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Investment Advisor December 2006 Palash R. Ghosh |
Sweet, Not Sour, Returns For Investors While investing directly into the stock markets of mainland China remains a challenge for foreign investors, those seeking exposure to this burgeoning economy can purchase an array of mutual funds that buy stocks trading on the Hong Kong stock exchange.  |
Financial Advisor December 2006 Matt Hougan |
Do These ETFs Make Sense? Here are five ground rules to help you evaluate whether some newfangled ETFs make sense for your client's portfolios. Rule Number 1: Check Your Commissions... Rule Number 2: Check The Index... etc.  |
Financial Advisor December 2006 Marla Brill |
Tax-Friendly Turnaround Pointing out hefty losses, even if they happened a few years ago under different management, is a strange approach to promoting a mutual fund. Yet that's what some folks are doing when they recommend Putnam Investors Fund.  |
BusinessWeek December 11, 2006 Anne Tergesen |
A New Way To Beat The Market? So-called 120/20 funds use leverage and short sales to boost bullish bets.  |
Financial Planning December 1, 2006 Lynn Hume |
The Bond Buyer As the popularity of 529 plans has grown, federal regulators have worried that unwitting consumers may be unaware of the state-tax benefits offered by their in-state plans.  |
Financial Planning December 1, 2006 Elizabeth O'Brien |
Behind the Star System Morningstar defends its mutual fund ratings in the face of new competition.  |
Financial Planning December 1, 2006 Elizabeth O'Brien |
Safe Harbor Bill Gross' Harbor Bond remains a good pick despite a (relatively) down year.  |
Financial Planning December 1, 2006 Donald Jay Korn |
All Fired Up? Recent legislation has been a boon for 529 college savings plans. Will more financial planners find them worthwhile?  |
Financial Planning December 1, 2006 Craig L. Israelsen |
Economies of Scale? As mutual fund assets rise, expense ratios are supposed to fall -- but do they?  |
Financial Planning December 1, 2006 Rob Garland |
The True Cost of ETFs Are exchange-traded funds really cheaper than index funds? A comparison of total expenses shows that traditional wisdom may be wrong.  |
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