| Similar Articles |
|---|
 |
Registered Rep.
February 13, 2013
Stan Luxenberg |
The Land of Opportunity: Europe? Asia, Yes, but Europe? There is good reason to expect that foreign stocks will continue climbing. Plenty of Wall Street analysts expect that economies will grow in Europe and Asia this year. But clients may still be wary.   |
Registered Rep.
January 27, 2014
Stan Luxenberg |
The Price of Buying High To help clients avoid ill-timed moves, consider reliable funds that have histories of delivering strong investor returns. |
Registered Rep.
June 24, 2011
Stan Luxenberg |
Tax Mitigation Strategies Using ETFs and Mutual Funds Now that the bull market is in its third year, many funds are again stockpiling capital gains. Those can generate unexpected tax bills -- and cause investors -- your clients -- to hit the roof. |
Registered Rep.
April 22, 2013
Stan Luxenberg |
The Upside to Doing Good Advisors have traditionally steered clear of socially responsible investment funds, but some SRI funds excel in downturns. Many investors -- with no interest in SRI -- are starting to notice. |
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. |
Registered Rep.
July 20, 2012
Stan Luxenberg |
To Index Emerging Markets or Not to Index? Index funds may not be the right choice for many investors who seek exposure to growing economies. |
Registered Rep.
September 1, 2004
Stan Luxenberg |
A Question of Size If there is safety in numbers and comfort in size, fund investors are now putting their need for reassurance on parade. |
BusinessWeek
May 28, 2009
Kalwarski & Levisohn |
Finding Higher Returns With Lower Risk There is surging interest in low-volatility investment strategies. Still, some investors are finding ways to make volatility work for them. |
Financial Planning
October 1, 2010
Craig L. Israelsen |
Lost-and Found A well-diversified portfolio would have protected investors during the "Lost Decade" between 2000 and 2009. |
Registered Rep.
January 1, 2007
Stan Luxenberg |
Dodging the Taxman The rising market produced a gusher of trading profits in many funds, but the clients wind up paying the taxes. To avoid tax complaints next year, financial advisors should consider the after-tax returns their funds will generate. |
Financial Planning
February 1, 2005
Israelsen & Farr |
Now You See It... Domestic small-cap equity funds, particularly those with a value tilt, are a fundamental component of any well-designed equity portfolio. The trick is finding ones that are for sale. |
Financial Planning
August 1, 2011
Israelsen & Howell |
Being Reasonable Managing the expectations clients have for their investment portfolios can be more challenging than actually managing the portfolios themselves. |
The Motley Fool
October 28, 2010
Amanda B. Kish |
Award-Winning Investments Our analyst picks the winners. |
Financial Planning
March 1, 2012
Craig L. Israelsen |
Small Thoughts The benefit of investing in small U.S. stocks is clear. Over the 42-year period from Jan. 1, 1970, to Dec. 31, 2011, a $10,000 investment in large U.S. stocks would have grown to $507,362. |
Investment Advisor
November 2006 |
Falling Term Insurance Rates The Hartford's changes in underwriting have resulted in more categories and lower rates. Here's an example of how the rates for a 10-year term life policy have dropped. |
