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Financial Advisor
February 2007
Marla Brill |
Staying In Front Fund manager Jim Margard thinks small-company stock will outperform this year -- barely.   |
Financial Advisor
March 2012
Eric Uhlfelder |
Winning Equities Sectors The two-month equity surge that started off the New Year has lifted virtually all of the marina. But looking back a bit further in time shows that not all shares have been rallying. |
The Motley Fool
July 28, 2010
Jared Cummans |
Simplifying Investing: 5 All Cap ETF Options Get exposure in all the right places. |
Investment Advisor
January 2008
Kathleen M. McBride |
Built to Last Although their strategies vary, Rob Arnott and his investment advisor peers are hewing to a long-term focus on fundamentals, valuations, costs, and taxes. |
Investment Advisor
February 2007
Kara Stapleton |
Small Caps On Top Again The small-cap Russell 2000 Index made a comeback in 2006. |
Financial Advisor
April 2009
Marla Brill |
Tapping ETFs Dividend-rich ETFs may boost returns when the market is treading water. |
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 |
Small-Cap Bounty Small-cap ETFs have grown in number and offer some interesting choices. |
Financial Advisor
April 2006
Blank & Psoras |
When Sin Is Superior Eliminating vice stocks from portfolios may mean lower returns. |
Registered Rep.
January 1, 2007
Craig T. Callahan |
Rave On, Mister Market The bull is back and on a tear. Most market indices hit a low on March 11, 2003. Since then, they've been on a three-year run, hitting a peak on May 5, 2006. Which industries and sectors will lead the market over the next year? |
On Wall Street
July 1, 2009
Tim Knepp |
High Yield Bonds: Complex Risks And Opportunities This asset class arguably carries more varied risks, and potential opportunity, than any other publicly-traded fixed income or equity category. |
The Motley Fool
May 24, 2007
Amanda B. Kish |
Protect Your Portfolio Many fund managers predict a market slide. Are you prepared? |
Financial Advisor
December 2009
Marla Brill |
Second-Act Strategies Fund manager Jenny Jones favors steady eddies over fast growers as the rally matures. |
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 Advisor
May 2005
Marla Brill |
Cultivating Good Returns One financial adviser looks to his farming days to guide his strategy. |
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
March 2006
Jeff Schlegel |
Waiting For Life In Large Caps History and valuations offer compelling reasons to expect a resurrection in large-cap stocks, say fund managers and financial strategists. |
The Motley Fool
May 11, 2010
Mike Pienciak |
These Stocks Are a Portfolio Must The perfect way to get defensive while staying in the market. These days, even the normally risk-hungry, momentum-chasing hedge fund world is turning to consumer staples. |
On Wall Street
March 1, 2010
Tim Knepp |
Real Estate: Is It Time To Get Back In? Are there sound reasons for adding real estate back into your asset allocation? The answer, as always, is that it depends on the purpose of the investment and how the exposure would be gained. |
The Motley Fool
July 10, 2009
Alex Dumortier |
Which Sectors Are Attractive Right Now? Will the green straws we've seen prove to be a statistical mirage or a bounce along the path of what will otherwise be a very weak and protracted recovery? Which sectors show the most promise for growth? |
Financial Advisor
April 2007
Jeff Schlegel |
Does Growth Investing Matter? Growth stocks are expected to outperform, but good luck figuring out what they are. |
BusinessWeek
March 1, 2004
Vickers, Henry & Miller |
Is The Bull Ready To Catch Its Breath? Valuations aren't really out of whack -- and a correction may be a buying opportunity. Stocks have been on a tear since they bottomed out last March. |
Financial Advisor
February 2008
Marla Brill |
Bringing Life To An Old Fund A conversation with Margaret Patel, manager of the Evergreen Balanced Fund. |
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 Planning
January 1, 2011
Donald Jay Korn |
True Value How did value funds post superior numbers for the trailing 10 years? The short answer is that they held few technology stocks and emerged from the burstng tech bubble with a lead they held through the decade, says Michael Breen, associate director of mutual fund analysis for Morningstar. |
Financial Planning
June 1, 2008
Arnott et al. |
Heads I Win, Tails I Lose Less A Fundamental Index portfolio is neutral relative to the economy, weighting companies in accordance with their current economic footprint. When is it the right choice for investors? |
Investment Advisor
November 2006
Kathleen M. McBride |
Fundamental Indexing Goes Main Street Index investing has traditionally been linked to capital-weighted indexes, whereby a company's market cap determines how much of a company actually got into an index. And that's the fatal flaw in conventional index-linked investing. |
Financial Planning
July 1, 2007
Craig L. Israelsen |
Quasi-Commodities? Here's how energy, precious metals and real estate compare with the entire commodities index as a component of an investment portfolio. |
Financial Advisor
October 2011
Marla Brill |
On The Defense Plain-vanilla sectors are leading the ETF pack. |
Investment Advisor
May 2008
Kathleen M. McBride |
No Mimicry Here An aversion to risk and comfort with a portfolio that doesn't mimic indexes has helped Delafield Fund perform well over the long haul. |
The Motley Fool
March 29, 2011
Michael Johnston |
Dividend ETF Investing: Mid-Cap Options These dividend paying ETFs are worth a look. |
Financial Planning
August 1, 2006
Scott A. Leonard |
The Dogs of the Dogs Should you be buying the worst of the worst for your clients? To get the most out of academic research, and to take full advantage of the added returns offered by value stocks, the easy conclusion is that when it comes to value, more is better. |
Financial Advisor
April 2006
Raymond Fazzi |
A Look At New Horizons At a time when the margin for error is growing thinner and thinner in investment management circles, some are asking whether advisors and their clients are adequately served by cap-weighted benchmarks. |
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. |
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 Planning
September 1, 2011
Joseph Lisanti |
You Say Potato, I Say Value Investment professionals should immediately know growth and value strategies when they see them. But in some cases the difference between growth and value has been blurred. How do you benchmark your growth versus value approach? |
The Motley Fool
April 20, 2009
Jennifer Schonberger |
Is It Time to Invest in European Stocks? It might be time to nibble. |
BusinessWeek
September 16, 2010
Whitney Kisling |
As Market Pessimism Grows, Should You Buy Stocks? Investors are disenchanted with the market. To contrarians, that constitutes signs of a rally |
Financial Advisor
March 2011
James Picerno |
Strength In Numbers Indexing is moving past the standard beta carve-ups, such as small- vs. large-cap equities and value vs. growth stocks. A new era of factor-based indexing is dawning, and it promises to be far more nuanced and complicated. |
Investment Advisor
March 2006
Jeff Joseph |
Hedgeworld Hedge Fund Focus: A Bright Start for '06 Good news seemingly came at hedge fund managers from all directions in January. Equity market returns were up as was volatility, emerging markets showed gains, and there was big merger news on which to trade. |
The Motley Fool
June 1, 2011
Alex Dumortier |
Stocks: Here's What to Expect in June Higher volatility will benefit defensive sectors. |
Financial Planning
April 1, 2010
Donna Mitchell |
Cautious Confidence Investors are showing signs of confidence in the economy's recovery, flooding into early cyclical sectors like industrials and consumer discretionary. But the rebound story isn't following its usual script. |
The Motley Fool
September 10, 2009
Jennifer Schonberger |
Expert Summit: How to Invest Right Now Top financial experts on their favorite sectors and companies. |
Financial Planning
December 1, 2005
Craig L. Israelsen |
Keeping it in Perspective How often and by how much does growth outperform value? |
Financial Advisor
June 2011
Marla Brill |
Tapping Infrastructure Infrastructure ETFs have so far offered mixed returns to investors. |
Real Estate Portfolio
Nov/Dec 2004
Christopher M. Wright |
But Don't I Already Own REITs? Broader index shares (e.g. S&P 500 or Russell 2000) do not a REIT allocation make. |
Financial Planning
January 1, 2006
Donald Jay Korn |
Outlook 2006 An informal survey of investment strategists found an upbeat economic outlook for 2006: Panic and Euphoria... Has Technology's Time Come?... Bond Parsing... Overseas Picture... Fiscal Forecast... |
Financial Planning
December 1, 2006
Carpenter & Veres |
Rethinking the World Global economic changes are demanding a more sophisticated evaluation of your financial advisory clients' portfolio allocations. |
Financial Advisor
July 2009
Marla Brill |
They Just Keep Coming Back Fund manager Tim Hartch likes companies with repeat customers. |
Financial Advisor
May 2007
Eric Rasmussen |
Looking At The Value Of Everything Will value stock funds continue to outpace growth? |
