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What
your adviser doesn't know might hurt you.
Some planners really don't know very much more than you do
about finance. Here's how to make sure you find one that does. |
Money
Magazine: Riding out a recession. The outlook isn't as bad
as many investors fear, and there are ways to keep your
investing plan on track. Money Magazine's Michael Sivy has a
plan for defensive investing.
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Top
Wall Street economists: U.S. may already be in recession
The question for many economists is not if the U.S. economy
will fall into a recession. It's whether it already has.
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First Eagle fund manager and
Third Avenue Value fund manager are two of the best. Jean-Marie Eveillard was featured in Morningstar Advisor's, "In
Their Own Worlds", Fall 2007. Click
here to read article. (This is a PDF file)
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First Eagle Global
is a core holding in most client accounts.
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Jean-Marie Eveillard was featured in The Wall Street Journal’s,
"Lessons Learned From a Wild Year", December 3,
2007. Click
here to read article. (This is a PDF file)
Jean-Marie Eveillard was featured in Financial Advisor "The World
According to Eveillard", August 2007. Click
here to read article.
(This is a PDF file)
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Schwab Health Care fund
performance shines. Pharmaceutical
stocks are just what the doctor ordered for the health-care
sector fund that Larry Mano co-manages. Read
the rest of the story |
Fund
in Focus: Fidelity Leveraged Company Stock Fund
Thomas Soviero uses a real estate analogy to illustrate the
rationale behind the Fidelity Leveraged Company Stock Fund (FLVCX)
that he runs.
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Baron Buys
Cheap Stocks For Long Run
As with
other funds from the Baron family of no-load mutual funds,
Baron Asset has been an excellent core holding for clients of
our firm |
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Barron's Online - Living Well |
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Brandywine Blue continues to be an
excellent choice for a core large cap growth fund in client
portfolios. |
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What’s Wrong with Variable Annuities? |
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When you're leading a
record-setting mutual fund, sometimes the best offense is a
good defense. Read
the rest of the story |
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Baron Growth, closed to new investors
for some time now, is a core holding in many client accounts
and has a compiled a stellar performance record due to the
stock-picking skills of Ron Baron. |
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Paul Merriman of FundAdvice.com offers his insights on why
load funds should never be purchased under any circumstances. |
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Fidelity Contrafund
is a core holding in many client accounts and has performed
admirably for the past several years. |
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Most recent study confirms
long-standing notion of superior performance by
no-load mutual funds |
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You could call her investing
style a basket case, but the strategy of the international
mutual fund Wendy Trevisani helps run is anything but crazy. Read
the rest of the story
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Taxes Have a Role
in Asset
Allocation
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| I
recommend this article: Mutual
Fund Class Warfare
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| What's
the Difference Between Back-End Loads and Redemptions? Brokers
continue to take heat for improper sale of Class B (back end
load) funds
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| Barrons
financial magazine looks at how planning for retirement
has become much trickier after the uncertainty created by the
three year bear market.
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Dividend-paying
ETF fund gaining popularity among investors.
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Allegations continue
to grow among independent advisors that stockbrokers are
glorified salespeople, and not true financial advisors. read
more ....
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RS
Natural Resources Fund has recently been used in our more
aggressive portfolios to take advantage of the massive upswing
in the valuations of natural resource and energy companies,
however, due to its inherently volatile nature, it is
inappropriate for all investors.
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How
TIPS fit into your bond portfolio Inflation-protected
securities have limited role.
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NASD
survey: investors misinformed. Recent survey shows
many investors are dangerously uninformed in important
financial matters.
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Paul Merriman of FundAdvice.com explains why investors should not be fooled by salespeople selling Class A, B or C shares for commissions, when a
less expensive alternative is available with no-load mutual funds.
A
good advisor puts clients ahead of sales.
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Not losing a lot of money when the market is declining is more important than making a lot of money when the market is rising. How you pick your investment advisor may therefore be critically important.
A
good defense is a good offense.
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Paul Merriman of
FundAdvice.com explains why diversification is the key to
achieving winning
returns with mutual funds.
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It's now more
important than ever to use modest investment return
assumptions when crafting retirement plans. Even
in a bear market, you can achieve retirement goals.
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The dean of
no-load fund investing, Sheldon
Jacobs, looks at the importance of using no-load funds
rather than expensive "load" funds and the need for
diversification in one's portfolio. |
