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BusinessWeek October 6, 2003 Lewis Braham	Amid Turmoil, Funds Take Off During the third quarter, equities rallied up a storm.
BusinessWeek February 2, 2004 Young & Gutner	Why You Belong In Bonds Even when rates rise, bond funds provide a market cushion. We've done the math to find the best ones for right now.
Financial Planning January 1, 2006 Donald Jay Korn	Outlook 2006 An informal survey of investment strategists found an upbeat economic outlook for 2006: Panic and Euphoria... Has Technology's Time Come?... Bond Parsing... Overseas Picture... Fiscal Forecast...
Financial Planning January 1, 2007 Donald Jay Korn	Outlook 2007: A Year for the Big Guys? An economic slowdown is likely to spur a flight to quality, as investors shift their focus to the most powerful domestic large caps.
BusinessWeek April 12, 2004 Lauren Young	Where Investors Hunt For Refuge As the bull struggles, they're playing it safer at home -- and investing more abroad. A look at where the money is flowing to, and the outlook from some mutual fund managers.
Financial Planning May 1, 2005 Donald Jay Korn	Foreign Intrigue Financial planners need a passport to follow the money that's flooding into overseas mutual funds, but the wave may be about to break.
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.
BusinessWeek December 25, 2006 Lauren Young	Mutual Funds: It's The Large Caps' Turn To Shine Forecasts of a slower-growing economy have more money managers thinking big.
Financial Planning January 1, 2005 Donald Jay Korn	Fancy Footwork Just as the economy is expected to muddle through this year, consensus forecasts indicate parallel plodding in the financial markets, with unspectacular returns for stocks and bonds. Financial planners seeking to thrive in 2005 may need to develop new tactics.
Financial Planning February 1, 2006 Bob Hirschfeld	Ninth-Inning Save Although indexes were lackluster, large caps rallied toward the end of the year.
BusinessWeek April 11, 2005 Suzanne Woolley	Follow The Raging Oil Bulls Energy funds may head higher. But most stock and bond funds look earthbound.
Financial Advisor July 2005 Marla Brill	A Fund For Tough Times More advisors are using the Permanent Portfolio Fund as a hedge. The fund balances its position in value-oriented commodity stocks with a 15% allocation to aggressive growth stocks in about a dozen industry groups.
BusinessWeek February 4, 2010 Tara Kalwarski	How to Fix Your Bond Mix Here's how three funds allocate bonds for people retiring in 2010
BusinessWeek May 24, 2004 Geri Smith	Emerging-Market Bonds: The Ride Just Got Bumpier Emerging-market bonds sizzled for the past year, as interest rates in U.S. Treasuries dropped to the lowest levels in decades.
Financial Advisor December 2007 Eric Rasmussen	After the Storm The fixed-income market's fortunes this year have played out against the drama of the subprime mortgage meltdown, when investment banks and investors realized that a lot of bad debt was sloshing through the market.
BusinessWeek October 4, 2004 Lauren Young	If Rates Are Up, Why Are Bonds? It's not supposed to happen this way. The Federal Reserve is hiking short-term interest rates, yet yield-oriented investments are thriving.
Investment Advisor August 2005 Kathleen M. McBride	Discovering Emerging Yield When you think of emerging markets, a conservative approach may sound like a paradox, but it's one way to describe the $347 million T. Rowe Price Emerging Markets Bond Fund (PREMX) and its manager, Mike Conelius.
BusinessWeek January 31, 2005	A Fixed-Income Fund with a Twist Bill Eigen of Fidelity Strategic Income says a broadly diversified focus and careful risk management help his fund outperform
BusinessWeek January 31, 2005 Lewis Braham	Is Your Bond Fund Reliable? Here's help for finding solid bond fund performers.
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.
BusinessWeek April 17, 2006 Roben Farzad	Blue Chip Blues How long will the stocks of America's largest companies remain weaklings on Wall Street?
Financial Planning September 1, 2005 Susan Weiner	Proceed with Caution High-yield bond funds have hit some potholes recently, but don't consign them to the junk heap just yet.
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).
Financial Planning July 1, 2005 Susan Weiner	Foreign Indebtedness The falling dollar has sparked an interest in international bonds, but advisers remain cautious.
Financial Planning March 1, 2005	Mutual Fund Monitor Commodities futures have unique diversification properties and, on average, perform well whenever stocks and bonds have done poorly.
BusinessWeek August 4, 2003 Lewis Braham	Funds That Make the A-List These funds are proving to be stalwarts in a still-iffy market
BusinessWeek January 23, 2006 Lauren Young	Funds: The Easy Way To Find The Best This Mutual Fund Scoreboard turns up funds you might never have heard of otherwise.
Financial Planning January 1, 2010 Donald Jay Korn	Outlook 2010: Positivity "We think the economic outlook will be better than the consensus forecast," says Paul Zemsky, New York-based head of asset allocation and multi-manager investments for ING Investment Management.
The Motley Fool June 9, 2011 Dan Caplinger	How to Escape the Most Dangerous Investment Today Bill Gross says to steer clear of Treasuries. What should you do instead?
BusinessWeek January 24, 2005	A Steady Hand Beats the Bears Lou Holland's fund has outperformed its battered large-cap peers by sticking to a growth-at-a-reasonable-price strategy.
On Wall Street March 1, 2011 Jerry Webman	The End Of The Bond Empire? Now, investors reasonably ask whether fixed income investments actually have a future. My answer is that they do.
Financial Advisor December 2010 Eric Uhlfelder	Going Global Investors have entered some less explored foreign corners of the debt market in their search for yield. So far, it has been paying off, but caution is needed.
Financial Advisor March 2005 Marla Brill	Squeezing Gains Out Of Bonds In 2005 It's a bond picker's market. Beware of corporate releveraging.
Financial Advisor February 2008 Marla Brill	Bringing Life To An Old Fund A conversation with Margaret Patel, manager of the Evergreen Balanced Fund.
Financial Advisor February 2, 2009 Alan Lavine	Outlook 2009 Mutual fund managers are guardedly optimistic on equities, but find bonds even more appealing.
Financial Advisor December 2010 Marla Brill	A Tamer Route Once the bad boys of the bond market, emerging market debt is now seen as less risky.
Registered Rep. May 1, 2004 Stan Luxenberg	Over There Foreign bond funds will help grab yield, diversify client portfolios and, in some cases, hedge against a falling dollar.
The Motley Fool January 24, 2005 Mathew Emmert	Think Dividend Stocks, Not Bonds Bonds aren't compelling investments in today's market. This dividend fan tells you why.
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 Advisor November 2003 Tracey Longo	The Logic Of Rethinking International Investing Reasons to consider increasing your international portfolio.
Financial Planning March 1, 2006 Solow & Kitces	Test Your Tactical IQ One of the most basic decisions a planner must make is whether to follow a passive or active approach to managing client portfolios. Take this quiz to see if you're ready to become a more active asset allocator.
The Motley Fool July 7, 2009 Dan Caplinger	Can These Investments Keep Flying High? As long as you understand the risks involved, owning corporate bonds either directly or through a bond exchange-traded fund or mutual fund can give you higher yields on your money.
The Motley Fool October 5, 2010 Matthew Brown	Diversify or Die During the recent market crash, diversification made the difference between those who got crushed and those who lived to fight another day.
BusinessWeek May 24, 2004 David Henry	Ahead Of A Fed Move, A Cash Cow Runs Dry Like a tightrope walker on a suddenly windy day, the bond market is trying to get back to solid ground after a heady period of high profits made from cheap money and a tactic known as the carry trade
Investment Advisor January 2006 Palash R. Ghosh	S&P Mutual Fund Sector Focus: Latin Funds Soar Northward Investing in Latin American stocks has been very lucrative the past few years. The continent offers immense commodities and natural resources, a cheap labor force, and an improving economic infrastructure: T. Rowe Price Latin America Fund... etc.
On Wall Street June 1, 2010 Neil O'Hara	The Fixed Income Fix How can advisors help clients minimize losses in fixed income portfolios when rates increase? The best answer may surprise you.
Registered Rep. March 1, 2005 Stan Luxenberg	Looks Like a Hedge Fund, Smells Like For clients who cannot --- or will not --- try hedge funds, there is a compelling alternative: mutual funds that follow hedge-like strategies. Here are some options.
Financial Advisor April 2007 Alan Lavine	High-Yield Bond Blues? After several years of strong performance, it's questionable whether high-yield or junk bonds will earn their coupons this year.
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%.
Financial Planning February 1, 2005	Mutual Fund Monitor Assessing Assets: Domestic equities... Growth stocks... Small caps... Investment-grade bonds... etc.