Economy & Markets
The important economic and stock market news that advisors need to know.
Fund in Focus: Stratton Small-Cap Value Fund
By Staff WriterJerry Van Horn, manager since September 2000 S&P Rank: 4 Stars Stratton Small-Cap Value Is Putting Up Impressive Returns
October 06, 2004
Jim Schier of Security Mid-Cap Value FundS&P Rank: 4 Stars A Value Manager's Guide to the Mid- and Small-Cap Universe
October 06, 2004
Utility Funds Play Good DefenseOct. 5, 2004 -- Utility funds, oftentimes ignored by adventurous investors seeking more aggressive returns, have recently outperformed the broader equity markets, which have been...
October 01, 2004
For Europe Funds, Small Is InFunds that invest in European stocks, particularly small caps, have racked up impressive gains in recent years. For the one-year period through August 31, the average...
October 01, 2004
Who's Better-- Democrats or Republicans?Despite the latest polls and up-to-the-minute spin doctoring, we don't know who is going to win the majority of electoral votes on November 2. But...
October 01, 2004
Behind the Numbers, With Gary ShillingWhile he has been consistently bullish on bonds, Gary Shilling's allocation to that sector is now almost double the panel's average. "Since May stocks have...
October 01, 2004
Investing by the BookThank you for the August 2004 cover story, "Keeping The Faith," by Robert Keane. It is good to raise awareness about the value of faith-based...
October 01, 2004
Bedrock ValueThere have been a lot of rumblings in the last few months about the need to shift client portfolios from small- and mid-cap stocks to...