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September 01, 2010
The ETF Advisor: New ETFs in 2010 for Hedge Funds, Foreign Stocks and MLPs
Like the elves in Santa’s workshop who toil year-round making gifts for well-behaved children.
August 25, 2010
Mid-Cap Value Funds Deliver Outsized Performance: Mutual Fund Focus, August 2010
Mid-cap stocks seem to suffer from a perennial identity crisis. One the one hand, they are too small to command the dominant positions in large
August 04, 2010
Advice Column: Using Dividend ETFs for Stability and Income
A dividend can help cushion market volatility and provide income to boot.
August 01, 2010
The ETF Advisor: ETFs Enroll in 529 Plans
After saving for retirement, saving for college is probably the most daunting financial challenge families face.
July 01, 2010
The ETF Advisor: Technology ETFs Ride the iPhone’s Wave
The runaway success of Apple’s iPhone, and Research in Motion’s Blackberry before it, is driving a shift throughout the information technology sector that will likely be felt for years to come.
June 22, 2010
Infrastructure Funds Lay Groundwork for Recovery: Mutual Fund Focus, June 2010
Before the credit crisis hit markets with hurricane force in 2008 and 2009, Wall Street was becoming increasingly enamored with an investment trend.
June 01, 2010
The ETF Advisor: Utility ETFs Promise Low Volatility and Steady Dividends
While Standard & Poor’s Equity Research expects only "modest" gains from utility stocks in 2010, their collective dividend yield has risen year to date to about 4.7%.
May 26, 2010
Go-Anywhere Funds Let Managers Set the Menu: IA Mutual Fund Focus, May 2010
It is well known by those who dine out frequently that an unambitious, work-a-day restaurant will typically offer its fare a la cart from an unchanging menu.
May 01, 2010
The ETF Advisor: Treasury ETFs Offer Measure of Safety, but Still Carry Risks
There is one place you can put your money that is almost certain to pay you back: U.S. Treasury debt.
April 21, 2010
Best High-Yield Bond Funds: IA Mutual Fund Focus, April 2010
With the ups and downs of the stock market over the past two years enough to give even seasoned investors indigestion.
April 01, 2010
The ETF Advisor: Prospects for Healthcare ETFs Better Than Those for Reform
Investors have a wide variety of vehicles available to gain exposure to the healthcare sector, which seems poised for long-term growth.
March 24, 2010
Feeding the Yield-Hungry Investor With Global Bond Funds: Mutual Fund Focus, March 2010
The dollars are flowing into foreign bond funds. Here are some of the best
March 01, 2010
The Battle for 401(k) Accounts
ETFs have only established a small beachhead so far in the 401(k) arena. That may not change any time soon.
February 24, 2010
Finding Balance With Standout Asset Allocation Funds: Mutual Fund Focus, February 2010
With money flowing to asset allocation funds, which should you consider for clients?
February 01, 2010
The ETF Advisor: S&P 500 ETFs
Tied to the S&P 500 in a variety of ways.
February 01, 2010
What the Rankings Mean
A key to the fund rankings.
January 27, 2010
World Funds: Bringing International Diversification to Your Clients’ Portfolios: Mutual Fund Focus, January 2010
A tidal wave of money flows to equity mutual funds with international exposure
January 01, 2010
The ETF Advisor: China ETFs
All aboard the Shanghai Express.
December 18, 2009
Payout Standouts: Dividend Income Mutual Funds Soothe the Urge for Cash: Mutual Fund Focus, December 2009
Dividends are a considerable temptation for most investors.
December 01, 2009
The ETF Advisor: Basic Materials ETFs
Cyclical but Intriguing
November 19, 2009
Small- and Mid-Cap Value Funds: Portfolio Recommendations From Sam Stovall: Mutual Fund Focus, November 2009
The last weeks of the year offer an excellent time to review investment holdings.
November 01, 2009
The ETF Advisor: Precious Metal ETFs
What makes precious metals funds so attractive is that they offer investors the ability to gain unleveraged exposure to gold and other precious metals without taking delivery of physical metal or trading futures contracts.
November 01, 2009
A Short History of Gold
Since the dawn of civilization, gold, silver, and other precious metals have been regarded by investors worldwide as a unique store of value.
October 22, 2009
Small-Cap Growth Funds: A Surfeit of Riches: Mutual Fund Focus, October 2009
Love ’em or hate ’em, there’s no denying that small-cap stocks have been heading northward like a herd of buffalos in the springtime.
October 01, 2009
The ETF Advisor: Real Estate ETFs
Well-run real estate investments have much to offer





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