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Financial Planning
May 1, 2006
Elizabeth O'Brien |
S&P Muscles in on Wilshire More and more index makers are offering the same products -- but they insist there's a difference. Planners should take the time to explain the differences to their individual clients in order to "manage expectations."   |
Financial Planning
December 1, 2012
Joseph Lisanti |
Index Merger: New Landscape of S&P/Dow Jones to Affect Advisors The S&P/Dow Jones merger pits the indexing giant against a changing marketplace. Here are a few ways advisors could be affected. |
Financial Advisor
September 2011
Tom Lydon |
It's All In The Weighting ETF indexing has evolved, but the traditional, somewhat boring approach may still yield the best results. |
Financial Advisor
August 2009
Marla Brill |
Small-Cap Bounty Small-cap ETFs have grown in number and offer some interesting choices. |
Financial Planning
June 1, 2009
Richard A. Ferri |
Mapping Indexes Today's advisors can best serve their clients with a working knowledge of the various index methodologies. Unfortunately, this is no easy task. |
The Motley Fool
March 22, 2005 |
Beyond the S&P 500 Index investors have more choices than just the S&P 500. |
Financial Planning
March 1, 2006
Donald Jay Korn |
Weight Watchers New equity indexes, weighed by fundamental factors, are challenging the conventions of passive investing. |
Financial Planning
May 1, 2006
Israelsen & Walker |
Evening the Odds A significant flaw in many active-versus-passive studies occurs when tallying the number of funds that under- or out-perform an index. Three steps could help level the playing field in the active-versus-passive debate. |
Financial Advisor
December 2007
Marla Brill |
The New Indexing Maze The mushrooming ETF market has spawned a new breed of indexes that represent a radical departure from traditional benchmarks in both their construction and purpose. |
The Motley Fool
June 28, 2007
Amanda B. Kish |
Are Your Funds Really Performing? It's not enough to simply pick good mutual funds and hope that your money will grow. You need constant evaluation and comparison to keep your investment program on track. |
Financial Planning
May 1, 2005
Israelsen & McDonough |
Gaming the System Investors can use last year's middle-performing value index to produce excellent results this year. |
Financial Advisor
March 2012
Michael J. Reed |
Avoiding Losers This model aims to avoid underperforming stocks rather than picking outperforming ones. |
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. |
Financial Advisor
October 2007
Marla Brill |
Do Your Clients' Target Funds Measure Up? How do market watchers come up with apples-to-apples comparisons of target-date funds? The absence of a standardized benchmark has left financial advisors to wade through the burgeoning number of fund choices with only vague and often conflicting guidelines for evaluation. |
The Motley Fool
December 19, 2011
Dan Caplinger |
You Probably Just Bought These Stocks More index moves demand investor attention. |
Real Estate Portfolio
May/Jun 2006
Steve Bergsman |
Indexes: An Investment Strategy or Investment Benchmark While real estate index fund investing remains a niche play, the number of individual funds continues to expand, which means conservative investors or those investors seeking to reduce volatility associated with actively managed funds have more options from which to choose. |
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 Planning
November 1, 2007
Craig L. Israelsen |
Proposition Three The number of target-date funds continues to grow, but there remains only one set of benchmarks. Here are three proposed indexes to fill the void. |
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 Planning
July 1, 2005
Israelsen & McDonough |
Bet Your BIPY In an ongoing quest to refine which strategies work best in the battle between growth and value investments, this article goes further to examine tactical asset allocation approaches using growth indexes. |
The Motley Fool
December 30, 2008
Dan Caplinger |
Can You Beat Index Funds in 2009? Get the right mix in your investments. |
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. |
Investment Advisor
September 2005
Clair & Joseph |
Hedgeworld Hedge Fund Focus: Hedge Fund Indexes Grow up Mirroring the growth of the hedge fund industry, hedge fund indexing has taken off in recent years, driven by investor demand for transparent benchmarks and the index providers' recognition that trusted indexes can, if carefully constructed and marketed, attract their own assets. |
The Motley Fool
October 5, 2009
Alex Dumortier |
What's Next for Stocks? After the best quarter since 1998, what can you expect, and how should you react? |
The Motley Fool
June 24, 2009
Dan Caplinger |
6 Stocks to Sell Before Everyone Else Does It's time for the annual changes to the Russell indexes. |
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. |
The Motley Fool
September 15, 2010
Alex Dumortier |
10 Core Stocks for Your Portfolio: MSCI Don't check your portfolio without it! |
Financial Advisor
March 2005
Craig L. Israelsen |
Benchmark Checkup Comparing equity mutual fund returns to an index can be very deceiving. |
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. |
Financial Advisor
February 2008
Craig L. Israelsen |
A Better Mousetrap Target date funds are here to stay. As a result of the Pension Protection Act of 2006, target date funds will likely become the auto-enrollment default option in tax-deferred retirement plans. |
The Motley Fool
January 14, 2011
Dan Caplinger |
Your Index Fund Is Making a Bad Investment Funds have to do what the indexes they track do. |
Financial Planning
June 1, 2009
Craig L. Israelsen |
The Value Premium While industry experts might be trumpeting growth as the place to be when the market rebounds, advisors should remember that longer-term, the market values value. |
Financial Planning
November 1, 2011
Joseph Lisanti |
Made-to-Order Indexes The industry isn't running out of ideas. The evolution of markets and the emergence of new technologies will ensure a continued flow of indexes and ETFs based on them. |
Financial Advisor
February 2006
Matt Hougan |
Is `Buy The Market' Best? Enhanced indexers say they have the way to go the market one (or two) better. Financial advisors, take note. |
The Motley Fool
January 27, 2010
Dan Caplinger |
These Investments Could Steer You Wrong Index funds and exchange-traded funds aren't perfect. |
Financial Planning
October 1, 2013
Craig L. Israelsen |
Should Clients Avoid Bonds Now? With rates inching upward, some clients may want to skip fixed-income investments entirely. They shouldn't. |
The Motley Fool
November 10, 2009
Alex Dumortier |
The Dow's New High Signals Change Is the shift to quality beginning? This high could be symbolic of a shift in the market away from lower-quality/higher-risk names to higher-quality stocks. |
Investment Advisor
February 2009 |
A New Benchmark for Advisors With many advisors using an asset allocation strategy, the S&P 500 is no longer a great benchmark against which to set your pace. Take a look at these new benchmarks. |
Financial Advisor
April 2007
Jeff Schlegel |
Does Growth Investing Matter? Growth stocks are expected to outperform, but good luck figuring out what they are. |
The Motley Fool
February 12, 2007
Dan Caplinger |
Do the Averages Matter? In general, although news of record highs among various stock market indices can make for a nice headline or leading story on the nightly news, market averages aren't too important to most investors. |
Financial Planning
June 1, 2012
Craig L. Israelsen |
Valuable Property It turns out that giving real estate a place in your overall portfolio is an essential step toward optimal diversification. |
Financial Advisor
March 2011
Marla Brill |
New Indexes Nudge Out Old Favorites Advisors who have moved into alternative indexes are finding unique ways to use them. |
The Motley Fool
April 8, 2011
Dan Caplinger |
5 Stocks to Buy Before the Crowd Does It's never too early to start thinking about index rebalancing. |
Financial Advisor
May 2010
Gail Liberman |
Understanding Indexes Popularity, turnover, structure and other factors affect index funds and ETFs. |
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. |
The Motley Fool
May 24, 2011
Dan Caplinger |
This Could Be an ETF Game Changer Longtime index company Russell Investments comes out with new ETFs. |
The Motley Fool
May 7, 2007
Amanda B. Kish |
Vanguard's Best Index Funds Which index funds should you have in your portfolio? Vanguard 500 Index Fund... Vanguard Small-Cap Index... Vanguard Total International Stock Index... etc. |
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. |
Financial Advisor
March 2012
Scott A. MacKillop |
MPT -- A Tool, Not An Answer Improving the data we use and how we evaluate results will lead us to the best conclusions for clients. |
The Motley Fool
March 4, 2010
Selena Maranjian |
Are ETFs Cutting Corners? This practice makes sense for funds, but could mean pain for you. It seems that most ETFs don't completely mimic their underlying indexes |
