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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.
Financial Planning March 1, 2005 Israelsen & Clement	Of Stocks and Funds Financial advisers need to explain to their clients that diversification can be a double-edged sword; protection against loss can sometimes insulate against return. Here's a performance comparison of individual stocks vs. equity funds in 2004.
Financial Planning May 1, 2008 Craig L. Israelsen	Mega Protection The performance of U.S. stocks in 2007 resembled, to a surprising degree, the performance of stocks in 2000 -- a year widely perceived as a bear market. One big difference, however, was the performance of mega-cap stocks.
Financial Planning March 1, 2007 Craig L. Israelsen	Tales of the Tape When you look at annual returns, stocks, equity mutual funds and indexes tell surprisingly different stories.
Financial Planning December 1, 2005 Craig L. Israelsen	Keeping it in Perspective How often and by how much does growth outperform value?
Financial Planning August 1, 2006 Craig L. Israelsen	Alpha in the Box The search for Shangri-La pales in comparison to the quest for funds that consistently deliver high alpha. The fundamental question for financial advisors: Does alpha differ across the nine Morningstar style boxes?
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.
Financial Planning February 1, 2005 Israelsen & Farr	Now You See It... Domestic small-cap equity funds, particularly those with a value tilt, are a fundamental component of any well-designed equity portfolio. The trick is finding ones that are for sale.
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.
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.
Financial Planning October 2, 2007 Craig L. Israelsen	Smoothing the Path When comparing active and passive management, financial planners should look at the performance of the whole portfolio. What you find may surprise you.
Financial Planning January 1, 2006 Craig L. Israelsen	Think Inside the Box The many investments within a style box are not all alike. Market-cap variance can lead to significant performance differences within style boxes -- particularly among large-cap funds.
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.
Financial Planning March 1, 2006 Craig L. Israelsen	Hidden Measures How did U.S. stocks perform versus U.S. equity mutual funds last year? The market-cap bias in measuring stock returns tends to obscure the true return picture.
Financial Planning November 1, 2006 Craig L. Israelsen	Alpha Goes Abroad Excess returns turn up in overseas large-cap value funds.
Financial Planning September 1, 2005 Craig L. Israelsen	Don't Box Me In Is it better to diversify from the four corners of the equity style box or take the middle road? Investment professionals have different recommendations.
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 Planning April 1, 2010 Craig L. Israelsen	Size Matters U.S. equity mutual funds do not mirror the overall domestic stock market. That isn't necessarily bad, it's just the way it is.
Financial Advisor August 2009 Craig L. Israelsen	A Better Balanced 'Core' Balanced funds are based on outdated models and need to be better diversified.
Financial Planning April 1, 2007 Craig L. Israelsen	Send in the Clones? Target-date funds are proliferating, and they're astonishingly similar. Sadly, they're not astonishingly excellent.
The Motley Fool December 19, 2011 Dan Caplinger	You Probably Just Bought These Stocks More index moves demand investor attention.
Financial Planning April 1, 2006 Israelsen & McDonough	Max Your MIPY Advancing the argument for reallocating to the prior year's middle-performing index fund.
Financial Planning March 1, 2012 Craig L. Israelsen	Small Thoughts The benefit of investing in small U.S. stocks is clear. Over the 42-year period from Jan. 1, 1970, to Dec. 31, 2011, a $10,000 investment in large U.S. stocks would have grown to $507,362.
Financial Planning September 1, 2006 Scott A. Leonard	The Smaller, the Better Rumors that the small-cap effect is dead are most definitely premature. By focusing on the smallest of the small caps, financial advisors can see that the small-cap effect appears to be alive and well. You just need to know where to look for it.
Financial Planning August 1, 2010 Israelsen & Lindsley	Pay to Play? The minimum initial investment of a mutual fund represents the first pay-to-play hurdle for potential investors.
Financial Advisor August 2009 Marla Brill	Small-Cap Bounty Small-cap ETFs have grown in number and offer some interesting choices.
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 June 28, 2007 Amanda B. Kish	Are Your Funds Really Performing? It's not enough to simply pick good mutual funds and hope that your money will grow. You need constant evaluation and comparison to keep your investment program on track.
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 July 1, 2010 Craig L. Israelsen	Alpha and Beta Can a portfolio consisting entirely of beta-producing elements produce alpha? The answer is clearly yes.
Investment Advisor January 2006 Callahan & Howard	Risky Business The primary goal of financial advisors is to make life less risky for clients. But using style boxes to determine risk in a portfolio is a fool's errand.
Financial Planning April 1, 2013 Craig L. Israelsen	Value vs. Growth: Which Investing Strategy Is Better? How do returns from these two types of equities compare? We test them - and find a real difference in performance.
Financial Advisor February 2007 Marla Brill	Staying In Front Fund manager Jim Margard thinks small-company stock will outperform this year -- barely.
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 February 1, 2012 Craig L. Israelsen	Mid-Cap's Role Mid-cap U.S. equity is almost always included when advisors and investors assemble diversified portfolios. One way to see if this popularity is justified is to do an in-depth survey of mid-cap funds, and to see how these funds affect portfolio performance.
Financial Planning March 1, 2006 Donald Jay Korn	Weight Watchers New equity indexes, weighed by fundamental factors, are challenging the conventions of passive investing.
The Motley Fool June 24, 2009 Dan Caplinger	6 Stocks to Sell Before Everyone Else Does It's time for the annual changes to the Russell indexes.
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 May 1, 2012 Craig L. Israelsen	Emerging Stars Compared with U.S. stock funds and broad international stock funds, funds that specialize in emerging foreign markets are a bit like Usain Bolt sprinting against mere mortals. They leave the competition far behind. But this class of investment also carries a lot of volatility.
Financial Planning October 1, 2013 Craig L. Israelsen	Should Clients Avoid Bonds Now? With rates inching upward, some clients may want to skip fixed-income investments entirely. They shouldn't.
Financial Planning January 1, 2007 Craig L. Israelsen	Really Real Returns A new metric, Investor Return, measures how much of a mutual fund's performance gets into investors' pockets.
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.
On Wall Street April 1, 2012 Jeff Tjornehoj	Benchmarking the Benchmarks The news hasn't been good lately for actively managed funds and their investors. In 2011, only one-third of large-cap fund managers beat the S&P 500 index.
Financial Planning January 1, 2012 Craig L. Israelsen	Swapping Out If designed well, a diversified, multi-asset portfolio can provide growth during pre-retirement accumulation years and stable income flows during post-retirement distribution years.
Financial Planning October 1, 2006 Israelsen & Hansen	The REIT Stuff? Some funds in this hot sector may be wandering away from mainline REIT stocks and into other neighborhoods.
Financial Advisor May 2010 Gail Liberman	Understanding Indexes Popularity, turnover, structure and other factors affect index funds and ETFs.
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 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.
Financial Advisor February 2008 Craig L. Israelsen	A Better Mousetrap Target date funds are here to stay. As a result of the Pension Protection Act of 2006, target date funds will likely become the auto-enrollment default option in tax-deferred retirement plans.
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?