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The Motley Fool
May 25, 2010
Amanda B. Kish
Investments With the Best of Both Worlds Choose investments that are winners all the way around. In the spirit of bipartisanship, let's take a quick look at some of the best hybrid, or balanced, mutual funds in the business today. mark for My Articles similar articles
The Motley Fool
April 19, 2011
Amanda B. Kish
Investments for Volatile Markets How balanced funds can fit in your portfolio. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
July 22, 2010
Amanda B. Kish
AARP Has Liquidated You. Now What? AARP gets out of the mutual funds business. mark for My Articles similar articles
Financial Advisor
August 2009
Craig L. Israelsen
A Better Balanced 'Core' Balanced funds are based on outdated models and need to be better diversified. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
February 16, 2011
Amanda B. Kish
A Helping Hand With Your Investments Options for folks who want a little bit of help in crafting their asset allocation. mark for My Articles similar articles
Financial Planning
September 1, 2009
Ilana Polyak
Evasive Action Steve Romick, manager of the FPA Crescent fund, is obsessed with protecting capital. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
November 25, 2008
Dan Caplinger
Did Asset Allocation Work? Some funds claimed to protect you from the downturn. Did they deliver? mark for My Articles similar articles
The Motley Fool
May 16, 2011
Amanda B. Kish
Owning These Investments Just Got Easier The market's friendliest funds become even friendlier. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
October 12, 2004
Shannon Zimmerman
Vanguard's Best Funds Zeroing in on the fund family's best bets. mark for My Articles similar articles
The Motley Fool
January 3, 2012
Amanda B. Kish
Why Advisors Are Wrong Again Financial advisors are shying away from stocks at the wrong time. mark for My Articles similar articles
Financial Planning
November 1, 2012
Craig L. Israelsen
Thinking Globally: Diversified Portfolio Needs Foreign Stocks. Are They Worth it? A diversified portfolio may need foreign stocks, but are non-U.S. bonds worth the trouble? mark for My Articles similar articles
Financial Planning
July 1, 2006
Israelsen & Walker
Right on Target? Life-cycle funds are relatively new. Here are the pros and cons of investing in target-date funds. mark for My Articles similar articles
The Motley Fool
September 19, 2007
Amanda B. Kish
Who's Really Managing Your Fund? Manager tenure is one of the most important characteristics of any mutual fund, so it's vital that you understand exactly who's in charge. And for some mutual funds, the answer might be an unpleasant surprise. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
July 25, 2007
Amanda B. Kish
The Perfect Mutual Fund Allocation How you allocate among your funds is as important as which funds you choose. mark for My Articles similar articles
The Motley Fool
August 4, 2011
Amanda B. Kish
Where the New ETF Money Is Going Are you using exchange-traded funds wisely? mark for My Articles similar articles
Financial Advisor
September 2012
Marla Brill
Bargain Scavenger Steve Romick's contrarian style has helped FPA Crescent Fund outperform over the long term. mark for My Articles similar articles
The Motley Fool
October 16, 2009
Amanda B. Kish
The Next Investment Bubble If you're simply following the crowd because you think bonds are the place to be right now, be careful. This corner of the market may be getting pretty inflated and could very well let investors down. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
December 27, 2010
Amanda B. Kish
Why Even Bond Managers Hate Bonds It may be time to switch back to stocks. mark for My Articles similar articles
Financial Planning
February 1, 2008
Craig L. Israelsen
Winners by Default Target-date and balanced funds have become the main default options in corporate retirement plans. But which one is better? mark for My Articles similar articles
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. mark for My Articles similar articles
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). mark for My Articles similar articles
Financial Advisor
November 2012
Marla Brill
Beyond Bonds As interest rates remain at rock-bottom levels, investors seeking higher yields are piling into bond funds. Mark Freeman has produced an attractive total return with low volatility without depending solely on fixed income securities. mark for My Articles similar articles
The Motley Fool
February 23, 2007
Dan Caplinger
Don't Leave Your Investments on Autopilot An occasional look can reveal profitable adjustments to your portfolio. mark for My Articles similar articles
Financial Advisor
February 2008
Marla Brill
Bringing Life To An Old Fund A conversation with Margaret Patel, manager of the Evergreen Balanced Fund. mark for My Articles similar articles
The Motley Fool
March 24, 2005
Nathan Slaughter
Mutual Fund Meltdown Have you assembled your funds in a carefully orchestrated portfolio or in a haphazard collection? Collecting mutual funds is not a safe pastime. It's a financial disaster waiting to happen. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
June 7, 2011
Amanda B. Kish
This Cheap Sector Just Got Even Cheaper Information technology offers an opportunity. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
September 27, 2010
Amanda B. Kish
Will Your Bond Fund Blow Up? Consider the risks. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
October 29, 2004
Dayana Yochim
Need a Yawner Investment? If you're in the market for a safe little something for your portfolio, buy bonds. mark for My Articles similar articles
The Motley Fool
May 20, 2010
Amanda B. Kish
This Rally Is So Over While bonds still serve a vital role in every investor's portfolio, just make sure you're not banking your entire future on them. mark for My Articles similar articles
Financial Advisor
April 2010
Marla Brill
A Good Complement More advisors think both bond mutual funds and ETFs belong in client portfolios. mark for My Articles similar articles
Financial Advisor
March 2012
Michelle Knight
Fixed-Income Bonding Abandoning bonds for dividend-paying stocks may seem like a "no-brainer," but think again. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
December 4, 2006
Dan Caplinger
10 Trillion Reasons to Invest Mutual funds keep raking in the money. mark for My Articles similar articles
The Motley Fool
March 7, 2005
Josie Raney
Three Funds That Pad Your Pocket If you're yearning for yields, these three Vanguard funds are worth checking out. Vanguard Equity Income... Vanguard Wellington... Vanguard Selected Value... mark for My Articles similar articles
The Motley Fool
May 19, 2009
Dan Caplinger
Only You Can Make This Crucial Choice As tempting as it may be, don't just pass off responsibility for your investments to someone else. Sometimes you'll get just the results you want, but more often, what you buy won't live up to your expectations. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles