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Financial Planning January 1, 2013 Allan S. Roth |
ETF Fees Drop Amid Competitive Battle In a remarkably short period, the playing field for the lowest-cost ETFs has changed dramatically.  |
Financial Planning January 1, 2013 Joseph Lisanti |
Concentrated Effort: Investing in Focused Funds Having a lot of stocks in a portfolio reduces risk, but holding a limited number of positions can produce home runs.  |
On Wall Street January 1, 2013 Jeff Tjornehoj |
Classifying Funds That Turn to Lower-Rated Debt to Boost Return One analyst says it s time to separate bond fund classification strategies into distinct groups.  |
Registered Rep. November 27, 2012 Stan Luxenberg |
Time Heals All Returns What a difference 10 years make. The long-term picture for stock funds has improved because markets climbed in recent months, and some bad returns from 2002 dropped out of the 10-year record.  |
Financial Planning December 1, 2012 Ilana Polyak |
Fund Manager Profile: Dennis Bryan, FPA Capital Fund Worried about the poor fiscal health of the U.S., FPA Capital doubles down on quality names.  |
On Wall Street December 1, 2012 Tom Roseen |
The Changing Complexity of Exchange-Traded Funds With the proliferation of exchange-traded funds, the products have become more complicated, suggesting possible pitfalls and tax consequences for the average investor.  |
Financial Advisor November 2012 Tom Lydon |
It's Not Too Late For REIT ETFs The sector should continue to show strength, as long as job growth supports higher rents and tenant demand.  |
Financial Advisor November 2012 Marla Brill |
Beyond Bonds As interest rates remain at rock-bottom levels, investors seeking higher yields are piling into bond funds. Mark Freeman has produced an attractive total return with low volatility without depending solely on fixed income securities.  |
Registered Rep. October 26, 2012 Brad Zigler |
Is It Prime Time for Event Driven ETPs? Portfolios pursuing event-driven (ED) strategies attempt to profit from mergers, restructurings, shareholder buybacks, tender offers, debt exchanges and private security offerings. There are some, but not many, event driven ETFs available.  |
Financial Planning November 1, 2012 Ilana Polyak |
Fund Manager Profile: Oliver Bell of t. Rowe Price Despite turmoil, Africa and the Middle East have solid, long-term investment prospects, says the manager of the T. Rowe Price Africa & Middle East Fund, Oliver Bell.  |
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