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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.
Financial Planning October 1, 2006 Joshua M. Kaplan	Out of Balance The mutual fund universe is quite expansive, with multitudes of funds that have reasonable initial investment minimums. By opting for a balanced fund, clients need to understand that they are relinquishing control of their allocation.
Financial Advisor August 2009 Craig L. Israelsen	A Better Balanced 'Core' Balanced funds are based on outdated models and need to be better diversified.
The Motley Fool April 19, 2011 Amanda B. Kish	Investments for Volatile Markets How balanced funds can fit in your 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.
Investment Advisor September 2007 Palash R. Ghosh	Diamonds Among The Junk High-yield bonds -- those fixed income securities rated below investment grade -- have some advantages over more vanilla-type bond products.
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.
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.
Investment Advisor July 2006 Kathleen M. McBride	Passing the Baton T. Rowe's Boesel is leaving the Capital Appreciation Fund in good hands. In announcing his retirement, Stephen Boesel will hand over preliminary responsibility of managing the fund's portfolio to colleagues Jeff Arricale and David Giroux.
Investment Advisor May 2007 Palash R. Ghosh	Safe, but Sound Intermediate-term bonds are not very exciting, but they do deliver steady gains. One of the top fund performers in this sector is the $1.06 billion Federated Bond Fund.
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 Planning March 1, 2010 Craig L. Israelsen	A Yale Tale The venerable Yale Endowment Fund serves as a performance benchmark for pension managers, endowment fund managers and money managers.
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 September 1, 2008 Craig L. Israelsen	A Perfect Portfolio Investment portfolios should include a wide variety of diverse assets. Each one adds an important dimension to the portfolio because it behaves differently.
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.
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.
The Motley Fool November 2, 2006 Dan Caplinger	Compound Your Diversification By being aware of the benefits of diversification, you can ensure that you take the necessary steps to protect yourself and minimize the risks that you face as an investor.
The Motley Fool February 23, 2007 Dan Caplinger	Don't Leave Your Investments on Autopilot An occasional look can reveal profitable adjustments to your portfolio.
Investment Advisor June 2006	S&P Mutual Fund Sector Focus: Emerging Market Debt Rises Bonds issued by emerging markets countries have benefited from an improving balance of payments, as well as trade and current account surpluses since increased global demand for products from these nations particularly commodities, have boosted their exports and reduced debt.
Financial Planning February 1, 2008 Craig L. Israelsen	Winners by Default Target-date and balanced funds have become the main default options in corporate retirement plans. But which one is better?
Entrepreneur November 2004 Dian Vujovich	Switch Gears Flexibility is a key feature of convertible funds.
Registered Rep. November 1, 2006 Stan Luxenberg	Off-the-Rack Risk Control? Although state 529 plans may look the same on the surface, in reality their asset allocations -- although similarly described -- could be very different. The appeal of age-adjusted 529 plans is that you don't have to do much.
Entrepreneur December 2003 Dian Vujovich	Anything Goes Here's a top-performing fund that's got flexibility on its side.
Real Estate Portfolio Special Issue 2005 Todd A. Canter	Real Estate Diversification on a Global Scale The dramatic growth of REITs around the globe has several implications for the real estate industry and for investors. For the industry, it is leading to improved liquidity and transparency. For investors, it creates more opportunities to access an attractive investment vehicle while mitigating many of the risks associated with this asset class.
Investment Advisor March 2007	Global Bonds Go Mainstream Foreign bonds can form an important portion of an investor's diversified portfolio since they exhibit such low correlations with both U.S. stocks and U.S. bonds.
Financial Planning August 1, 2009 Donald Jay Korn	The New Stocks Where can financial planners seek those historic equity market returns without the painful setbacks? One place to start is in the bond market.
On Wall Street June 1, 2011 Carl Resnick	ETFs: The Ideal Asset Allocation Tool? True diversification has become the primary focus of smart advisors. To the benefit of these advisors and their clients, a wide range of well-built exchange-traded funds has emerged to represent just about every asset class available.
Financial Planning May 1, 2005 Litman & Gregory	Mutual Fund Monitor Here is a brief run-through of our defensive fat-pitch asset classes: Commodity futures... Foreign bonds... etc.
Financial Advisor February 2008 Marla Brill	Bringing Life To An Old Fund A conversation with Margaret Patel, manager of the Evergreen Balanced Fund.
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 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.
Financial Planning June 1, 2006 Len Reinhart	Bonds for Boomers There are significant differences between the traditional approach to bond investing and the approach that will best serve the needs of today's high-net-worth retirees. Here's an overview for financial advisers on bonds for this group.
The Motley Fool October 22, 2009 Selena Maranjian	Should You Have Been in Bonds? When stocks are hurting, bonds look really attractive. But that doesn't mean you should dump your whole stock portfolio and run to their fixed income embrace at the first sign of trouble.
Financial Advisor April 2008 Bruce W. Fraser	Strategic Income Funds Can Limit Volatility The traditional safe harbor of fixed income in times of extreme market volatility doesn't mean your clients have to settle for today's low yields on Treasurys. Strategic income funds, often overlooked, offer diversity, reduced risk and the potential for higher returns.
Investment Advisor August 2009 Robert F. Keane	Asset Allocation This month's asset allocation numbers, with market outlook from Mark Balasa of the Alpha Group.
Entrepreneur January 2005 Dian Vujovich	Basket Case The saying "Don't put all your eggs in one basket" may have had its place on Wall Street during the past century, but with today's range of investment choices, that old axiom needs some rethinking.
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 September 1, 2009 Geoff Considine	Not Without Risk Any discussion of whether the theoretical constructs of asset allocation and diversification broke down must start with a reasonable estimate of what they were supposed to provide.
Financial Planning September 1, 2009 Craig L. Israelsen	Upper-Left Quadrant Prudent investing requires the construction of multi-asset portfolios.
Investment Advisor January 1, 2011 Ben Warwick	Investment Advisor's January 2011 Issue: Ben Warwick Won't Compromise on Getting Returns. Period Clients must take risks to make returns. Here's the right way to do it in 2011.
The Motley Fool February 9, 2011 Amanda B. Kish	Investors Are Still Chasing Returns Wise up. Bonds probably aren't the best place for your money.
The Motley Fool November 25, 2008 Dan Caplinger	Did Asset Allocation Work? Some funds claimed to protect you from the downturn. Did they deliver?
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 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 April 20, 2011 Eric Dutram	Comparing Three Diversified Portfolio ETFs Keep your portfolio diversified!
The Motley Fool July 7, 2005 Selena Maranjian	Those Poor, Deluded Rich People ... A recent survey shows the misguided wealthy are at risk of not remaining rich, due to unrealistic performance goals, under-diversification and poor financial advising.
The Motley Fool December 19, 2008 Dan Caplinger	Don't Repeat This 2008 Mistake Target funds got billed as the perfect way to save for retirement or other long-term goals. Yet judging from their performance this year, investors who relied on target funds to get their allocations right got a nasty surprise.
Financial Planning October 1, 2010 Geoff Considine	Yield vs. Risk New rules for income investing not only help investors to avoid these extremes, but also show the way to create income portfolios that provide the most yield available for a given level of risk.
Financial Planning July 1, 2005 Susan Weiner	Foreign Indebtedness The falling dollar has sparked an interest in international bonds, but advisers remain cautious.
The Motley Fool June 23, 2004	Kinds of Funds Learn the difference between income funds and balanced funds.