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Investment Advisor April 2006 Kathleen M. McBride |
Anything but Middling Munder's Mid-Cap Core Growth Fund's Tony Dong has prospered by finding growth wherever.  |
Financial Planning March 1, 2006 Craig L. Israelsen |
Hidden Measures How did U.S. stocks perform versus U.S. equity mutual funds last year? The market-cap bias in measuring stock returns tends to obscure the true return picture.  |
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?  |
Financial Advisor January 2006 Marla Brill |
Bold Bets Fund managers who run concentrated portfolios offer a refreshing departure from the increasingly popular practice of far-reaching, benchmark-centric investing.  |
Registered Rep. March 1, 2006 Stan Luxenberg |
The Problem of Success If you overweighted clients' small-cap stock funds exposure a few years back, you're looking like a genius. But what now? Anyone seeking a small-cap choice faces a hard problem: Nearly all the top candidates have been closed.  |
Investment Advisor August 2005 Angelina Dance |
S&P Mutual Fund Sector Focus: Small-Cap Growth Still Packing a Punch Growth investing, particularly in the small-cap sector, has traditionally been considered a high-risk approach, yet in the past several years has proven to be rewarding.  |
The Motley Fool October 8, 2004 Whitney Tilson |
Blue-Chip Bargains? Sifting through beaten-down stocks may yield some good investments. But be careful, most of these stocks are that way for a reason.  |
Financial Advisor March 2004 Marla Brill |
Filling The Tax-Favored Dividend Void Investors seem to covet higher dividends and lower taxes. Forty-three percent of respondents to a recent survey of 600 individuals conducted by American Century Investments said they are more likely to buy stocks that pay dividends qualifying for the new tax rate.  |
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.  |
Financial Advisor February 2006 Marla Brill |
This Guy Has A Hot Hand The founder and manager of Hennessy Advisors' uncomplicated quantitative approach to investing has recently trounced those of many actively managed funds that rely on more complex, fundamentals-driven investment techniques.  |
Registered Rep. December 1, 2004 Stan Luxenberg |
Rubber-Band Man For funds that focus on one style box, the choices could be slim. But flexible managers have freedom to maneuver in flat markets. Among the most wide-ranging performers are Julius Baer International Equity and its sibling Julius Baer Global.  |
The Motley Fool May 4, 2005 David Meier |
The Value of Cash What should an individual investor do if the overall stock market isn't expected to return much over the next few years? In a struggling market, valuation -- not cash -- is king.  |
The Motley Fool December 10, 2004 Philip Durell |
Contrary to Popular Opinion An interview with contrarian asset manager David Dreman whose Scudder-Dreman High Return Fund has returned 12.9% per year to investors over 15 years. On the face of it, Dreman uses a simple strategy to screen candidates for his funds.  |
Financial Planning January 1, 2005 Bernard R. Horn |
Global Goodies It's not risky to invest overseas--in fact, it's riskier not to. Exchange rates and political and economic risks can mitigate returns, but experienced global equity managers know how to navigate foreign markets by making solid stock picks.  |
Financial Advisor October 2004 Marla Brill |
Looking At The Long Term Despite recent setbacks, this fund's winners have outpaced losers over time.  |
Financial Advisor January 2005 Marla Brill |
Going For Growth Spiros Segalas, manager of the Harbor Capital Appreciation Fund, believes growth stocks will rotate into favor as earnings growth rates for companies in the S&P 500 Index return from last year's high levels to a more normal historical range. Here are some of his stock picks.  |
Registered Rep. May 1, 2005 Stan Luxenberg |
By the Book: Tweaking a Well-Worn Investing Strategy In The Future for Investors, Jeremy Siegel says investors should invest in "tried and true" firms -- dividend-paying companies that deliver strong earnings growth over long periods.  |
Financial Advisor November 2005 Marla Brill |
Manager Cautious After Disaster Even though the stock market managed to right itself after Hurricane Katrina, portfolio manager Wendell Perkins fears that investors will be feeling the reverberations of the natural disaster long after the streets of New Orleans are dry and cleared of debris.  |
The Motley Fool May 6, 2005 Rex Moore |
Boosting Your Returns "Index Plus a Few" is a low-risk strategy with market-beating potential.  |
Investment Advisor January 2006 Kathleen M. McBride |
Many Happy Returns Stratton Growth Fund has displayed a disciplined approach to all-cap value investing that has outperformed for decades.  |
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.  |
Financial Advisor April 2005 Marla Brill |
The Stage Is Set Fund manager Jill Evans thinks dividend-paying stocks will fare well this year.  |
The Motley Fool June 23, 2004 |
Kinds of Funds Learn the difference between income funds and balanced funds.  |
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.  |
The Motley Fool July 28, 2010 Jared Cummans |
Simplifying Investing: 5 All Cap ETF Options Get exposure in all the right places.  |
Financial Advisor September 2005 Marla Brill |
Battling A Market Rut Investors seem to be relatively unconcerned about higher prices and their impact on the economy. The resilient behavior of the bond market in the face of rising shorter-term rates is a "conundrum" that defies explanation.  |
Financial Planning March 1, 2005 Israelsen & Clement |
Of Stocks and Funds Financial advisers need to explain to their clients that diversification can be a double-edged sword; protection against loss can sometimes insulate against return. Here's a performance comparison of individual stocks vs. equity funds in 2004.  |
Financial Advisor August 2004 Alan Lavine |
Small-Cap Funds Start Exhibiting Caution Several managers believe next year will be better than this year. But they are also realistic.  |
Entrepreneur July 2006 Dian Vujovich |
Away From Home Property isn't the only kind of real estate investment.  |
The Motley Fool January 26, 2005 Rex Moore |
Juicing the Market's Returns You want to know exactly what actions you should take to finally get your investing house in order. The "Index Plus a Few" is a low-risk strategy with market-beating potential.  |
BusinessWeek August 11, 2003 Gene G. Marcial |
Poised to Survive Third-Quarter Doldrums History shows that the Standard & Poor's 500-stock index tends to stumble in the third quarter, says S&P's Sam Stovall. Summer profit-taking takes a toll. So get defensive, says Stovall: Stocks with steady growth and low risk profiles (low betas) fare best in this period.  |
BusinessWeek March 1, 2004 Vickers, Henry & Miller |
Is The Bull Ready To Catch Its Breath? Valuations aren't really out of whack -- and a correction may be a buying opportunity. Stocks have been on a tear since they bottomed out last March.  |
Financial Advisor October 2004 Alan Lavine |
Pondering The Fate Of Mid-Cap Stock Funds Is the market rotating away from this once-hot sector?  |
The Motley Fool December 17, 2004 Selena Maranjian |
Debating Investing Mistakes Should you avoid stocks with high P/E ratios? Should you buy stocks in a down market? Is it possible to over diversify your portfolio? Investors disagree about whether some investing actions are mistakes.  |
Financial Planning April 1, 2006 Donald Jay Korn |
Rx for Investing Healthcare stocks may cure investors' ills over the long term, but the current prognosis is less clear. For clients in diversified funds, planners should decide whether additional healthcare exposure is justified, through individual stocks or specialized funds.  |
Investment Advisor March 2006 Kathleen M. McBride |
Acting Like He Thinks If you're considering a large-cap growth fund, don't forget James P. O'Shaughnessy's Dreyfus Premier Alpha Growth Fund/B. Here's an interview with the fund manager.  |
The Motley Fool October 4, 2005 |
Fun With Funds A guide to common types of mutual funds.  |
Registered Rep. January 1, 2003 David A. Geracioti |
Jeremy Siegel Is Still A Believer in Stocks for the Long Term Siegel's most important message? That there must be a new approach to calculating the "right" price-to-earnings multiple for large stocks.  |
Entrepreneur September 2004 Dian Vujovich |
Way to Grow Large-cap growth funds may not sound exciting, but there's a solid place for them in a diversified portfolio. This fund uses a computer model to pick its winners.  |
Financial Advisor November 2003 Marla Brill |
Al Frank Fund Chief Struts His Stuff John Buckingham of the Al Frank Fund looks to play a recovering economy.  |
Financial Advisor February 2007 Marla Brill |
Staying In Front Fund manager Jim Margard thinks small-company stock will outperform this year -- barely.  |
The Motley Fool March 6, 2006 Joseph Khattab |
Invest Well, Sleep Well Your portfolio shouldn't keep you up at night. It is possible to beat the market with low-risk stocks.  |
The Motley Fool November 5, 2004 Selena Maranjian |
10 Big Investing Mistakes Some mistakes are not always mistakes.  |
BusinessWeek May 2, 2005 Mara Der Hovanesian |
On the Sunny Side of the Street Is the economy overheating or heading for a nasty fall? Both fears have many investors heading for the exits. But many investment pros are sticking with stocks.  |
The Motley Fool April 5, 2006 Rex Moore |
Are You Invested in the Right Industries? One thing that often gets lost in all the talk of sizzling stocks and 20-baggers is the benefit of diversification. It's a concept every investor can understand and profit from.  |
Registered Rep. November 1, 2005 Stan Luxenberg |
Alpha Dogs To protect clients, financial advisors should consider mutual funds with steady results and strong risk-adjusted returns. Sounds obvious, right? But doing so may mean taking a pass on a fund with gaudy returns. Big returns often equate big risks.  |
The Motley Fool March 22, 2005 |
Beyond the S&P 500 Index investors have more choices than just the S&P 500.  |
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.  |
The Motley Fool January 7, 2005 Paul Elliott |
Wall Street's Worst-Kept Secret If you invest in stocks for the long term, you must own small-cap stocks.  |
The Motley Fool July 9, 2004 Zeke Ashton |
Beautiful, Not Boring Look for companies that are well-managed, are profitable, and have solid track records of good capital allocation, but that don't have a natural buying constituency.  |