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Financial Advisor October 2007 Marla Brill	New Name, Same Game Still in his early thirties, David Giroux has taken the reins of one of T. Rowe Price's most high-profile and successful funds.
Investment Advisor February 2007	Through Thick and Thin Balanced funds provide investors with diversification within the confines of a single investment vehicle by holding a portfolio of highly uncorrelated asset classes.
Investment Advisor September 2006 Kathleen M. McBride	Income & Growth Does an income-producing portfolio have to rule out capital growth? Not necessarily according to Franklin Income Fund co-lead portfolio manager Edward Perks.
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.
Financial Advisor January 2008 Marla Brill	Playing Both Sides Convertible bonds offer a shot at a decent chunk of the stock market's upside while muting some of its downside risk.
Registered Rep. August 1, 2004 Stan Luxenberg	Nest Eggs in Multiple Baskets Increasingly, employers have begun offering life cycle funds, which include broad mixes of stocks and bonds. By picking one life cycle choice, an investor can hold a nicely diversified 401(k) portfolio.
The Motley Fool May 25, 2010 Amanda B. Kish	Investments With the Best of Both Worlds Choose investments that are winners all the way around. In the spirit of bipartisanship, let's take a quick look at some of the best hybrid, or balanced, mutual funds in the business today.
The Motley Fool September 27, 2007 Amanda B. Kish	The Best Funds From T. Rowe Price: Part 1 A closer look at these T. Rowe Price funds: T. Rowe Price Personal Growth Fund... T. Rowe Price Spectrum Growth Fund...
The Motley Fool April 19, 2011 Amanda B. Kish	Investments for Volatile Markets How balanced funds can fit in your portfolio.
The Motley Fool February 16, 2011 Amanda B. Kish	A Helping Hand With Your Investments Options for folks who want a little bit of help in crafting their asset allocation.
Financial Advisor March 2011 Marla Brill	Smoothing The Ride Larry Keele manages this Vanguard convertible fund using a conservative strategy that usually leads to out-performance in down-to-sideways stock markets.
Financial Planning April 1, 2005 Kristen French	5 Investors to Follow A look at five fund managers with a winning view of the world. #1: The Leisure-Time Investor... #2: The International investor... #3: The Preservationist...
The Motley Fool September 21, 2007 Selena Maranjian	A Fund That Hasn't Lost Money T. Rowe Price's Capital Appreciation fund invests in stocks, bonds, and cash, has low fees, and a 16-year winning streak.
Financial Advisor November 2010 Virginia Munger Kahn	Considering Convertibles Historically, convertible bonds have done well in sideways, volatile markets such as those of the late 1970s and early 1980s.
Registered Rep. May 18, 2011 Stan Luxenberg	Conservative Mutual Funds to Calm Clients' Frayed Nerves These steady funds hold some bonds or use other techniques to limit losses in downturns. Think of the cautious performers as equity funds with training wheels.
On Wall Street January 1, 2009 Tim Knepp	Convertibles Rev Up Convertible bonds have suffered along with the overall market, but they also have been affected by some very specific forces over the past several quarters.
Registered Rep. September 1, 2005 Stan Luxenberg	Convertible Opportunities With prices down now, this could be an opportune moment to build a long-term position in convertibles. Despite the recent woes, convertibles have produced an impressive long-term record.
Entrepreneur November 2004 Dian Vujovich	Switch Gears Flexibility is a key feature of convertible funds.
Financial Planning August 1, 2008 William Harding	A Different Mix As investors suffer through this year's unstable market, the wounded are talking about alternative investments.
Financial Advisor December 2005	Getting Busted Chip Carlson banks on an offbeat breed of bond to boost the Greenspring Fund's return.
The Motley Fool February 18, 2009 Dan Caplinger	An Investment for All Markets Wouldn't you like to find some way to have the protection that bonds have provided throughout the bear market while still retaining some of the upside of stocks? Convertible securities offer the best of both worlds.
The Motley Fool September 30, 2010 Tim Hanson	Today's Buy Opportunity: T. Rowe Price Group Why the Fool's buying shares of T. Rowe Price.
BusinessWeek January 12, 2004	Mutual Funds: In the Scandals' Wake, A Raft Of New Rules It's a tricky time to be in the mutual-fund business. With the $7 trillion fund industry under intense scrutiny by regulators and legislators, a significant overhaul of the way funds do business is expected.
The Motley Fool August 10, 2010 Andrew Bond	T. Rowe Price: Strengths, Weaknesses, Opportunities, Threats A look inside the business of T. Rowe Price.
The Motley Fool April 27, 2004 Nathan Slaughter	T. Rowe Price Impresses The no-load fund complex doubles earnings and attracts record inflows.
Registered Rep. June 1, 2004 Stan Luxenberg	Escape Is Rarely the Safest Bet Don't tell Brandywine Fund that fleeing stocks for cash is a safe, conservative maneuver. Several mutual funds now have a substantial portion of their assets in cash. Is this a good idea?
Investment Advisor November 2009 Melanie Waddell	Danger & Opportunity: Crafting a Better Target Date Fund A conversation with Bob Reynolds about Putnam's revamped target date funds as well as the investing environment in general.
Entrepreneur March 2004 C.J. Prince	Road to Riches? Convertible bonds are still in vogue, but proceed with caution around the bend.
Financial Advisor September 2008 Greg Miller	Bonus Copy: Equities in Disguise? "Beware: Things may not be as they appear." These words are not exactly what you would expect to see in a mutual fund prospectus, but perhaps they should be.
BusinessWeek December 1, 2003 Robert Barker	For Putnam's Parent, Limited Damage Putnam's low-profile parent, Marsh & McLennan, strikes me now as an opportunity.
The Motley Fool December 3, 2008 Liz Peek	There's Value in Today's Market T. Rowe Price managers are optimistic about what they're seeing out there.
The Motley Fool December 28, 2005 Michael D. Leibert	Like the Funds? Love the Advisor! Investors in T. Rowe Price funds do well, but investors in the advisor do even better.
BusinessWeek November 1, 2004 Marcia Vickers	The Secret World of Marsh Mac CEO Jeff Greenberg presides over the arrogant and tight-lipped culture of Marsh & McLennan, where conflicts of interest abound. There's more trouble coming from Eliot Spitzer for the world's largest insurance broker.
The Motley Fool March 4, 2005 Bill Mann	Marsh: We're on Cut 182 A bigger fine and a slashed dividend say that normalcy has yet to return to Marsh & McLennan, the insurance brokerage, money management, and consulting powerhouse.
The Motley Fool December 29, 2006 Ryan Fuhrmann	Marsh Mac Punts Putnam The Putnam saga looks to be ending soon for financial and business services firm Marsh & McLennan. It won't be the most graceful exit, but it should allow the company to put its past struggles behind it once and for all. Investors, take note.
The Motley Fool May 23, 2005 Stephen D. Simpson	Marsh & McLennan Still Stuck in Muck Recovery will be lengthy for this embattled and scandalized insurance broker. Investors who believe that the company can navigate its remaining settlements, push through higher commissions, retain key employees, and fix the ailing Putnam business should be well-rewarded over time.
The Motley Fool September 18, 2006 Ryan Fuhrmann	Marsh & Mac Drops the Ax Marsh & McLennan tries to cut its way to an operational recovery. Investors are becoming increasingly complacent about Marsh's flagging stock price and operations that appear to be just spinning their wheels.
Entrepreneur September 2006 Rosalind Resnick	Loan Lesson Is convertible debt the way to go?
The Motley Fool November 2, 2006 Ryan Fuhrmann	Is the Damage Control Ending for Marsh Mac? Marsh & McLennan's third-quarter 2006 results may suggest a renewed focus on growing its businesses again. Investors, take note.
The Motley Fool May 9, 2007 Ryan Fuhrmann	Marsh & McLennan's Glacial Pace Things are improving for the insurance broker and financial consulting firm -- slowly. Until Marsh & McLennan proves able to put past improprieties behind it once and for all, the stock will likely continue to tread water.
The Motley Fool December 1, 2011 Dan Caplinger	Has T. Rowe Price Become the Perfect Stock? T. Rowe Price has done almost everything it needs in order to reach our top score, and if its revenue growth continues, it could get there in the near future.
The Motley Fool October 27, 2011 Amanda B. Kish	Why T. Rowe Price Still Hits the Mark Don't let a down quarter scare you away from these funds.
Entrepreneur August 2006 Dian Vujovich	The Best of Both If variety is the spice of life, diversification is the spice of the mutual fund arena. If it's spice you want, you may consider a convertible securities fund.
The Motley Fool October 18, 2004 Bill Mann	Marsh's 2nd Annual Massive Fraud? Marsh & McLennan has been cut in half in the last three days following allegations that it had rigged bids to convince its customers to overpay for insurance policies that it brokered on their behalf.
The Motley Fool June 12, 2007 Amanda B. Kish	What Have You Done for Me Tomorrow? Upcoming leadership changes at the T. Rowe Price Growth Stock fund might make selling the best option.
The Motley Fool May 13, 2004 Steven Mallas	Picking on Putnam Once again, Putnam is in the Spitzer spotlight, and once again, I decide to hold onto my Putnam fund.
The Motley Fool March 30, 2011 Jordan DiPietro	Should You Retire With Marsh & McLennan? Does this company have the traits of a good retirement stock? Let's look at valuation, dividends, growth, and volatility to see.
BusinessWeek December 20, 2007 Jessica Silver-Greenberg	Finding Bargains in Battered Banks The credit crunch won't last forever, and, for now, some players are paying handsome dividends.
The Motley Fool October 24, 2007 Matt Koppenheffer	Tallying T. Rowe's Earnings Investors, T. Rowe Price announced solid third-quarter results.
The Motley Fool October 26, 2004 Roger Nusbaum	T. Rowe Price Has Wind in Its Sails Can the mutual fund firm do well in a bad environment for financial services?