When Funds Put Up the Velvet Rope
Nov 01, 2002
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 investors. Of the 301 small cap value funds tracked by Morningstar, 33 are closed. About 10...
The Smart Way to Use Index Funds Now
Oct 01, 2002
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 index funds dominated their actively managed peers as well. Nevertheless, nearly three years...
The Mutual Fund Killer?
Sep 01, 2002
Traditional separate account programs can come with a variety of frustrations. Advisors must scan through a menu of dozens of managers, trying to pick a few that will complement each other and, together, achieve the client's goal. Even with...
Mutual Funds: A Less Taxing Choice
Aug 01, 2002
The stock market may be sickly, but plenty of Ken Richard's clients face painful capital gains tax bills. A registered financial consultant at Kara Financial Services in St. Paul, Minn., Richard advises longtime employees of such Minnesota blue...
Searching for Stability in Risky Sectors
Jun 01, 2002
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 and asset classes, have grown overcautious. After witnessing so many high-flying stock funds...
Mutual Funds: New Rules Don't Make Choices Less Taxing
Apr 01, 2002
The SEC requires more disclosure of after-tax returns, but the data can be confusing.
The Wealth Advisor: Trading Up
Mar 01, 2002
Middle class millionaires are very keen to get alternative investments in their portfolios.
Shopping for Funds of Funds
Mar 01, 2002
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 and Lipper report on mutual funds. So, many retail brokers turn to funds of funds to...
Looking Over The Hedges
Mar 01, 2002
Learn how to pick hedge funds for qualified clients?or other brokers will.
Hedge-like Funds for Mr. Average
Mar 01, 2002
Some mutual funds let ordinary folk take advantage of the short selling and hedging options used by the big guys.
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