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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. |
Registered Rep. March 16, 2012 Diana Britton |
Yield of Dreams: Another Thumbs up for Index, ETF Investing The passive versus active management debate wages on, but a new report on 2011 performance gives more weight to index and ETF investing. |
Financial Advisor August 2009 Marla Brill |
Small-Cap Bounty Small-cap ETFs have grown in number and offer some interesting choices. |
Investment Advisor February 2007 Kara Stapleton |
Small Caps On Top Again The small-cap Russell 2000 Index made a comeback in 2006. |
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. |
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 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. |
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. |
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 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. |
The Motley Fool December 19, 2011 Dan Caplinger |
You Probably Just Bought These Stocks More index moves demand investor attention. |
The Motley Fool August 29, 2007 Amanda B. Kish |
The Best Small-Cap ETFs These exchange-traded funds win the best-in-class award. Let's take a closer look at the iShares Russell 2000 Index ETF, the Vanguard Small-Cap ETF, the iShares Morningstar Small Core ETF, the iShares S&P 600 Value ETF, and the Vanguard Small-Cap Growth ETF. |
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 June 24, 2009 Dan Caplinger |
6 Stocks to Sell Before Everyone Else Does It's time for the annual changes to the Russell indexes. |
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 Planning November 1, 2005 Randy Lert |
Stick to Your Guns! Investment managers have stayed bullish on investment underdogs despite a market that has been going the other way. Their favorite category by far is large-cap growth stocks, yet according to several surveys, those stocks only rose 1.7%. |
The Motley Fool December 15, 2009 Dan Caplinger |
Simple Ways to Win With Small Caps Put together a great set of investments in just a few steps by using exchange traded funds. |
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. |
Registered Rep. September 10, 2010 Stan Luxenberg |
Are Index Funds' Distorting Markets? With money pouring into index funds and ETFs, passive portfolios are distorting markets, harming many investors. Index funds are creating disturbing conditions in a variety of asset classes, including emerging markets, small stocks, and commodities. |
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 December 11, 2006 Dan Caplinger |
Index Funds: So Hot Right Now Indexing is stylish, but can you profit from its idiosyncrasies? |
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. |
The Motley Fool January 19, 2007 Mary Dalrymple |
Index Funds Win Again Index funds are cheap, easy, and they reliably outperform many other funds. |
Financial Planning September 1, 2006 Elizabeth O'Brien |
White Paper Performance: Keep Expectations in Check -- A study predicts that annual compound returns from various securities will be lower, over the coming 20 years, than they were in the previous three decades. |
The Motley Fool September 28, 2009 Dan Caplinger |
Are You Picking the Best Investments You Can? Be sure to judge your results by the right measure. |
The Motley Fool November 25, 2009 Dan Caplinger |
These 3 Tips Will Make You a Winning Investor Don't waste money on unnecessary investing costs. |
The Motley Fool August 20, 2009 Dan Caplinger |
Find Small-Cap Winners the Simple Way Picking a good small-cap ETF makes it easy to broaden your portfolio and improve its long-term returns. Which of these four ETFs has the secret to top returns? |
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. |
The Motley Fool March 11, 2010 Amanda B. Kish |
Do You Own This Top-Performing Investment? Mid-cap stocks can give you much better than middling returns. |
Financial Planning October 1, 2011 Craig L. Israelsen |
Multiply Returns by Dividing Gaining exposure to U.S. stocks by using three equally weighted index funds produced better performance than a single mega-market index fund during the Lost Decade of 2001 to 2010. |
Financial Advisor September 2011 Brad Zigler |
Running The Numbers ETFs are supposed to be cheap, but can they outperform the market, too? |
The Motley Fool October 31, 2006 Dan Caplinger |
Why Pay for Nothing? From the standpoint of the individual investor, mutual fund fees often go unnoticed. However, they're extremely significant and represent a large handicap for savers to overcome in trying to reach their financial goals. |
The Motley Fool March 14, 2011 Amanda B. Kish |
More Proof of a Losing Investment Strategy Finding outperformance among actively managed funds. |
Financial Planning July 1, 2011 Allan S. Roth |
The Benchmarking Game When choosing a benchmark the most appropriate choice usually isn't obvious for two reasons: It's rare that portfolios match one index substantially and they also change over time. |
Financial Planning July 1, 2010 Craig L. Israelsen |
Alpha and Beta Can a portfolio consisting entirely of beta-producing elements produce alpha? The answer is clearly yes. |
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. |
The Motley Fool March 22, 2005 |
Beyond the S&P 500 Index investors have more choices than just the S&P 500. |
The Motley Fool October 8, 2008 Selena Maranjian |
Wow -- Some Stocks Are Still Up?! Who knew stocks could rise in this environment? |
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 February 1, 2007 Steve Savage |
Short-Term Slumps Many great managers share common traits, including a willingness to own unpopular names, to make decisions based on long-term analysis and to maintain the discipline to ignore painful shorter-term market swings. This ability to ignore painful shorter-term swings is being tested as we speak. |
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 June 30, 2009 Dan Caplinger |
This Move Cost Index Funds Big Money The annual Russell index changes created some fireworks. |
BusinessWeek June 10, 2010 Bhaktavatsalam & Condon |
Stock Funds Hit a Rough Patch Eight of the 10 biggest U.S. mutual funds are showing lackluster results, with only Fidelity beating benchmarks. |
The Motley Fool June 28, 2010 Dan Caplinger |
What the Heck Happened Friday? No, Friday wasn't another flash crash. |
Financial Planning January 1, 2012 Craig L. Israelsen |
Swapping Out If designed well, a diversified, multi-asset portfolio can provide growth during pre-retirement accumulation years and stable income flows during post-retirement distribution years. |
Financial Advisor April 2010 Marla Brill |
A Good Complement More advisors think both bond mutual funds and ETFs belong in client portfolios. |
Entrepreneur September 2004 Dian Vujovich |
Way to Grow Large-cap growth funds may not sound exciting, but there's a solid place for them in a diversified portfolio. This fund uses a computer model to pick its winners. |
Registered Rep. March 31, 2015 John F. Wasik |
The Case For Fixed Income Active Management Does it still make sense to have a high-profile, actively managed bond fund in your clients' portfolios? |
Investment Advisor August 2009 Vaughan Scully |
The ETF Advisor: Those Outperforming Small Caps Exchange traded funds offer a relatively convenient and cost-effective way to invest in small cap stocks. |
On Wall Street January 1, 2013 Jeff Tjornehoj |
Classifying Funds That Turn to Lower-Rated Debt to Boost Return One analyst says it s time to separate bond fund classification strategies into distinct groups. |