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The Motley Fool April 19, 2011 Amanda B. Kish	Investments for Volatile Markets How balanced funds can fit in your portfolio.
The Motley Fool October 25, 2011 Amanda B. Kish	An Investment for Gun-Shy Investors Investors are still skittish about stocks, but keen on this option. An area of the mutual fund market that saw gains -- $512 million was added to hybrid funds, or funds that invest in a mix of stocks and bonds.
Financial Planning September 1, 2009 Ilana Polyak	Evasive Action Steve Romick, manager of the FPA Crescent fund, is obsessed with protecting capital.
Investment Advisor February 2007	Through Thick and Thin Balanced funds provide investors with diversification within the confines of a single investment vehicle by holding a portfolio of highly uncorrelated asset classes.
The Motley Fool July 22, 2010 Amanda B. Kish	AARP Has Liquidated You. Now What? AARP gets out of the mutual funds business.
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 Advisor September 2012 Marla Brill	Bargain Scavenger Steve Romick's contrarian style has helped FPA Crescent Fund outperform over the long term.
Financial Advisor May 2004 Marla Brill	Taking Cover In Cash The manager of the FPA Crescent Fund is confounded by the financial markets. In his 18 years of investing, this is the most difficult time for finding securities that seem appealing.
BusinessWeek August 13, 2009 Ben Levisohn	End of the Bond Boom? Bond sales blossomed during the credit crisis, but it may be time for investors to reconsider their passion.
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 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.
Registered Rep. October 21, 2013 Stan Luxenberg	A Tactical Turnaround When the market crashed in 2008, most stock funds collapsed. But a handful avoided serious losses, shifting to cash or taking other defensive measures. The winners attracted assets.
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 January 24, 2009 Todd Wenning	The Best Investment You Can Make Today You don't have to risk it all in equities to comfortably build yourself a sizable nest egg. In fact, the remedy is quite simple: Own more bonds. It's the best investment you can make today.
Registered Rep. March 1, 2003 Stan Luxenburg	Going to Extremes Used as the "explore" part of a "core and explore" strategy, focus can indeed help produce alpha (outperformance).
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.
The Motley Fool September 27, 2010 Amanda B. Kish	Will Your Bond Fund Blow Up? Consider the risks.
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 December 27, 2010 Amanda B. Kish	Why Even Bond Managers Hate Bonds It may be time to switch back to stocks.
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 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.
The Motley Fool May 24, 2010 Amanda B. Kish	How Much Debt Is Too Much? Finances around the world might affect how you divide stocks and bonds in your retirement portfolio.
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.
BusinessWeek July 29, 2010 Charles Stein	Steve Romick: A "Free-Range" Fund Manager FPA Crescent's Romick puts his money wherever he sees value.
The Motley Fool February 6, 2009 Dan Caplinger	The Investing Secret You Need to Know A winning mutual fund strategy boils down to asset allocation.
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.
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.
The Motley Fool September 8, 2009 Dan Caplinger	This Dumb Investment Won't Make You Rich Savings bonds are just about the last place anyone should put their money right now. There are much better ways to save money.
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.
BusinessWeek February 4, 2010 Tara Kalwarski	How to Fix Your Bond Mix Here's how three funds allocate bonds for people retiring in 2010
Financial Advisor August 2009 Marla Brill	Playing It Safe Consistency and a remarkable lack of surprises have been the hallmarks of this bond fund.
The Motley Fool September 27, 2007 Amanda B. Kish	The Best Funds From T. Rowe Price: Part 1 A closer look at these T. Rowe Price funds: T. Rowe Price Personal Growth Fund... T. Rowe Price Spectrum Growth Fund...
The Motley Fool June 10, 2011 Amanda B. Kish	Low-Risk Investments for Volatile Markets These mutual funds can help your portfolio through tough times.
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.
Registered Rep. June 1, 2004 Stan Luxenberg	Escape Is Rarely the Safest Bet Don't tell Brandywine Fund that fleeing stocks for cash is a safe, conservative maneuver. Several mutual funds now have a substantial portion of their assets in cash. Is this a good idea?
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.
The Motley Fool June 13, 2008 Julie Clarenbach	A Retirement Portfolio You Can Set and Forget Don't let lifecycle funds target your retirement without taking a very close look at them.
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 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.
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.
Financial Planning September 1, 2011 Donald Jay Korn	Double Plays When clients want a total return fund, it may be difficult for advisors to sort out the options. Determining what role a total return fund can play in a client's portfolio requires a deeper understanding of this confusing category.
Financial Planning July 1, 2008 Donald Jay Korn	Better Yields Yield can be found in a variety of places, from the most common to the highly esoteric. Here's a look at some of them.
The Motley Fool December 4, 2006 Dan Caplinger	10 Trillion Reasons to Invest Mutual funds keep raking in the money.
The Motley Fool December 11, 2007 Dan Caplinger	2007's Big Surprise Mutual funds that invest in Treasury securities have put in an unexpectedly good performance in 2007, giving broader-market indexes a run for their money.
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 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?
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.
BusinessWeek September 25, 2008 Lauren Young	If You Want to Rejigger Your Holdings Three top financial advisers share how they would invest $250,000 for moderate growth over the next five to seven years. Here's the way they'd do it.
The Motley Fool January 3, 2007 Dan Caplinger	Going Global With Bonds International investing isn't just about stocks. With yields on Treasury bonds still hovering below 5%, the high yields offered by some foreign issuers can look extremely appealing.
Registered Rep. September 1, 2005 Stan Luxenberg	Convertible Opportunities With prices down now, this could be an opportune moment to build a long-term position in convertibles. Despite the recent woes, convertibles have produced an impressive long-term record.