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BusinessWeek April 26, 2004 Symonds, Lowry, Polek & Weber |
Breaking The Curse Can John Henry's Red Sox finally win a World Series? |
BusinessWeek March 20, 2006 |
Who Needs Johnny Damon? Despite the loss of the All-Star center fielder, the numbers favor the Boston Red Sox, according to principal owner John W. Henry. |
Financial Advisor August 2009 Jeff Schlegel |
Seeking Alternatives Managed futures generate interest as people pick up the pieces of their shattered stock and bond portfolios. |
Registered Rep. February 7, 2012 Diana Britton |
Yield of Dreams: Managed Futures for Crisis Alpha, But What About the New Normal? The majority of managed futures managers are trend followers, meaning they react to price movement and ride trends. They don't try to make a prediction about where the markets are headed. The hard part is knowing you're in a trend when it's happening. |
Financial Planning September 1, 2011 Temma Ehrenfeld |
The Big Idea: Diversify With Futures Your clients may balk when they hear "futures" - accusing you of straying into a fantasy of an asset class that solves all our problems. Yet finance professionals have used managed futures for decades to boost the performance of stock and bond portfolios. |
BusinessWeek April 20, 2011 Katherine Burton |
When Hedge Fund Owners Invest in Sports Teams Some notable hedge fund managers have compiled spotty performance records after buying sports teams. |
Investment Advisor September 2009 James J. Green |
Danger & Opportunity: Futures Education Michael Bulley, senior VP for research and risk management for Steben & Co. in Rockville, Maryland, a firm that has specialized in managed futures funds for 20 years, on what you should know about managed futures. |
On Wall Street May 1, 2011 Robert J. Lindner |
Stabilizing Portfolios With Managed Futures Largely ignored by the advisor community, the Managed Futures Index returned 10.23% annualized over the 30-year period ending December 2010. Barclays Capital U.S. Aggregate Bond Index returned an annualized 8.92% and the S&P 500 returned 10.71% annualized. |
Investment Advisor March 2010 Robert J. Lindner |
Subtraction Through Addition How adding risk to a client's portfolio can sometimes reduce overall risk. |
Registered Rep. March 1, 2003 Eric Uhlfelder |
Managing the Future For those still willing to make some moves, commodity trading advisor programs (CTAs), also known as managed futures, can be an attractive alternative to equities. By their very nature, commodity funds excel during bouts of volatility. |
Financial Advisor May 2006 Louis Stanasolovich |
Managed Futures: Worth A Look Most financial advisors and the general public have little knowledge of managed futures as an investable asset class, but they offer a way to increase returns and diversification in a long-term bear market. |
AskMen.com Ash Karbasfrooshan |
Becoming A Winner Fall can usually only mean one thing: The Boston Red Sox breaking their fans' hearts. At least, that's the way the story is supposed to go. |
BusinessWeek July 24, 2006 Mark Hyman |
Pulling Up The Red Sox "Feeding the Monster: How Money, Smarts, and Nerve Took a Team to the Top" is a revealing, and largely flattering, account of baseball's Boston Red Sox. |
Financial Planning October 1, 2013 Ilana Polyak |
Fund Bracing for Market Shocks Managed futures have lost some of their luster, but AQR makes a compelling case for the category. |
Registered Rep. April 25, 2011 Brad Zigler |
Managed Futures Mainstreamed Changes in the regulatory scheme have since allowed the creation of lower-cost commodity-based mutual funds and exchange-traded products which can be marketed by Series 7 folk and RIA associates. |
Financial Planning December 1, 2005 Donald Jay Korn |
Hot Commodities Real assets are on a tear. Better yet, they offer great diversification and a hedge against inflation. The current trend probably has room to run, and there are other very real reasons to allocate a regular portion of clients' portfolios to commodities. |
BusinessWeek July 15, 2010 |
Strategies for Capitalizing on Alternative Assets A high-net-worth financial adviser talks about how to hedge your bets. |
The Motley Fool October 4, 2010 Dan Caplinger |
Are These Investments Worth the Risk? Trading futures directly has pros and cons. |
BusinessWeek May 14, 2007 Lewis Braham |
A Two-Way Wager On Commodities Rydex' new fund allows investors to play the ups and downs of the futures market. |
Financial Planning March 1, 2005 |
Mutual Fund Monitor Commodities futures have unique diversification properties and, on average, perform well whenever stocks and bonds have done poorly. |
The Motley Fool June 22, 2004 Dave Marino-Nachison |
Schein Over Europe On Friday, dental and medical products distributor Henry Schein completed the purchase of a set of European operations with roughly $340 million in sales for the fiscal year ended Sept. 30 |
On Wall Street October 1, 2010 Neil O'Hara |
Alternatives: Vehicles That Smooth Returns A decade of tepid returns in the equity market has increased interest in investments that exhibit low correlation to traditional asset classes like stocks or bonds. |
Financial Advisor April 2005 Alan Lavine |
Global Bond And Foreign Currency Plays If your financial clients are invested overseas, here are several ways to play the change in currency values. |
Financial Advisor July 2011 Virginia Munger Kahn |
Natural Selection Are futures or natural resource stocks the best way to get commodity exposure? |
Financial Advisor September 2010 Jeff Schlegel |
Lowdown On Alternatives Financial Advisor's Innovative Alternative Strategies conference explored alternative investments ranging from covered calls to the Chicago Cubs. |
Registered Rep. September 20, 2013 Brad Zigler |
Finding Order in (Commodity) Chaos Managed futures funds have struggled recently, but historically outperform equities (at least on a risk-adjusted basis). Here's how retail investors can play along. |
Financial Advisor April 2006 Matt Hougan |
Rolling With Commodities Commodities can play an important role in a portfolio, and the much-anticipated Deutsche Bank commodities ETF can be a good vehicle to add them. But with oil deeply in contango, and expenses still on the high side, a shade of extra care is needed. |
Investment Advisor November 2009 Vaughan Scully |
The ETF Advisor: Precious Metal ETFs What makes precious metals funds so attractive is that they offer investors the ability to gain unleveraged exposure to gold and other precious metals without taking delivery of physical metal or trading futures contracts. |
Financial Advisor December 2005 Alan Lavine |
Playing Two Sides PIMCO's three-year-old StocksPlus Total Return Fund buys S&P 500 futures, then tries to beat the index with bonds. |
BusinessWeek May 28, 2007 Frederik Balfour |
Can China Defuse Its Stock Market? Index futures might create stability, but Beijing fears they could prick the bubble. |
The Motley Fool August 3, 2005 Rich Smith |
Meet John Henry's Son, Jack Financial data processor Jack Henry & Associates profits from the online banking revolution. While the business is solid, the valuation is steep. |
Registered Rep. July 26, 2012 Brad Zigler |
Managed Futures: Easier To Get, But Harder To Love Obama okays advertising by hedge funds and CTAs. What effect will this have on the investment vehicles? |
The Motley Fool June 24, 2011 Jared Cummans |
Commodity ETFs: It Takes Two to Contango We outline five ETFs currently exhibiting contango patterns for investors interested in this budding industry. |
The Motley Fool August 17, 2007 Rich Smith |
Foolish Forecast: Hail, Jack Henry Jack Henry & Associates report next week. The financial data-crunching firm has consistently beat the street; will next week continue this streak? |
AskMen.com |
Chris Henry, 1983-2009 Cincinnati Bengals receiver Chris Henry, 26, died a day after falling out of the back of a pickup truck during what police said was a domestic dispute with his fiancée. |
The Motley Fool October 26, 2006 Dan Caplinger |
What's Fair Value? Confused by market jargon? Here's the simple scoop. The term fair value refers to a relationship that exists between stocks and stock futures. |
The Motley Fool June 30, 2004 Roger Friedman |
A Boo for the BoSox A glowing press release about the generosity of some Red Sox gives insight into the value of context. So the next time you receive a come-on for an investment opportunity, take a minute and figure out the context. |
The Motley Fool November 3, 2010 Eric Dutram |
Wednesday's ETF to Watch: Volatility ETN (VXX) The Federal Open Market Committee meeting is on tap today, with the central bank scheduled to announce its policy decision later today in Washington D.C. |
Investment Advisor September 2007 Michael S. Fischer |
Getting In How to gain access to private equity, managed futures, and hedge funds. |
AskMen.com Lewis Helfand |
8 Team Owners Who Spend To Lose The fact is that spending money produces wins -- although there are some exceptions. |
The Motley Fool January 17, 2007 Zoe Van Schyndel |
A Farming Fund Sprouts Up If you want to farm the market by investing in agricultural commodities, PowerShares DB Agriculture Fund is one way to accomplish that, but be aware of this fund's complexity and the potential for a wild ride. |
Sports Central October 22, 2011 Bob Ekstrom |
Sox One Rally Beer Short of a Six-Pack Boston has been the Mecca of baseball conscience throughout the postseason, as off-field hijinks on Yawkey Way have made the Red Sox an October equivalent of the on-field train wreck they were in September. You just can't take your eyes off them, and no one is. |
The Motley Fool October 25, 2006 Dan Caplinger |
Why Futures Markets Are Important Understanding how futures work is important -- even if you never use them yourself. |
Financial Planning November 1, 2012 Allan S. Roth |
Unappealing Alternatives: Investors Flock to Alternative Mutual Funds and ETFs Investors have been flocking to alternative mutual funds and ETFs - and are being punished for it. |
Bank Technology News September 2009 Steve Bills |
Jack Henry Opens its Wallet to Bulk Up Buying Goldleaf Financial Solutions will give Jack Henry access to new lines of business. |
The Motley Fool January 3, 2007 Matthew Crews |
Henry Schein Herds Immunity The vaccine distributor hopes a strong 2007 will help revive its earnings. Value investors should put Henry Schein on their watch lists until it presents a greater margin of safety. |
Investment Advisor January 1, 2011 Alan Snyder |
Investing in Commodities and Futures Can a commodities index compete with actively managed accounts? |
InternetNews May 29, 2007 Paul Shread |
Technical Analysis: Stocks Remain Range-Bound But the biggest futures traders continue to bet on more upside. |
BusinessWeek July 29, 2010 Christopher Condon |
The Red Sox Nurture a 'Sellout' Streak The team's claim of a perennial full house is questionable, but lucrative. |
Bank Systems & Technology August 17, 2009 Maria Bruno-Britz |
Jack Henry to Buy Goldleaf Financial With the addition of Goldleaf to the fold, Jack Henry shows that it will fight to remain relevant in the much-changed core banking space. |