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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. May 18, 2011 Stan Luxenberg |
Conservative Mutual Funds to Calm Clients' Frayed Nerves These steady funds hold some bonds or use other techniques to limit losses in downturns. Think of the cautious performers as equity funds with training wheels. |
Registered Rep. February 21, 2014 Stan Luxenberg |
Au Contraire The First Eagle managers were not the only ones who were out of step with the markets last year. Top fund companies that lagged badly include GMO, Royce Funds, and Weitz Funds. |
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. |
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 October 2007 Eric Rasmussen |
Seeking Yield Investors want dividends, but U.S. companies are holding too much cash. |
BusinessWeek September 12, 2005 Lewis Braham |
Building A Focused Fund Of Your Own Portfolios of under 50 stocks have outrun the market with less risk. Here's how they do it. |
Registered Rep. December 28, 2010 Stan Luxenberg |
The Rodney Dangerfield Asset Class Mid-cap stocks and funds get no respect. Many investors overweight small and large stocks -- while giving short shrift to mid caps. |
Registered Rep. May 10, 2011 Stan Luxenberg |
Despite Long Bull Market, Fund Investors Are Still Cautious Advisors don't appreciate how cautious clients have become, said speakers at the Investment Company Institute's recent general membership meeting in Washington yesterday. |
Registered Rep. June 19, 2012 Stan Luxenberg |
Some Ports to Ride Out the Storms Go anywhere funds: Market timing, or prudent defense? |
Financial Planning March 1, 2010 Donald Jay Korn |
Digging for Dividends According to Morningstar, there are 56 mutual funds with the word "dividend" in their name, plus another 33 dividend ETFs. |
The Motley Fool June 8, 2010 Amanda B. Kish |
3 Investments for the Next Downturn Staying committed to your investments may become increasingly difficult in 2010's volatile market, but there are some safe fund havens out there. |
Registered Rep. November 27, 2012 Stan Luxenberg |
Time Heals All Returns What a difference 10 years make. The long-term picture for stock funds has improved because markets climbed in recent months, and some bad returns from 2002 dropped out of the 10-year record. |
Financial Advisor February 2, 2009 Marla Brill |
Boring Is Back Fund manager Phil Davidson likes to play it safe. He likes quality companies at discount prices. |
Financial Advisor March 2008 Marla Brill |
Where The Dividends Are Veteran money manager Dick Dahlberg has some advice about where to find companies that are likely to increase their dividends this year. |
Registered Rep. November 29, 2010 Stan Luxenberg |
"Active Share," The Metric That Shows When Active Management Is Worth It Investors have been abandoning actively managed mutual funds and shifting to passive vehicles. |
Financial Advisor January 2011 Jeff Schlegel |
Paying Dividends The malaise in fixed-income yields is proving to be the perfect excuse for income investors to look at dividend strategies. |
BusinessWeek February 18, 2010 Lewis Braham |
In Search of Dividends Investors are hungry for quality companies that pay steady dividends. |
Financial Advisor December 2008 Bruce W. Fraser |
Digging For Dividends Worldwide Steady cash flow and payout increases are possible even in a tough market with foreign dividend-paying funds. |
The Motley Fool November 5, 2009 Julie Clarenbach |
Value? Growth? Both! Wouldn't you like to have both value and growth stocks in your portfolio? The lower risk that value investing provides, along with the unimaginable upside of a great growth stock? You can. |
The Motley Fool January 31, 2008 Claire Stephanic |
Safe Stocks During a Downturn Why consumer-related dividend-paying stocks can keep you out of the poorhouse in a recession. |
The Motley Fool October 15, 2009 Jennifer Schonberger |
6 Dividend Divas These stocks provide steady returns in a volatile market: Alliance Holdings... Penn West Energy Trust... National Grid... Royal Dutch Shell... Williams Partners... |
Financial Planning January 1, 2011 Donald Jay Korn |
True Value How did value funds post superior numbers for the trailing 10 years? The short answer is that they held few technology stocks and emerged from the burstng tech bubble with a lead they held through the decade, says Michael Breen, associate director of mutual fund analysis for Morningstar. |
BusinessWeek February 7, 2005 Robert Barker |
Still Sweet On Dividend Stocks Still under 3%, the yields on five-year, AAA-rated municipal bonds won't be funding many ocean cruises this winter. That's why I've been keeping my eye on an alternative: dividend-paying stocks. |
The Motley Fool March 2, 2009 Dan Caplinger |
7 Stocks With Dividends That Should Survive Don't get caught by a dividend cut. |
Registered Rep. December 4, 2009 Stan Luxenberg |
Hot Mutual Funds to Keep Buying Should you stay well away from hot mutual funds? Not necessarily. |
Financial Planning June 1, 2006 Donald Jay Korn |
Pay Pals Dividend-paying stocks are likely to post solid returns, but planners may have to choose between leaders and leapers. |
Financial Advisor April 2009 Marla Brill |
Tapping ETFs Dividend-rich ETFs may boost returns when the market is treading water. |
The Motley Fool August 12, 2010 Selena Maranjian |
The Most Important Fund Criteria Yes, even more important than a Morningstar rating. |
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. |
Financial Advisor March 2012 Marla Brill |
Why Dividends Are Still Hot Although a strict value discipline can cause the Allianz NFJ Dividend Value Fund to lag, it has offered strong performance for patient investors. |
Registered Rep. June 28, 2010 Stan Luxenberg |
Investors More Sophisticated, but Still Buying and Selling at Wrong Times In recent years, shareholders have become smarter fund shoppers, said speakers at the Morningstar Investment Conference, which was held in Chicago last week. |
On Wall Street October 1, 2011 Don Schreiber, Jr. |
The Beauty of Dividend-Paying Stocks With the vast majority of investors getting closer to retirement and becoming more risk adverse, advisors should create balanced portfolios using a mix of bonds and high-yielding dividend stocks to potentially increase return and reduce risk. |
Financial Planning May 1, 2012 Michael R. Grupe |
The Big Idea: Weatherproof Portfolios Many investors are more interested in avoiding losses than reaping gains. Dividends from REITs can help protect portfolios from downside risk. |
The Motley Fool November 2, 2005 Richard Gibbons |
Exploit the Fearful When the fearful mob is panic selling, you can potentially reap huge profits -- if you can calmly analyze the situation, determine the right path to take, and pick up their shares at a discount. |
Registered Rep. November 6, 2009 Stan Luxenberg |
Mutual Funds to Sell or Avoid Investors should be wary, underweighting these pricey funds -- or staying away altogether. |
Registered Rep. November 18, 2013 Stan Luxenberg |
Going Aggressive Small stocks no longer sell at bargain prices. The average small growth fund has a price-earnings ratio of 22, compared to 17 for the S&P 500. With prices at those levels, small stocks are not likely to continue producing outsized annual returns. |
The Motley Fool August 3, 2005 Steven Mallas |
JNJ: One to Monitor Johnson & Johnson might not exactly be a bargain, but it should always be on your stock watch list. |
The Motley Fool March 5, 2009 Todd Wenning |
One Investment to Avoid in Today's Market When good theories go terribly wrong. For investors seeking to benefit from the advantages of dividend-paying stocks, the WisdomTree Equity Income ETF is one investment to avoid. |
The Motley Fool March 3, 2009 Ivan Martchev |
Freaky February: Both Stocks and Treasuries Fall What to make of February's asset class performance. |
Financial Advisor November 2008 Marla Brill |
Five Funds For All Seasons In this article, Financial Advisor focuses on five funds that are meant to shine in all sorts of different market weather. |
The Motley Fool November 13, 2008 Todd Wenning |
Now's the Time to Double Down on Dividends There are some great income opportunities out there. Here's how to find them. |
The Motley Fool January 14, 2010 Dan Caplinger |
How to Invest for the Next 10 Years For a few smart money managers, the past 10 years have provided a chance to show off their ability to invest profitably even in tough market environments. But what will they, and you, do next? |
Investment Advisor August 2007 Ken Ziesenheim |
The Income Barista Here is how investment advisors can build diversified dividend portfolios for their clients' retirements. |
Financial Advisor September 2011 Eric Rasmussen |
Resilient REITs The U.S. REIT market has enjoyed two years of outstanding growth. Can it continue amid fresh uncertainty? |
Financial Planning July 1, 2008 Elizabeth O'Brien |
Growing Old Together Bruce Berkowitz, manager of the $9.0 billion Fairholme Fund, says a fund's steward should invest a meaningful amount in his own fund, enough to feel the same "pain and joy" at any fluctuations in value as its mom-and-pop shareholders. |
The Motley Fool January 2, 2009 Julie Clarenbach |
Value? Growth? Both! Your portfolio should have all of these: large caps and small, value stocks and growth, domestic stocks and international, as well as some dividend payers -- all from a variety of industries. Read on to see how to accomplish this. |
Real Estate Portfolio Jan/Feb 2004 Art Gering |
Keeping the Flow Fund flows continue to pour into the industry, but what does this mean for REITs and is this growth sustainable? |
The Motley Fool September 25, 2009 Todd Wenning |
5 Strong Stocks for Your IRA These are the right stocks for your retirement accounts. |
Financial Advisor February 2011 Eric Rasmussen |
Frisky Business What to expect from five fund categories in 2011: Large caps... Small Caps... Mid Caps... International Stocks... Real Estate... |