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Financial Planning November 1, 2007 Kathy Gevlin |
In the Black Overall, third quarter mutual fund numbers were up, despite subprime jitters. |
Financial Planning August 2, 2007 Kathy Gevlin |
Cautious Optimism The second quarter of 2007 was a solid one for investors. But concerns remain about interest rates and the subprime market. |
Financial Planning August 1, 2006 Elizabeth O'Brien |
Uncertainty--and Losses--Mount Volatility shook investors out of their complacency in the second quarter as market gyrations recalled the bear market of 2002. A period of "stable disequilibrium" dampens returns, even in the so-called safe harbors. |
Financial Planning February 1, 2007 Elizabeth O'Brien |
Goldilocks Economy? Investors wonder if the economy found its sweet spot as the year ended with a strong fourth quarter. |
Financial Planning November 1, 2006 Kathy Gevlin |
Fund Averse The third quarter was better than expected, but investors remain leery of U.S. equity funds. |
Financial Planning February 1, 2008 Stacy Schultz |
Seeking Safety Ongoing debt problems sent investors running for cover in the fourth quarter. |
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 May 1, 2008 Stacy Schultz |
Nowhere to Hide During the first three months of 2008 the market saw its worst quarter since 2002, with only a few funds that had minimal loss. |
Financial Planning May 1, 2005 Pamela Black |
Starting Off with a Whimper Domestic mutual funds limped through the first quarter, while anxious investors looked abroad. Only natural resources bucked the trend. |
Financial Planning February 1, 2006 Bob Hirschfeld |
Ninth-Inning Save Although indexes were lackluster, large caps rallied toward the end of the year. |
Financial Planning January 1, 2007 Donald Jay Korn |
Outlook 2007: A Year for the Big Guys? An economic slowdown is likely to spur a flight to quality, as investors shift their focus to the most powerful domestic large caps. |
Financial Planning May 1, 2011 Donna Mitchell |
Smaller is Beautiful Mutual fund investors made one thing clear in the first quarter of 2011: They put their trust in small-cap and mid-cap strategies to power economic growth and provide stability. |
Financial Planning May 1, 2010 Donna Mitchell |
Equities Perk Up After a weak January and middling February, the stock market hit its stride in March, lifting most mutual fund sectors into positive territory. |
Financial Planning November 1, 2005 Bob Hirschfeld |
Good News for Growth Large-cap growth funds are finally starting to buck a five-year trend. |
Financial Advisor February 2008 Alan Lavine |
Fund Review: The Food, The Bad, The Ugly Several analysts give their predictions of the year to come in the fund market. |
Financial Planning February 1, 2005 Kristen French |
Last Dash Equity mutual funds staged a comeback in the fourth quarter of 2004, while fixed-income funds marched steadily ahead. |
Financial Planning August 1, 2008 Stacy Schultz |
Desperate for Returns Investors sat on the sidelines as the market deteriorated in the second quarter. Nonetheless, some niche parts of the market held up amidst the turmoil. |
Financial Planning November 1, 2009 Stacy Schultz |
A Split Game Mutual fund investors remain split over where the economy is headed. |
Financial Planning February 1, 2011 Donna Mitchell |
Equities Rising The economic recovery might be a slow and gradual one, as investors are constantly reminded, but mutual funds posted generally strong gains in the fourth quarter of 2010. |
Financial Advisor February 2011 Eric Rasmussen |
Frisky Business What to expect from five fund categories in 2011: Large caps... Small Caps... Mid Caps... International Stocks... Real Estate... |
Financial Advisor February 2005 Raymond Fazzi |
A Late Inning Comeback Forget predictions, trends and momentum. Trying to predict the stock market of 2004 would have been impossible. A fourth-quarter rally saved the year for mutual funds. Even REITs, which some were expecting to run out of steam, finished at the top. |
BusinessWeek August 6, 2007 James C. Cooper |
Credit Is Tightening--And That's Fine Credit tightening is curbing some of the frenzy, and a severe financial crunch is unlikely. |
Financial Planning August 1, 2009 Stacy Schultz |
Record-Breaker The second quarter of 2009 was a record-breaker for mutual funds. |
Financial Advisor October 2005 Raymond Fazzi |
Small Caps Look To Extend Streak Performing like Wall Street's version of The Little Engine That Could, small-cap equities are in a neck-and-neck race to outperform the large-cap sector for the sixth straight year. |
Financial Planning April 1, 2006 Susan B. Weiner |
The Middle Ground Mid-cap stocks have yet to command as much respect from advisers and investors as their small- and large-cap peers. Now mid-cap stocks find themselves in an unusual place -- the spotlight -- after a strong showing in 2005. |
Financial Planning November 1, 2008 Stacy Schultz |
Surprise, Surprise As markets plunged around them, investors ran to the only safe havens left in the third quarter -- U.S. Treasuries and cold, hard cash. |
Financial Advisor April 2008 Eric Uhlfelder |
Bank Shares Near Bargain Levels It wasn't all that long ago that bank stocks rocked. However, by the beginning of 2008, banking shares had collapsed. Is it time to start buying them again? |
Financial Planning August 1, 2010 Donna Mitchell |
Yield at Any Price? Shocked from the Flash Crash, nervous about the potential fallout from the European sovereign debt crisis and distressed about high unemployment, investors fled equity mutual fund categories and poured their money into fixed income. |
Financial Planning May 1, 2005 Donald Jay Korn |
Foreign Intrigue Financial planners need a passport to follow the money that's flooding into overseas mutual funds, but the wave may be about to break. |
Financial Advisor September 2009 Raymond Fazzi |
A Small Risk Conventional wisdom says small caps are riskier than their large-cap counterparts, but they remain a basic building block in retirement portfolios. |
Investment Advisor January 2006 Kathleen M. McBride |
Silk Purses Medal winning fund managers in 2005 drilled for returns and explored overseas. The best performing fund in any of S&P's categories for 2005 is the BlackRock Global Resources Portfolio/Institutional. |
Financial Advisor February 2, 2009 Alan Lavine |
Outlook 2009 Mutual fund managers are guardedly optimistic on equities, but find bonds even more appealing. |
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. |
The Motley Fool April 5, 2007 Amanda B. Kish |
In Like a Lion, Out Like a Lamb The old weather-related saying proves true for investors during March. While it may have been stomach-churning to watch from the sidelines, smart investors know that such market movements are inevitable. |
Financial Advisor April 2004 Jeff Schlegel |
Seeing More Growth In Growth Observers predict continuing opportunities in growth funds this year. |
Financial Planning February 1, 2005 |
Mutual Fund Monitor Assessing Assets: Domestic equities... Growth stocks... Small caps... Investment-grade bonds... etc. |
The Motley Fool February 8, 2011 Amanda B. Kish |
Are Emerging Markets in Danger? Time will tell whether the current blip in emerging markets' fortunes is temporary or the start of a more pervasive downward trend. |
U.S. Banker August 2001 Ted Cornwell |
Fears of Defaults Subprime loans are behind the fears. They have not been tested in a declining economy and analysts don't know what to expect. |
BusinessWeek September 10, 2007 James C. Cooper |
If Credit Markets Thaw, Recession Is Unlikely Growth will get squeezed, but housing will take the brunt. |
BusinessWeek June 11, 2007 James C. Cooper |
U.S.: Is The Housing Recession Starting To Recede? The drag on economic growth is easing, and home demand is firming up. |
BusinessWeek April 12, 2004 Lauren Young |
Where Investors Hunt For Refuge As the bull struggles, they're playing it safer at home -- and investing more abroad. A look at where the money is flowing to, and the outlook from some mutual fund managers. |
Financial Planning December 1, 2007 Elizabeth O'Brien |
Subprime Truths and Consequences The continuing credit crunch spotlights the perils of leverage. How should your financial advisory clients respond? |
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. |
BusinessWeek May 28, 2007 James C. Cooper |
Inflation Wild Cards Will Keep The Fed On Hold Demand, costs, and global forces raise new questions for prices. |
The Motley Fool February 15, 2007 David Lee Smith |
Fogging the Mirror in Mortgage Lending The housing industry is getting bogged down in the aftermath of subprime loans. Investors, take note. |
Financial Advisor December 2011 Maureen Nevin Duffy |
Where The Returns Are In the bond arena, emerging-market and high-yield offerings are top performers. |
U.S. Banker December 2001 Robert A. Bennett |
Gramlich's Words of Warning His suggested caution on subprime mortgage lending should be taken seriously... |
BusinessWeek May 27, 2010 Menon & Crowley |
Subprime Lending Returns to the U.K. Three years after defaults on U.S. subprime mortgages sparked a devastating financial crisis, lending to borrowers with less-than-perfect credit histories is making a comeback in Britain. |
Financial Advisor October 2007 Jeff Schlegel |
A Real (Estate) Mess In the wake of the subprime debacle, investors rethink the ways they are investing in real estate. |
Financial Planning November 1, 2010 Donna Mitchell |
The Rising Tide What a difference three months make. Bouncing back from a second quarter defined by uncertainty and volatility, mutual fund investors believed that the markets were turning a corner-or at least could not get much worse. |