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The Motley Fool
November 9, 2004
Shannon Zimmerman |
3 Reasons to Sell It's never safe to assume that any investment is a now-and-always proposition. Parting with a mutual fund isn't always such sweet sorrow.   |
The Motley Fool
February 13, 2006
Shannon Zimmerman |
3 Reasons to Sell Mutual funds are supposed to be buy-to-hold investments. Still, it's never safe to assume that any investment is a now-and-always proposition. Here are three key reasons to consider parting ways with a fund you hold. |
The Motley Fool
April 26, 2005
Shannon Zimmerman |
Should You Jump In Before a Fund Closes? Not so fast, savvy investor. Great funds close for good reasons. |
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. |
The Motley Fool
February 11, 2009
Shannon Zimmerman |
The Death of Fundamental Analysis The good news, of course, is that investing is not an either/or proposition -- and that fundamental analysis isn't dead. |
The Motley Fool
May 11, 2004
Shannon Zimmerman |
Building the Perfect Portfolio Smart asset allocation is critical to successful fund investing. Staying the course is a fine idea, but because your goals and tolerance for risk are bound to change over time, the perfect portfolio will always be a work in progress. |
The Motley Fool
November 30, 2006
Michael Leibert |
A Look at Bear Stearns As the strategic landscape evolves in ways that do not always favor Bear's strengths, the firm is unlikely to continue to outperform its peers. Investors, take note. |
Financial Advisor
April 2004
Jeff Schlegel |
Seeing More Growth In Growth Observers predict continuing opportunities in growth funds this year. |
Financial Planning
December 1, 2005
Donald Jay Korn |
Seven-Year Hitch? Small-cap stocks have been big winners ever since the last century, but keeping the good times rolling could be a major challenge for financial planners. |
The Motley Fool
November 16, 2004
Shannon Zimmerman |
Selling Points Two more reasons shareholders should consider parting ways with a fund they hold. |
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. |
The Motley Fool
February 2, 2007
Nathan Slaughter |
Don't Do It! When it comes to your mutual funds, though, keep your eyes on the road -- not the rearview mirror. |
Financial Advisor
September 2010
Bruce W. Fraser |
Are Small Caps' Outsized Gains Over? Momentum seems to favor small-cap stocks over their large-cap counterparts. |
The Motley Fool
April 4, 2007
Amanda B. Kish |
Finding Needles in Funds' Haystack 7,000 reasons to separate good funds from bad ones. Too often, investors look first for funds with the highest recent returns, then perform due diligence only on funds at the top of that list. |
The Motley Fool
November 19, 2007
Adam J. Wiederman |
Is Your Portfolio Safe? A safe portfolio is a diversified portfolio, with savings spread across a variety of opportunities. |
