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AskMen.com April 14, 2002 Rashmikant Patel |
Starting A Portfolio Investors can easily understand and build a portfolio that conforms to their needs...  |
The Motley Fool February 4, 2004 Dave Braze |
Creating a Comfy "Income Cushion" How much should a retiree keep in cash?  |
Entrepreneur October 2004 Dian Vujovich |
In the Balance No matter how you slice it, having a blend of stock and bond funds in your personal portfolio is a must. If you're looking for an all-in-one fund, check out Oakmark Equity and Income Fund.  |
Entrepreneur April 2005 Dian Vujovich |
Working Assets The Calamos Growth Fund is ranked No. 1 among multi-cap growth funds. The fund manager explains how he controls risk for the portfolio.  |
The Motley Fool August 25, 2004 |
Asset Allocation for Retirees A helpful way to approach asset allocation is to jot down how much you have, how much you want to withdraw each year, how quickly you expect your nest egg to grow invested in your various options, and how long your money needs to last.  |
On Wall Street October 1, 2011 Tom Roseen |
The Global "Go Anywhere" Funds Investors have not given up on equity funds entirely, generally injecting net new money primarily into world equity funds, mixed-asset funds, and select commodity funds.  |
Registered Rep. April 14, 2011 Diana Britton |
Advisors Get More Flexible Advisors and investors are turning to mutual funds with more flexible mandates to cushion their portfolios against the unknowns.  |
The Motley Fool October 29, 2004 |
Stocks vs. Bonds Stocks have grown faster than bonds in most time periods.  |
The Motley Fool June 23, 2004 |
Kinds of Funds Learn the difference between income funds and balanced funds.  |
The Motley Fool September 28, 2004 |
How to Think About Diversification There's no absolute best number of stocks to own. Too few and you've taken on too much risk. Too many and you've diluted the power of your holdings more than you had to.  |
BusinessWeek August 15, 2005 |
Don't Forget Home Equity To business professor Dean Gatzlaff, your home should be part of any asset allocation plan.  |
Entrepreneur June 2003 Dian Vujovich |
A Sure Thing? Certain funds offer you guarantees -- for a price.  |
BusinessWeek April 17, 2006 |
Three Scenarios Variable Returns: Portfolio 1 -- 75% large cap... 25% bonds... Portfolio 2 -- 50% large cap... 25% small cap... Portfolio 3 -- 16.67% large cap... 16.67% mid cap... etc.  |
The Motley Fool October 29, 2004 Dayana Yochim |
Need a Yawner Investment? If you're in the market for a safe little something for your portfolio, buy bonds.  |
AskMen.com Michael Estrin |
Investing In Bonds Having some bonds in your portfolio is not only a good way to make money, it's also a great way to diversify. Here's what you need to know before you invest in the bond market.  |
The Motley Fool July 7, 2005 Selena Maranjian |
Those Poor, Deluded Rich People ... A recent survey shows the misguided wealthy are at risk of not remaining rich, due to unrealistic performance goals, under-diversification and poor financial advising.  |
Financial Planning February 1, 2006 Len Reinhart |
A New Model An interview with Don Robinson, Lockwood's chief investment officer, about the general parameters of transforming retirees' portfolios into lifetime investment plans.  |
Entrepreneur April 2006 Dian Vujovich |
Less Is More Quality counts more than quantity with the Janus Orion fund.  |
The Motley Fool March 25, 2004 |
Foolish Asset Allocation Moving in and out of the stock market every few months will not lead to success.  |
The Motley Fool May 20, 2005 William Stecker |
How to Ruin Your Retirement Rather work on crossword puzzles than resumes? A simple financial plan can avert disaster.  |
The Motley Fool October 4, 2005 |
Fun With Funds A guide to common types of mutual funds.  |
Investment Advisor February 2007 |
Through Thick and Thin Balanced funds provide investors with diversification within the confines of a single investment vehicle by holding a portfolio of highly uncorrelated asset classes.  |
Real Estate Portfolio Nov/Dec 2004 Christopher M. Wright |
Q&A with Roger Gibson Roger Gibson is a nationally recognized expert in asset allocation and portfolio design. In a recent interview he discusses among other things, diversification and where REITs fit into his clients' portfolios.  |
The Motley Fool October 21, 2004 William Stecker |
How to Ruin Your Retirement How you allocate and spend down your nest egg will have a significant impact on your golden years.  |
Entrepreneur May 2004 Dian Vujovich |
Soft Money Wasatch Global Science & Technology is a flexible fund.  |
The Motley Fool December 1, 2005 |
Think Thrice Before Dividing in Thirds Portfolio allocations don't come in one-size-fits-all. A more sensible approach is to consider investment timeframes and, of course, what you can tolerate in terms of market volatility.  |
Financial Planning March 1, 2005 O'Toole & Steiny |
The Perfect Process A disciplined approach to managing client assets is at the heart of financial planning. How does yours stack up?  |
Entrepreneur November 2004 Dian Vujovich |
Switch Gears Flexibility is a key feature of convertible funds.  |
Financial Planning January 1, 2005 |
Mutual Fund Monitor Should you invest in bond funds or individual bonds?  |
The Motley Fool March 17, 2005 Robert Brokamp |
Stocks for the Really Long Term Yes, stocks are the long-term investment of choice. But at any price?  |
The Motley Fool January 27, 2005 Dayana Yochim |
Allocation for the Rest of Us How does your portfolio compare with that of the average affluent American?  |
Investment Advisor January 2006 Callahan & Howard |
Boxes Are Not Classes Advisors who use style boxes as proxies for asset classes are performing a disservice to clients. Here's why characteristic boxes are not asset classes and allocating among various characteristic boxes is useless at best.  |
Financial Planning November 1, 2005 Randy Lert |
Stick to Your Guns! Investment managers have stayed bullish on investment underdogs despite a market that has been going the other way. Their favorite category by far is large-cap growth stocks, yet according to several surveys, those stocks only rose 1.7%.  |
The Motley Fool December 19, 2005 Mathew Emmert |
The Lifetime Investment Strategy Let the power of dividends build you a portfolio that will stand the tests of time.  |
BusinessWeek October 10, 2005 |
This Fund's Flexibility Pays Off The go-anywhere Leuthold Core Fund prospers through its ability to invest in any kind of stock, bond, commodity, or future.  |
The Motley Fool January 5, 2004 Mathew Emmert |
Broken Bonds Even if you've just experienced a painful breakup with the stock market, don't go falling in love with bonds just because you're on the rebound. The plain truth is that looking for love in today's bond market could lead to another broken heart.  |
Financial Planning March 1, 2006 Marshall Eckblad |
White Paper: Hedging Human Capital A new study concludes human capital and life insurance are two correlated pieces of any good portfolio.  |
AskMen.com September 30, 2001 Rashmikant Patel |
Beating A Market Crash Forget about specific stock analyses and trying to figure out when's a good time to get in or out of the markets. Instead, stick to the factors that you can control, because they are more likely to help you out in the long run than any uncontrollable factors like stock prices...  |
The Motley Fool March 18, 2004 Selena Maranjian |
What's a Bond? Think of bonds as IOUs, or long-term loans.  |
Entrepreneur January 2005 Dian Vujovich |
Basket Case The saying "Don't put all your eggs in one basket" may have had its place on Wall Street during the past century, but with today's range of investment choices, that old axiom needs some rethinking.  |
The Motley Fool June 3, 2004 |
Investing Retirement Money Learn how to invest your retirement dollars in relatively "safe" ways.  |
The Motley Fool September 7, 2004 Salim Haji |
How Many Stocks Should You Own? Diversification into stocks you don't fully understand could increase risk within your portfolio.  |
The Motley Fool March 24, 2005 Nathan Slaughter |
Mutual Fund Meltdown Have you assembled your funds in a carefully orchestrated portfolio or in a haphazard collection? Collecting mutual funds is not a safe pastime. It's a financial disaster waiting to happen.  |
Financial Planning October 1, 2006 Joshua M. Kaplan |
Out of Balance The mutual fund universe is quite expansive, with multitudes of funds that have reasonable initial investment minimums. By opting for a balanced fund, clients need to understand that they are relinquishing control of their allocation.  |
The Motley Fool December 29, 2003 |
What's a Mutual Fund? It's sort of like an investing club.  |
The Motley Fool June 17, 2005 Dayana Yochim |
How the Well-Heeled Invest If nothing else, act like the rich in at least one way: Take a healthy slice of today's income -- maybe even 10% -- and put it away for your future.  |
Registered Rep. October 1, 2005 Stan Luxenberg |
Taking the Sting Out of Taxes For high-net-worth investors, tax-sheltered accounts offer special opportunities. Because they need not worry about exhausting savings, wealthy clients can use shelters creatively to derive maximum tax and investing benefits.  |
The Motley Fool March 7, 2005 |
Bonds and Interest Rates Bond prices move in strange ways -- learn why.  |
The Motley Fool March 24, 2005 Josie Raney |
Do Targeted Funds Hit Your Mark? Look before you take the lifecycle leap. If you're a beginning investor, these funds can offer inexpensive, no-fuss, diversification -- provided you choose the one that best suits your investing timeline and tolerance for risk.  |
Entrepreneur March 2005 Dian Vujovich |
He's got game Frank Holmes, chief investment officer of U.S. Global Investments, is on a roll. Over the past few years, many of his firm's equity funds, including its Global Resources Fund, have racked up solid performance numbers.  |