Andrew J. Fama Asset Management, Recommended Reading

Recommended Articles:

These articles pertain primarily to funds in which clients of Andrew J. Fama Asset Management may be invested. We believe our clients can benefit from knowing how the managers of these funds feel about their stock picks and current market conditions in general.

Financial Adviser Red Flags

Professor Jeremy Siegel of the Wharton School Makes the Case for Equities.

An erosion of trust

A Swiftly Tilting Planet

Fund manager spots State Street, FedEx, Mosaic. Permanent Portfolio is a core client holding for clients of Andrew J. Fama Asset Management: Fund manager Michael Cuggino sees gradual upside in stocks and tells us why.

A word to the wise: Ignore conventional wisdom. Proponents of conventional investment wisdom recommend that financial advisers create buy-and-hold asset allocation portfolios, focused on growth stocks, to obtain high returns over the long run, while ignoring short-term volatility and risk to capital.

Critics question whether endowment model should be used by individual investors. Observers question using the approach for individual investors.

Mutual fund managers to advisers: Don't abandon underperforming funds It isn't prudent to drop a fund based on just one or two bad years, they contend

Don't get stuck with too much company stock Update: 2:38 PM ET Jun 1, 2009

Those hit hardest when a company’s stock collapses are often regular employees who have spent years trying to save enough to retire comfortably. These workers get burned because they own too much stock in the companies they work for -- or once worked for. ...Read the rest of the story

A retest of March 9 lows is likely. If this is a real bull market, and if you still haven't gotten in, don't worry: You'll get another chance very soon. ...

Strategies: 25 Years to Bounce Back? Try 4 1/2. Three factors may have overstated the traditional wisdom that it took more than 25 years for the market to recover from the 1929 crash.

If you have the fortitude, consider investing - carefully - Dec. 10, 2008 Investor Daily: Ignore, for a minute, the turmoil in the business world. If you have the time (say, six years) and patience, you may want to carefully consider the markets.

Why you aren't Bernard Madoff The confidence of many investors has been shattered by Bernard Madoff's alleged Ponzi scheme.

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.

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.

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

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

Barron's Online - Living Well How to Retire on $1 Million

Brandywine Blue continues to be an excellent choice for a core large cap growth fund in client portfolios.

What’s Wrong with Variable Annuities?

When you're leading a record-setting mutual fund, sometimes the best offense is a good defense. Read the rest of the story

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.

Paul Merriman of FundAdvice.com offers his insights on why load funds should never be purchased under any circumstances.

Fidelity Contrafund is a core holding in many client accounts and has performed admirably for the past several years.

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

Taxes Have a Role in Asset Allocation

I recommend this article: Mutual Fund Class Warfare

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

Barrons financial magazine looks at how planning for retirement has become much trickier after the uncertainty created by the three year bear market.