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Entrepreneur July 2003 Scott Bernard Nelson |
Can't Win for Losing A mutual fund tax quirk limits your capital losses.  |
Entrepreneur June 2003 Dian Vujovich |
A Sure Thing? Certain funds offer you guarantees -- for a price.  |
Inc. June 1, 2003 Bobbie Gossage |
Snowe Job The Senate reconsiders a bill intended to increase loans from small business investment companies (SBICs) to small companies.  |
Real Estate Portfolio May/Jun 2003 |
Munder Small Cap Value Fund A brief snapshot of the fund and its view on REITs.  |
Knowledge@Wharton April 9, 2003 |
John C. Bogle's Advice: Live Long and Prosper, on Index Funds In a perilous climate, what does one of the country's best-known stock market experts advise investors to do? Just stay the course, says John C. Bogle, founder and retired chairman and CEO of The Vanguard Group.  |
Registered Rep. March 1, 2003 Alexander M. Ineichen |
Debunking the Myths that Dog Hedge Funds Probably because hedge fund managers have gotten fabulously wealthy and are secretive (guiltily so), a body of untruths has sprung up. Of course, much of it is built on anecdotal evidence, oversimplification, myopia or simple misrepresentation of fact.  |
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).  |
Registered Rep. February 24, 2003 David A. Gaffen |
AIM Rules Again In Web Site Rankings AIM Investments once again ranked at the top of a survey evaluating how useful various mutual fund Web sites are to financial advisors.  |
Registered Rep. February 1, 2003 Stan Luxenberg |
Dogging It If Neil Hennessy were a clothing retailer, he'd be Brooks Brothers -- one of those companies whose styles don't change much. His fund company is one of only two providers of mutual funds that maximize adherence to Dogs of the Dow investment philosophy.  |
Registered Rep. January 8, 2003 Will Leitch |
NASD: Firms Are Overcharging Clients The NASD, acting on a tip acquired during an investigation, has sent several brokerage firms word that it has discovered brokers are not providing earned discounts to mutual fund investors, therefore overcharging them.  |
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