Defeat at Your Own HandsFeb 1, 2007,By Lisa A. Cohen If you come to a fork in the road, take it. Laugh at Yogi Berra's (intentional) malapropism. But the intended observation if a new path opens up to you, follow it is true enough.... The DIY Hedge FundFeb 1, 2007,By David A. Geracioti Some years ago, during the Great Buying Panic of the 1990s, it occurred to Rob Isbitts that the traditional idea of diversification might not provide the downside protection it was advertised to deliver.... Got Conflicts?Feb 1, 2007,By Stan Luxenberg When the mutual fund scandals broke in 2003, some of the most notorious villains were so-called side-by-side managers money managers that ran mutual funds and hedge funds at the same time.... Off-the-Rack Risk Control?Nov 1, 2006,By Stan Luxenberg Sure, automatic asset-allocation 529 plans are convenient. But you'd better be careful: One state's "conservative" allocation is another state's "aggressive" allocation... Come Fly with MeNov 1, 2006,Kevin Burke Mutual fund giant Fidelity Investments has inked an agreement with American Airlines in a new marketing twist. Under the agreement, American's AAdvantage... The Best of Both WorldsOct 1, 2006,By Stan Luxenberg These days, baby boomer investors want both security and low fees. To get both, product makers are blurring the distinctions between mutual funds and annuities... Long-Short Funds Catching OnOct 1, 2006,Kristen French Long-short mutual funds have gotten more popular with investors in the last few years, as they increasingly look for low-volatility returns in an unpredictable market... Investing on FaithOct 1, 2006,John Churchill Fees and performance may be at the top of the list of mutual fund characteristics investors look for, but don't count out faith. According to figures... Attention Global ShoppersSep 1, 2006,By Stan Luxenberg Plenty of advisors shun global funds, which own a mix of U.S. and international stocks. The problem is that global portfolio managers can adjust their allocations, holding 40 percent of assets in the U.S. one year and 60 percent the next. ... Deals, Deals, DealsSep 1, 2006,Kevin Burke There were an unprecedented 89 mergers or acquisitions involving fund-management firms in the first half of 2006. Buyers spent at least $13.5 billion in disclosed and estimated dollars... Pru Agrees to $600 Million Market-Timing SettlementAug 29, 2006,By Kristen French Prudential Equity Group, a broker/dealer subsidiary of Prudential Financial, got slammed Monday with one of the biggest settlements seen in a market timing case: $600 million in fines, restitution and penalties.... From Complexity to Simplicity And BackAug 1, 2006,By Stan Luxenberg In 30 years, the mutual fund business has evolved from simple products to a mind-boggling array of options. The latest twist: back to basics... Loading up on No LoadsJul 1, 2006,Kristen French No-load funds continued to attract the bulk of new cash in 2005, according to data recently released by the Investment Company Institute... Fundamental 'Indexing'Jul 1, 2006,By Stan Luxenberg During the 1990s, S&P 500 index funds were all the rage and, for most core investments, the bogey to beat. But lately the index has been offering stingy... B Is Not for BadJul 1, 2006,Stan Luxenberg Class B mutual fund shares are under assault. Dreyfus became the second fund company to stop offering B shares in March; Franklin-Templeton was the first in 2005.... The Discount MysteryJun 1, 2006,By Stan Luxenberg Where - and why - can you buy a buck for 90 cents?... Fidelity Goes Mass Market on AmazonMay 1, 2006,Kevin Burke Retail investors accustomed to buying personal finance books online can now purchase mutual funds from Amazon.com... Alpha DogsMay 1, 2006,John Churchill Study finds returns on actively managed funds are overstated... Morningstar's Stars Shining BrighterMay 1, 2006,Stan Luxenberg Tweaks to the star rating system have made it better predictor of performance... Growth or Value?May 1, 2006,By Stan Luxenberg Now that growth is showing life, which do you choose? Your clients need both, no matter what the investing climate.... Rough Month for Mario GabelliMay 1, 2006,John Churchill Mario Gabelli, one of Wall Street's best-known money managers, has been in the spotlight lately, but not for his investment returns. The Justice Department... Forecasting for DollarsApr 1, 2006,By Stan Luxenberg Many bond funds prefer not to bet on the direction of interest rates. Here are a few that do - and win.... In Search of YieldApr 1, 2006,By Stan Luxenberg Money-market funds may not be sexy but they have been attracting advisors attention lately. But is the retail investor better off in a money market or an insured account?... To Define a TheftApr 1, 2006,By Stan Luxenberg More than two and a half years after the market-timing scandal, investors have yet to recieve a dime in restitution... Herd MentalityApr 1, 2006,By Kevin Burke Brokers are betting heavily on just a few fund families. Remember the Van Wagoner Funds?... Got Conflicts?Mar 1, 2006,By Kevin Burke Merill's $8 billion swap with BlackRock fixes its house funds conflicts. Or does it?... Do-It-Yourself Funds of FundsFeb 1, 2006,By Stan Luxenberg The trouble with hedge funds is not necessarily their expense. The real deal breakers for financial advisors with wealthy clients who have sophisticated... HousewarmingJan 1, 2006,By Stan Luxenberg Many businesses spend small fortunes to establish and promote their brands. Last year, Merrill Lynch, for example, spent about a half-a-billion dollars... Some Mutual Funds Win in Tax GameDec 1, 2005,Stan Luxenberg Critics lambaste mutual funds, calling them old-fashioned contraptions that generate big tax bills. It's true, on average, that exchange-traded funds... Hot StuffDec 1, 2005,By Stan Laxenberg Money manager Jim Rogers was ahead of the pack through most of his career. In his younger days, he helped make George Soros into the billionaire hedge... Alpha DogsNov 1, 2005,By Stan Luxenberg Dedicated followers of the Clipper Fund may have been dismayed when longtime managers James Gipson and Michael Sandler left the fund recently. For many... Well WornNov 1, 2005,Erin Schulte Wall Street is a place where trends can cycle nearly as fast as they do in the fashion world, but in the post-bubble years, investors are treating dividend... The WorthyNov 1, 2005,By Stan Luxenberg Back during the buying panic of the 1990s, it was fashionable to believe: Sell your losers, and run with your winners. Of course, one of the lessons of... An Unconventional ApproachOct 1, 2005
David Swensen is one of America's greatest investors. As chief investment officer of Yale University, he has produced what has been described as an unparalleled... Taking the Sting Out of TaxesOct 1, 2005,By Stan Luxenberg When Ross Perot ran for president in 1992, the Texas billionaire revealed his simple investing strategy: He had put nearly everything into municipal bonds.... |
Current Issue Asset-Gathering MachinesBY HALAH TOURYALAI In the first half of 2008, Camden Capital Management, a fee-only RIA in El Segundo, Calif., added $100 million to its growing pot of client assets... advertisement
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