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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 August 2009 Marla Brill	Small-Cap Bounty Small-cap ETFs have grown in number and offer some interesting choices.
Investment Advisor August 2009 Vaughan Scully	The ETF Advisor: Those Outperforming Small Caps Exchange traded funds offer a relatively convenient and cost-effective way to invest in small cap stocks.
Financial Planning October 1, 2011 Craig L. Israelsen	Multiply Returns by Dividing Gaining exposure to U.S. stocks by using three equally weighted index funds produced better performance than a single mega-market index fund during the Lost Decade of 2001 to 2010.
Financial Planning November 1, 2006 Elizabeth O'Brien	Fund Manager Profile Taking the Global View: Jeff Knight leads a standout fund at beleaguered mutual fund group Putnam.
Financial Planning December 1, 2008 Stephen Savage	What Just Happened The magnitude of this market decline exceeds the frame of reference of nearly every advisor in business today, and most of their clients. What approach can advisors take with shell-shocked clients?
Financial Planning December 1, 2005 Donald Jay Korn	Seven-Year Hitch? Small-cap stocks have been big winners ever since the last century, but keeping the good times rolling could be a major challenge for financial planners.
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%.
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.
The Motley Fool February 3, 2011 Dan Caplinger	How Investors Beat the Great Recession A simple strategy brought many back to even. Many investors use asset allocation strategies to spread their risk across various types of investments.
Financial Advisor April 2008 C. & J. Carty	Capturing Alpha With ETFs An actively managed portfolio of exchange-traded funds can generate risk-adjusted excess returns above those of its individual funds -- a positive alpha.
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.
Investment Advisor November 2007 Kathleen M. McBride	Balanced Contrarian An interview with Steven Romick, President and CIO of FPA Crescent Fund, which has a history of coming through difficult markets and doing well for investors.
Investment Advisor January 2008 Jeff Joseph	The Year in Hedge Funds In a year marked by high volatility in the financial markets, the 10 strategies tracked by the Credit Suisse/Tremont Hedge Fund Index outperformed major global equity indexes and experienced lower volatility than the overall markets.
The Motley Fool August 29, 2007 Amanda B. Kish	The Best Small-Cap ETFs These exchange-traded funds win the best-in-class award. Let's take a closer look at the iShares Russell 2000 Index ETF, the Vanguard Small-Cap ETF, the iShares Morningstar Small Core ETF, the iShares S&P 600 Value ETF, and the Vanguard Small-Cap Growth ETF.
Financial Advisor August 2010 James Picerno	Searching For Progress Financial innovation is under fire. Failing to beat the market is only one reason.
Financial Planning October 1, 2008 Richard K. Fullmer	Reducing Retirement Risk How should retirees configure their portfolios for the long term, while not exposing themselves to inappropriate risk?
The Motley Fool April 14, 2010 Amanda B. Kish	The Coming Investment Trend You Should Avoid Tough times see investors trend towards bonds, but stick with stocks for super-performance over the long-term.
On Wall Street September 1, 2011 Elizabeth Wine	Active Resistance It's not been a good recovery for actively managed mutual funds. Investors have been steadily pulling money out, while sending waves of cash into passively managed index funds and exchange-traded funds.
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.
The Motley Fool May 24, 2007 Amanda B. Kish	Protect Your Portfolio Many fund managers predict a market slide. Are you prepared?
Financial Advisor February 2008 Bruce A. Weininger	Out Of The Style Box You have a much greater chance of improving performance by using a smaller number of managers who have shown an ability to outperform the market -- as long as you give them the freedom to invest in their best ideas, unconstrained by the style-box police.
Real Estate Portfolio Nov/Dec 2004 Christopher M. Wright	Q&A with Roger Gibson Roger Gibson is a nationally recognized expert in asset allocation and portfolio design. In a recent interview he discusses among other things, diversification and where REITs fit into his clients' portfolios.
Investment Advisor April 2010 Robert J. Lindner	Expert's Corner: Putting It in Neutral Advisors can improve a client's portfolio by using a market neutral strategy.
The Motley Fool April 4, 2007 Amanda B. Kish	Finding Needles in Funds' Haystack 7,000 reasons to separate good funds from bad ones. Too often, investors look first for funds with the highest recent returns, then perform due diligence only on funds at the top of that list.
Financial Planning April 1, 2005 O'Toole & Steiny	Rain or Shine Your ability to react to shifting market cycles will set you apart. By educating your clients and building an adaptable investment management strategy now, you'll be well prepared for the good times--and the bad.
Financial Advisor May 2010 James Picerno	Bodies In Motion A fresh look at an old idea: momentum investing.
The Motley Fool May 24, 2011 Amanda B. Kish	This ETF Sector Is Getting Pricey While large-cap stocks dominated in the late 1990s, small-cap stocks have had a truly amazing run in the decade since then.
Financial Advisor February 2007 Marla Brill	Staying In Front Fund manager Jim Margard thinks small-company stock will outperform this year -- barely.
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.
Registered Rep. October 1, 2002 Stan Luxenberg	The Smart Way to Use Index Funds Now In the cold light of the bear market, advisors have discovered inherent flaws in the indices and the funds that track them.
The Motley Fool May 7, 2009 Dan Caplinger	Do This Before You Buy (or Sell) the Rally With the downs and ups of the market, how much of your money should you have in stocks right now? If you look at the rally and say "as much as possible," then you haven't learned as much from the bear market as you should have.
Financial Advisor May 2009 David J. Drucker	Does Asset Allocation Need A Facelift? Has the 2008 stock market changed the rules of asset allocation and how we manage asset volatility?
On Wall Street August 1, 2011 Matthew Lemieux	The Growth of Non-Traditional Strategies When added to an investment portfolio, non-traditional approaches in mutual funds may create opportunities for return enhancement or risk reduction.
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.
Financial Planning January 1, 2009 Allan S Roth	Bear Markets Compared Let's compare and contrast the last two bear markets: the current one and the bear of 2000 to 2002.
On Wall Street June 1, 2009 Gwen Moran	Are Small Caps a Safe Bet? Many may not be well-known or particularly exciting, but small-cap stocks are increasingly getting respect as the way to enjoy big returns and capitalizing on market trends.
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, 2007 Donald Jay Korn	Different Strokes This summer's volatile markets proved that allocating funds among uncorrelated assets really does work.
Financial Advisor October 2005 David Reilly	Is Risk Really A Four Letter Word? Once esoteric investing strategies, such as managed currency and commodity futures, real estate, short selling, arbitrage and event-driven strategies, allow portfolio risk management to be taken to the next level. Advisers, take note.
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 Advisor July 2009 James Picerno	Small-Cap Value Is Beautiful Again Small firms trading at low multiples are especially vulnerable these days. That's why they're so appealing.
Financial Planning March 1, 2012 Craig L. Israelsen	Small Thoughts The benefit of investing in small U.S. stocks is clear. Over the 42-year period from Jan. 1, 1970, to Dec. 31, 2011, a $10,000 investment in large U.S. stocks would have grown to $507,362.
Investment Advisor April 2008	Upgrades The year-old Rydex Managed Futures Strategy Fund has attracted approximately $400 million in assets... Bear Stearns Asset Management launched the Bear Stearns Current Yield Fund... Sun Life Financial announced several new investment options...
Financial Advisor March 2011 Somnath Basu	Back To Basics Advisors don't need to rely on complicated models to help clients avert losses.
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.
Financial Advisor April 2007 Jeff Schlegel	Does Growth Investing Matter? Growth stocks are expected to outperform, but good luck figuring out what they are.
Financial Advisor October 2008 Jerry Wagner	Bonus Copy: Are Investment Returns a "Crazy Quilt"? Callan Charts, or the Periodic Table of Investment Returns, provide advisors with a graphical guide to better returns with less risk than asset allocation portfolios.
Investment Advisor January 2006 Callahan & Howard	Risky Business The primary goal of financial advisors is to make life less risky for clients. But using style boxes to determine risk in a portfolio is a fool's errand.
Financial Planning September 1, 2008 Stephen Savage	Anatomy of a Recovery Let's look at performance history to analyze how past market downturns have played out and, more specifically, the ultimate impacts of different levels of decline.