximum tax and investing benefits.
Investment Advisor March 2006 Kathleen M. McBride	Acting Like He Thinks If you're considering a large-cap growth fund, don't forget James P. O'Shaughnessy's Dreyfus Premier Alpha Growth Fund/B. Here's an interview with the fund manager.
Registered Rep. July 1, 2006 Stan Luxenberg	Fundamental Indexing During the 1990s, S&P 500 index funds were all the rage -- and, for most core investments, the bogey to beat. But lately the index has been offering stingy returns.
Financial Planning May 1, 2008 Elizabeth O'Brien	Going Global Now While the initial impact of the credit crunch hit fixed-income markets the hardest, the longer-term effects have extended into world equity markets in the form of a substantial correction.
The Motley Fool April 27, 2005	Investing Abroad If you're interested in investing overseas, think twice.
The Motley Fool September 28, 2004	How to Think About Diversification There's no absolute best number of stocks to own. Too few and you've taken on too much risk. Too many and you've diluted the power of your holdings more than you had to.
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.
The Motley Fool March 14, 2006 Shannon Zimmerman	Investment Strategery Investors, when it comes to diversification, don't forget about strategy -- especially when investing in mutual funds.
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.
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?
Financial Planning April 1, 2006 Susan B. Weiner	The Middle Ground Mid-cap stocks have yet to command as much respect from advisers and investors as their small- and large-cap peers. Now mid-cap stocks find themselves in an unusual place -- the spotlight -- after a strong showing in 2005.
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?