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Financial Advisor
October 2011
Juliette Fairley |
Staying Afloat Hedged equity mutual funds provide protection against downside risk, but they are costly.   |
The Motley Fool
March 16, 2009
Dan Caplinger |
This Wealth-Killing Blunder Will Cost You Some commentators are arguing that the way millions of investors put money to work in the markets through mutual funds has fundamental flaws that simply can't be overcome. |
Registered Rep.
February 28, 2007
Stan Luxenberg |
A Market Sell Off? What Market Sell Off? How did these mutual funds, designed to act like hedge funds, perform when the market sank on Feb. 27? Analytic Global Long/Short... Arbitrage... Diamond Hill Focus Long/Short... etc. |
The Motley Fool
September 2, 2010
Amanda B. Kish |
Is This Stock-Picking Method Broken? Before you write off the whole approach as a failure, keep your eyes open for quantitative-based funds that could lead the pack once market sentiment and investor focus swing back in their favor. |
The Motley Fool
April 24, 2009
Dan Caplinger |
Invest Well or Your Kids Will Blame You Many investors have turned to 529 plans to help with their college savings. Yet the bear market has had a huge impact on these savings vehicles as well. What can you do now? |
The Motley Fool
March 24, 2009
Selena Maranjian |
How Much Cash Should Your Fund Have? There's a downside to funds being cautious and cash-heavy. |
The Motley Fool
March 9, 2009
Dan Caplinger |
You're Not as Diversified as You Think While the right mix of mutual funds can help you create a diversified portfolio that gives you broad exposure to a wide range of financial markets, you have to stay on the lookout to avoid unnecessary overlap in the stocks your funds own. |
On Wall Street
October 1, 2009
Elizabeth Wine |
Hedge Funds: Are They Worth It? Strategists in the wirehouses and elsewhere say hedge funds were wrongly maligned, and that the good funds can still serve the purpose of diversifying a portfolio and reducing risk. |
Financial Planning
August 1, 2006
Elizabeth O'Brien |
Adviser Pulse: Funds, Funds, Funds In 1992, advisers had 3,261 mutual funds to choose from. Today there are 16,580. Here's what financial advisers need to consider when choosing an asset manager. |
Investment Advisor
October 2007
Ronald W. Roge |
To Hedge or Not to Hedge The underlying premise of hedge funds, to reduce volatility in a portfolio, is not in itself flawed. What can we do, as fiduciaries, to use them to achieve the performance necessary to meet our clients' long-term financial objectives? |
Registered Rep.
February 1, 2006
Stan Luxenberg |
Do-It-Yourself Funds of Funds The real deal breakers for financial advisors with wealthy clients who have sophisticated needs are that hedge funds tend to be illiquid and lack transparency. Here's how to use mutual funds that use hedge fund strategies to solve this problem. |
The Motley Fool
May 31, 2011
Dan Caplinger |
How to Make the Most From Your Funds Investors make big mistakes with their mutual funds. Here's how to avoid them. |
The Motley Fool
June 30, 2009
Dan Caplinger |
Do These Black-Sheep Investments Deserve Your Money? Don't feel compelled to stick with a below-average fund just because it's offered by an otherwise good fund family. |
Financial Planning
October 2, 2007 |
New Products Alternatives: PowerShares Capital Management has launched two municipal bod ETFs... Insurance: Mass Mutual Life Insurance Co. has introduced Whole Life Legacy 100... etc. |
The Motley Fool
August 14, 2009
Dan Caplinger |
Investors Deserve This Tardy Tax Break It's better late than never for relief on mutual fund capital gains taxes. |
The Motley Fool
January 14, 2009
Dan Caplinger |
Is One-Stop Investing Safe? Having all your money in one place can be detrimental in a couple of ways. |
The Motley Fool
March 20, 2009
Tim Hanson |
It's Time to Reinvent the Index Fund The flawed "bigger is better" reasoning that underlies index investing has exposed American investors to needless amounts of risk over the past few years and ultimately cost them billions of dollars of their hard-earned money. |
Investment Advisor
September 2007
Jeff Joseph |
Sub-Prime Returns Squeezed between a credit panic and intense volatility in stock prices, some of the most highly regarded hedge fund managers have spilled huge amounts of red ink in the past few weeks. |
Financial Planning
December 1, 2009
Donald Jay Korn |
Hedge Fund Backlash Investors deserted hedge funds in droves in 2008, angered by the perceived arrogance of managers who weren't holding up to their promises. |
The Motley Fool
November 6, 2006
Tim Hanson |
Don't Try to Beat the Market It's entirely possible to be a hands-off investor and still put the long-term wealth-building power of the stock market to work for you. The secret? Index funds. |
Investment Advisor
October 2009 |
The Soapbox: What You Need to Know About Hedge Fund Conversions Not all hedge funds can be seamlessly converted into mutual funds. |
The Motley Fool
May 20, 2004
Selena Maranjian |
Forward-Thinking Family This mutual fund family vows to keep costs low while giving a solid performance. If you don't know much about Bridgeway Funds, you might want to learn more. |
Registered Rep.
March 1, 2005
Stan Luxenberg |
Looks Like a Hedge Fund, Smells Like For clients who cannot --- or will not --- try hedge funds, there is a compelling alternative: mutual funds that follow hedge-like strategies. Here are some options. |
The Motley Fool
June 26, 2008
Adam J. Wiederman |
The Truth Behind Buffett's Big Bet The Oracle of Omaha bet against top hedge fund managers. Here's why. |
The Motley Fool
February 7, 2011
Amanda B. Kish |
2 Out-of-Favor Investments to Buy Now Just because an investment is down and out doesn't mean it isn't a good long-term value. |
Registered Rep.
December 1, 2005
Stan Luxenberg |
Some Mutual Funds Win in Tax Game It's true, on average, that exchange-traded funds and separate accounts have tax advantages over mutual funds. But advisors shouldn't dismiss mutual funds too quickly. |
Financial Planning
December 1, 2007
Donald Jay Korn |
Hedge Funds Redux Despite a midsummer month's nightmare, hedge funds are still pointing to successful records and raking in money. |
Financial Advisor
October 2006
Marla Brill |
Quant With A Conscience For Bridgeway Funds founder John Montgomery, investing is about more than money. |
Financial Planning
February 1, 2011
Joseph A. Tomlinson |
Send in the Clones The introduction of low-cost clone hedge funds, constructed from exchange-traded funds by using quantitative investing techniques, may let Main Street enjoy hedge fund-like results. |
The Motley Fool
January 14, 2011
Dan Caplinger |
Are ETFs Really More Tax-Efficient? Many hail the benefits of ETFs, but some regular mutual funds do just as well. |
The Motley Fool
December 3, 2008
Dan Caplinger |
The Year-End Mistake You Don't Want to Make If you prefer to use mutual funds rather than individual stocks to invest, there's one expensive tax mistake that you'll want to be sure to avoid. |
The Motley Fool
June 15, 2010
Dan Caplinger |
Who Will Win This Race to the Bottom? As ETFs get cheaper, you win. After three major brokerages have come out with offers allowing their customers to trade certain ETFs on a commission-free basis, now Charles Schwab has fired another salvo hitting another hot-button issue: fund expenses. |
Investment Advisor
December 2007
Jeff Joseph |
130/30 Market May Open Up With a growing demand from investors and, so far, little competition from hedge fund managers, it appears the sky is the limit for traditional portfolio managers in the 130/30 space. |
Financial Advisor
April 2008
Eric L. Reiner |
Hedging Your Bets Richard Lee Jr. presides over the 50-person Dallas advisory Lee Financial Corp. A private placement fund of hedge funds that Richard Lee Jr. uses for clients returned nearly 20% last year. |
The Motley Fool
December 12, 2011
Morgan Housel |
Best ETF for 2012: Vanguard Total Stock Market For those of you who don't want to bother rolling up your sleeves and digging through individual companies, a broad index fund like Vanguard's Total Stock Market ETF is a smart choice for long-term investors. |
The Motley Fool
March 2, 2005 |
Hedge Funds Explained While the word "hedge" conjures up images of investors cautiously hedging their bets, hedge funds are often extra-risky, volatile investment vehicles that demand huge upfront investments, sometimes in the millions. |
Financial Advisor
September 2007
Marla Brill |
The Sector Shifter G. Michael Mara, manager of the MFS Sector Rotational Fund, says he practices a more conservative version of sector rotation and believes his strategies and goals are different from those of most investors and many of his competitors. |
The Motley Fool
September 28, 2007
Amanda B. Kish |
The Key to Successful Mutual Fund Investing Mutual fund expenses may be one of the best ways to tell whether a fund will outperform or not. |
The Motley Fool
April 21, 2006
Rick Aristotle Munarriz |
Vanguard Slams the Door In what has become a painful trend for investors chasing hot funds, another popular mutual fund is closing the door to new investors. This time it is Vanguard Strategic Equity Fund. |
The Motley Fool
August 13, 2010
Amanda B. Kish |
Must-Read Mutual Fund News The week's happenings in the mutual fund industry. |
Entrepreneur
October 2006
Dian Vujovich |
Robo-Stock Should you let a computer choose your investments? Quantitative funds do just that. |
The Motley Fool
November 15, 2005 |
Hedge Funds, Explained While the word "hedge" might conjure up images of investors cautiously hedging their bets, hedge funds are often extra-risky, extra-volatile investment vehicles that demand huge up-front investments, sometimes in the millions. |
The Motley Fool
June 26, 2009
Dan Caplinger |
The Danger Lurking in Your Portfolio Think you're diversified? Think again. |
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. |
The Motley Fool
October 12, 2004
Shannon Zimmerman |
Vanguard's Best Funds Zeroing in on the fund family's best bets. |
Wall Street & Technology
July 1, 2005
Maria Santos |
Investor Distrust According to a recent survey, less than one-third of U.S. households agree that their mutual fund companies can be trusted to advertise honestly, outperform their competitors or even do the right thing. |
The Motley Fool
June 26, 2008
Alex Dumortier |
Stars Align for Goldman Fund Goldman Sachs' flagship quantitative hedge fund, Global Alpha, benefits from the capital and diversification of its parent. |
BusinessWeek
June 26, 2006
Lauren Young |
Mutual Funds: Back In Action Sure, the markets are jittery, but mutual funds are doing a better job for investors since the dot-com smashup. Long-term returns are up, fees are down, and, despite ETFs and hedge funds, money is rolling in. |
The Motley Fool
November 17, 2006
Paul Elliott |
Don't Invest Another Penny Until you read this... Mutual funds have a price. It may be a lot higher than you think. |
The Motley Fool
January 16, 2009
Selena Maranjian |
Who's Directing Your Fund? Some mutual funds have many managers. |
