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Registered Rep. June 7, 2011 Stan Luxenberg	Concentrated ETFs PowerShares QQQ has been racing ahead. During the past five years ending March, the ETF has returned 7 percent annually, outdoing the average large growth mutual fund by 4 percentage points
Registered Rep. December 28, 2012 Stan Luxenberg	Passive or Active Funds Overseas It's true that retail investors have been selling domestic-oriented equity mutual funds for the last five years. But they are buying foreign ETFs.
Financial Advisor December 2005 Alan Lavine	Playing Two Sides PIMCO's three-year-old StocksPlus Total Return Fund buys S&P 500 futures, then tries to beat the index with bonds.
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.
Registered Rep. August 27, 2012 Stan Luxenberg	Bill Gross' New Trick PIMCO's Total Return ETF has proven the skeptics wrong and outperformed the flagship fund that shares its strategy.
Registered Rep. February 15, 2011 Stan Luxenberg	Fundamental Indexes Have Had a Good Run. Converted Yet? Proponents claimed that fundamental ETFs and mutual funds would outdo the S&P 500 and other traditional benchmarks. Critics scoffed. But now many of the funds have significant track records, and the results are promising.
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. January 21, 2011 Stan Luxenberg	Fund Families Rolling Out Absolute Return Funds Seeking to reach skittish investors, fund companies have been introducing a wave of absolute return funds.
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. July 12, 2011 Stan Luxenberg	Some High-Profile Mutual Fund Managers Are on a Buyer's Strike At a time when the markets are plagued by sluggish economic growth and unnerving debt burdens, some prominent funds are avoiding major categories of stocks or bonds.
BusinessWeek July 18, 2005 Adrienne Carter	Pushing Index Funds A Bit Higher Mutual funds that start with indexing and then tweak here and there to help increase returns.
Registered Rep. October 1, 2012 Stan Luxenberg	Flexible (Bond) Funds Nontraditional funds that can sell short are attracting advisors' attention -- and client money.
Registered Rep. April 5, 2011 Stan Luxenberg	A Bond Bear Market? Not to Worry, Follow Vanguard's Bogle's System Under most scenarios, bonds will deliver modestly positive returns in coming years.
The Motley Fool August 3, 2010 Amanda B. Kish	Can Bill Gross Keep His Magic Touch? Investors piling into his flagship bond fund are missing cheaper opportunities.
The Motley Fool July 22, 2010 Dan Caplinger	Why Bill Gross Thinks You'll Retire Poor Pimco bond guru Bill Gross still believes that a rapidly expanding U.S. economy is a thing of the past, at least for the foreseeable future. That's bad news for wannabe-retirees counting on a bull market to bail out their finances.
Financial Planning May 1, 2011 Donald Jay Korn	On the Frontier What about investing in the next layer of BRICs-which might include stocks from Bangladesh, Romania, Ivory Coast and Cambodia? These frontier markets might develop into tomorrow's emerging economies. Or sink into oblivion.
The Motley Fool October 5, 2010 Matthew Brown	Diversify or Die During the recent market crash, diversification made the difference between those who got crushed and those who lived to fight another day.
Registered Rep. March 26, 2013 Stan Luxenberg	The Passive Letdown Passive funds have lagged active managers in a variety of fixed income categories, including intermediate-term bonds, high yield, and preferred shares. Can passive funds turn around and move to the front of the pack in coming years?
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.
On Wall Street June 1, 2012 Dave Lindorff	Is It True Bonds Have More Fun? A multi-year shift by investors out of equity mutual funds and into equity exchange-traded funds is now broadening to include fixed income, too, as investors seek lower fees as well as the relative ease of shifting asset allocations afforded by ETFs.
BusinessWeek April 1, 2010 Keene & Walker	A Bond King Turns Bearish With interest rates likely to move higher, Pimco's Bill Gross says the long bull market for bonds is over.
Financial Planning December 1, 2006 Elizabeth O'Brien	Safe Harbor Bill Gross' Harbor Bond remains a good pick despite a (relatively) down year.
Financial Advisor July 2006 Marla Brill	Overweighting The Underdogs Eaton Vance Tax-Managed Emerging Markets Fund's Cliff Quisenberry dares to tread where other fund managers don't.
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.
Registered Rep. June 14, 2013 Stan Luxenberg	Are the BRICs Broken? Brazil, Russia, India, and China won't likely lead the emerging markets in the years ahead. Instead, investors should look to smaller countries.
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.
Registered Rep. April 1, 2008 Stan Luxenberg	Beating The Bear Will active funds eventually wither away? Not likely. Actively run funds are alive and well, and many are beating the current bear market.
The Motley Fool May 19, 2010 Alex Dumortier	Are You Scared of Emerging-Market ETFs? It's time to reduce allocations to emerging markets.
Financial Planning December 1, 2008 Donald Jay Korn	Submerging Markets Does it make sense to put money into emerging-markets stocks or funds now, at the current depressed prices?
Registered Rep. July 1, 2006 Stan Luxenberg	Fundamental Indexing During the 1990s, S&P 500 index funds were all the rage -- and, for most core investments, the bogey to beat. But lately the index has been offering stingy returns.
Financial Advisor February 2012 Marla Brill	Setting Up For Inflation If the bleak economic scenario plays out the way Rob Arnott envisions, this fund would likely outperform its pure-equity peers.
BusinessWeek November 19, 2009 Lewis Braham	What's Inside Pimco? Pimco Total Return Fund is the world's biggest mutual fund. What's in its portfolio?
Financial Advisor July 2007 Marla Brill	Coming Of Age As emerging market economies become more secure, so too does their debt.
The Motley Fool November 25, 2008 Dan Caplinger	Did Asset Allocation Work? Some funds claimed to protect you from the downturn. Did they deliver?
The Motley Fool April 23, 2009 Dan Caplinger	Investments That Don't Stand a Chance An active fund that only seeks to match its benchmark is a waste of your money. If that's all a fund can offer, you're much better off going with the index fund.
The Motley Fool September 13, 2011 Dan Caplinger	Don't Follow Bill Gross Off the Cliff PIMCO bond maven Bill Gross throws in the towel. Should you?
Financial Planning November 1, 2012 Allan S. Roth	Unappealing Alternatives: Investors Flock to Alternative Mutual Funds and ETFs Investors have been flocking to alternative mutual funds and ETFs - and are being punished for it.
The Motley Fool June 9, 2011 Dan Caplinger	How to Escape the Most Dangerous Investment Today Bill Gross says to steer clear of Treasuries. What should you do instead?
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 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.
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.
The Motley Fool May 11, 2011 Alex Dumortier	Don't Even Think About Owning Treasury Bonds The disclosure by PIMCO in April that fund manager Bill Gross is betting against Treasury bonds in the Total Return Fund -- the world's largest bond fund -- made a lot of noise.
The Motley Fool August 31, 2011 Morgan Housel	Bill Gross and the Case for Buy Low and Hold Every investor could improve their results by keeping a buy-low-and-hold mentality in mind. Even masters like Gross, it appears.
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.
The Motley Fool December 7, 2010 Michael Johnston	ETFs for the Forgotten Asset Classes Is this all-ETF portfolio well-rounded enough?
Financial Advisor August 2006 Alan Lavine	Emerging Bond Market Stalls Investor concern about the U.S. economy casts a long shadow.
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 Planning November 1, 2005	Mutual Fund Monitor The current difference in inflation-adjusted fund yields has narrowed, suggesting that foreign bonds no longer have a valuation advantage over U.S. bonds. Plus, the dollar may not be as overvalued as it once was in relation to several developed regions, Europe in particular.
Financial Advisor December 2009 Marla Brill	Chasing Returns Emerging market ETFs are big winners this year, but concerns about unsustainable values are mounting.
BusinessWeek May 14, 2009 Aaron Pressman	Allocation Funds Are on the Rise New funds that switch among different asset classes are gaining popularity with investors tired of constant loss.