Research Magazine-May 2008

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  • The Sideways Seventies

    Kenneth Silber

    The 1970s evoke, in some people, feelings of nostalgia for platform shoes, bell bottoms, Pet Rocks, Soul Train, mood rings, CB radios, Bruce Lee, Farrah...

  • Warren Buffet Says: 'Buy Index Funds'

    Staff Writer

    Over 31,000 investors flocked to this year's annual meeting for Warren Buffet's Berkshire Hathaway - also referred to as "Woodstock for Capitalists." Warren Buffett is know...

  • In Brief

    Janet Levaux

    Franklin Templeton has announced that the Franklin Small Cap Growth Fund II has been reopened to all investors. In addition, the fund's name changed to...

  • Sunny Days Ahead?

    Staff Writer

    With oil prices still breaking all-time highs, investing in alternative energy is a very hot theme. And recently, two exchange-traded funds (ETFs) that track solar...

  • Call for Entries!

    Janet Levaux

    Research magazine asks readers to enter our second-annual ETF Advisor Hall of Fame contest. Nominations are being accepted from financial advisors (individuals or teams) who make...

  • My Favorite Bird

    Bill Miller

    If I were given the opportunity to be any kind of bird in the world, I would definitely want to be an ostrich. Why? Because...

  • Equal Weighting: Five-Year Anniversary

    Staff Writer

    Rydex Investments just celebrated the fifth anniversary of its innovative Rydex S&P Equal Weighted ETF (RSP). The fund, which is based on the S&P 500 Equal...

  • Vanguard to Launch Global Stock Fund

    Janet Levaux

    Vanguard, which had net inflows of nearly $16 billion in January and February 2008, filed a registration statement with the Securities and Exchange Commission in...

  • SPA Launches MarketGrader ETFs

    Staff Writer

    SPA ETFs has launched a new series of six exchange-traded funds with underlying fundamentally driven indices designed by U.S. research company MarketGrader to beat the...

  • What's Hot, What's Not

    Staff Writer

    Here's a short list of top-performing ETFs on a year-to-date basis, through April 23, 2008, and some ETFs with weaker results: HOT o U.S. Natural Gas...

  • New Gas Fund Launched

    Staff Writer

    The summertime is typically met with the prospect of higher gas prices, and if you happen to own a 747 or SUV, then the newly...

  • Not Only Money Motivates

    Mary Scott

    Is it possible to learn something new about how to help motivate others to do their best? Yes -- according to Tyler Cowen, a professor...

  • Safe Haven: U.S. REITs

    Staff Writer

    With major global stock markets on sputter mode, real estate investment trusts (REITs) are proving to be a haven. Through mid-April, the DJ Wilshire REIT...

  • Morgan Stanley Posts Results

    Janet Levaux

    Morgan Stanley has reported income for the quarter ending February 29, 2008, of $1.6 billion, down from $2.3 billion a year earlier. Net revenues were...

  • 19 ETNs Launch in April

    Staff Writer

    With the launch of 35 new Exchange Traded Vehicles (ETVs), April was one of the busiest months in a long time for the exchange-traded field:...

  • Muni, Currency Instruments Unveiled

    Staff Writer

    New York-based asset manager Van Eck Global has introduced the Market Vectors-Lehman Brothers AMT-Free Short Municipal Index ETF (SMB). The new ETF is designed to...

  • Rydex's New Twists: Alternatives, Futures

    Janet Levaux

    Rockville, Md.-based Rydex Investments says it has launched a fund of funds with exposure to the alternatives marketplace. According to the company, which has some...

  • Questioning Active ETFs

    Staff Writer

    The debut of exchange-traded funds (ETFs) that are actively managed has been a long awaited moment for ETF insiders product developers, and other industry types....

  • ICI Supporting New Labor Dept. Plans

    Janet Levaux

    The Investment Company Institute has commended the Department of Labor for its comprehensive approach to disclosure for 401(k) plans, including proposed rules that will help...

  • State Street Adds Global TIPS ETF

    Staff Writer

    Fighting the ravages of inflation just got easier. In mid-March, State Street Global Advisors (SSgA) launched the SPDR DB International Government Inflation-Protected Bond ETF (WIP) on...

  • What's Hot? Anything with Oil & Gas!

    Staff Writer

    Without surprise, the elite-performing ETFs so far this year reflect surging oil and gas prices. The top eight ETFs are all oil and gas specific,...

  • The Future of Planning

    Marie Swift

    In recent years, one of the most important trends in the financial planning industry has been a growing awareness of the planner's need to stimulate...

  • A Personal Retrospective

    Patricia J. Abram

    Six months after Research celebrates its 30th anniversary this summer, I'll be celebrating my 30th anniversary of working in the financial services industry. While many...

  • Further Momentum

    Ed McCarthy, CFP, RICP

    If your clients haven't already asked about socially responsible investing (SRI), they probably will in the near future. SRI has established itself firmly as a...

  • Clifford Jack

    David Macchia

    David Macchia: Over time, the executive leadership in insurance has increasingly been comprised of individuals who have no sales background. I've always believed that experience...

  • A Magnet for Active Retirees

    Alexei Bayer

    Who: Jim Naugle, Mayor of Ft. Lauderdale, Fla.Where: Creolina's, 209 SW 2nd Street, Ft. Lauderdale, Fla., January 29, 2008On the Menu: Chicken Proven?al, Bananas Foster...

  • How to Give a Speech

    Jane Wollman Rusoff

    Know the feeling? Trembling hands, dry mouth, clammy palms, gurgling gut. On your mark...Get set... You're about to give a speech! Fear of public speaking ranks, according...

  • Three Sources of Income

    Francois Gadenne

    Academic research shows that, over our lifecycle, we can generate income from three major sources: human capital, social capital and financial capital. Chart 1 illustrates how...

  • Chief Risk Officer

    Jane Wollman Rusoff

    With retirement shaping up as the New Frontier, advisors are being forced to rethink client risk -- and mitigate that risk as never before. It's...

  • Go-To Guy

    Ellen Uzelac

    As director of financial planning for a thriving fee-based firm in Maryland, Michael E. Kitces serves largely as the self-described "nerd that finds the answer...

  • RJFS Hosts Confab; Showcases Growth

    Janet Levaux

    (ORLANDO, FLA.) Raymond James Financial Services National Conference for Professional Development, held March 9-12 at the Orlando World Center Marriott Resort, featured publisher and former...

  • The State of Advisor Technology

    David J. Drucker

    Just as the baby boomers represented a bulge in the 20th century's birthrate trend, the early '80s saw a bulge in the number of career...

  • Is America Irrelevant?

    Alexei Bayer

    Robert Reich's recent commentary on "Marketplace," a public-radio business program, addressed the impact of the impending U.S. economic recession on emerging economies. Gone are the days...

  • Gold's Renaissance

    Staff Writer

    It's funny, but the late-night commercials that used to push food dehydrators and Ginsu knife sets are now touting gold as an investment vehicle. And...

  • Fearless Finance

    Jane Wollman Rusoff

    Outliving their money -- it's retirees' darkest fear. How to help such clients feel more secure? Francis Xavier Astorino says the answer often lies in structured...

  • Back to the Future

    Staff Writer

    Research magazine got its start 30 years ago in the summer of 1978. At that time, Research was a quarterly so there is no exact...

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