None the WorseApr 1, 2004,By Stan Luxenberg To measure Janus Mercury's fortunes in newspaper column inches is to believe the fund is a disaster. An aggressive growth specialist, Mercury suffered... Doomed to Repeat the Past?Apr 1, 2004,By Paul Greenwood To some, choosing the most talented money managers is easy. All an advisor has to do is examine their track records over, say, three to five years, and... The Investment CocktailApr 1, 2004,By Stan Luxenberg Separate accounts or mutual funds? The choice can be difficult, and often advisors feel compelled to pick one and ignore the other. Indeed, until recently,... Boxes to Be Handled With CareApr 1, 2004,By Stan Luxenberg To the people who love them, style boxes are great diversification tools. Bob Olstein is not one of those people. Those boxes are artificial barriers,... The Good Without the Bad?Mar 1, 2004,By Stan Luxenberg When stocks plunged in 2000, dispirited fund investors looked enviously at hedge funds. By selling short or investing in mergers, hedge fund owners could... Rate-Defying TricksFeb 1, 2004,By Stan Luxenberg With the economy improving and interest rates still near four-decade lows, bond investors might be feeling afraid, very afraid. And with good reason a... Star Crossed?Jan 1, 2004,By Stan Luxenberg The disclaimers regarding Morningstar's rating system have always been there for investors. Advisors have long warned that the company's famous star-based... Hot CommoditiesDec 1, 2003,By Stan Luxenberg The term proven commodity is deadon accurate when it comes to investments: Time after time, commodities have proved resilient in downturns. For instance,... The World's Largest Skimming OperationDec 1, 2003,By Ann Therese Palmer Sen. Peter Fitzgerald, a first-term Republican from Illinois, chairs the only Senate committee investigating mutual fund trading abuses the Governmental... Much Ado About TradingNov 1, 2003,By Stan Luxenberg When New York Attorney General Eliot Spitzer announced his investigations into improper mutual funds trading practices, the reaction in the press and... Not for Bear Markets OnlyOct 1, 2003,By Stan Luxenberg It would appear that corporate cost cutting and a string of positive economic data are putting investors in a sunny mood again. Take, the Nasdaq, for... The Mutual Fund Fiasco and YouOct 1, 2003,David A. Gaffen Just when it looked like all those scandals were behind us and the markets were helping mend fences with leery clients, the business has gotten yet another... Mutual Funds: Avoiding the Tax ManSep 1, 2003,By Stan Luxenberg Taxes shouldn't be the biggest concern when choosing an investment. Just try telling that to clients who suffered capital losses and had to pay taxes on mutual fund holdings in 2000.... Style MattersAug 1, 2003,By Paul D. Kaplan How best to analyze a fund manager? By how performance hugs a growth or value index--or by what he actually holds?... Product Pushers or Knowledgable Professionals?Aug 1, 2003,By David A. Gaffen and Kalen Holliday Recent inquiries into mutual fund sales practices undermines the we-are-consultants rhetoric.... A Yen for YieldAug 1, 2003,By Bradley Sweeney Do yields contain predictive power concerning certain bond funds? It's not as simple as you think.... Class WarsAug 1, 2003,By Stan Luxenberg Class B shares fell out of favor with fund investors two years ago, and they raise some suitability issues that may make brokers wary. Yet, to some, Class Bs remain a good option for small investors.... Take A Look Beyond The Godzilla of Bond FundsJul 1, 2003,By Stan Luxenberg Bill Gross, manager of the Pimco Total Return fund, is arguably America's best known money manager. Called the Peter Lynch of the bond world, Gross's... Mutual Funds: Time to Time the Market?Jun 1, 2003,By Stan Luxenberg Once considered heresy, market timing is now advocated by managers who expect the markets to remain choppy.... When Funds Put Up the Velvet RopeNov 1, 2002,By Stan Luxenberg For months, advisors looking to invest in a solid small cap fund have been faced with a growing problem: Many of the best ones have been closed to new... The Smart Way to Use Index Funds NowOct 1, 2002,By Stan Luxenberg When the bull market was hot, so were index funds. The Vanguard 500 Index Fund even eclipsed Magellan as the largest mutual fund in the country, and other... The Mutual Fund Killer?Sep 1, 2002,By Stan Luxenberg Multiple discipline products are the next best thing to mutual funds—maybe even better. The lure: a way to coordinate multiple managers and gain tax efficiency, too.... Mutual Funds: A Less Taxing ChoiceAug 1, 2002,By Stan Luxenberg Charitable gift funds let investors donate money to good causes-and cut their tax bills.... Searching for Stability in Risky SectorsJun 1, 2002,By Stan Luxenberg There is nothing like a bear market to spook clients. Disciplined, patient investors, who used to know the value of putting money in different sectors... Mutual Funds: New Rules Don't Make Choices Less TaxingApr 1, 2002,By Stan Luxenberg The SEC requires more disclosure of after-tax returns, but the data can be confusing.... Hedge-like Funds for Mr. AverageMar 1, 2002,By Stan Luxenberg Some mutual funds let ordinary folk take advantage of the short selling and hedging options used by the big guys.... Shopping for Funds of FundsMar 1, 2002,By Brian C. Ziv Your qualified clients want to get the benefits of hedging strategies. But where do you start? Nobody reports on the 6,000 or so hedge funds the way Morningstar... |
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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