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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 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. |
AskMen.com April 14, 2002 Rashmikant Patel |
Starting A Portfolio Investors can easily understand and build a portfolio that conforms to their needs... |
Investment Advisor May 2006 Kathleen M. McBride |
When Smaller Equals Better Perritt MicroCap Opportunities Fund offers micro-cap growth tempered with value discipline. Here's an interview with Michael Corbett, president and lead portfolio manager. |
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. |
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. |
Entrepreneur April 2005 Dian Vujovich |
Working Assets The Calamos Growth Fund is ranked No. 1 among multi-cap growth funds. The fund manager explains how he controls risk for the portfolio. |
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. |
Entrepreneur April 2006 Dian Vujovich |
Less Is More Quality counts more than quantity with the Janus Orion fund. |
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. |
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. |
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. |
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. |
Investment Advisor April 2006 Kathleen M. McBride |
Best of Breed The 2006 Separately Managed Accounts Awards recognize excellence in products and managers. Small Cap: Riverbridge Partners, Small Cap Growth... Tax Efficiency: KCM Investment Advisors, Large-Cap GARP Equity... etc. |
Financial Advisor June 2005 Alan Lavine |
Market-Neutral Funds For Sideways Markets Inconsistent past performance means advisors must proceed with caution. Unfortunately, the funds with the best longer-term track records are closed to new investors. Nevertheless, their performance is worth noting in case they reopen. |
The Motley Fool November 21, 2005 Richard Gibbons |
Prepare for the Crash It's never a bad time to build a bear-resistant portfolio. Diversification is the key. |
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. |
The Motley Fool September 28, 2005 Richard Gibbons |
Prepare for the Crash So while a crash will have some negative effect on any portfolio, a few carefully chosen value strategies can help you avoid the worst and give you the opportunity for big gains along the way. |
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). |
BusinessWeek April 17, 2006 |
Three Scenarios Variable Returns: Portfolio 1 -- 75% large cap... 25% bonds... Portfolio 2 -- 50% large cap... 25% small cap... Portfolio 3 -- 16.67% large cap... 16.67% mid cap... etc. |
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. |
The Motley Fool October 22, 2004 Whitney Tilson |
Focus Investing Just as important as the stocks you own is how you manage them. |
The Motley Fool April 28, 2005 |
Your 60-Second ETF Education When you need a little something for your portfolio, consider an exchange-traded mutual fund (ETF). |
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. |
Financial Planning May 1, 2006 Elizabeth O'Brien |
Fund Manager Profile: Shawn Be Nimble Touchstone Large Cap Growth keeps beating its peers and the S&P by using a flexible model and filtering through many fundamental factors. |
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. 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. |
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? |
The Motley Fool May 27, 2005 Bill Barker |
$40 Billion Small Caps How your "small-cap" fund might own some of the biggest companies in the market. |
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. |
Entrepreneur June 2005 Dian Vujovich |
Living Large Large-cap companies are looking attractive again. |
Financial Advisor February 2005 Sydney LeBlanc |
The "Black Cat" Of Separately Managed Accounts Education can prevent or eliminate myths surrounding managed accounts and help clients take advantage of the benefits they afford. |
The Motley Fool January 3, 2006 Rich Duprey |
15 and Counting at Legg Mason Legendary fund manager Bill Miller beats the market for the 15th straight year, and you can, too by following several basic principles. |
The Motley Fool June 15, 2005 Rich Smith |
Nietzsche on Investing With investing comes risk. In the short term, you will definitely lose money on some of your stocks at one time or another. But that which does not kill you as an investor makes you stronger. |
The Motley Fool March 4, 2005 Richard Gibbons |
Stock Market Wisdom Debunked A value investor disputes several well-known stock market maxims. |
Investment Advisor March 2006 Kathleen M. McBride |
Allocation Without Borders Vice chairman and CIO of Alliance Bernstein Investment Research & Management Ranji Nagaswami argues that being free to select equities worldwide yields better performance with lower risk. |
Investment Advisor November 2005 Chris Blunt |
Seven Deadly Sins As advisors help investors move from the seven deadly sins of investing to a long-term strategy of reality-based investing, they will need to be part planner, part coach, and part psychotherapist. |
The Motley Fool August 19, 2005 Dayana Yochim |
How Many Hidden Gems Are Enough? One stock, two stocks, three stocks, 24. What's the right number to own? |
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 September 2005 Kathleen M. McBride |
Bank on It David Ellison of the FBR Small Cap Financial Fund uses a "mathematical hunt and peck" method to find sterling bank stocks. |
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. |
Financial Advisor June 2005 Marla Brill |
Fishing For Fallen Angels Putnam's David King shops for bargains among tarnished growth stocks. |
Investment Advisor November 2005 Kathleen M. McBride |
Bright Idea Judith Saryan's Eaton Vance Utilities Fund generates returns, dividends, and value. Advisors need to look at where this fund would fit in an investor's portfolio. |
Financial Advisor February 2006 Marla Brill |
This Guy Has A Hot Hand The founder and manager of Hennessy Advisors' uncomplicated quantitative approach to investing has recently trounced those of many actively managed funds that rely on more complex, fundamentals-driven investment techniques. |
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. |
Real Estate Portfolio May/Jun 2003 |
Munder Small Cap Value Fund A brief snapshot of the fund and its view on REITs. |
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. |
Real Estate Portfolio Mar/Apr 2004 Christopher M. Wright |
Q&A with Jeremy Grantham Real Estate Portfolio recently asked celebrated investment manager and noted bear Jeremy Grantham, chairman of Grantham, Mayo, Van Otterloo & Co. LLC, to share his thoughts on the capital markets and REIT stocks. |
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. |