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Financial Advisor October 2004 Alan Lavine	Pondering The Fate Of Mid-Cap Stock Funds Is the market rotating away from this once-hot sector?
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 April 2006 Marla Brill	The Earnings Kicker Chris Leavy's Oppenheimer Value Fund integrates earnings power into a value strategy.
The Motley Fool March 17, 2005 Robert Brokamp	Stocks for the Really Long Term Yes, stocks are the long-term investment of choice. But at any price?
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.
Investment Advisor August 2005 Angelina Dance	S&P Mutual Fund Sector Focus: Small-Cap Growth Still Packing a Punch Growth investing, particularly in the small-cap sector, has traditionally been considered a high-risk approach, yet in the past several years has proven to be rewarding.
Financial Advisor November 2003 Marla Brill	Al Frank Fund Chief Struts His Stuff John Buckingham of the Al Frank Fund looks to play a recovering economy.
Financial Advisor June 2005 Marla Brill	Fishing For Fallen Angels Putnam's David King shops for bargains among tarnished growth stocks.
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.
Financial Advisor January 2006 Marla Brill	Waiting For The Worm To Turn John Wallace, manager of the RS Midcap Opportunities Fund, says 2006 could be the year for growth stocks to rebound.
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.
BusinessWeek January 24, 2005	Searching for "Emerging Quality" Goldman Sachs Mid-Cap Value's Eileen Rominger focuses on cheaply priced stocks with potential for positive change.
Investment Advisor April 2006 Palash R. Ghosh	S&P Mutual Fund Focus: Greater Expectations After six years of underperformance, many observers believe that large-cap growth stocks are poised to make a comeback. Here's a look at Marsico 21st Century Fund... Gartmore U.S. Growth Leaders/IS... etc.
Financial Advisor October 2005 Alan Lavine	Tech Stocks: Down So Long That They Look Up After trailing the broad market over the past several years, some analysts expect tech stocks to rally. Their price-to-earnings multiples are low in relation to future earnings.
Financial Advisor February 2004 Marla Brill	Searching Overseas Causeway fund looks for value in Europe and Asia.
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.
Registered Rep. February 1, 2005 Stan Luxenberg	Look Over There, but Beware Though foreign shares can help to diversify portfolios, some advisers are wary of the sudden move abroad. International stocks can be volatile.
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.
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. 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.
Entrepreneur March 2005 Dian Vujovich	He's got game Frank Holmes, chief investment officer of U.S. Global Investments, is on a roll. Over the past few years, many of his firm's equity funds, including its Global Resources Fund, have racked up solid performance numbers.
BusinessWeek October 10, 2005 Lewis Braham	The Growing Interest In Growth Stocks Lately growth stocks are outrunning value funds.
Financial Advisor January 2006 Marla Brill	Bold Bets Fund managers who run concentrated portfolios offer a refreshing departure from the increasingly popular practice of far-reaching, benchmark-centric investing.
Financial Advisor April 2006 Blank & Psoras	When Sin Is Superior Eliminating vice stocks from portfolios may mean lower returns.
The Motley Fool January 28, 2005 Whitney Tilson	A Cautious 2005 Outlook A look at the big picture suggests now is a time to be patient, avoid risk, and wait for better days. Presented with the bull and bear cases for stocks in 2005, this author thinks the bears might just have it.
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.
Financial Advisor July 2005 Marla Brill	A Fund For Tough Times More advisors are using the Permanent Portfolio Fund as a hedge. The fund balances its position in value-oriented commodity stocks with a 15% allocation to aggressive growth stocks in about a dozen industry groups.
The Motley Fool September 21, 2004	The Marks of Great Companies Improve your investing -- learn to spot the most attractive stocks.
Financial Planning August 1, 2005 Donald Jay Korn	In Front of Your Face Financial services funds have been among the most consistent performers in the last five years. Then why do investors have so little regard for them?
Financial Advisor December 2004 Raymond Fazzi	Are Low Returns Here To Stay? With the economy on course for more than 3% growth this year, there is reason to hope for sustained growth in 2005. Some market watchers say that as investors come to grips with low returns, there may be a movement of investment dollars from passive to active management vehicles.
Entrepreneur June 2005 Dian Vujovich	Living Large Large-cap companies are looking attractive again.
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.
BusinessWeek January 26, 2004 Lauren Young	The Cream Of The Crop In Mutual Funds After the tough times and the scandals, this year's Scoreboard will come in especially handy.
The Motley Fool November 5, 2004 Selena Maranjian	10 Big Investing Mistakes Some mistakes are not always mistakes.
Financial Planning January 1, 2006 Donald Jay Korn	Outlook 2006 An informal survey of investment strategists found an upbeat economic outlook for 2006: Panic and Euphoria... Has Technology's Time Come?... Bond Parsing... Overseas Picture... Fiscal Forecast...
Financial Advisor April 2004 Alan Lavine	Overseas Stock Funds Poised For Strong Performance A weak U.S. dollar, strong performance prompt renewed interest.
Financial Advisor April 2005 Marla Brill	The Stage Is Set Fund manager Jill Evans thinks dividend-paying stocks will fare well this year.
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.
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.
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.
The Motley Fool January 7, 2005 Paul Elliott	Wall Street's Worst-Kept Secret If you invest in stocks for the long term, you must own small-cap stocks.
Financial Planning April 1, 2006 Donald Jay Korn	Rx for Investing Healthcare stocks may cure investors' ills over the long term, but the current prognosis is less clear. For clients in diversified funds, planners should decide whether additional healthcare exposure is justified, through individual stocks or specialized funds.
Investment Advisor May 2006 Palash R. Ghosh	S&P Mutual Fund Sector Focus: A Renaissance in Europe European stock markets are enjoying a rejuvenation as strong corporate profit growth has led to a wave of merger & acquisition activity.
BusinessWeek May 3, 2004 Lauren Young	Small-Caps That Still Want You Many hot small-company stock funds are closed to newcomers. Check out these small-cap funds that still welcome new investors.
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.
AskMen.com April 14, 2002 Rashmikant Patel	Starting A Portfolio Investors can easily understand and build a portfolio that conforms to their needs...
The Motley Fool March 4, 2005 Paul Elliott	Wall Street's Worst-Kept Secret Over the long haul, smaller-company stocks outperform their mid- and large-cap peers, so smart investors own them.
The Motley Fool September 28, 2004 Selena Maranjian	Beware of Rising Interest Rates You may want to defend yourself with defensive stocks.
Financial Advisor November 2005 Marla Brill	Manager Cautious After Disaster Even though the stock market managed to right itself after Hurricane Katrina, portfolio manager Wendell Perkins fears that investors will be feeling the reverberations of the natural disaster long after the streets of New Orleans are dry and cleared of debris.