Stocks
The stock market news and analysis you need to know when developing, monitoring and adjusting client portfolios.
Finding the Right Dividend Fund
By Staff WriterMay 28, 2004 -- Advisers wishing to capitalize on the recently enacted dividend tax cut may be in for some unanticipated headaches. Since Congress reduced...
May 05, 2004
Fund in Focus: Evergreen Strategic Growth FundJay Zelko, co-manager since April 2000 S&P Rank: Not Ranked. Best Expectations
May 01, 2004
How Pimco is Beating the Marketin Bonds... Year-to-Date 1-Year 3-Year 5-Year 10-Year PIMCO Total Return Fund* 2.70%6.20%8.35%7.98%8.19% Style peers 2.314.426.236.176.44 Merrill Lynch corporate & government master index 3.036.037.917.537.63 ...and...
May 01, 2004
Prepare Your Clients for the WorstIt's an ordinary morning and you're on your way to work when the drive-time shock jock is abruptly interrupted by a news bulletin: A commuter...
May 01, 2004
For the Long TermWhen it comes to mutual fund management, Bob Smith's approach could easily be summed up as "Slow and steady wins the race." Disdainful of those...
April 23, 2004
Aaron Dunn of U.S. Global Resources FundS&P Rank: 5 Stars Flourishing On Robust Commodity Prices
April 15, 2004
Fund in Focus: Brandywine FundBill D'Alonzo, lead manager since December 1985 S&P Rank: 2 Stars Experiencing Growth Spurts
April 02, 2004
Glenn Primack of FMI Focus FundModerate Guide to Smaller Caps S&P Rank: 5 Stars March 19, 2004