January 05, 2010 Few accolades matter as much to a mutual fund as Morningstar’s five-star designation. But, whether an investor can expect higher returns from higher rated funds is an important question.... December 07, 2009 Unemployment will have a greater role in forecasting returns in this market than the lettered descriptor of the shape of the recovery. Whether we face inflation or deflation, too, will be largely dictated by unemployment.... October 15, 2009 The case for economic recovery, at least one of the V-shaped variety, is difficult to make. First and foremost, one has to assume that the rise in unemployment will end, not just decelerate, as has been the case. ... September 03, 2009 One of the most ingrained investing precepts is that the longer one’s time horizon, the more appropriate equities are as an asset class. But how quickly do the risks in equity investing diminish over time? ... June 24, 2009 Interest in Treasury Inflation Protected Securities (TIPS) is surging as investors seek protection against both inflation and deflation. ... May 19, 2009 The news began to trickle out in early March. First, The Wall Street Journal reported that Treasury bonds had outperformed stocks over the prior 30 years.... April 28, 2009 Looking at the recent history of junk bond spreads, advisors might easily conclude that they are in a bubble—prone to burst—earning investors returns of 20% or higher across a diversified asset class.... April 01, 2009 As of early March 2009, bonds had outperformed stocks over the last 30 years, earning a total return of 9.4% versus 8.8% annually for stocks.... March 01, 2009 Faced with declining asset values and the prospect of a prolonged recession, approximately 30% of a recently surveyed group of independent RIAs will be cutting back significantly on technology spending over the coming year. ... February 01, 2009 With the unparalleled challenges our economy faces and the extreme dislocations in the financial markets, no decision is more important than proper asset allocation.... December 31, 2008 In an interview on November 21, legendary investor Jeremy Grantham, chairman and co-founder of GMO, declared that, “It’s a nicely cheap market, but bear in mind that it can be spectacularly cheap if i... November 30, 2008 In the 1976 movie “Marathon Man,” Dustin Hoffman is being tortured by a Nazi war criminal played by Laurence Olivier, who asks him repeatedly, “Is it safe?” Hoffman, who doesn’t understand the questio... October 31, 2008 Morningstar’s fund ratings are enormously powerful. Numerous studies have documented that highly rated funds attract more assets. Fund managers face constant pressure to achieve success relative to th... September 30, 2008 Wealthy investors have not embraced index funds. Advisors who manage funds for high-and ultra-high-net-worth investors have a mere 6.9 percent of their marketable securities in index funds and ETFs. F... August 31, 2008 Back in January of 1848 when John Sutter found some yellow rocks, he hired James Marshall to build a sawmill in Coloma, Calif. Believing he had discovered gold, and sensing the implications, he urged ... June 30, 2008 One way to hedge against the recessionary and inflationary fears mounting in the U.S. markets is through international diversification. In fact, data from the Advisor Perspectives universe of approxim... May 31, 2008 Conventional wisdom dictates against market timing, while historical data demonstrates unequivocally that investors who maintain their asset allocations and investment strategies fare better than thos... |
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