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... 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.... 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... Convertible OpportunitiesSep 1, 2005,By Stan Luxenberg During the first four months of this year, convertible investors witnessed a peculiar event. While the Standard & Poor's 500 dropped 4.0 percent, convertible... Gray MatterSep 1, 2005,Stan Luxenberg When the mutual fund scandals broke in September 2003, New York Attorney General Eliot Spitzer and other politicians described the misdeeds in black-and-white... NTFs Are No Free RideAug 1, 2005,By Stan Luxenberg In the 1980s, Charles Schwab changed the way investors shop for funds, introducing the supermarket. The innovation's main attraction was its ease of use.... A Tough, but Smart SellJul 1, 2005,By Stan Luxenberg Plenty of clients detest bond mutual funds, their most common gripe: Why own these never-maturing bonds when the Fed is trying to nudge up interest rates?... Killing It SoftlyJul 1, 2005,Stan Luxenberg Under departing Chairman William Donaldson, the SEC generated plenty of noisy headlines. But one of the Commission's most decisive actions received little... The Fund Family That Said NoJul 1, 2005,By Christopher O' Leary American Funds Distributors is the fund company that said no. While in the past few years many funds sued by regulators have been quick to settle, American,... On Sale—Sort ofJun 1, 2005,Stan Luxenberg Price wars have hit a variety of industries recently, including airlines and wireless phone providers. Will mutual funds be next? A few signs of funds... This Year's ModelJun 1, 2005,By Stan Luxenberg You gotta have a gimmick, Stephen Sondheim advised in the 1959 musical In the song, it's about how to roll them in the aisles at Minsky's. But, mutual... By the Numbers: The Weight of the LoadMay 1, 2005
Looking for a good fund that won't nickel and dime clients? Russ Kinnel, a mutual fund analyst at Morningstar, recently ranked the five-year, asset-weighted... Will 12b-1 Fees No Longer Be?May 1, 2005,By Stan Luxenberg The mutual fund fees known as 12b-1s have morphed into something few envisioned when the SEC created them 25 years ago. With regulators now poised to... Scandal Scorecard: Mutual Funds on TopMay 1, 2005,Kristen French Anyone wondering whether the regulators had lost interest in mutual fund marketing need wonder no more. With the SEC and NASD recently levying more than... A Pile of ReasonsApr 1, 2005,By Stan Luxenberg and Kristen French As one A.G. Edwards financial advisor sees it, regulators and broker/dealer management have gone overboard with mutual fund disclosure. Take the case... Explore Beyond the CoreApr 1, 2005,By Stan Luxenberg Most of the cash flowing into exchange-traded funds (ETFs) has focused on a few big funds, especially ones that track popular benchmarks, such as the... Gurus: The WatchdogApr 1, 2005,By David A. Geracioti FundAlarm.com may not be a household name, but the Web site, founded by Roy Weitz in 1996, has an influence more powerful than the 125,000 user hits the... A Benign Disaster?Apr 1, 2005,By Stan Luxenberg Quick: Guess how much money investors in Putnam Investments mutual funds were cheated out of in the market-timing scandals. Hint: It wasn't the $110 million... Fun Days for Funds—No KiddingMar 1, 2005
The market may have been flat for much of 2004, but it didn't affect investors' enthusiasm for mutual funds. Total assets in the nation's mutual funds... Look Over There, but BewareFeb 1, 2005,By Stan Luxenberg Investors have been flocking to foreign stocks, and for good reason. But there is also good reason to remain wary of overseas investments. During the... The Wrong Medicine?Jan 1, 2005
The SEC's requirement that mutual fund boards be stocked with more independent executives met with jeers when it was passed last year. Now, the raspberry... Grading GovernanceJan 1, 2005,By Stan Luxenberg The mutual fund scandals have put advisors in a tough position: Recommending a fund that ends up in the headlines can deal a serious blow to an advisor's... Is the Juice Worth the Squeeze?Dec 1, 2004,Stan Luxenberg The overhaul of the mutual fund industry spearheaded by Eliot Spitzer is widely viewed as a victory for investors, but some analysts are challenging that... Rubber-Band ManDec 1, 2004,By Stan Luxenberg During the 1990s, Tom Marsico made investing look easy. As manager of Janus Twenty, Marsico recorded huge gains while limiting his portfolio to two dozen... The Retiring KindNov 1, 2004,By Stan Luxenberg During the late 1960s, best-selling author Adam Smith called Fidelity Investments the Green Bay Packers of the mutual fund world. Just as Green Bay dominated... Ticking Tax BombOct 1, 2004,By Stan Luxenberg No one likes paying taxes, but clients get extra steamed when they are blindsided by a particularly hefty IRS bill. Unfortunately, such tax surprises... Hidden Market-TimersSep 1, 2004,John Churchill A new study of mutual fund firms' enforcement capabilities affirms what many in the industry have known for some time omnibus accounting practices by... A Question of SizeSep 1, 2004,By Stan Luxenberg If there is safety in numbers and comfort in size, fund investors are now putting their need for reassurance on parade. The growth-stock fund companies... Nest Eggs in Multiple BasketsAug 1, 2004,By Stan Luxenberg In the late 1990s, academic researchers began noticing an interesting but disturbing side effect of the roaring bull market: 401(k) investors consolidating... A Soft IdeaAug 1, 2004,Will Leitch Soft dollars is a heavily debated topic these days, particularly among the fund managers who shoulder the commissions load. A new study from The Journal... The Problem With a Long LifeJul 1, 2004,By Stan Luxenberg How can you build the ideal portfolio? For many advisors, the answer can be summed up in one word: Markowitz. In the 1950s, Harry Markowitz changed the... Escape Is Rarely the Safest BetJun 1, 2004,By Stan Luxenberg Don't tell Brandywine Fund that fleeing stocks for cash is a safe, conservative maneuver. In 1997, at the outset of the greatest bull market of all time,... Trading Stocks Without the Chatty CathysMay 1, 2004,Ilana Polyak It's common knowledge that mutual fund shareholders lost money in the late-trading and market-timing shenanigans that have recently consumed the fund... Over ThereMay 1, 2004,By Stan Luxenberg Bond investors have reason to fret these days. With the Federal Reserve holding its benchmark rate at just 1 percent, short-term funds pay puny yields.... |
Current Issue Promises Will Be BrokenBy Addison Wiggin Are you factoring future Social Security payments into your clients’ financial plans? Bad idea. advertisement
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