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Financial Planning November 1, 2005 Randy Lert |
Stick to Your Guns! Investment managers have stayed bullish on investment underdogs despite a market that has been going the other way. Their favorite category by far is large-cap growth stocks, yet according to several surveys, those stocks only rose 1.7%. |
The Motley Fool May 7, 2007 Amanda B. Kish |
Vanguard's Best Index Funds Which index funds should you have in your portfolio? Vanguard 500 Index Fund... Vanguard Small-Cap Index... Vanguard Total International Stock Index... etc. |
Financial Advisor February 2008 Marla Brill |
The Bond ETF Explosion The ETF space is getting crowded. The number of fixed-income exchange-traded funds has exploded to include both portfolios based on broad indexes as well as ETFs consisting of emerging market, municipal and high-yield securities. |
Financial Planning April 1, 2013 Craig L. Israelsen |
Value vs. Growth: Which Investing Strategy Is Better? How do returns from these two types of equities compare? We test them - and find a real difference in performance. |
The Motley Fool October 5, 2010 Matthew Brown |
Diversify or Die During the recent market crash, diversification made the difference between those who got crushed and those who lived to fight another day. |
Financial Planning May 1, 2006 Elizabeth O'Brien |
Growth Gains Ground Growth funds beat value funds for the second straight quarter. Has the tide turned for good? |
Financial Planning June 1, 2009 Craig L. Israelsen |
The Value Premium While industry experts might be trumpeting growth as the place to be when the market rebounds, advisors should remember that longer-term, the market values value. |
The Motley Fool June 28, 2007 Amanda B. Kish |
Are Your Funds Really Performing? It's not enough to simply pick good mutual funds and hope that your money will grow. You need constant evaluation and comparison to keep your investment program on track. |
Financial Advisor April 2010 Marla Brill |
A Good Complement More advisors think both bond mutual funds and ETFs belong in client portfolios. |
The Motley Fool April 24, 2007 John Rosevear |
Bonds or Bond Funds? What's the best way to add bonds to your retirement portfolio? |
Financial Planning October 1, 2013 Craig L. Israelsen |
Should Clients Avoid Bonds Now? With rates inching upward, some clients may want to skip fixed-income investments entirely. They shouldn't. |
On Wall Street April 1, 2012 Jeff Tjornehoj |
Benchmarking the Benchmarks The news hasn't been good lately for actively managed funds and their investors. In 2011, only one-third of large-cap fund managers beat the S&P 500 index. |
BusinessWeek July 3, 2008 Aaron Pressman |
Your Post-Subprime Portfolio Following expert advice hasn't helped many investors save for retirement. Here's what went wrong, and what you need to do now. |
Financial Planning September 1, 2007 Marshall Eckblad |
5 Questions Stan and Hildy Richelson, authors of Bonds: The Unbeaten Path to Secure Investment Growth, answer five questions about the recent volatility in the fixed income market. |
The Motley Fool July 26, 2010 |
Stocks vs. Bonds: No Contest If you've recently fled stocks in favor of the safety of bonds, you're likely making a very costly mistake. Here's why. |
Investment Advisor September 2005 Angelina Dance |
S&p Mutual Fund Sector Focus: The Global Itch? With the Federal Reserve continuing to raise short-term interest rates, while longer-term rates inexplicably remain low, some fixed-income investors are seeking alternative vehicles, including global bond funds. |
Financial Advisor September 2005 Marla Brill |
The Case For Municipal Bonds Improving municipal bond yields could ease investor fear of rising interest rates. |
Financial Planning March 1, 2008 Jason Brady |
A Race for Income Most investors who are searching for income from their investments look at one factor: yield. Is this the right approach? |
Financial Planning June 1, 2012 Craig L. Israelsen |
Valuable Property It turns out that giving real estate a place in your overall portfolio is an essential step toward optimal diversification. |
Financial Planning October 2, 2007 Craig L. Israelsen |
Smoothing the Path When comparing active and passive management, financial planners should look at the performance of the whole portfolio. What you find may surprise you. |
Financial Advisor August 2009 Marla Brill |
Playing It Safe Consistency and a remarkable lack of surprises have been the hallmarks of this bond fund. |
Financial Advisor August 2009 Marla Brill |
Small-Cap Bounty Small-cap ETFs have grown in number and offer some interesting choices. |
Financial Planning July 1, 2006 Israelsen & Walker |
Right on Target? Life-cycle funds are relatively new. Here are the pros and cons of investing in target-date funds. |
The Motley Fool January 24, 2005 Mathew Emmert |
Think Dividend Stocks, Not Bonds Bonds aren't compelling investments in today's market. This dividend fan tells you why. |
Financial Planning September 1, 2006 Scott A. Leonard |
The Smaller, the Better Rumors that the small-cap effect is dead are most definitely premature. By focusing on the smallest of the small caps, financial advisors can see that the small-cap effect appears to be alive and well. You just need to know where to look for it. |
Financial Advisor July 2011 Michelle Knight |
Rethinking Bond ETFs Most investors buy bond ETFs at a premium and sell at a discount, a dynamic that is an undeniable black mark on fixed-income ETFs. |
The Motley Fool May 20, 2010 Amanda B. Kish |
This Rally Is So Over While bonds still serve a vital role in every investor's portfolio, just make sure you're not banking your entire future on them. |
Financial Advisor August 2009 Craig L. Israelsen |
A Better Balanced 'Core' Balanced funds are based on outdated models and need to be better diversified. |
Financial Planning May 1, 2011 Chris Shayne |
Individual Choice Although it's been hard to compare the transaction costs of individual bonds and bond funds, new research is making it easier. Here's a way to see what it costs individual investors to purchase each type of fixed-income product. |
Financial Advisor March 2005 Marla Brill |
Squeezing Gains Out Of Bonds In 2005 It's a bond picker's market. Beware of corporate releveraging. |
Financial Planning September 1, 2009 Craig L. Israelsen |
Upper-Left Quadrant Prudent investing requires the construction of multi-asset portfolios. |
The Motley Fool October 11, 2006 Dan Caplinger |
Fixed Income Isn't Risk-Free Bonds can be good for your portfolio, but they come with their own risks. |
The Motley Fool December 2, 2009 Amanda B. Kish |
Don't Buy This Junk The high-yield "junk" bond sector of the market has been on fire this year, but you should leave these bonds in the bin. |
The Motley Fool April 19, 2008 Amanda B. Kish |
Bill Gross to Investors: Run Away! Which segment of the market the world's largest bond fund is avoiding, and a look at bond ETFs. |
The Motley Fool April 4, 2007 Zoe Van Schyndel |
Fixed-Income Fever The fixed-income universe for ETF investors has been limited to shades of gray rather than a full palette, until now. Two of BGI's new funds are mixed government/credit funds options, which invest in U.S. government and investment-grade corporate securities. |
Financial Planning September 1, 2012 Craig L. Israelsen |
Should Investors Avoid Fixed Income Securities When Interest Rates Rise? Why not test the conventional wisdom that investors should avoid fixed-income securities when interest rates rise? |
Financial Planning June 1, 2013 Donald Jay Korn |
Investing Strategy: Individual Premium Bonds Individual bonds can address some of the interest rate risk found in bond funds. Just make sure the benefits apply to your clients. |
The Motley Fool June 15, 2007 Amanda B. Kish |
Foolish Weekly Fund Wrap-Up Bill Gross hears the bear's growl... 401(k) plans moving away from retail funds... Annual Russell rebalance... |
The Motley Fool November 4, 2011 Matt Koppenheffer |
Stocks or Bonds for the Next 30 Years? Bonds have beaten stocks over the past 30 years. So much for long-term stock investing, eh? |
Investment Advisor October 2005 Ben Warwick |
The Puzzler: Large Cap or Small? We all know that when it comes to stocks, size matters. But bigger isn't always better, especially when the subject under discussion is the equity market. |
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. |
The Motley Fool May 19, 2010 Dan Caplinger |
A Hidden Trap for Bond Investors Bond-index weighting methods may have you buying dangerous bonds. |
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. |
The Motley Fool March 19, 2010 Robert Brokamp |
Will Rising Rates Sink Your Portfolio? And should you be worried? How will this affect the portfolios of people who invest in rate-sensitive securities -- namely, bond mutual funds and exchange-traded funds? |
The Motley Fool December 1, 2009 Alex Dumortier |
Bonds: Out. Stocks: Out. What's Left? If both bonds and stocks are overvalued, then what's left for an investor to do? |
Financial Planning February 1, 2011 Craig L. Israelsen |
Consistency Matters What have we learned from analyzing four decades of asset class returns? Just this: An equally weighted, multi-asset approach to building investment portfolios is the model of consistency through booms and busts. |
The Motley Fool March 3, 2011 John Rosevear |
Don't Fear This Market Bubble Why the bond market bubble is no big deal. |
Financial Advisor January 2006 Eric L. Reiner |
Treasury Brings Back The 30-year Bond Issuing new "long" bonds benefits numerous constituencies. But will the new bond be a good investment? |
On Wall Street June 1, 2012 Dave Lindorff |
Is It True Bonds Have More Fun? A multi-year shift by investors out of equity mutual funds and into equity exchange-traded funds is now broadening to include fixed income, too, as investors seek lower fees as well as the relative ease of shifting asset allocations afforded by ETFs. |
On Wall Street November 1, 2010 Tim Knepp |
The High Yield Influence The meteoric rise of asset prices seen in 2009 was particularly evident across high yield bonds, and 2010 has witnessed another strong year for this asset class. |