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Registered Rep. March 5, 2014 Brad Zigler |
The Perils of Market Neutral Funds Market neutral strategies could prove more alluring now that the love affair with beta has waffled, but investors and their advisors need to be aware of potential pitfalls. |
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. February 3, 2014 Brad Zigler |
Digging for Gold Mining Stocks Investors, for their part, seem sanguine. The nosedive in miners' prices has actually drawn in buyers. |
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. January 10, 2014 Mark Miller |
The Problem with the Glidepath A research paper argues that target date funds take risk and return off the table too quickly for pre-retirees, and that they are forcing millions of retirement investors into negative-return fixed income vehicles, mainly Treasuries. |
Registered Rep. January 2, 2014 Stan Luxenberg |
The Case for Mutual Funds Proponents of ETFs often argue that traditional mutual funds are obsolete -- black-and-white TVs in an age of streaming video. But the advantages of the ETF structure are limited, and they are eroded by the costs of trading. |
Registered Rep. December 24, 2013 Brad Zigler |
Emerging Market Debt's Wild Ride Chartists like me constantly scan the alternative investment space for signs of rebounds following sector selloffs. There may, in fact, be just such a signal developing in emerging market debt. |
Registered Rep. December 5, 2013 Diana Britton |
How Long Will Your Client's Mutual Fund Last? It's hard to stay the course when there's a good chance the mutual fund you're in may not be around for the long haul. |
Registered Rep. December 2, 2013 Brad Zigler |
Are Bears Being Burned By Inverse ETFs? Compounding is a wonderful thing. But only if you're a saver. It's a mixed bag if you're an investor, especially if you buy inverse exchange-traded funds. |
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. |
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