Forum Member Suggestions

11/10/2021 Bob Baker: the Value Line Investment Survey current week's report – Selection & Opinion. For free Library access, use fairfaxcounty.gov/library link > select Department Resources Research Center > select Research Data Bases > on A-Z listing select "V" then "Value Line Research Center" > enter your bar code = library card number > on the Value Line "Dashboard"/home page under "Quick Links" menu on right, press "Selection & Opinion" link > when report appears, review on line, print, or download. [Similar procedures may be followed at the Loudoun, Arlington, or Alexandria library's respective website to reach the Value Line Researh Center "Dashboard" by selecting their "Research" or "Databases" then A-Z listing.]
10/27/2021 Bob Baker: FarmDocDaily.Illinois.edu 5/18/2021 report – High Corn and Soy Bean Return Outlook for 2021. By Gary Schnitkey, Krista Swanson, and Nick Paulson of the University of Illinois and Carl Zulauf of Ohio State University. The report was discussed during the Buy-Sell segment of the Forum.
10/07/2021 Tom Crooker: MarketWatch.com 10/07/2021 article – Opinion: Warren Buffett's solid investing advice is just what's needed in this frothy stock market. By Lawrence A. Cunningham, GWU Professor, and publisher of The Essays of Warren Buffett: Lessons for Corporate America.
10/06/21 Charles Murphy: EdelmanFinancialEngines.com article – 11 Great reasons to carry a big, long mortgage. By Rick Edelman, founder, Edelman Financial Services, and author of The Truth About Money.
10/04/21 Tom Crooker: Morningstar.com, 10/01/21, interview video & article – Payout Ratios Can Reveal Dividend Stability. By David Harrell & Susan Dziubinski, both with Morningstar; Harrell is editor of Morningstar Dividend Investor.
09/16/21 Brenda Bloch-Young: Aswath Domodaran's "Musing on Markets" blog, 09/14/21 – The ESG [Environmental, Social, and Governance] Movement: The 'Goodness' Gravy Train Rolls On by Aswath Damodaran, a Professor of Finance at the Stern School of Business at NYU. He teaches classes in corporate finance and valuation, primarily to MBAs, and he says, generally to anyone who will listen.
09/11/21 Al Smuzynski: WilsonCenter.org paper, 09/01/21 – Integrating Infrastructure in US Domestic and Foreign Policy: Lessons from China by Sadek Wahba, Senior Fellow at the Development Research Institute, NYU.
09/03/21 Al Smuzynski: WashingtonPost.com article, 08/27/21 – The simple tricks that turned one investor's $70,000 retirement account into a $264 million fortune by Allan Sloan, an award winning columnist for The Washington Post.
08/23/21 Brenda Bloch-Young: Backend Benchmarking report, 08/11/21 – The Robo Report™ Second Quarter 2021 and The Robo Ranking™, Edition 20 and Summer 2021 Edition, respectively. Requires free on-line registration to download report.
08/12/21 Tom Crooker: Barrons.com article, 08/12/21 – Stock Prices Are Poised to Keep Rising, Says Longtime Bull. Here's Why. by Leslie P. Norton at Barron's.
08/11/21 Al Smuzynski: Barrons.com article, 08/06/21 – The Best Robo-Advisors Right Now: Barron's Ranking by Sarah Max.
07/28/21 Jim Dann: Fortune.com article, 7/11/21 – Anyone can beat the stock market, says new research by Geoff Colvin.
07/14/21 Bob Baker: YouTube.com video, 11/06/20 – PEG Ratio Explained by The Finance Storyteller (Philip de Vroe).
06/25/21 Tom Crooker: Morningstar.com article, 06/24/21 – What Are TIPS, and How Do They Help Protect Against Inflation by Karen Wallace, CFP®, Senior Editor at Morningstar.com. May require free basic registration. For full article, use browser to search for: 'Karen Wallace what are tips' and select the Morningstar link. OR, for free Library access, use fairfaxcounty.gov/library link > select Department Resources Research Center > select Research Data Bases > select "M" then "Morningstar" > enter your bar code = library card number > Select "Articles & Videos" tab > scroll down to "24 Jun 2021" > select and open this article's title to review online, or use CTRL-P to print to your local printer or save to PDF.
06/13/21 Tom Crooker: MarketWatch.com article, 06/11/21 – Don't sell stocks in a panic over inflation, advisers say by Chris Davis who writes for NerdWallet. Reprint from NerdWallet.com. May require subscription.
06/06/21 Al Smuzynski: www.WSJ.com article, 06/04/21 – The Huge Tax Break for Home Sellers: What to Know About the $500,000 Exemption by Laura Sanders at the Wall Street Journal. OR, use browser to search for "The-huge-tax-break-for-home-sellers". May require subscription. OR, for free Library access, use fairfaxcounty.gov/library link > select Department Resources Research Center > select Research Data Bases > select "W" then "Wall Street Journal" > enter your bar code = library card number > search for 'The-huge-tax-break-for-home-sellers' > select and open this article's title to review, save or print.
06/02/21 Brenda Bloch-Young: NYTimes.com article, 06/01/21 – How the World Ran Out of Everything by Peter S. Goodman, global economic correspondent and Niraj Chokshi, transportation business. OR, use browser to search for "How the World Ran Out of Everything". May require subscription. OR, for free Library access, use fairfaxcounty.gov/library link > select Department Resources Research Center > select Research Data Bases > select "N" then "New York Times" > enter your bar code = library card number > search for 'How the World Ran Out of Everything' > select and open this article's title to review, save or print.
05/27/21 Tom Crooker: Morningstar.com article, 05/24/21 – Are Equity Managers Ready for Inflation by Alec Lucas, Ph.D., at Morningstar. May require free basic registration. For full article, use browser to search for: 'are-equity-managers-ready-for-inflation' and select the Morningstar link. OR, for free Library access, use fairfaxcounty.gov/library link > select Department Resources Research Center > select Research Data Bases > select "M" then "Morningstar" > enter your bar code = library card number > Select "Articles & Videos" tab > scroll down to "24 May 2021" > select and open this article's title to review, or use CTRL-P to print to your local printer or save to PDF.
05/24/21 Tom Crooker: Morningstar.com article, 05/21/21 – Why Amazon Is a Prime Investment by Dan Romanoff, CPA, at Morningstar. May require free basic registration. OR, for free Library access, use fairfaxcounty.gov/library link > select Department Resources Research Center > select Research Data Bases > select "M" then "Morningstar" > enter your bar code = library card number > Select "Articles & Videos" tab > scroll down to "21 May 2021" > select and open this article's title to review, or use CTRL-P to print to your local printer or save to PDF.
05/23/21 Bob Baker: Barrons.com article, 05/22/21 – AT&T Was Punished for Its Dividend Cut. It's Time to Buy the Stock by Nicholas Jasinski at Barron's. Requires subscription. OR, for free Library access, use fairfaxcounty.gov/library link > select Department Resources Research Center > select Research Data Bases > select "A" then "ABI" > enter your bar code = library card number > select "Publications" on menu bar > search for "Barrons online" > enter the "2021 May 22" issue date > search for "ATT Was Punished" > select and open this article's title to review, save or print.
05/23/21 Bob Baker: Barrons.com article, 05/21/21 – AT&T Stock Gains as Sentiment Shifts. It Just Got Two Upgrades by Al Root at Barron's. Requires subscription. OR, for free Library access, use fairfaxcounty.gov/library link> select Department Resources Research Center> select Research Data Bases > select "A" then "ABI" > enter your bar code = library card number > select "Publications" on menu bar > search for "Barrons online" > enter the "2021 May 21" issue date > search for "ATT Stock Gains" > select and open this article's title to review, save or print.
05/16/21 Al Smuzynski: Barrons.com article, 05/16/21 – Four Funds for Anyone Nervous About Inflation by Evie Liu at Barron's. Requires subscription. OR, for free Library access, use fairfaxcounty.gov/library link > select Department Resources Research Center> select Research Data Bases > select "A" then "ABI" > enter your bar code = library card number > select "Publications" on menu bar > search for "Barrons online" > enter the "2021 May 16" issue date > select this article's title to review, save or print.
05/12/21 Tom Crooker: WSJ.com article, 05/08/21 – The Great Cash Splash, or What Happens to Stocks and Cryptocurrencies When the Fed Stops Raining Money? by Greg Ip at the Wall Street Journal. Requires subscription. OR, for free Library access, use fairfaxcounty.gov/library link > select Department Resources Research Center > select Research Data Bases > select "W" then "Wall Street Journal" > enter your bar code = library card number > search for 'Fed-Stops-Raining-Money' > select and open this article's title to review, save or print.
04/09/21 Bob Baker: cathiesark.com website – Combined Ark Invest ETF Holdings. Provides daily updated combined and individual ARK Invest ETF holdings, trades, and metrics. Free access, but ©2021 by Cathie's Ark LLC (not affiliated with Ark Invest or Cathie Wood).
03/31/21 Bob Baker: Barron's article, 03/29/21 – Yes, You Can Retire on Dividends by Lawrence C. Strauss, a senior writer who covers income and other investing topics for Barron's.
03/24/21 Bob Baker: Washington Post article, 03/17/21 – Bidders run up bitcoin price in government auction by Hamza Shaban, a business technology reporter covering national and breaking news with The Washington Post.
03/23/21 Garrett Ruhl: The Economist article, 03/27/21 – America used to be behind on digital payments. Not any more. Direct Link requires registration, but not paid subscription. For free Library access use fairfaxcounty.gov/library link > select Department Resources Research Center> select Research Data Bases > enter Economist and push GO > select ABI >enter your bar code=library card number> select Basic Search and "full text"> enter "america used to be behind on digital payments" (in quotes) > select source type: magazines > scroll down to the article > select link full text or full text-PDF > read, print or save the file.
3/14/21 Al Smuzynski: OLLI Summer 2020 class presentation video, 8/15/20 – De-Mystifying Cryptocurrency by Tom Manteuffel. Access through your OLLI Daily Schedule email > note password and press "Class Videos" link > enter password > Select Summer 2020 > find July 15 and press "978 Cryptocurrencies" link for video.
12/05/20 Garrett Ruhl: Deloitte.com article – A primer on SPACs - Risks and trends amid a shifting IPO landscape
12/04/20 Al Smuzynski: Vanguard Report – How America Invests 2020 by Thomas J. DeLuca, Vanguard Research lead, Anna Madamba, and Yan Ziberling
11/18/20 Garrett Ruhl: The Economist article, 11/14/20, pp 15,16 – Beyond Buffett – Does value investing still work ?. Direct Link requires registration, but not paid subscription. For free Library access use fairfaxcounty.gov/library link > select Department Resources Research Center> select Research Data Bases > enter Economist and push GO > select ABI >enter your bar code=library card number> select Basic Search and "full text"> enter "value investing" (in quotes) > select source type: magazines > scroll down to article "Beyond Buffett" (Nov 14, 2020) > select link full text or full text-PDF > read, print or save the file.
11/18/20 Brenda Bloch-Young: The Economist article, 11/14/20, pp 63-65 – Diminished value – Value investing is struggling to remain relevant. Direct link may require registration, but not paid subscription. For free Library access use fairfaxcounty.gov/library link > select Department Resources Research Center> select Research Data Bases > enter Economist and push GO > select ABI >enter your bar code=library card number> select Basic Search and "full text"> enter "value investing" (in quotes) > select source type: magazines > scroll down to article "Diminished Value" (Nov 14, 2020) > select link full text or full text-PDF > read, print or save the file.
10/24/20 Tom Crooker: MarketWatch.com article, 10/24/20 – Wanted: Stock investors with time and money to support profitable, well-run companies, by Lawrence A. Cunningham, professor and director of GWU's Quality Shareholders Initiative. Re companies with "Quality Shareholders"(QSs).
10/18/20 David Toms: Bloomberg.com article, 10/16/20 – Biden Win Would Transform How the Wealthy Invest, by Ben Steverman and Laura Davison. Bloomberg may require "Registration" to continue reading.
10/05/20 Tom Crooker: Morningstar.com article, 10/05/20 – Stock Market Outlook: Finding Opportunity Beyond Mega-Caps, by Dave Sekera, CFA.
10/01/20 Tom Crooker: Morningstar.com article, 09/30/20 – The Stock Market Is Not the Economy, by John Rekenthaler, Morningstar.com columnist in their investment research department.
09/30/20 Bob Baker: Barron's article, 9/25/20 – The Pandemic Has Swelled the Ranks of Zombie Companies. How to Recognize Them., Alexandra Scaggs, Barrons.com .
09/30/20 Bob Baker: Barron's article, 9/23/20 – Zombie Companies Are Proliferating. How to Avoid Them., Alexandra Scaggs, Barrons.com .
09/24/20 Tom Crooker: Morningstar.com article & video, 09/23/20 – Slow and Steady Wins the Financial Race, by Christine Benz & Susan Dziubinski. May require you to register to become a free "basic" member of Morningstar. ... OR search in your browser for "Morningstar:slow and steady wins the financial race".
09/02/20 Bob Baker: Kiplinger's article," ...the Video Gaming Craze...," 8/20 issue, p25 – ETF Spotlight: In the Game, by Kyle Woodley. For free on-line access to the print article with graphic and related ETF listing, use Fairfax Library link >select Research Data Bases > GO: "RBDigital magazines" and select > push "Sign-in" and enter your RBDigital ID/password (free with your library card number)> search for and select: "Kiplinger" and select > select "all issues" then Aug 2020 > push "checkout" then "read now" > press "TOC" icon at top of left menu> select panel for Page 25. To save, push "print" icon at bottom of left menu. When done, please push the "return" button to check in the magazine issue.
08/30/20 Al Smuzynski: Morningstar Dividend Investor Newsletter article, 9/20 – Looking at Utilities by David Harrell, Editor, pp 1-3. Requires subscription sign-in. OR for free access, use Fairfax Library link > select Research Data Bases > GO: Morningstar > select Morningstar > enter your bar code=library card number> select: Newsletters > select Issue: Morningstar Dividend Investor, September 2020.
08/12/20 Bob Baker: WSJ article, 7/25/20 – Everyone's a Day Trader Now, by Michael Wursthorn, et al. Requires subscription sign-in. OR to access free full text, use Fairfax Library link >select Research Data Bases > GO: WSJ > enter your bar code=card number> search for: a-day-trader-now .
08/12/20 Bob Baker: WSJ article, 8/10/20 – When Day Traders Do Well, It's Probably Just Luck, by Mark Hulbert. Requires subscription sign-in. OR to access free full text, use Fairfax Library link to see full text: >select Research Data Bases > GO: WSJ > enter your bar code=card number> search for: when-day-traders-do-well .
06/03/20 Bob Baker: analysis resource – FinViz (Financial Visualization). Free web-based tool, should be in every investor's tool kit.
05/20/20 Bob Baker: information resource – StatNews.com. Not specifically an investment related source, but its content and articles move the market. Those who follow and invest in the heathcare/biotech sector/subsector should be aware of it.
05/04/20 David Toms: Investopedia article, 5/3/2020 – "Berkshire Hathaway 2020 Annual Meeting Highlights" by Mark Kolakowski
05/04/20 Al Smuzynski: Congressional Research Service report R46270, 4/1/2020 – "Global Economic Effects of COVID-19" by James K. Jackson, Coordinator, Specialist in International Trade and Finance, et al.
04/17/20 Al Smuzynski: Forbes.com article, 3/30/2020 – "CARES Act Drastically Changes RMD Rules for 2020" by Jamie Hopkins, Dir of Retirement Research at Carson Wealth
01/27/20 Al Smuzynski: AAII DC Metro Chapter class, 1/18/2020 - "2020 Outlook for Boosting Portfolio Growth & Income" by Roger Conrad, Editor Conrad's Utility Investor
12/17/19 Brenda Bloch-Young: NPR - "Is a Wealth Tax Constitutional ?" by Greg Rosalsky, Planet Money Newsletter
12/03/19 Paul Howard: CNBC - Making RMDs Easy & Penalty Free
11/12/19 Paul Howard: Forbes - IRS proposes lowering RMDs for IRAs & other Ret accts
10/20/19 Paul Howard: CNBC - How retirees can make RMDs pain free
09/24/19 Paul Howard: Morningstar - Our Ultimate Stock-Pickers' Top 10 Dividend-Yielding Stocks
09/24/19 Paul Howard: Morningstar - One Simple Trick That Will Help You Invest Better
09/24/19 Paul Howard: Morningstar - An Early Warning on Capital Gains Tax Distributions
09/16/19 Paul Howard: Merrill - 8 tax tips that could save you money this year
09/16/19 Paul Howard: Merrill - Your guide to Medicare: Answers to 5 key questions
09/16/19 Paul Howard: Merrill - Can I make my life easier by consolidating my retirement accounts?
09/10/19 Paul Howard: Morningstar - Stop the Mutual Fund Capital Gains Distribution Madness!
09/10/19 Paul Howard: Morningstar - What Happens If Everyone Indexes?
09/10/19 Paul Howard: Morningstar - A Less Risky Foreign Stock Fund
09/10/19 Paul Howard: Morningstar - What Opioid Litigation Means for Healthcare Stocks
09/10/19 Paul Howard: Morningstar - Ultimate Stock-Pickers' Top 10 Buys and Sells
09/04/19 Paul Howard: Morningstar - A Nimble High-Quality Bond Fund
09/04/19 Paul Howard: Morningstar - 9 Stocks Top Managers Are Buying
09/04/19 Paul Howard: Morningstar - How Foreign Stocks Affect Your U.S. Taxes
09/04/19 Paul Howard: Morningstar - Rupal Bhansali: FAANG Stocks Are 'Extremely Risky'
09/04/19 Paul Howard: Morningstar - 10 Superior Dividend Stocks
08/27/19 Paul Howard: Morningstar - A Down-Market Survival Guide for Retirees
08/27/19 Paul Howard: Morningstar - 3 Dividend Growth Leaders
08/27/19 Paul Howard: Morningstar - Tips for Choosing a TIPS Fund
08/27/19 Paul Howard: Morningstar - Rob Arnott: Don't Sleep on Value Investing (Especially Emerging-Markets Value)
08/27/19 Paul Howard: Morningstar - More Defensive Stocks on Sale
07/16/19 Paul Howard: Morningstar - How Did the 'Saver' Portfolios Perform in the First Half?
07/16/19 Paul Howard: Morningstar - Is My Fund a Liquidity Trap?
07/16/19 Paul Howard: Morningstar - 2 Dividend Payers to Snack On
07/16/19 Paul Howard: Morningstar - 3 Off-the-Beaten-Path ETFs
07/16/19 Paul Howard: Morningstar - 11 Dividend All-Stars
07/16/19 Paul Howard: Morningstar - How Did the Bucket Portfolios Perform in the First Half?
07/12/19 Tom Crooker: Morningstar - The Most Popular Small-Cap Index Isn’t the Best
07/08/19 Paul Howard: Morningstar - The Perils of Private (and Illiquid) Mutual Fund Investments
07/08/19 Paul Howard: Morningstar - With Emerging Markets, Bonds May Beat Stocks
07/08/19 Paul Howard: Morningstar - 2 Top Specialized Foreign Stock Funds
07/08/19 Paul Howard: Morningstar - A Successful Growth Strategy in Emerging Markets
07/08/19 Paul Howard: Morningstar - Second Quarter in Non-U.S. Stock Funds: Uncertainty Abounds
07/08/19 Paul Howard: Morningstar - Healthcare: Drugmakers and Providers Look Attractive
07/03/19 Tom Crooker - Morningstar - 32 Undervalued Stocks
07/01/19 Tom Crooker: MarketWatch - Nothing is Cheap
06/30/19 Tom Crooker: CNBC - 80% of the stock market is now on autopilot
06/23/19 Paul Howard: Morningstar - 7 Cheap Stocks for Risk-Takers
06/23/19 Paul Howard: Morningstar - 3 Top Small-Cap Funds
06/23/19 Paul Howard: Morningstar - 7 Stocks to Avoid
06/23/19 Paul Howard: Morningstar - ETF Model Bucket Portfolios Get Fixed-Income Switch
06/23/19 Paul Howard: Merrill - How could fees from mutual funds and ETFs affect my portfolio?
06/23/19 Paul Howard: Merrill - How - and when - you should rebalance your portfolio
06/04/19 Paul Howard: Morningstar - 32 More Defensive Bargains
06/04/19 Paul Howard: Morningstar - Clearing Up QCD Confusion
06/04/19 Paul Howard: Morningstar - 3 Ways to Diversify Equity Risk
06/04/19 Paul Howard: Morningstar - Annuity in Your 401(k)? 5 Questions Before You Buy
06/04/19 Paul Howard: Morningstar - 3 Top Large-Cap Funds
06/04/19 Paul Howard: Morningstar - Do Advisors Know What Clients Want?
06/04/19 Paul Howard: Morningstar - Primecap: The Shades of Difference Among Its Funds
05/30/19 Tom Crooker: Morningstar - Vanguard's Two-Fund Portfolio Just Had Its Best Decade
05/21/19 Paul Howard: Morningstar - What's the Best Diversifier for Equity Risk?
05/21/19 Paul Howard: Morningstar - A Cheap Telecom With a Burly Yield
05/16/19 Tom Crooker: Morningstar - 35 Great Investments
05/11/19 Tom Crooker: Morningstar - 10 Stocks That Let You Sleep at Night
05/07/19 Al Smuzynski: 2016 Forum Survey Questionnaire Results
04/29/19 Paul Howard: Morningstar - A Strong Long-Term Option Worth Watching
04/29/19 Paul Howard: Morningstar - An Upgrade for This Cost-Conscious, Conservative Bond Fund
04/29/19 Paul Howard: Morningstar - How to Avoid IRA 'Pain Points
04/29/19 Paul Howard: Morningstar - Why Index Funds and ETFs Are Good for Retirees
04/29/19 Paul Howard: Morningstar - Microsoft Results Strong, Raising Fair Value Estimate
03/20/19 - Presentations by David Toms and Bob Baker - Member Contribution page
03/04/19 Tom Crooker: Morningstar - Are Stocks Overpriced Today?
02/27/19 - Brenda Bloch-Young - 2018 Robo Report
More Info: https://www.theroboreport.com/

02/27/19 Paul Howard: Morningstar: 5 Things to Know About Sustainable Funds
02/27/19 Paul Howard: Morningstar: How Did Our Saver Portfolios Hold Up in 2018?
01/29/19 Paul Howard: Morningstar - Build a Strong Foundation With These Core Funds
01/29/19 Paul Howard: Morningstar - 15 New Stocks in the Wide-Moat Focus Index
01/29/19 Paul Howard: Morningstar - An Intrepid Choice Among Inflation-Protected Bond Funds
01/29/19 Paul Howard: Morningstar - High-Yield Munis Win in 2018, but Risks Remain
01/29/19 Paul Howard: Morningstar - How Did the Bucket Strategy Work in 2018?
01/23/19 Paul Howard: Morningstar - Investors, We Need to Talk About Your Cash
01/23/19 Paul Howard: Morningstar - 3 Takeaways From Johnson & Johnson's Results
01/23/19 Paul Howard: Morningstar - What You Can Learn from Your 1099 Forms
01/23/19 Paul Howard: Morningstar - What Professional U.S. Stock Investors Get Right
01/23/19 Paul Howard: Morningstar - What to Do if You Missed Your RMD
01/23/19 Paul Howard: Morningstar - Strong Operating Performance From Big Banks
01/14/19 Paul Howard: Morningstar - Your 2019 Financial To-Do List
01/14/19 Paul Howard: Morningstar - Your 2019 Tax Fact Sheet and Calendar
01/14/19 Paul Howard: Morningstar - 11 Tax Deductions You Can Still Take
01/14/19 Paul Howard: Morningstar - Kinnel: A Beating for China, Energy Funds in 2018
12/31/18 Tom Crooker: MarketWatch - Opinion: This contrarian stock-market signal is flashing green By Mark Hulbert
12/10/18 Tom Crooker: NY Times - Wall St. Ignored Signs of Trouble for Months. Now It Sees Risks Everywhere
12/10/18 Paul Howard: Morningstar - Your Market Downturn Tool Kit
12/10/18 Paul Howard: Morningstar - Our Ultimate Stock-Pickers' Top 10 Buys and Sells
12/10/18 Paul Howard: Morningstar - Top Picks for Year-End Rebalancing
12/10/18 Paul Howard: Morningstar - Fund Winners and Losers During Recent Market Rockiness
12/02/12 Tom Crooker: Morningstar - A Rocky November Leaves Stocks Somewhat Undervalued
11/28/18 Paul Howard: Morningstar - Are Charitable Donations Still Tax-Deductible?
11/27/18 Paul Howard: Morningstar - Guide to Donor-Advised Funds
11/27/18 - Tom Crooker: CNBC - This simple year-end stock-picking strategy tends to beat the market
11/16/18 Al Smuzynski: CNBC - Warren Buffett talks to CNBC's Andrew Sorkin: 2008 financial crisis
10/23/18 Paul Howard: Morningstar - P&G's Strategy Gaining Traction as Sales Rise
10/23/18 Paul Howard: Morningstar - Notable Returns, Low Fees Distinguish This PIMCO Bond Fund
10/23/18 Paul Howard: Morningstar - The Economic Cycle That Just Won't End
10/08/18 Tom Crooker: CNBC - When interest rates jump, these are the best-performing stocks in the Dow
10/02/18 Paul Howard: Morningstar - Morningstar's Guide to Rising Rates
10/02/18 Paul Howard: Morningstar - A Standout High-Yield Muni Fund
10/01/18 Tom Crooker: Morningstar - Strong Moats for Undervalued Big Pharma Firms
10/01/18 Tom Crooker: MarketWatch - Stock investors can no longer ignore the next bear market: Hulbert
09/09/18 Paul Howard: Morningstar - 3 Small Caps on Sale
09/09/18 Paul Howard: Morningstar - Overblown Rate Fears Creating Opportunities in Utilities
09/09/18 Paul Howard: Morningstar - Don't Be Lulled by Mid-Cap Growth's Recent Strength
09/09/18 Paul Howard: Morningstar - Is Value Investing Dead?
09/09/18 Paul Howard: Morningstar - How Our Fidelity Bucket Portfolios Have Performed
09/04/18 Tom Crooker: Morningstar - Safeguarding Your Wealth From the Effects of Cognitive Decline
08/27/18 Brenda Bloch Young: 2018 Summer Robo Ranking
More Info: https://www.theroboreport.com/

08/21/18 Paul Howard: Morningstar - The Most Over- and Undersold Benefits of ETFs
08/21/18 Paul Howard: Morningstar - 6 Foreign Stocks Top Managers Have Been Buying
08/21/18 Paul Howard: Morningstar - Could Your Long-Term Care Premiums Be Hiding in Plain Sight?
08/13/18 Paul Howard: Morningstar - 3 Times When Fund Costs Don't Tell the Full Story
08/13/18 Paul Howard: Morningstar - Fidelity's Free Funds and the Changing Brokerage Business
08/13/18 Paul Howard: Morningstar - 10 Undervalued Stocks With 'Exponential' Growth Potential
08/12/18 Tom Crooker: NY Times - Vanguard Warns of Worsening Odds for the Economy and Markets

08/11/18 Brenda Bloch Young: 2nd Qtr 18 Robo Report
More Info: https://www.theroboreport.com/

08/07/18 Al Smuzynski: Bloomberg - Here's How America Uses Its Land

08/05/18 Tom Crooker: NY Times - The Stock Market Is Shrinking. That's a Problem for Everyone.

06/29/18 Tom Crooker: CNBC - Cramer: Never Buy a Stock All at Once
06/26/18 Paul Howard: Morningstar - How TIPS Can Help in a Portfolio
06/26/18 Paul Howard: Morningstar - 10 Newest Stocks in the Wide-Moat Focus Index
06/26/18 Paul Howard: Morningstar - Collective Investment Trusts: The Invisible Giant
06/20/18 Brenda Bloch-Young: Brookings - Effects of the Tax Cuts and Jobs Act: A Preliminary Analysis
Web Page 51 page PDF File
06/19/18 Paul Howard: Morningstar - Retiree Do's and Don'ts in a Rising-Rate Environment
06/19/18 Paul Howard: Morningstar - Cash is Not Always King
06/19/18 Paul Howard: Morningstar - Wymer: Why Competitive Advantage Is Key When Picking Stocks
06/19/18 Paul Howard: Morningstar - Key DOL Deadline Passes, SEC Best Interest to Forefront
06/19/18 Paul Howard: Morningstar - Ingredion Benefits From Improving Product Mix
06/10/18 All Smuzynski: Washington Post - Beware the 'mother of all credit bubbles'
05/27/18 Al Smuzynski: WSJ - The 'Tax-Free' Investment Causing Massive Tax Headaches
05/19/18 Al Smuzynski: Seeking Alpha: Master Limited Partnership Simplifications On The Rise
05/19/18 Al Smuzynski: Seeking Alpha: How To Choose The Best China ETF Allocation, After Vanguard's First All-China ETF
04/03/18 Paul Howard: Morningstar - Tesla's Cash Burn, Debt Finally Getting Attention
04/03/18 Paul Howard: Morningstar - Stock Market Outlook: Stocks Look Slightly Overvalued Today
04/03/18 Paul Howard: Morningstar - Zombie Index Funds Are Delivering Frightening Tax Bills
04/03/18 Paul Howard: Morningstar - Tech Sell-Off Healthy
03/27/18 Paul Howard: Morningstar - 3 Funds That Buy Like Buffett
03/27/18 Paul Howard: Morningstar - 3 Undervalued Utilities for Dividend-Seekers
03/27/18 Paul Howard: Morningstar - Do Streamlined Bucket Portfolios Make the Grade?
03/27/18 Paul Howard: Morningstar - Revenue Share: The Fund Industry's Dinosaur
03/27/18 Paul Howard: Morningstar - 10 Cheap Stocks Set to Grow Their Dividends
03/11/18 Paul Howard: Morningstar - Fantastic Yields and Where to Find Them
03/11/18 Paul Howard: Morningstar - 10 Growth Stocks at Value Prices
03/11/18 Paul Howard: Morningstar - Few Worries Among Analysts Over Steel, Aluminum Tariffs
03/11/18 Paul Howard: Morningstar - This Intermediate Government Fund Sets the Bar in Category
03/11/18 Paul Howard: Morningstar - Ultimate Stock-Pickers: Top 10 Buys and Sells
03/06/18 Paul Howard: Morningstar - 3 Funds You Can Hold Forever
03/06/18 Paul Howard: Morningstar - 20 IRA Mistakes to Avoid
03/06/18 Paul Howard: Morningstar - What Impact Could Steel and Aluminum Tariffs Have?
03/06/18 Paul Howard: Morningstar - Where Are We in 'The Cycle'?
02/27/18 Paul Howard: Morningstar - Funds That Are Built to Die
02/27/18 Paul Howard: Morningstar - Bank Rally Seems Unsustainable
02/27/18 Paul Howard: Morningstar - Our Ultimate Stock-Pickersâ€™ Top 10 High-Conviction and New-Money Purchases
02/20/2018 - Tom Crooker: BBC News - Criminals hide 'billions' in crypto-cash - Europol
02/20/18 Paul Howard: Morningstar - Changing Inflation Measure Sets Stage for Higher Taxes
02/20/18 Paul Howard: Morningstar - Get Defensive With This Quality ETF
02/20/18 Paul Howard: Morningstar - For Matters of the Heart (Valve), We Like Medtronic
02/20/18 Paul Howard: Morningstar - Fund Winners and Losers During Recent Volatility
02/20/18 Paul Howard: Morningstar - 10 Top Picks to Fight Inflation
02/20/18 Paul Howard: Morningstar - 12 Funds for 2018 and Beyond
02/12/2018 - Al Smuzynski: NY Times - One Cause of Market Turbulence: Computer-Driven Index Funds
02/06/18 Tom Crooker: CNBC - Buying stocks at the 3 worst times in the past 30 years still proved the best place to invest
02/06/18 Tom Crooker: MarketWatch - Hulbert - Opinion: The stock marketâ€™s plunge isnâ€™t the sound of a bubble bursting
01/30/18 Paul Howard: Morningstar - Even After Rally, RSP Permian's Still Attractive
01/30/18 Paul Howard: Morningstar - P&G's Attractive Dividend Should Continue to Grow
01/30/18 Paul Howard: Morningstar - Don't Overlook the Valuable Intelligence in Your Tax Forms
01/30/18 Paul Howard: Morningstar - Improve Your Portfolio by Streamlining
01/30/18 Paul Howard: Morningstar - Risk Capacity and Asset Allocation Go Hand in Hand
01/23/18 Paul Howard: Morningstar - Nominees for 2017 Fixed-Income Fund Manager of the Year
01/23/18 Paul Howard: Morningstar - Buy the Unloved
01/23/18 Paul Howard: Morningstar - Fidelity's 2017 Comeback
01/09/18 Paul Howard: Morningstar - Experts Forecast Long-Term Stock and Bond Returns: 2018 Edition
01/09/18 Paul Howard: Morningstar - Your 2018 Tax Fact Sheet and Calendar
01/09/18 Paul Howard: Morningstar - Growth Stocks Lift Many Fidelity Funds in 2017
12/28/17 Tom Crooker: Morningstar - Morningstar's Guide to Seeking Financial Advice
12/14/17 Tom Crooker: Forbes - Time In The Market Beats Market Timing
12/12/17 Paul Howard: Morningstar - 7 Steps to Estimating Your In-Retirement Cash-Flow Needs
12/12/17 Paul Howard: Morningstar - Adapting Low-Volatility Investing to High-Yield Bonds
12/12/17 Paul Howard: Morningstar - Tax-Gain Harvesting Can Be a Valuable Strategy for New Retirees
12/12/17 Paul Howard: Morningstar - 5 Stocks With More Room to Run
12/08/17 Tom Crooker - MarketWatch - Hulbert: Hereâ€™s why stocks will likely be even higher in December 2018
12/05/17 Tom Crooker: Morningstar - Beware of Rate Risk in Passive Core Bond Funds
11/12/17 Paul Howard: Morningstar - ETF Ratings Upgrades and Downgrades
11/12/17 Paul Howard: Morningstar - How to Invest in Artificial Intelligence
11/12/17 Paul Howard: Morningstar - Evaluating Funds From the Portfolio Perspective
11/12/17 Paul Howard: Morningstar - 2 ETF Picks to Harness the Small-Cap Effect
11/12/17 Paul Howard: Morningstar - Are You in the Roth Conversion Zone?
11/12/17 Paul Howard: Morningstar - Fund Spy 5 Under-the-Radar and Up-and-Coming Funds
11/06/17 Tom Crooker: NYTimes - A Bull Market Should Make Investors Happy. This One Isnâ€™t.
11/03/17 Brenda Bloch-Young:Journal of Accountancy - Tax Reform Revealed - PDF file
10/25/17 Brenda Bloch-Young - PDF file
10/29/17 Al Smuzynski: WSJ - The Morningstar Mirage
10/17/17 Paul Howard: Morningstar - What to Know Before Shopping for Medigap
10/17/17 Paul Howard: Morningstar - 5 Small-Cap Funds With Room to Run
10/17/17 Paul Howard: Morningstar - 10 Cheap Stocks With Enviable Yields
10/17/17 Paul Howard: Morningstar - 4 Negatives for U.S. Retirements
10/17/17 Paul Howard: Morningstar - Kinnel's Top Picks in Morningstar's 401(k) Plan
10/17/17 Paul Howard: Morningstar - Consider Your Social Security Strategy
10/03/17 Tom Crooker - Market Watch - Hulbert: Opinion: Why your neighborâ€™s stock buying should worry you
09/29/17 Tom Crooker - Market Watch: Why it can be catastrophic when only one spouse handles the finances
09/29/17 Tom Crooker - Market Watch - Hulbert: Opinion: September saw this rare â€” and bullish â€” trifecta for the stock market
09/24/17 Bob Baker - Simply Safe Dividends: How to Build a Dividend Portfolio
09/24/17 Bob Baker - Simply Safe Dividends: When Should I Sell My Stocks?
09/21/17 Tom Crooker - Market Watch: Schiller - Opinion: The U.S. stock market looks like it did before most of the previous 13 bear markets
09/19/17 Paul Howard: Morningstar - Hurricane Impact Material but Manageable for Insurers
09/19/17 Paul Howard: Morningstar - What Are Your Options for an Inherited IRA?
09/19/17 Paul Howard: Morningstar - Hedge Your Currency Risk When Investing Abroad
09/19/17 Paul Howard: Morningstar - Fiduciary Rule Should Be Largely Positive for Investors
09/18/17 Tom Crooker: Morningstar - Kinnel: 43 Fantastic Funds
09/10/17 Mel Axilbund: The Economist - Financial-market index-makers are growing in power
09/09/17 Paul Howard: Morningstar - How to Prepare for a Natural Disaster
09/09/17 Paul Howard: Morningstar - What Do the Bucket Portfolios Yield?
09/07/17 Paul Howard: Morningstar - Ag Business Drives Moat Upgrade for CNH Industrial
09/06/17 Paul Howard: Morningstar - Should you Roll Over Your 401(k)?
09/05/17 Paul Howard: Morningstar - 5 Stocks Top International Managers Have Been Buying
09/05/17 Paul Howard: Morningstar - These Similar Growth Funds Aren't Interchangeable
09/05/17 Paul Howard: Morningstar - 75 Must-Know Statistics About Long-Term Care
09/05/17 Paul Howard: Morningstar - How to Access Funds With High Minimum Investments
09/04/17 Tom Crooker: Blackstone - Byron Wien - Comparing Risk and Opportunity
08/28/17 Tom Crooker: Morningstar - It's Only the Early Innings for Cloud Computing
08/24/17 Tom Crooker: Market Watch - Hulbert: Opinion: This pack of dividend-paying stocks outruns the â€˜Dow Dogsâ€™
08/21/17 Tom Crooker: Morningstar - Promise in New Cancer Treatments, for Patients and Investors
08/15/17 Tom Crooker: Market Watch - Hulbert: Opinion: A bear market could hit U.S. stocks any time now
08/15/17 Brenda Bloch-Young: Recommends signing up for "The Robo Report" Link Sample
07/25/17 Paul Howard: Morningstar - Do's and Don'ts for Beneficiary Designations
07/25/17 Paul Howard: Morningstar - At Midyear, Vanguard on Pace to Break 2016 Inflows
07/25/17 Paul Howard: Morningstar - Funds That Go Moatless
07/24/17 - Walter Carlson: Washington Post - A first lesson on the stock market: Donâ€™t run from a good sale
07/17/17 Tom Crooker: Barron's - The Force That Can Keep the Bull Market Going
07/17/17 Al Smuzynski: Morningstar - The Why and How of Rebalancing
07/12/17 Paul Howard: Morningstar - Guard Against These 3 Nonfinancial Retirement Risks
07/12/17 Paul Howard: Morningstar - 31 Undervalued Stocks
07/12/17 Paul Howard: Morningstar - What I Learned From My 'Faux-tirement'
07/12/17 Paul Howard: Morningstar - Auto-Parts Retailers Look Compelling Amid Sell-Off
07/05/17 Tom Crooker: Morningstar - How Our Moat Ratings Have Performed
07/04/17 Tom Crooker: NY Times - Confidence Boomed After the Election. The Economy Hasnâ€™t.
07/04/17 Tom Crooker: NY Times - An Index-Fund Evangelist Is Straying From His Gospel
06/20/17 Paul Howard: Morningstar - For Mutual Funds, Simpler Seems Better
06/20/17 Paul Howard: Morningstar - Have You Been Hit by These Inflation 'Trouble Spots'?
06/20/17 Paul Howard: Morningstar - How to Create a Retirement Policy Statement
06/19/17 Tom Crooker: MarketWatch - No. 1 mutual fund, which made a killing off Amazon and Tesla, is now focused on these stocks
06/13/17 Tom Crooker: CNBC - Death of the human investor: Just 10% of trading is regular stock picking, JPMorgan estimates
06/07/17 Jim Dann: Kiplinger - 3 Vanguard Funds to Avoid
06/06/17 Paul Howard: Morningstar - May Jobs Report Changes Landscape for Fed
06/06/17 Paul Howard: Morningstar - Why Your Investment Strategy Should Fit on an Index Card
06/06/17 Paul Howard: Morningstar - The Trouble With Market-Cap-Weighting
06/06/17 Paul Howard: Morningstar - Does Longleaf Partners' Closing Signal a Market Top?
05/30/17 Paul Howard: Morningstar - Why Housing Data Is Worth Watching
05/30/17 Paul Howard: Morningstar - Manufacturing Could Help Boost Economy
05/30/17 Paul Howard: Morningstar - Do You Have a Strategy for Volatility?
05/23/17 - Tom Crooker: Bloomberg - Broker Stocks Drop After Labor Secretary Says Fiduciary Rule Will Take Effect June 9
05/18/17 - Hugh Conway: Barron's - Bruce Greenwald: Channeling Graham and Dodd
05/16/17 Tom Crooker: Bloomberg - Rich Retirees Are Hoarding Cash Out of Fear
05/16/17 Paul Howard: Morningstar - Forget Income Replacement, Focus on Supplying Cash-Flow Needs
05/16/17 Paul Howard: Morningstar - Key Questions to Ask When Choosing an Advisor
05/16/17 Paul Howard: Morningstar - Ill-Timed Decisions Are Costing Investors
05/16/17 Paul Howard: Morningstar - 10 Growth Stocks at Reasonable Prices
05/10/17 Paul Howard: Morningstar - April Activity Features a Storm of New Fund Analyst Ratings
05/10/17 Paul Howard: Morningstar - Sorry, You Probably Don't Have a Portfolio Emergency
05/10/17 Paul Howard: Morningstar - Service Complaints Aside, Investors See Value at Vanguard
05/10/17 Paul Howard: Morningstar - PIMCO: Don't Get Complacent About Inflation Risks
05/03/17 Paul Howard: Morningstar - Neither PIMCO's New CEO, nor Parent Allianz, Plan to Upset Their Apple Cart
05/03/17 Paul Howard: Morningstar - Bond Market 'Extremely Complacent' About Inflation
05/03/17 Paul Howard: Morningstar - Why Active Bond Managers Are Succeeding
05/01/17 Tom Crooker: Morningstar - Low-Tech Active Management That Still Has an Edge
04/25/17 Paul Howard: Fidelity - Smart retirement income strategies
04/25/17 Paul Howard: Fidelity - How to manage inflation
04/25/17 Paul Howard: Morningstar - An Investing Road Map for Retirees
04/25/17 Paul Howard: Morningstar - A Healthcare Pick That's Moderately Shielded From Upheaval
04/25/17 Paul Howard: Morningstar - 10 Cheap Stocks Set to Grow Their Dividends
04/18/17 Tom Crooker: MarketWatch - 10 great investment mindsâ€™ strategy comes down to this one thing
04/14/2017 Bob Baker: Simply Safe Dividends - Clearing the Air on Verizonâ€™s Dividend Safety
04/11/17 Paul Howard: Morningstar - An Aggressive ETF Bucket Portfolio for Retirement
04/11/17 Paul Howard: Morningstar - Digging Deeper When Measuring Diversification
04/11/17 Paul Howard: Morningstar - Have ETF Investors Gotten What They've Paid For?
04/11/17 Paul Howard: Morningstar - The 4 Pillars of Cash Flow in Retirement
04/04/17 Paul Howard: Morningstar - Greatest Investment Mistakes: Following a Single Source
04/04/17 Paul Howard: Morningstar - 2 Trends Supporting Dividend Growth for Utilities
04/04/17 Paul Howard: Morningstar - How Can You Boost Your Base Rate When Searching for Winning Funds?
03/28/17 Paul Howard: Morningstar - With Fund Ratings, Stars and Medals Both Matter
03/28/17 Paul Howard: Morningstar - Top Investment Ideas for Retirement
03/28/17 Paul Howard: Morningstar - Buying Losers Might Work for Stocks, but Not for Funds
03/28/17 Paul Howard: Morningstar - 4 Factors Driving the Market
03/21/17 Paul Howard: Morningstar - Inflation Not in Danger Zone
03/21/17 Paul Howard: Morningstar - High-Quality Retail REITs on the Clearance Rack
03/21/17 Paul Howard: Morningstar - Just How Bad Is Fund Investors' Timing?
03/21/17 Paul Howard: Morningstar - Johnson: Fed's Path May Not Be Smooth
03/21/17 Paul Howard: Morningstar - Don't Overlook These Hidden ETF Costs
03/21/17 Paul Howard: Morningstar - Credit Spreads at Tightest Level Since Mid-2014
03/21/17 Paul Howard: Morningstar - 3 Upgrades, 9 Downgrades, and a Batch of New Fund Analyst Ratings
03/21/17 Paul Howard: Morningstar - An Ideal Investment for Long-Term Investor: Choo-Choos!
03/07/17 Tom Crooker: NYTimes - Rethinking Retirement for Longer Lives With Fewer Safety Nets
03/02/17 Tom Crooker: NYTimes - What Booming Markets Are Telling Us About the Global Economy
02/28/17 Tom Crooker: Bloomberg - Mom and Pop Investors Are Behind This Historic Market Rally
02/22/17 Tom Crooker: Market Watch - This bullish stock signal has never been wrong â€” and itâ€™s about to flash for 2017
02/19/2017 Al Smuzynski: Seeking Alpha -You've Accumulated $1 Million For Retirement: Time To Cash Out?
02/19/17 Paul Howard: Morningstar - Rising Inflation Will Crimp Consumer Spending
02/19/17 Paul Howard: Morningstar - Retirement Saver's Credit an Overlooked Tax Break
02/19/17 Paul Howard: Morningstar - Will Rising Bond Yields Sink High-Dividend Stocks?
02/19/17 Paul Howard: Morningstar - Strategy and Structure Make ETFs Tax Efficient
02/19/17 Paul Howard: Morningstar - The National Economic Council: Let Investors Eat Junk!
02/19/17 Paul Howard: Morningstar - Should You Bother With a 'Tax-Managed' Fund?
02/19/17 Paul Howard: Morningstar - Surprise Manager Changes Keep Investors on Their Toes
02/19/17 Paul Howard: Morningstar - 4 Tech Firms Cheaper Than Apple
02/19/17 Paul Howard: Morningstar - Checking Up on Our Retirement Saver Portfolios
02/08/17 Tom Crooker: Seeking Alpha - Dominion Resources: A Must-Own Wide-Moat Dividend Growth Stock
02/10/17 Tom Crooker: Market Watch - Hulbert: Corporate insiders have a stock market surprise for you
02/08/17 Paul Howard: Morningstar - Funds Facing Succession Challenges
02/08/17 Paul Howard: Morningstar - 2 Cheap, High-Quality Healthcare Firms
02/08/17 Paul Howard: Morningstar - A Bucket Portfolio Checkup
01/31/17 Paul Howard: Morningstar - Time to Recalibrate Your Foreign Stock Holdings?
01/31/17 Paul Howard: Morningstar - Vanguard Dominates Global Fund Flows
01/31/17 Paul Howard: Morningstar - Is Your Retirement Portfolio's Asset Allocation on Track?
01/27/17 Tom Crooker: Bloomberg - In a Verizon-Charter Deal, Analysts See One Massive Pile of Debt
01/24/17 Tom Crooker: Morningstar - The Real Stock Market Villain
01/18/17 Paul Howard: Morningstar - Rethinking Mutual Fund Pricing, Entirely
01/18/17 Paul Howard: Morningstar - Experts Forecast Long-Term Stock and Bond Returns: 2017 Edition
01/18/17 Paul Howard: Morningstar - Tight Job Market, Deficit Could Pose Challenge for Trump
01/06/17 Tom Crooker: Bloomberg - Wall Street Is Starting to Get Nervous About All the Money Pouring Into U.S. Stocks
12/13/16 Paul Howard: Morningstar - A Top-Rated Choice for Diversified, Low-Cost Exposure to U.S. Mid-Caps
12/13/16 Paul Howard: Morningstar - Economy Not as Strong as Consensus Believes
12/13/16 Paul Howard: Morningstar - Joining the Index Is No Way to Beat It
12/13/16 Paul Howard: Morningstar - When It Comes to Diversification, Don't Be Naive
12/13/16 Paul Howard: Morningstar - Possible Retirement Policy Changes in a Trump Administration
11/12/16 Paul Howard: Morningstar - Are Dividend Stocks Overvalued?
11/12/16 Paul Howard: Morningstar - How to Participate in the Emerging-Markets Rally
11/12/16 Paul Howard: Morningstar - Is the DOL Fiduciary Rule Really So Bad?
11/01/16 Paul Howard: Morningstar - Allergan Is Our Top Pick in Specialty Pharma
11/01/16 Paul Howard: Morningstar - Air Products Spin-Off Worth Keeping an Eye On
11/01/16 Paul Howard: Morningstar - Chipotleâ€™s Turnaround Faces Execution, Cost Questions
11/01/16 Paul Howard: Morningstar - Coca-Cola's Results Highlight Positive Trajectory
11/01/16 Paul Howard: Morningstar - Johnson: One of the Worst GDP Reports in Some Time
10/26/16 Paul Howard: Morningstar - The Morningstar Style Box for Alternative Funds
10/26/16 Paul Howard: Morningstar - A New Framework for Analyzing Alternative Mutual Funds
10/26/16 Paul Howard: Morningstar - Tax-Gain Harvesting Can Be a Profitable Strategy
10/26/16 Paul Howard: Morningstar - Johnson: U.S. Faces Stagflation Threat
10/19/16 Paul Howard: Morningstar - When the 4% Rule Fails
10/19/16 Paul Howard: Morningstar - A Tax-Efficient Hierarchy of Retirement Spending
10/19/16 Paul Howard: Morningstar - Index Funds May Not Always Lead the Pack
10/19/16 Paul Howard: Morningstar - Vanguardâ€™s Active Stock Funds Are Very Good
10/19/16 Paul Howard: Morningstar - Can You Age in Place?
10/19/16 Paul Howard: Morningstar - A Medicare Open Enrollment Checklist
10/12/16 Paul Howard: Morningstar - Year-End Financial Planning To-Dos for Investors
10/12/16 Paul Howard: Morningstar - Don't Let Pro Rata Rules Trip Up Your Retirement Plan
10/12/16 Paul Howard: Morningstar - Spooked About a Low-Return Environment? Don't Make These Mistakes
10/12/16 Paul Howard: Morningstar - Will Your Retirement Get Whacked by the WEP?
10/04/16 Paul Howard: Morningstar - Stock Market Outlook: A Little Too Buoyant?
10/04/16 Paul Howard: Morningstar - A Fourth-Quarter Financial Calendar for Retirees
10/04/16 Paul Howard: Morningstar - Bank Loans Could Offer Protection in Rising Rate Environment
10/04/16 Paul Howard: Morningstar - What to Expect This Capital Gains Distribution Season
09/29/16 - Tom Crooker: Motley Fool - The Worst Mistake Wells Fargo Investors Can Make Right Now
09/27/16 - Paul Howard: Morningstar - 8 Questions for RMD Season
09/27/16 - Paul Howard: Morningstar - Morningstar's 2016 Retirement Matters Week
09/27/16 - Paul Howard: Morningstar - Should You Count Social Security as a Bond?
09/27/16 - Paul Howard: Morningstar - What Role Does Social Security Play in Readers' Asset Allocation Decisions?
09/21/16 - Paul Howard: Morningstar - Sustainable Large-Blend Options That Have Beaten the Best
09/21/16 - Paul Howard: Morningstar - How Higher Rates Would Impact the Economy
09/21/16 - Paul Howard: Morningstar - The Bucket Investor's Guide to Setting Asset Allocation for Retirement
08/29/16 - Tom Crooker - Morningstar: Be Mindful of Rich Valuations in Low-Volatility Stocks
08/26/16 - Tom Crooker - Morningstar: 5 Mistakes to Avoid With Your Cash Holdings
08/26/16 - Paul Howard: Marketwatch - Fedâ€™s Yellen says case for another interest-rate hike has strengthened
08/26/16 - Paul Howard: Morningstar - 7 Investing To-Dos for Retirees This Fall
08/26/16 - Paul Howard: Morningstar - The Wrong Time to Fire a Fund
08/09/16 - Al Smuzynski: Morningstar - Asset Allocation Tips for a Lofty Market
07/27/16 - Paul Howard: Morningstar - A Good Small-Cap Fund Option
07/27/16 - Paul Howard: Morningstar - Who Bought U.S. Stocks After 2008?
07/27/16 - Paul Howard: Morningstar - 10 Under-the-Radar and Up-and-Coming Funds
07/20/16 - Tom Crooker: Barron's - Todayâ€™s Top 5 Stock Picks: Fund Beating 99% of Peers
07/20/16 - Tom Crooker: Barron's - The U.S. Has a Misguided Faith in Real Estate
07/19/16 - Tom Crooker: Kiplinger - 5 Fidelity Funds You Can Hold Until You Die
07/14/16 - Tom Crooker: Moningstar - Index Construction Matters
07/12/16 - Tom Crooker: NY Times - Can We Ignore the Alarm Bells the Bond Market Is Ringing?
06/29/16 - Tom Crooker: Market Watch (Mark Hulbert) - What the â€˜single best stock-market predictorâ€™ is saying now
06/29/16 - Paul Howard: Morningstar - Every Financial Crisis Is Different
06/21/16 - Paul Howard: Morningstar - What's Next for Vanguard
06/21/16 - Paul Howard: Morningstar - De Vaulx: 'As a Value Investor, We Remain Disciplined'
06/21/16 - Paul Howard: Morningstar - Landmann: Opportunities in Today's Bond Market
06/21/16 - Tom Crooker: Morningstar - The Impact of the New Fiduciary Rule on Investors
06/09/16 - Tom Crooker: Morningstar - The Folly of Predicting the Direction of Interest Rates (and Almost Anything Else)
06/01/16 - Paul Howard: Morningstar - How Should Investors Time Their Investment Strategies?
06/01/16 - Paul Howard: Morningstar - Fresh Approaches to Paying for Long-Term Care
05/27/16 - Tom Crooker - Seeking Alpha: Now Is Not The Time To Buy Utility Stocks
04/25/16 - Tom Crooker - NYTimes: - How Politics Influences the Stock Market: Not Very Much
04/21/16 - Tom Crooker: Forbes - Why You Should Love These Unloved S&P 500 Stocks
04/20/16 - Paul Howard: Morningstar - Do's and Don'ts for Organizing Your Financial Life
04/20/16 - Paul Howard: Morningstar - Create a Lean, Mean Tax-Efficient Machine
04/20/16 - Paul Howard: Morningstar - Buy the Best, Perform the Worst
04/15/16 - Tom Crooker - Forbes: Eternal Vigilance With Benign Neglect And My Latest Energy Stock Buys
04/13/16 - Paul Howard: Morningstar - We Put a 'Blended' Retirement Strategy to the Test
04/13/16 - Paul Howard: Morningstar - March Ratings Activity Features a Flurry of Downgrades
04/13/16 - Paul Howard: Morningstar - Why We Downgraded IBM
04/13/16 - Paul Howard: Morningstar - An ETF for Those Seeking Safety at the Short End of the Yield Curve
04/13/16 - Paul Howard: Morningstar - Is a Concentrated Fund a Fit for Your Portfolio?
04/06/16 - John Woods: Suggestions for IRA Required Minimum Distributions
04/06/16 - Paul Howard: Morningstar - Josh Peters: Is Dividend Growth Done?
04/06/16 - Paul Howard: Morningstar - Investors: Don't Make This Costly Mistake
03/31/16 - Tom Crooker: Market Watch - Hulbert: This hidden risk will likely sabotage the stock market
03/30/16 - Tom Crooker: Web Site - Investment Quality Trends
03/27/2016 - Stan Schretter: NY Times - Why We Think Weâ€™re Better Investors Than We Are
03/23/16 - Paul Howard: Morningstar - High Payout Ratios Come With Risk
03/23/16 - Paul Howard: Morningstar - Did the Fed Forget to Look at the February Inflation Report?
03/23/16 - Paul Howard: Morningstar - How Has the Retirement Bucket Strategy Performed?
03/23/16 - Paul Howard: Morningstar - Value Investors Are Vexed
03/23/16 - Paul Howard: Morningstar - Dividend Investors: Are Energy Stocks Worth the Risk?
03/23/16 - Paul Howard: Morningstar - Opting for Index Funds? Don't Set Yourself Up for Disappointment
03/11/16 - Tom Crooker: Kiplinger - A Long Term Case for Stocks
02/24/16 - Paul Howard: Morningstar - 20 IRA Mistakes to Avoid
02/24/16 - Paul Howard: Morningstar - Benz: My Favorite Funds for IRAs
02/24/16 - Paul Howard: Morningstar - Rekenthaler Report: Index Funds: Presumed Guilty
02/24/16 - Paul Howard: Morningstar - 2016 Taxes: What's on Deck for Your Investments
02/24/16 - Paul Howard: Morningstar - What You Can Learn From Your 2015 Tax Return
02/24/16 - Paul Howard: Morningstar - 6 Funds for Strong Aftertax Returns in the U.S.
02/06/16 - Paul Howard: Morningstar - Don't Be Disappointed by January's Job Report
02/06/16 - Paul Howard: Morningstar - Still No Margin of Safety in LinkedIn Shares
02/06/16 - Paul Howard: Morningstar - Pfizer's Pipeline Productivity Is Improving
02/06/16 - Paul Howard: Morningstar - Cheap Exposure to Large-Value Stocks
02/06/16 - Paul Howard: Morningstar - This Utility Should Benefit From the Natural Gas Boom
01/30/2016 - Tom Crooker: NY Times - Annuities as an Alternative to Shaky Markets? Not So Fast
01/20/16 - Paul Howard: Morningstar - A Rocky Market Action Plan for Retirees
01/20/16 - Paul Howard: via Morningstar - MarketWatch UPDATE: S&P 500, Dow end slightly higher as oil rout resumes
01/20/16 - Paul Howard: Morningstar - Winter Has Come for Alternative Funds
01/20/16 - Paul Howard: Morningstar - The January Sell-Off and Your Mutual Funds
01/20/16 - Paul Howard: Morningstar - 5 Questions to Ask Yourself Before Hitting the 'Sell' Button
01/20/16 - Paul Howard: Morningstar - Dos and Don'ts in a Volatile Market
12/31/15 - Paul Howard: Morningstar - Tech & Telecom: Cord-Cutting and Programmatic Advertising Trends Continue
12/31/15 - Paul Howard: Morningstar - Rolling Down the Yield Curve With Defined-Maturity Bond ETFs
12/31/15 - Paul Howard: Morningstar - Healthcare: Even After Uptick, Some Great Values Remain
12/31/15 - Paul Howard: Morningstar - Leadership Changes Don't Derail T. Rowe
12/28/15 - Tom Crooker: Bloomberg - The Year Nothing Worked: Stocks, Bonds, Cash Go Nowhere
12/16/15 - Paul Howard: Morningstar - Fund Spy: November Ratings Activity Includes a Pair of Upgrades
12/16/15 - Paul Howard: Morningstar - Peters: More Pain to Come for MLPs
12/16/15 - Paul Howard: Morningstar - What Ails U.S. Stock-Fund Managers?
12/16/15 - Paul Howard: Morningstar - Benz: A Year-End Tax-Planning Checklist
12/09/15 - Paul Howard: Morningstar - When Funds Get Bloated
12/03/15 - Tom Crooker: Morningstar - T. Rowe Price Continues to Thrive
11/30/15 - Tom Crooker: Washington Post - Would you let a mystic manage your investment portfolio?
11/25/2015 - Paul Howard: Morningstar - A Look at Fidelityâ€™s Tax-Exempt Lineup
11/25/2015 - Paul Howard: Morningstar - This Bond Fund Proves It's Hip to Be Square
11/24/15 - Tom Crooker: Morningstar: Time to Tune Up Social Security's Inflation Gauge
11/20/15 - Tom Crooker: Kiplinger - Retirees, Beware Hidden Danger Lurking in Bond Funds
11/20/15 - Tom Crooker: Yahoo Finance - Fed's Bullard Says Investors Should Prepare for Uncertainty Era
11/11/2015 - Paul Howard: Morningstar - 5 Medalist Funds Shining in a Stormy Year
11/11/2015 - Paul Howard: Morningstar - How Well Have Large-Blend ETF Funds Performed? It Depends.
11/11/2015 - Paul Howard: Morningstar - 5 Year-End Portfolio Mistakes to Avoid
11/11/2015 - Paul Howard: Morningstar - Pipelines: Midstream Values Still Exist
11/11/2015 - Paul Howard: Morningstar - 8 Questions About Social Security Claiming Strategies
10/13/2015 - Paul Howard: Morningstar - 4 Portfolio Takeaways From the Recent Market Volatility
10/13/2015 - Paul Howard: Morningstar - This MLP Is Downturn-Ready
10/13/2015 - Paul Howard: Morningstar - Fund Expense Ratios--What Are You Paying For?
10/13/2015 - Paul Howard: Morningstar - Kiesel: Finding the Survivors in Energy and Emerging Markets
10/07/2015 - Paul Howard: Morningstar - Confronting America's Retirement-Savings Crisis
10/07/2015 - Paul Howard: Morningstar - Disappointing Jobs Report Underscores Fed's Dilemma
10/07/2015 - Paul Howard: Morningstar - What Active Management Can Bring to Dividend Investing
10/07/2015 - Paul Howard: Morningstar - 4 Retirement-Withdrawal Strategies
09/29/2015 - Paul Howard: Morningstar - What's Behind 7 Stock Ratings Changes
09/29/2015 - Paul Howard: Morningstar - U.S., Europe Chug Along as China Slows
09/29/2015 - Paul Howard: Morningstar - Annuities: More Insurance Than Investment
09/29/2015 - Paul Howard: Morningstar - How Will Bond Funds React to Rising Rates?
09/22/2015 - Paul Howard: Morningstar - Check These 7 Retirement Blind Spots
09/22/2015 - Paul Howard: Morningstar - What History Tells Us About the Impact of a Fed Rate Hike
09/22/2015 - Paul Howard: Morningstar - 3 Tax-Efficient Retirement-Saver Portfolios
09/22/2015 - Paul Howard: Morningstar - A Retirement Allocation Starter Kit
09/16/2015 - Paul Howard: Morningstar - Medalist of the Week: Lord Abbett Total Return LTRAX
09/16/2015 - Paul Howard: Morningstar - August Ratings Activity Features a Pair of Vanguard Funds
09/16/2015 - Paul Howard: Morningstar - Model Portfolios Week
09/16/2015 - Paul Howard: Morningstar - Johnson: Fed May Act in September
09/01/2015 - Paul Howard: Morningstar - Dividend-Payers Mostly Weather the Pullback
09/01/2015 - Paul Howard: Morningstar - Despite Recent Turmoil, U.S. Economy Remains Steady
09/01/2015 - Paul Howard: Morningstar - Do You Need a Bear-Market Fund?
09/01/2015 - Paul Howard: Morningstar - Coffina: Few Screaming Buys After Recent Sell-Off
08/26/2015 - Paul Howard: Morningstar - 4 Retiree To-Dos in a Turbulent Market
08/26/2015 - Paul Howard: Morningstar - How to Overcome a Tough Market Environment
08/26/2015 - Paul Howard: Morningstar - What the Sell-Off Means for Fund Investors
08/26/2015 - Paul Howard: Morningstar - What to Make of the Market Mayhem
08/26/2015 - Paul Howard: Morningstar - Should You Buy or Sell Funds Based on Flows?
08/26/2015 - Paul Howard: Morningstar - Housing and Consumers to the Rescue?
08/18/2015 - Paul Howard: Morningstar - Can Bank-Loan Funds Shield You From Rising Rates?
08/18/2015 - Paul Howard: Morningstar - Why China Rocked the Boat
08/18/2015 - Paul Howard: Morningstar - Could These Funds Be Too Hot to Handle?
07/25/2015 - Paul Howard: Morningstar - Grantham to Investors--Brace Yourselves
07/17/2015 - Paul Howard: Fidelity - Market check-in: Four things to know now
07/12/15 - Tom Crooker: Marketwatch - How a â€˜safeâ€™ strategy can pick stocks with gains of up to 234% over five years
07/07/15 - Tom Crooker: NYTimes - Why Investing Is So Complicated, and How to Make It Simpler
07/01/15 - Paul Howard: Morningstar - U.S. Economy: Little Capacity for Long-Term Growth
07/01/15 - Paul Howard: Morningstar - Getting the Most Out of Active Management
07/01/15 - Paul Howard: Morningstar - Romick: Waiting for Another Bite at the Apple
07/01/15 - Paul Howard: Morningstar - Nygren: The Market Is About Where It Belongs
07/01/15 - Paul Howard: Morningstar - Grantham: We're Closing In on Bubble Territory
06/26/15 - Tom Crooker: Morningstar - Understanding Bond Duration
06/22/15 - Paul Howard: Morningstar - 3 Ways to Use Market Valuation Data
06/22/15 - Paul Howard: Morningstar - Will Your Bond Holdings Come Through in the Clutch?
06/22/15 - Paul Howard: Morningstar - PIMCO Battered but Far From Broken
06/22/15 - Paul Howard: Morningstar - Bob Doll: Consumer Will Spur Economy in Second Half
06/16/15 - Paul Howard: MarketWatch - 15 â€˜high-qualityâ€™ dividend stocks with yields of up to 13%
06/10/15 - Paul Howard: Morningstar - Five-Star Investor: 25 Funds Investors Are Dumping
06/10/15 - Paul Howard: Morningstar - How to Fine Tune Your Investment Mix in Retirement
06/10/15 - Paul Howard: Morningstar - Tax-Efficient 'Bucket' Retirement Portfolios for Fidelity Investors
06/10/15 - Paul Howard: Morningstar - Retirement 'Bucket' Portfolios for Vanguard Investors
06/01/15 - Tom Crooker - Bloomberg: Reevaluating Biotech - Big Pharma and Insurers Play Nice
06/01/15 - Tom Crooker - Washington Post: Reevaluating Oil - Oilâ€™s Whodunit Moment Coming With Millions of Barrels to Vanish
05/27/15 - Paul Howard: Morningstar - 6 Mistakes to Avoid With Taxable Accounts
05/27/15 - Paul Howard: Morningstar - The Last Thing the Fed Should Be Worried About: Deflation
05/27/15 - Paul Howard: Morningstar - Fund Managers Who Spit Out Their Own Cooking
05/20/15 - Paul Howard: Morningstar - 3 Great Conservative Bond Funds
05/20/15 - Paul Howard: Morningstar - The World Over: Good Values Are Harder to Find
05/20/15 - Paul Howard: Morningstar - Do Foreign Stocks Really Diversify?
05/13/15 - Paul Howard: Morningstar - 4 Pitfalls When Claiming Social Security
05/13/15 - Paul Howard: Morningstar - Retirement 'Bucket' Portfolios for Fidelity Investors
05/10/2015 Al Smuzynski: Barron's - ETFs Go Global
05/06/15 - Paul Howard: Morningstar - 3 Ways to Maximize Social Security Benefits
05/06/15 - Paul Howard: Morningstar - The Do-It-Yourself Thrift Savings Plan
04/27/15 - Tom Crooker: Morningstar - 5 of Our Favorite Moderate-Allocation Funds
04/27/15 - Paul Howard: Morningstar - These Gold-Rated Funds Are Truly Active
04/27/15 - Paul Howard: Morningstar - Morningstar's Top Core Picks for Indexers
04/27/15 - Paul Howard: Morningstar - 6 Must-Knows About Strategic Beta Funds
04/24/15 - Tom Crooker: MarketWatch - Hulburt: Investorsâ€™ exuberance is at a frighteningly high level
04/12/15 - Paul Howard: Morningstar - Morningstar's Dividend Playbook
04/12/15 - Paul Howard: Morningstar - Call Off the Economic Pity Party
04/12/15 - Paul Howard: Morningstar - Bucket Portfolios for Retirement Income: Step by Step
04/12/15 - Paul Howard: Morningstar - Cream of the Crop: Our Favorite Funds in All Flavors
04/08/15 - Paul Howard: Morningstar - Making Money Last in Retirement
04/08/15 - Paul Howard: Morningstar - When Mutual Funds Beat ETFs
04/08/15 - Paul Howard: Morningstar - Vanguard's First-Quarter Scorecard
04/03/15 - Tom Crooker: MarketWatch - Hulburt: Investing guru predicts 12% rise in stocks over six months
03/30/15 - Tom Crooker: Morningstar - Stock Market Outlook: Proceed With Caution
03/27/15 - Tom Crooker: Marketwatch - You wonâ€™t know the bull market is over until the bear is here
03/16/15 - Tom Crooker: Yahoo Finance - Oil council: Shale won't last, Arctic drilling needed now
03/18/15 - Corky Rainey: Warren Buffet Commentary
03/22/15 - Paul Howard: Morningstar - New Energy Outlook Brings Fair Values Down
03/22/15 - Paul Howard: Morningstar - A Dynamic Approach to Asset Allocation
03/22/15 - Paul Howard: Morningstar - 3 Chicken Ways to Rebalance
03/22/15 - Paul Howard: Morningstar - What a Rate Hike Here Could Mean for Foreign Bonds
03/16/15 - Tom Crooker: Morningstar - Game Change: Low-Cost U.S. Oil Is Here to Stay
02/28/15 - Tom Crooker: Bloomberg - The Drug Pipeline Flows Again
02/19/15 - Tom Crooker: Forbes - Bonds vs. Stocks? Microsoft Offers An Easy Answer
02/05/15 - Tom Crooker: Morningstar - Expect Less From Stocks
02/04/15 - Bob Shaffer - Stock Selection methodology - see: http://www.olligmu.org/~finforum/contrib.html
01/30/15 - Tom Crooker: Morningstar - Expect Less From Stocks
01/30/15 - Tom Crooker: MarketWatch - Hulbert: Investors, it doesnâ€™t matter when the Fed raises rates
01/29/15 - Tom Crooker: MarketWatch - 10 stocks to consider if youâ€™re worried about the market
01/21/15 - Tom Crooker: Forbes - Why Investors Shouldn't Worry About Market Volatility
01/27/15 - Paul Howard: Morningstar Fund Spy - The Most Unloved Medalists of 2014
01/27/15 - Paul Howard: Morningstar - Morningstar's 5-Point Retirement Portfolio Checkup
01/27/15 - Paul Howard: Morningstar - What Impact Will a Rising Dollar Have on Dividend Payers?
01/27/15 - Paul Howard: Morningstar - Obama's State of the Union Address Offers Little for Investors
01/24/14 John Woods: VA 529 Plan Commentary
01/24/14 John Woods: White House Tax Code Plan
01/19/15 - Paul Howard: Morningstar - Time for Tax Fairness for Fund Investors
01/19/15 - Paul Howard: Morningstar - Peters: Dividend Outlook for 2015
01/19/15 - Paul Howard: Morningstar - Moving to Index Funds? Bring This Roadmap Along
01/07/15 - Paul Howard: Morningstar - Decoding More Investing Jargon
01/07/15 - Paul Howard: Morningstar - Making Sense of the New Year Sell-Off
12/08/2014 - Tom Crooker: MarketWatch - Hulbert: Opinion: Stock market guruâ€™s new forecast: S&P 500 at 2,300 in six months
12/3/2014 - Alan Glenn - From DC Metro AAII / Wise Investor Group Presentation: What Have the Markets Done in 2014 and How Will that Impact 2015?
11/26/2014 - Tom Crooker: Morningstar - What We're Not Thankful for: Big Capital Gains Distributions
11/20/2014 - Tom Crooker: Morningstar - No Reprieve for Energy CEFs in October
11/19/2014 - Tom Crooker: Kiplinger- The Four Best Investment Newsletters for Funds
11/11/2014 Paul Howard - Morningstar: 401(k) Reform: A Modest Proposal
11/11/2014 Paul Howard - Morningstar: 6 Key Reasons Why Investing in a Taxable Account Is Underrated
11/11/2014 Paul Howard - Morningstar: A Conservative Retirement Saver Portfolio
11/11/2014 Paul Howard - Morningstar: Is Your Short-Term Bond Fund More Risky Than You Thought?
11/11/2014 Paul Howard - Morningstar: Is Total Return the Best Way to Measure Fund Performance?
11/03/2014 - Tom Crooker: Contrarian View-Gold
10/29/2014 - Tom Crooker: Comments on Oil
10/26/2014 Al Smuzynski - AAII_DC Conference_Christine Benz: Strategies for Pursuing Your Retirement Paycheck
10/23/2014 Tom Crooker: MarketWatch - Opinion: The Fed is deliberately stealing from savers
10/01/2014 Tom Crooker: In Defense of Managed Funds
09/16/2014 Al Smuzynski - Morningstar: The Still-Sorry State of Bond-Fund Disclosure
09/16/2014 Al Smuzynski - The Inflation Cult
09/10/14 Tom Crooker - Barrons: The Oracle of Buffalo
09/10/14 Tom Crooker - Barrons: The Virtues of Inactive Investing
09/10/14 Tom Crooker - MarketWatch-Hulbert: Being a stock-market bull just got a lot harder
08/26/2014 Paul Howard - Morningstar: A 401(k) Rollover Checklist
08/26/2014 Paul Howard - Morningstar: These Funds' Strong Star Ratings Don't Tell the Whole Story
08/25/2014 Al Smuzynski - WSJ: When Grandparents and 529 Plans for College Savings Clash
08/20/2014 Paul Howard - Morningstar: 5 Fund Picks for Conservative Retirees
08/20/2014 Paul Howard - Morningstar: Don't Know a 'Put' From a 'Call'? Read This
08/20/2014 Paul Howard - Morningstar: Kinnel - Two Medalists From My Buy List
08/08/2014 Paul Howard - Morningstar: The Error-Proof Portfolio: 6 Rebalancing Mistakes to Avoid
06/30/2014 Paul Howard - Morningstar: Bargains Hard to Find in Financials
06/30/2014 Paul Howard - Morningstar: Consumer Cyclical Picks for a Choppy Retail Market
06/30/2014 Paul Howard - Morningstar: 3 Key Themes, and 3 Picks, in the Energy Sector
06/30/2014 Paul Howard - Morningstar: Shop for Moats in Consumer Defensive Stocks
06/03/2014 Paul Howard - Morningstar: These Utility Players Are Income Winners
06/03/2014 Paul Howard - Morningstar: Dividends Great for Long Term, but Beware Rising Rates
06/03/2014 Paul Howard - Morningstar: ETF Specialist - Not All Risk is Rewarded
04/29/2014 Al Smuzynski - ETF Database: Complete List of Monthly Dividend Paying ETFs
04/30/2014 Al Smuzynski- Washington Post: Warning signs of a credit market that could go pop soon
04/28/2014 Al Smuzynski - Seeking Alpha: An Analysis Of The Global X Social Media Index ETF
04/01/2014 Al Smuzynski - Seeking Alpha: What Seeking Alpha Is Doing To Prevent Paid Stock Promotion
03/10/2014 Paul Howard - Morningstar: Doll: Time for Fundamentals to Take the Stage
03/10/2014 Paul Howard - Morningstar: Understanding Earnings
03/10/2014 Paul Howard - Morningstar: A High-Quality Core ETF Holding
03/10/2014 Paul Howard - Morningstar: Job Growth Should Look Up From Here
03/03/2014 Paul Howard - Morningstar: What Not to Put in Your IRA
03/03/2014 Paul Howard - Morningstar: Tips for Investing in the Current Muni Market
03/03/2014 Paul Howard - Morningstar: 6 Top Picks for Your IRA
03/03/2014 Paul Howard - Morningstar: 6 Ways to Curb Taxes in Retirement
12/31/13 Tom Crooker - MarketWatch: New year doesnâ€™t mean itâ€™s the same old stock market
12/27/13 Tom Crooker - MarketWatch: Sorry, haters: Unloved stocks had a great year
12/02/13 Tom Crooker - Kiplinger: 5 Stocks to Sell Now
11/04/13 Tom Crooker - Washington Post: As drones evolve from military to civilian uses, venture capitalists move in
11/02/13 Tom Crooker - Business Week: T-Mobile's Wacky Plan to Trash the Wireless Business Model
10/24/13 Tom Crooker - YahooFinance: The Next 10% Correction Could Be 5 Years Away
10/24/13 Tom Crooker - MarketWatch-Hulbert: Simple math does not support the bulls
10/18/2013 Al Smuzynski - SeekingAlpha: Active ETFs Slow To Gain Steam
08/25/2013 Tom Crooker: MarketWatch-Hulbert: High profit margins hint at pain to come
08/23/2013 Al Smuzynski - SeekingAlpha: Investment Strategy: What Portfolio Withdrawal Rate Can You Live With?
08/22/2013 Tom Crooker: Why the US Power Grid's Days are Numbered
08/12/2013 Tom Crooker: MarketWatch - Will Mom and Pop investors blow it again?
08/05/2013 Tom Crooker: MarketWatch - Hot fund managers will burn you
08/05/2013 Tom Crooker: MarketWatch-Hulbert: Forget the chatter, buy and hold still works - Ranking Motley Fool
07/30/2013 Tom Crooker: Morningstar: Ben Inker Q&A: High Profits, High Quality, and China Bubbles
07/29/2013 Tom Crooker: Kiplinger - Investing in TIPS with Less Risk
07/27/2013 JRyan, EO'Beirne Presentation & Handouts on Selecting Financial Advisors (Jul 10,'13) - see: http://www.olligmu.org/~finforum/contrib.html
07/27/2013 Tom Crooker - Barrons - Hulbert: 3 Signs the Market Is Near a Top
07/26/2013 Tom Crooker - Washington Post - Sloan: Long-term bond prices have been falling. Have you been noticing?
07/18/2013 Tom Crooker - Morningstar: Which Tech Names Can Survive in a Device-Driven World?
07/17/2013 Tom Crooker - MarketWatch: The S&P 500 will be at 1,640 at yearâ€™s end
07/09/2013 Tom Crooker - Morningstar: 1,000 Dividends, 3 Lessons
07/09/2013 Paul Howard - Morningstar: PIMCO Total Return: The Mutual Fund vs. the ETF
07/05/2013 Tom Crooker - Bloomberg Businessweek: SunAmerica Dividend Fund Beats the Market With Buy and Hold
07/02/2013 Tom Crooker - Kiplinger: What Now for the Dow: 30 Stocks to Buy, Sell, or Hold
06/25/2013 Paul Howard - Morningstar: The Importance of Total Return
06/25/2013 Paul Howard - Morningstar: When Professional Guidance Pays Off
06/25/2013 Paul Howard - Morningstar: When to Break the Rules on Sequencing Retirement Withdrawals
06/16/2013 Paul Howard - Morningstar: When Our Analyst Ratings Diverge From Fund Performance
06/07/2013 Tom Crooker - NYTimes: Portent of Peril for Muni Bondholders
06/03/2013 Paul Howard - Morningstar: 4 Hidden Risk Factors in Bond Funds Today
06/03/2013 Paul Howard - Morningstar: Die, Horse, Die! Burton Malkiel lashes a carcass.
06/03/2013 Paul Howard - Morningstar: Hartch: Berkshire Not Just a Holding Place for Cash
06/03/2013 Paul Howard - Morningstar: 2013 Portfolio Makeover Week
05/28/2013 Paul Howard - Morningstar: 6 Reasons to Check Your Expectations for the Economy
05/28/2013 Paul Howard - Morningstar: Gaffney: Get Away From Market Risk Now
05/28/2013 Paul Howard - Morningstar: Can Vanguard Keep the Faith While Expanding Even Further?
05/28/2013 Paul Howard - Morningstar: 10 High-Conviction Purchases by Our Ultimate Stock-Pickers
05/13/2013 Paul Howard - Morningstar: Funds That (Still) Buy Like Buffett, 2013
05/13/2013 Paul Howard - Morningstar: What's Holding Employment Back?
05/13/2013 Paul Howard - Morningstar: These Quality Large-Blend Funds Are No Benchmark-Huggers
05/13/2013 Paul Howard - Morningstar: First Eagle's Slein: High-Yield Fundamentals Solid
05/07/2013 Paul Howard - Morningstar: Long-Term Care: Denial Is Not One of the Choices
05/01/2013 Al Smuzynski - Morningstar: A Tale of Two Yields: Part I
04/28/2013 Tom Crooker - MarketWatch: Hulbert - Pick funds with stellar recent returns
04/28/2013 Paul Howard - MarketWatch: Farrell - Capitalism is killing our morals, our future
04/28/2013 Paul Howard - Morningstar: Timeless Investment Lessons from Warren Buffett's Business Partner, Charlie Munger
04/28/2013 Paul Howard - Morningstar: A Tour of Our World-Stock Fund Ratings
04/28/2013 Paul Howard - Morningstar: Bogle: We Need to Fix the Bond Index
04/24/2013 Leo Brennan - Kiplinger: IRA Heirs Beware Mistakes
04/24/2013 Leo Brennan - Kiplinger: The IRS Cracks Down on IRA Mistakes
04/22/2013 Al Smuzynski - Seeking Alpha: Is It Time For Floating-Rate Bank Loans?
04/16/2013 Tom Crooker - Morningstar: Fuss: Time for Caution and Selectivity in Bonds
04/15/2013 Tom Crooker - NYTimes: As Wall St. Soars in Tough Era, Company Size Is a Big Factor
04/11/2013 Tom Crooker - MarketWatch: Getting used to a slow-growth future
04/11/2013 Tom Crooker - Morningstar: Beware of Pandering in the Income Patch
03/29/2013 Tom Crooker - Businessweek: BRIC Investors Lose Their Taste for Stocks
03/29/2013 Tom Crooker - Forbes: Debunking 5 Common Investor Dilemmas
03/29/2013 Tom Crooker - NYTimes: Still at a Trot, This Bull May Have Farther to Go
03/26/2013 Paul Howard - Morningstar: Worrisome Trends for Retirees
03/20/2013 Paul Howard - Morningstar: Ibbotson: Danger in Reaching for Yield
03/18/2013 Tom Crooker - Barrons: Managing Wealth As You Age
03/07/13 Tom Crooker - Kiplinger: Which Market Gurus Get It Right the Most?
02/26/2012 Paul Howard - Morningstar: Tax Tips for Your 2012 Return
02/26/2012 Paul Howard - Morningstar: 10 New-Money Purchases by Our Ultimate Stock-Pickers
02/26/2012 Paul Howard - Morningstar: Berkshire Continues to Shift Cash Elsewhere
02/26/2012 Paul Howard - Morningstar: Common Social Security Misconceptions
02/22/2013 Tom Crooker - MarketWatch: The most tax-friendly states for retirees
02/17/2013 John Woods - MarketWatch: Fixing your error-ridden credit report
02/16/2013 Al Smuzynski - ETF Database: How To Find The Right Dividend ETF
02/14/2013 Gloria Loew - FP Magazine: Portfolio Survival Test
02/13/2013 Tom Crooker - CNBC: Complex Investments Prove Risky as Savers Chase Bigger Payoff
02/13/2013 Tom Crooker - MarketWatch: Watch for these 8 signs of speculation
02/11/2013 Tom Crooker - NY Times: Speculative Bets Prove Risky as Savers Chase Payoff
02/08/2013 Tom Crooker - NY Times: Following a Herd of Bulls on Apple
02/10/2012 Paul Howard - Morningstar: How to Invest RMDs You Don't Need
02/10/2012 Paul Howard - Morningstar: Time for the 3% Withdrawal Rule?
02/03/2013 Paul Howard - Morningstar: High-Quality Income ETF at a Low Price
02/03/2013 Paul Howard - Morningstar: Are U.S. Large-Cap Funds Fully Valued?
01/31/2013 Tom Crooker - Bloomberg: Bonds Most â€˜Overboughtâ€™ in 55 Years, Loomis Saylesâ€™s Fuss Says
01/26/2013 Tom Crooker - Stock Price Predictions: Member Contributions
01/26/2013 Al Smuzynski - Business Insider: A Jaw-Dropping Statistic On The Difference In Profitability Between Apple And Amazon
01/26/2013 Paul Howard - Business Insider: Here's Why The Market Loves Amazon And Hates Apple
01/22/2013 Paul Howard - Morningstar: Retirement Resolutions Week
01/22/2013 Paul Howard - Morningstar: When to Tune Out the Earnings Noise
01/22/2013 Paul Howard - Morningstar: Time-Sensitive Materials: Act Now for Tax-Free IRA Withdrawals
01/18/2013 Tom Crooker - NYTimes: Finding Advice for More Modest Retirement Investments
01/06/2013 Paul Howard - Morningstar: P/E Methods: Looking Back vs. Looking Ahead
01/06/2013 Paul Howard - Morningstar: 2012 Tide Lifts Vanguard's Boats
01/06/2013 Paul Howard - Morningstar: 7 Economic Surprises for 2013
01/06/2013 Paul Howard - Morningstar: Does Dollar-Cost Averaging Out of a Position Make Sense?
01/06/2013 Paul Howard - Morningstar: How to Interpret Our CEF Analyst Ratings
01/07/2013 John Woods - Fidelity: Crisis averted - fiscal cliff deal & you
01/06/2013 Paul Howard - Morningstar: CEO of the Year Reshaped Oilfield Equipment
01/06/2013 Paul Howard - Morningstar: Job Growth Prospects for 2013: Higher, But Not Too High
01/06/2013 Paul Howard - Morningstar: What the Tax Deal Means for Your Portfolio Plan
01/06/2013 Paul Howard - Morningstar: Fund Managers of the Year for 2012
12/31/2012 Tom Crooker - BusinessWeek: Birinyi Odds Favor S&P 500 Record as Individuals Return
12/20/2012 Tom Crooker - BusinessWeek: Stocks Await Their Tipping Point
12/10/2012 Paul Howard - Morningstar: Our Ultimate Stock-Pickers' Top 10 Buys and Sells
12/10/2012 Paul Howard - Morningstar: Shakeup at a Subpar Emerging-Markets Fund
12/10/2012 Paul Howard - Morningstar: Funds Shedding Assets at an Alarming Pace
12/10/2012 Paul Howard - Morningstar: Where to Find the Best High-Yield Value
12/10/2012 Paul Howard - Institute for Political Economy: Our Collapsing Economy and Currency
12/04/2012 Paul Howard - Morningstar: Best Practices for ETF Trading
12/04/2012 Paul Howard - Morningstar: Nygren: Double-Digit Earnings Growth Possible for B of A
12/04/2012 Paul Howard - Morningstar: When It Comes to Performance, Moats Matter
12/04/2012 Paul Howard - Morningstar: Why 3Q GDP Will Look Better the Second Time Around
12/04/2012 Paul Howard - Morningstar: Watch for These Hurdles When Investing in Alternatives
11/26/2012 Paul Howard - Morningstar: These Stocks Can Add Gravy to Your Portfolio
11/26/2012 Paul Howard - Morningstar: Ferri: 3 Keys to a Successful Investment Strategy
11/26/2012 Paul Howard - Morningstar: A Strong Economy Doesn't Equal Strong Returns
11/26/2012 Paul Howard - Morningstar: New Ratings on Funds From TCW, PIMCO, Weitz, and T. Rowe Price
11/12/2012 Paul Howard - Morningstar: 5 Election Takeaways for Investors
11/12/2012 Paul Howard - Morningstar: A Conservative Portfolio in 3 Buckets
11/12/2012 Paul Howard - Morningstar: Three Frontrunners for CEO of the Year 2012
11/12/2012 Paul Howard - Morningstar: 529 Rollover Can Have Tax Impact--For Good or Bad
11/12/2012 Paul Howard - Morningstar: Create More Income With 'Gamma'
11/05/2012 Paul Howard - Morningstar: Job Market Working Its Way Back to Normal
11/05/2012 Paul Howard - Morningstar: No Magical Fountain of Alpha for Vanguard
10/31/2012 Al Smuzynski - Seeking Alpha: Retirees And The Dividend Cliff
10/31/2012 Paul Howard - Morningstar: Dividend ETFs 2.0
10/31/2012 Paul Howard - Morningstar: Small-Cap Index Beaters
10/31/2012 Paul Howard - Morningstar: Asia Stocks Lock in Gains Amid Earnings, Data
10/31/2012 Paul Howard - Morningstar: Ford's Future Outside of Europe Very Bright
10/31/2012 Paul Howard - Morningstar: Disappointing Earnings No Reason to Shun Tech
10/30/2012 Paul Howard - Morningstar: The Case for Equities
10/30/2012 Paul Howard - Morningstar: Sauter: Cost Certainty Key With New Benchmarks
10/30/2012 Paul Howard - Morningstar: Seeing (Hollow) Stars? Here's Why
10/30/2012 Paul Howard - Morningstar: A Look Back at 4 Unpopular Picks
10/26/2012 Maury Cralle' - Motley Fool: 15 Biases That Make You a Bad Investor
10/27/2012 Paul Howard - Morningstar: How Much More Can Dividends Grow?
10/27/2012 Paul Howard - Morningstar: No Taboo With Apple's Dividend
10/27/2012 Paul Howard - Morningstar: Oil Trends a Boon for ExxonMobil
10/27/2012 Paul Howard - Morningstar: Bogle's Outlook for the Market
10/27/2012 Paul Howard - Morningstar: A Sample Moderate Retirement Portfolio in 3 Buckets
10/18/2012 John Woods - US SEC: An Introduction to 529 Plans
10/18/2012 John Woods - savingforcollege.com: What is a 529 plan?
10/18/2012 John Woods - Morningstar: Morningstar Names Best 529 College-Savings Plans for 2012
10/15/2012 Al Smuzynski - Seeking Alpha: A Sector ETF That Doubled Its Dividend In 6 Years
10/08/2012 Paul Howard - Morningstar: The Inaugural Morningstar Awards for ETFs
10/08/2012 Paul Howard - Morningstar: Navigating the NAV
10/08/2012 Paul Howard - Morningstar: Answering Your Questions on Bonds
10/04/2012 Al Smuzynski - Seeking Alpha: My Biggest Fear As A Bond Investor
09/23/2010 Tom Crooker - NYTimes: In Round 3 for the Fed, a Challenge for Investors
09/23/2012 Paul Howard - Morningstar: What Rising Rates Mean for Your Bonds
09/23/2012 Paul Howard - Morningstar: Should You Consider Individual Bonds?
09/18/2012 Paul Howard - Morningstar: Fed Action Keeping Bond Funds Popular
09/18/2012 Paul Howard - Morningstar: Fact Finding on Social Security
09/17/2012 Al Smuzynski - Seeking Alpha: Why QE3 Can't Work: Understanding The Liquidity Trap
09/17/2012 Al Smuzynski - Seeking Alpha: Exactly How Much Can We Expect From Stocks On QE3?
09/17/2012 Tom Crooker - Bloomberg: Stocks Show Americans Better Off With S&P 500 Cheap to World
09/17/2012 Tom Crooker - Bloomberg: The Speculative Look of Utility Stocks
09/11/2012 Tom Crooker - NY Times: As Low Rates Depress Savers, Governments Reap Benefits
09/11/2012 Paul Howard - Morningstar: Digging Into the 80% Rule for Income Replacement in Retirement
09/10/2012 Paul Howard - Morningstar: A Sample ETF Retirement Portfolio in 3 Buckets
09/10/2012 Paul Howard - Morningstar: S&P 500 vs. Total Stock Market: Which Is Right for You?
09/10/2012 Paul Howard - Morningstar: Sydney Leads Gains in Asia
09/10/2012 Paul Howard - Morningstar: Swing Factors and Wild Cards in the August Employment Report
09/10/2012 Paul Howard - Morningstar: What to Drop in Your Buckets
09/02/2012 Paul Howard - Morningstar: 3 Funds for Your 3-Day Weekend
09/02/2012 Paul Howard - Morningstar: A Sample Retirement Portfolio Using the Bucket Approach
09/02/2012 Paul Howard - Morningstar: The Best Time to Claim Social Security? It Depends
09/02/2012 Paul Howard - Morningstar: What's the Most Efficient Withdrawal Strategy?
09/02/2012 Paul Howard - Morningstar: The Error-Proof Portfolio: What You Don't Know About Your Cash Could Hurt You
08/27/2012 Al Smuszynski - Seeking Alpha: Is Dividend Growth Investing Enthusiasm Inflating A Bubble?
08/21/2012 Paul Howard - Morningstar: 3 Reasons Your Asset Allocation May Not Be What It Appears
08/21/2012 Paul Howard - Morningstar: Where Active Has Beaten Passive This Year
08/21/2012 Paul Howard - Morningstar: The Quality Dividend ETF
08/16/2012 Paul Howard - Morningstar: What You Should Know About CEF Distributions
08/16/2012 Paul Howard - Morningstar: Rethinking Risk Tolerance
08/16/2012 Paul Howard - Morningstar: Investors Haven't Left Equities for Dead
08/16/2012 Paul Howard - Morningstar: Permanent Portfolio fans - check this - Unbalanced Portfolios and Inflation -- The Risk-Parity Approach
08/16/2012 Paul Howard - Morningstar: Are TIPS as Safe as You Think?
08/16/2012 Paul Howard - Morningstar: Sturdy Shelters for a Cloudy Tax Forecast
08/07/2012 Tom Crooker - Market Watch: Hulbert- Good news: Earnings growth is slowing
08/06/2012 Tom Crooker - Market Watch: Let Buffettâ€™s â€˜moatâ€™ protect your portfolio
08/02/2012 Tom Crooker - Morningstar: That Good Dividend Yield Now Might Not Look So Good Later
07/25/2012 Tom Crooker - Motley Fool: Survey Says: U.S. Stocks Are the Place to Be
07/24/2012 Tom Crooker - Bloomberg: Millionaires Added U.S. Stocks in Last Year as Crowd Fled
07/31/2012 Paul Howard: Morningstar: Avoid This Rookie Error in Fund Investing
07/31/2012 Paul Howard: Morningstar: Will Fundamental Investing Make a Comeback?
07/31/2012 Paul Howard: Morningstar: Preferred Stock May Not Be Your Best Choice
07/27/2012 Al Smuzynski - Seeking Alpha: When This Indicator Hits 19, Stocks Always Rally
07/23/2012 Tom Crooker - Business Week: Hedge Funds Lag Behind a Generic Stock/Bond Mix
07/19/2012 Tom Crooker - Kiplinger: The Dangers Lurking in Bonds
07/23/2012 Paul Howard - Morningstar: Using CEFs for High-Yield Income
07/23/2012 Paul Howard - Morningstar: Tips on Handling Today's Retirement Challenges
07/23/2012 Paul Howard - NY Times: Into the Bailout Buzz Saw
07/16/2012 Tom Crooker - Bloomberg: Haven Appeal Sends Bond Sales Above $2 Trillion: Credit Markets
07/16/2012 Tom Crooker - BusinessWeek: Ten-Year CDs Are the Latest Sign of a Yield Drought
07/12/2012 Tom Crooker - Morningstar: Oakmark and Oakmark Select Funds Commentary
07/14/2012 Paul Howard - Morningstar: Will U.S. Hit a BRIC Wall?
07/14/2012 Paul Howard - Morningstar: Top 10 Myths About Social Security
07/14/2012 Paul Howard - Morningstar: Want Dividends? Look Outside the U.S
07/14/2012 Paul Howard - Morningstar: Simplicity Is a Virtue for This Fund
07/06/2012 Paul Howard - Morningstar: Two Positive Drivers for the Employment Market
07/06/2012 Paul Howard - Morningstar: U.S. Private-Sector Jobs Grow 176,000 in June
07/06/2012 Paul Howard - Morningstar: I Don't Know' Is the Best Conclusion on Europe
07/06/2012 Al Smuzynski - Dividend Investor Webinar: June 2012
07/03/2012 Tom Crooker - Motley Fool: Why Simple Investments Win
06/25/2012 Paul Howard - Morningstar: Fuss: Taking a Cautious Approach on Europe
06/25/2012 Paul Howard - Morningstar: Money Market Funds: To Float or Not to Float?
06/25/2012 Paul Howard - Morningstar: CEF Investors: Get More Income With Covered Calls
06/24/2012 Al Smuzynski - AAII presentation: Best Income Plays in a Low Yield World
06/19/2012 Paul Howard - Morningstar: On the Go for Fixed Income
06/19/2012 Paul Howard - Morningstar: Key Focus Points for Bond-Fund Investors
06/18/2012 Tom Crooker - BusinessWeek: Vanguard Thrives in a Sour Climate
06/04/2012 Al Smuzynski - SeekingAlpha: Is Now The Time To Buy?
05/30/2012 Paul Howard - Fidelity: Investing Ideas
05/30/2012 Paul Howard - Fidelity: What to do with your cash
05/30/2012 Paul Howard - Fidelity: High yield lives up to its name
05/26/2012 Paul Howard - Morningstar: 5 Signs of Fallout in the Market
05/26/2012 Paul Howard - Morningstar: Swing Factors for the 4% Withdrawal Rate
05/21/2012 Al Smuzynski - SeekingAlpha: For All The Shouting, This Is Still A Normal Correction
05/21/2012 Tom Crooker - BloombergBusinessWeek: Fed More Bullish Than Wall Street Forecasting Growth
05/21/2012 Tom Crooker - BloombergBusinessWeek: Fewer Stock Splits, Record Share Prices
05/18/2012 - John Woods - Marotta Wealth Management: Marotta's 2012 Gone-Fishing Portfolio
05/12/2012 Al Smuzynski - SeekingAlpha: Income Investors: Have An Open Mind For Closed-End Funds
05/06/2012 Al Smuzynski - Morningstar: Model ETF Portfolios
05/05/2012 Al Smuzynski - SeekingAlpha: 6 ETF Permanent Income Portfolio
04/26/2012 Tom Crooker - Morningstar: Dorsey: More Value in Dividend Growth
04/25/2012 Tom Crooker - SeekingAlpha: Wal-Mart: Dividends Are More Important Than Short-Term Bad News
04/25/2012 Tom Crooker: SmartMoney: Mutual Funds That Are Too Big to Succeed
04/23/12 John Woods - SmartMoney: Think About Your Cost-Basis Method Now
04/20/12 Tom Crooker - MarketWatch: Advisersâ€™ hot hands inevitably cool
04/13/2012 Tom Crooker - BusinessWeek: How to Play the Market: Irving Kahn
04/13/2012 John Woods - Smart Money: The Dangers of Dividend Funds
04/07/2012 Al Smuzynski - SeekingAlpha: Positioning A Portfolio For Rising Rates
04/06/2012 Paul Howard - Morningstar: How Will Supreme Court's Ruling Affect Health-Care Stocks?
04/06/2012 Paul Howard - Morningstar: 2012 First-Quarter Review
04/06/2012 Paul Howard - Morningstar: Credit Markets Most Attractive Since 2009
04/06/2012 Paul Howard - Morningstar: Take Care With Core Bond Exposure
04/06/2012 Paul Howard - Morningstar: Fund Favorites & Red Flags: Harbor, PIMCO, and Vanguard
04/06/2012 Paul Howard - Morningstar: Where the Credit Markets Are Heading
03/29/2012 Al Smuzynski - Seeking Alpha: When Rates Rise: How A Bond ETF Reacts
03/29/2012 Tom Crooker - Seeking Alpha: Why BHP Billiton Is A Compelling 'Buy'
03/28/2012 Katrina Housley - Wash. Business Journal: Federal cuts to reshape D.C.-area economy
03/27/2012 Tom Crooker - Seeking Alpha: You Don't Have To Be Brilliant To Do Well In The Stock Market, Just Don't Be Stupid
03/25/2012 Al Smuzynski: Commentary - Why I Favor ETFs Over Mutual Funds
03/24/2012 Al Smuzynski: Seeking Alpha - Portfolio Strategy: In Praise Of Concentration
03/22/2012 Tom Crooker: Commentary - The Case Against ETFs
03/21/2012 Al Smuzynski: Seeking Alpha - Bond ETFs To Buy As Rates Rise
03/18/2012 Tom Crooker: A Cautionary Commentary - TOTAL
03/18/2012 Al Smuzynski - Seeking Alpha: A Fine Line In The Active Versus Passive Debate
03/07/2012 Tom Crooker - Breaking Views: E not PE
03/06/2012 Tom Crooker - Barron's: Buffett Mystique Hasn't Boosted Berkshire
03/04/2012 - Al Smuzynski - Seeking Alpha.com: When To Sell Your Stocks
03/03/2012 - Al Smuzynski - Seeking Alph.com: Sell Bond Index ETFs, Buy Junk Bonds Instead
03/01/2012 Tom Crooker - SeekingAlpha.com: Berkshire Hathaway: Determining Intrinsic Value
03/01/2012 - Al Smuzynski - ETFDB.com: 9 Things Investors Need To Know About The PIMCO Total Return ETF
02/29/2012 Tom Crooker: What is Berkshire Hathaway?
02/29/2012 Tom Crooker: A Little-Known Stock
02/28/2012 Tom Crooker: Trust Banks - Revisited
02/28/2012 Paul Howard- Morningstar: Fund Spy - Which Funds Have the Best Manager Records?
02/28/2010 Paul Howard - Morningstar Video: Dorsey: More Value in Dividend Growth
02/28/2012 Paul howard - Fidelity: Time to Sell, or Hold On?
02/22/2012 Paul Howard - Morningstar: Should Your Retirement-Portfolio Withdrawals Fluctuate With the Market?
02/22/2012 Al Smuzynski - SeekingAlpha.com: Breaking Down The Different ETF Yield Calculations: TIP, HYG And DEM
02/06/2012 Al Smuzynski - ETFdb.com: Bond ETFs For Every Objective
02/06/2012 Al Smuzynski - Fidelity: Utility stocks go from red hot to red flag
01/30/2012 Maury Cralle - AAII: All Averages are not Created Equal
01/16/2012 Paul Howard - Morningstar Video: Europe Crisis No Reason to Avoid Region Altogether
01/16/2012 Paul Howard - Morningstar Video: Investors Steer Clear of Risk in 2011
01/16/2012 Paul Howard - Morningstar Video: No iPad Killers Yet, but Notebook Upgrades May Fuel Growth
01/11/2012 Paul Howard - Morningstar: PIMCO Total Return ETF Set to Launch on March 1
01/11/2012 Paul Howard - Morningstar Video: Tweedy, Browne: Temperament One of Investors' Biggest Foes
01/11/2012 Paul Howard - Morningstar Video: Runway and Roadblocks for Job Growth in 2012
01/11/2012 Paul Howard - Morningstar Video: Carlson: Investors Got Complacent About Emerging Markets
01/11/2011 Maury Cralle: New Year's Resolutions: PDF file
01/01/2012 Tom Crooker - Washington Post: Where should you put your money?
01/01/2012 Paul Howard - Morningstar: Our Outlook for the Market
01/01/2010 Paul Howard - Morningstar Video: Consumers Have More Dry Powder Than It Appears
12/26/2011 Paul Howard - Morningstar: Four Strategies for Combating Low Annuity Yields
12/26/2011 Paul Howard - Morningstar Video: Warm Your Portfolio With This Geothermal Stock
12/26/2011 Paul Howard - Morningstar Video: Tax-Saving Tactics for Your December To-Do List
12/26/2011 Paul Howard - Morningstar Video: Making Year-End Tax Moves? Look at These Stocks
12/26/2011 Paul Howard - Morningstar Video: Fund Investors Lose Appetite for Risk-Taking
12/26/2011 Paul Howard - Morningstar: Taking Stock of One of Our Top Ultimate Stock-Pickers
12/26/2011 Paul Howard - Morningstar: How Safe Is Your Cash?
12/05/2011 Paul Howard - Morningstar: Our Ultimate Stock-Pickers' Top 10 Buys and Sells
12/05/2011 Paul Howard - Morningstar Video: Job Market Improving, but Is It Enough?
12/05/2011 Paul Howard - Morningstar Video: Amodeo: Long-Dated Bonds Best Muni Values
12/05/2011 Paul Howard - Morningstar: The High and Low Points of the Bond Ladder
12/05/2011 Paul Howard - Pimco's El-Erian: Prepare for a Different Financial Landscape
10/11/2011 Tom Crooker - Morningstar: Unconstrained" bond funds have risks
10/06/2011 Tom Crooker - BusinessWeek: Stable-value funds in unstable times
10/05/2011 Tom Crooker - Kiplinger: Keep calm
10/04/2011 Tom Crooker - MarketWatch: Stocks are cheap
10/03/2011 Tom Crooker - SmartMoney: The virtues of boring stocks
09/30/2011 Tom Crooker - MarketWatch: Dividends gain new importance
09/27/2011 Paul Howard - Morningstar: Credit Outlook: Sector Updates and Top Bond Picks
09/27/2011 Paul Howard - Morningstar: Credit Market Outlook
09/27/2011 Paul Howard - Morningstar: Economic Outlook
09/27/2011 Paul Howard - Morningstar: Market Outlook
09/26/2011 Tom Crooker - Kiplinger: Stocks that pay better than bonds
09/23/2011 Tom Crooker - :Market Watch Safe stocks for an uncertain market
09/21/2011 Leo Brennan: From F201 -"Federal Deficits & Debt: Was Chicken Little Right?"
see pgs 24 & 28 from PDF file Here
09/16/2011 Tom Crooker - Morningstar: Fund managers favor stocks over bonds
09/15/2011 Tom Crooker- Daily Finance: The Case Against Market Timing
09/13/2011 Tom Crooker - Barron's: Obama's Jobs Bill Would Hit Munis
09/13/2011 Tom Crooker - MarketWatch: Insiders betting heavily on stocks
09/13/2011 Paul Howard - Morningstar: The Odds Favor Index Investors
09/13/2011 Paul Howard - Morningstar: Silly Season for the Active/Passive Debate
09/13/2011 Paul Howard - Morningstar: Active or Passive Strategies: How to Choose?
09/13/2011 Paul Howard - Morningstar: Index Versus Active: What the Data Say
09/13/2011 Paul Howard - Morningstar: Indexing Extremists
09/07/2011 Tom Crooker - MarketWatch: Forget market timing â€” buy dividend yield
09/07/2011 Tom Crooker - Kiplinger: 8 Foreign Stocks with Generous Yields
09/07/2011 Tom Crooker - Morningstar: Five Picks for a Slow-Growth Economy
09/06/2011 Paul Howard - Morningstar: Our Ultimate Stock-Pickers' Top 10 Buys and Sells
09/06/2011 Paul Howard - Vanguard: Investing in challenging times: Bonds and your portfolio
09/03/2011 Paul Howard - Vanguard: Gus Sauter on recent market volatility
09/03/2011 John Woods - Fidelity: The upside of a down market
08/25/2011 Emma Erdahl - Seeking Alpha: mREITs' 4 Worst Case Scenarios From Ben Bernanke's Speech
08/25/2011 Paul Howard - Morningstar: Emerging Markets Not a Bubble Yet
08/25/2011 Paul Howard - Morningstar: 10 Stocks to Consider from Berkshire's Latest Portfolio
08/22/2011 Paul Howard - Morningstar: U.S. Economy Can Survive Eurozone Slowdown
08/22/2011 Paul Howard - Morningstar: Does the S&P Downgrade Affect the Morningstar Style Box?
08/22/2011 Paul Howard - Morningstar: These Long-Short Funds Have Recently Fallen Short
08/22/2011 Paul Howard - Morningstar: Fund Investors Continue Exodus From Equities
08/20/2011 Tom Crooker - NY Times: Who Says Companies Arenâ€™t Spending?
08/20/2011 Tom Crooker - NY Times: The Hidden Dangers In Safe Havens
08/15/2011 Tom Crooker - Kiplinger: 7 Stocks to Buy Now
08/15/2011 Tom Crooker - Wall St. Journal: Once Bit, Rich Shy From Risk of Stocks
08/03/2011 Tom Crooker - Kiplinger: 6 Cash-Rich Stocks to Buy Now
08/03/2011 Tom Crooker - Kiplinger: Blue-Chip Stocks Still On Sale
08/02/2011 Tom Crooker - Motley Fool: 5 Things to Remember as the Market Gets Wild
08/01/2011 Tom Crooker - Money: Why balanced funds are still sweet
07/28/2011 Tom Crooker - Market Watch: The retirement-savings crisis is overblown
07/26/2011 Paul Howard - Morningstar: Should You Consider High-Yielding Preferred Stock?
07/26/2011 Tom Crooker - MarketWatch: Stocks as safe haven in event of default
07/25/2011 Tom Crooker - Morningstar: Value investing in tech boom 2.0
07/25/2011 Tom Crooker - Morningstar: Looking at Our Fund Analyst Picks by Fund Company
07/20/2011 Tom Crooker - Morningstar: The Simplest Place to Find Great Dividends
07/24/2011 Paul Howard - Morningstar: Does CPI Tell You What You Need to Know About Inflation?
07/24/2011 Paul Howard - Morningstar: Inflation Protection Beyond TIPS
07/24/2011 Paul Howard - Morningstar: TIPS Versus I-Bonds: How to Choose
07/24/2011 Paul Howard - Morningstar: Our Picks for Inflation Protection
07/24/2011 Paul Howard - Morningstar: How to Inflation-Adjust Your Retirement-Portfolio Withdrawals
07/18/2011 Tom Crooker - SmartMoney: Coming Soon: Smaller Raises for Seniors?
07/17/2011 Tom Crooker - Kiplinger: 9 Rules for Picking Mutual Funds
07/16/2011 Al Smuzynski - Seeking Alpha: The Myth of Diversification
07/16/2011 Paul Howard - Morningstar: Eight Steps to Wealth Protection for Aging Investors
07/16/2011 Paul Howard - Morningstar: Standout Short-Term Bond Funds in a Low-Yielding World
07/16/2011 Paul Howard - Morningstar: How Have the 10 Largest U.S.-Stock Funds Done So Far?
07/16/2011 Paul Howard - Morningstar: A Supplemental Portfolio Checklist for Retirees
07/16/2011 Paul Howard - Morningstar: An ETF Primer for Retirees and Conservative Investors
07/13/2011 Ludwig Benner - Forum Presentation: PDF file
07/13/2011 Tom Crooker - Smart Money: Want Returns and Safety? Buy Dogs
07/13/2011 Tom Crooker - Business Week: The Joy of Cash
07/13/2011 Tom Crooker - Morningstar: An ETF Primer for Retirees and Conservative Investors
07/04/2011 Paul Howard - Morningstar: Equity REITs as Part of a Long-Term Investment Plan
07/04/2011 Paul Howard - Morningstar: New Bond Funds Act Like Bonds Only Better
07/04/2011 Paul Howard - Morningstar: Four Fine All-in-One Foreign-Stock Funds
07/02/2011 John Woods - Marotta: An Overseas Gone-Fishing Portfolio
06/28/11 Paul Howard - Morningstar: BlackRock's Stattman on Today's Best Values, Biggest Worries
06/28/11 Paul Howard - Morningstar: What Will The Next Decade Bring for Fixed Income?
06/28/11 Paul Howard - Morningstar: Is the BlackBerry Doomed?
06/28/11 Paul Howard - Morningstar: These Bargain-Hunting Funds Are Ready to Pounce
06/28/11 Paul Howard - Morningstar: Fund Spy A Closer Look at a Trio of Cellar-Dwellers
06/28/11 Paul Howard - Morningstar: Top 10 Dividend-Yielding Stocks of Our Top Managers
06/13/11 Paul Howard - Morningstar: Why Age Matters for Financial Decision-Makers
06/13/11 Paul Howard - Morningstar: Where to Find Yield
06/13/11 Paul Howard - Morningstar: Berkowitz: Financials Not Going Away
06/13/11 Paul Howard - Morningstar: A Checklist for Surviving Spouses
06/13/11 Paul Howard - Morningstar: Bond King Prefers Dividends Over Coupons
06/13/11 Paul Howard - Morningstar: What Investors Should Learn From Bernie Madoff
06/13/11 Paul Howard - Morningstar: The Error-Proof Portfolio: True 'Lies' That Yield Can Tell
05/29/11 Paul Howard - Morningstar: Investing on a Fault Line - First Eagle
05/29/11 Paul Howard - Morningstar: Five Questions to Ask Before Purchasing an Annuity
05/29/11 Paul Howard - Morningstar: Costco 3Q Profit Up 6%; Inflation Is Company Concern
05/29/11 Paul Howard - Morningstar: A Good Bet for Natural Gas Exposure
05/29/11 Paul Howard - Morningstar: What's Going on at Fairholme Fund?
05/29/11 Paul Howard - Morningstar: TiVo Swings To 1Q Profit After Dish Settlement
05/29/11 Paul Howard - Morningstar: Four Stocks that Buffett and Combs Could Be Buying
04/24/11 Paul Howard - Morningstar: The Real Default Risks Are in Europe, Not the U.S.
04/24/11 Paul Howard - Morningstar: 50 Ways Retirees Can Cut Their Travel and Leisure Costs
04/24/11 Paul Howard - Morningstar: Apple Shares Look Enticing
04/24/11 Paul Howard - Morningstar: PIMCO Files for Total Return Exchange-Traded Fund
04/09/11 Tom Crooker - NY Times/ Paul Lim: Picking Stocks to Keep Ahead of Inflation
04/08/11 Tom Crooker - Bloomberg Businessweek: Record Earnings Point to More Stock Market Gains
04/06/11 Tom Crooker- Barron's: Stocks With an Edge in Inflationary Times
04/04/11 Tom Crooker- Smart Money: Low Interest Rates Crack Retirees' Nest Eggs
04/03/11 Paul Howard - Morningstar: Credit Outlook: Sector Updates and Top Bond Picks
04/03/11 Paul Howard - Morningstar: Outlook for the Economy
04/03/11 Paul Howard - Morningstar: Market Outlook
04/01/11 Tom Crooker - Morningstar: Our Outlook for Health-Care Stocks
03/31/11 Tom Crooker - Morningstar: PIMCO, JP Morgan, and Eaton Vance: Unconstrainedbond Funds
03/15/11 Tom Crooker - MarketWatch: Contrarianâ€™s trouble with new bubble
03/13/11 Paul Howard - Morningstar: Do Managers of 50 Top Funds Buy What They're Selling?
03/13/11 Paul Howard - Morningstar: For Retirement Income, All-in-One Investments May Not Fit the Bill
03/13/11 Paul Howard - Morningstar video: Oil Fears Could Be More Devastating Than Oil Prices
03/13/11 Paul Howard - Morningstar video: Gross Zeros Out Exposure to Government Debt
03/05/11 Maury Crale - Chart of the Day: Oil Price History
03/04/11 Tom Crooker - Daily Finance: Why Warren Buffett Is a Terrible Guide for Small Investors
02/27/11 Paul Howard - Morningstar: Berkshire Hathaway Whittles Portfolio Down Further
02/25/11 Tom Crooker - CNN/Money: Who gets rich off of $100 oil?
02/23/11 Tom Crooker - Kiplinger: Bullish on Dividends
02/22/11 Tom Crooker - NY Times: Are We Buying High All Over Again?
02/22/11 Paul Howard - Morningstar: Morningstar.com's IRA Improvement Week
02/22/11 Paul Howard - Morningstar: Is Your Retirement Portfolio's Asset Allocation on Track?
02/22/11 Paul Howard - Morningstar: 10 High-Conviction Buys from Our Ultimate Stock-Pickers
02/22/11 Paul Howard - Morningstar: Analyzing CEF Distributions Using UNII
02/17/11 Tom Crooker - The Street: David Tepper's 9 Favorite Dow Stocks
02/04/11 Tom Crooker - Health-Care Winners and Losers
01/31/11 TomCrooker - Barrons: Follow the Cash
01/28/11 Tom Crooker - Morningstar: Will These Moat-Heavy Funds Bounce Back in 2011?
01/20/11 Tom Crooker - Money: Stop gobbling up bonds -- they're risky!
01/18/11 Tom Crooker - Morningstar: Buy the Unloved 2011
01/16/11 Paul Howard - Morningstar: Your Portfolio's Best Friend
01/16/11 Paul Howard - Morningstar: Hidden Risks in Your Bond Portfolio
01/16/11 Paul Howard - Morningstar: The Best Newly Reopened Funds of 2009 and 2010
01/14/11 Tom Crooker - Kiplinger: The Best of the Online Brokers for 2011
01/14/11 Tom Crooker - AOLDaily Finance: Inside Wall Street: Goldman's New Pro-Cyclical Stock Picks
01/09/11 Paul Howard - Morningstar: Beware of the Institutional Imperative
01/07/11 Tom Crooker - Business Week: Sticking with Large-Cap Stocks for 2011
01/04/11 Paul Howard - Morningstar: Quarter End Review
01/04/11 Tom Crooker - Money: Top stock picks from top pros
12/30/2010 Paul Howard - Fortune: Will 2011 bring hope for financial reform?
12/30/2010 Tom Crooker - Fortune: Dominion CEO: Patience and policy on the path to renewable energy
12/22/2010 Tom Crooker - Fortune: Stop panicking over muni defaults!
12/20/2010 Tom Crooker - Morningstar: Recent Bond Bumpiness: More Than Just a Hiccup?
12/20/2010 Tom Crooker - Business Week: Soros Gold Bubble at $1,375 as Miners Push Each Button to Tears
12/10/20 Tom Crooker - Morningstar: Recent Bond Bumpiness: More Than Just a Hiccup?
12/10/20 Tom Crooker - Bloomberg Businessweek: Soros Gold Bubble at $1,375 as Miners Push Each Button to Tears
12/10/20 Tom Crooker - Barron's: New World Explorer
12/10/10 Tom Crooker - Kiplinger: 4 Great Low-Risk Mutual Funds
12/10/10 Tom Crooker - Kiplinger: 3 Strategies for Collecting High Dividends
12/10/10 Tom Crooker - Morningstar: Avoiding the Dividend Trap
12/05/10 Paul Howard - Dow Jones via Morningstar: US Productivity Up 2.3%, Unit Labor Costs Fall 0.1%
12/05/10 Paul Howard - Morningstar: Fuss: Nothing Is Outlandishly Cheap
12/05/10 Paul Howard - Morningstar: Don't Be Afraid to Tap Capital in Retirement
12/05/10 Paul Howard - Morningstar: Valuation's Role in Risk Control
11/28/10 Paul Howard - Morningstar: These Funds Make Great Side Dishes
11/28/10 Paul howard - Morningstar: Six Reasons to Give Thanks
11/28/10 Paul howard - Morningstar: Berkshire Hathaway Shakes Up Its Stock Portfolio
11/28/10 Paul Howard - Morningstar: What Premiums and Discounts Mean for ETFs
11/28/10 Paul Howard - Morningstar: Three Good Funds Having a Tough Year
11/02/10 Tom Crooker - Morningstar: How Five Funds Thrived Over the Past 15 Years
10/10/10 Paul Howard - Morningstar: An Aggressive ETF Portfolio for Retirees
10/10/10 Paul Howard - Morningstar: A Moderate ETF Portfolio for Retirees
10/10/10 Paul Howard - Morningstar: A Conservative ETF Portfolio for Retirees
10/23/10 Paul Howard - Morningstar: These Bond Funds Have a Built-In Advantage
10/23/10 Paul Howard - Morningstar: Bogle: The Standard Bond Index Suits Me Fine
10/23/10 Paul Howard - Morningstar: These Bond Funds Have a Built-In Advantage
10/21/10 Tom Crooker - Fortune: Why it's time to be bullish
10/19/10 Tom Crooker - Kiplinger: Master Limited Partnerships: Victims of Success
10/19/10 Tom Crooker - Barrons: We May No Longer Be Entitled to "Entitlements"
10/18/10 Benny Meyer - Yahoo / AP: J&J again recalls Tylenol for moldy smell
10/18/10 Benny Meyer - Fortune (Blame webmaster for delay in posting!) Why J&J's headache won't go away
10/03/10 Tom Crooker - NY Times: Stage Is Set (Again) for a Blue-Chip Revival
09/26/10 Paul Howard - Morningstar: An Aggressive Model Portfolio for Pre-Retirees
09/26/10 Paul Howard - Morningstar: Your ETF Will Not Collapse
09/26/10 Paul Howard - Morningstar: Funds - A Hidden Gem Gets Cheaper
09/26/10 Paul Howard - Morningstar: Why Some of the Strongest Firms Disappointed Investors
09/26/10 Paul Howard - Morningstar: The Active Role of Passive ETFs
09/19/10 Paul Howard - Morningstar: Deflation: Does America Have a Japanese Future?
09/19/10 Paul Howard - Morningstar: Chance of Double Dip Fading
09/18/10 Tom Crooker - NY Times: In Great Recession, Other Nations Have Suffered More
09/17/10 Tom Crooker - Morningstar: Any Attractive Utilities?
09/09/10 Tom Crooker - Kiplinger / Jeremy Siegel: My Take on Financial Reform
09/09/10 Tom Crooker - Kiplinger: 9 Blue-Chip Stocks to Buy Now
09/09/10 Tom Crooker - NY Times: Falling Rates Aid Debtors, but Hamper Savers
09/05/10 Paul Howard - Morningstar: Fork in the Road for the Bond Market
09/05/10 Paul Howard - Morningstar: Is 'Buy and Hold' Really Broken?
09/03/10 Tom Crooker - Barrons: 2 Health-Care Stocks in the Age of Reform
09/01/10 Tom Crooker - The Street: 5 Health Care Funds for a Healthy Portfolio
08/29/10 Paul Howard - Morningstar: Three Quant Funds Built to Last
08/29/10 Paul Howard - Morningstar: Dodge & Cox Goes Short
08/29/10 Paul Howard - Morningstar (video): Scott Burns commentary & Three ETF Ideas for Today's Market
08/29/10 Tom Crooker - NY Times: Taking Stock
08/26/10 Tom Crooker - Kiplinger: Why Not to Quit Stocks Altogether
08/26/10 Tom Crooker - Market Watch: What to buy instead of bond funds
08/23/10 Tom Crooker - Wall Street Journal: Rethinking Gold: What if It Isn't a Commodity After All?
08/23/10 Tom Crooker - The Economist: A bull market in pessimism
08/22/10 Tom Crooker - NY Times: Betting on Growth While Playing Defense
08/14/10 John Woods - Marotta Wealth Management: Invest in All Six Asset Classes
08/09/10 Tom Crooker - Daily Finance: Inside Wall Street: Why Investors Need to Look Beyond Daily Headlines
08/07/10 Tom Crooker - Daily Finance: Real Estate: The Worrying Numbers Behind Underwater Homeowners
08/03/10 Tom Crooker - Business Week: Big Tech Problem as Mainframes Outlast Workforce
08/02/10 Tom Crooker - Kiplinger: How to Research and Buy Bonds
07/30/10 Tom Crooker - Business Week: Big Investors Are Bulls, Small Fry Are Bears
07/25/10 Paul Howard - Morningstar: Midyear Portfolio Checkup in Five Easy Steps
07/25/10 Paul Howard - Morningstar: When Is the Right Time to Purchase Long-Term Care Insurance?
07/22/10 Tom Crooker - Morningstar: Bill Miller: Large Cap Stocks Represent a Once in a Lifetime Opportunity
07/05/10 Paul Howard - Morningstar: Our Take on the Second Quarter
07/04/10 Tom Crooker - Morningstar: Pullback Makes Pockets of Value
06/27/10 Paul Howard-Morningstar: Are There Risks in Investing With a Single Firm?
06/27/10 Paul Howard - Morningstar: Romick, Younes on Cash, Gold, and Government Debt
06/25/10 Tom Crooker - Business Week: European Stocks Find Fans among U.S. Funds
06/14/10 Tom Crooker - Morningstar: New Bond Funds for Building Ladder Portfolios
06/01/10 Paul Howard - Money: The senator who wants to save your retirement
06/01/10 Tom Crooker - Money: 25 stock picks from 25 great investors
05/28/10 Tom Crooker - Forbes: The Problem With Absolute Return Funds
05/25/10 Tom Crooker - Morningstar: Seven 5-Star Stocks from Berkshire's Latest Portfolio
05/29/10 Tom Crooker - Business Week: Chuck Schwab Is Worried About Small Investors. Should We Worry Too?
05/28/10 Tom Crooker - Money: Too scared to invest in stocks
05/19/10 Tom Crooker - Business Week: Stocks: Finding Havens Amid Rising Volatility
05/12/10 Tom Crooker - Money: 14 safe stocks to stock up on
05/04/10 Tom Crooker - Market Watch, Mark Hulbert: Have oil-service stocks become good purchase candidates?
05/03/10 Tom Crooker - Kiplinger, Jeremy Siegel: Why Stocks Beat Bonds
05/03/10 Tom Crooker - Business Week: Fixed-Income Pros Fear 'Bond Fund Bubble'
04/06/10 Tom Crooker - Money: Bonds in the 'danger zone'
03/29/10 Tom Crooker - Morningstar: Our Outlook for Health-Care Stocks
03/29/10 Tom Crooker - Barron's (requires subscription): Health-Care Law No Palliative for Portfolios
03/23/10 Tom Crooker - Business Week: Corporate Balance Sheets Show Surprising Strength
03/17/10 Tom Crooker - Bloomberg: Record Cash Stockpiles Point to Fatter Dividends
03/15/10 Tom Crooker - MSN Money: Dominion Agrees to Sell Its Appalachian E&P Business for $3.475 Billion
03/09/10 Paul Howard - Morningstar: Dividend Payers Hold Appeal, but Be Mindful of Risks
03/09/10 Paul Howard - Morningstar: Fund Spy - Making Sense of an Incredible Rally
03/08/10 Paul Howard - Morningstar: Top 10 Buys and Sells from Our Ultimate Stock Pickers
03/08/11 Tom Crooker - Kiplingers: 7 Stocks for the Next 7 Years
03/08/10 Tom Crooker - Money: A dangerous omen looms for bonds
03/03/10 Tom Crooker - Barrons: The Case for Bonds
02/26/10 Tom Crooker - Barrons: After Lost Decade, It's Still Tough to Find Returns
02/24/10 Tom Crooker- Forbes: Muni Bond Flashpoint
02/23/10 Paul Howard - Morningstar: How to Determine If TIPS Are Cheap or Expensive
02/16/10 Tom Crooker - Wall St. Journal: The Price of Safety Just Went Up
02/16/10 Tom Crooker: Introduction to the Dividend Growth Investor Blog
02/13/10 Paul Howard - Morningstar: Finding Value in Dividend-Payers
02/13/10 Paul Howard - Morningstar: More Common Sense from Jack Bogle
02/13/10 Paul Howard - Morningstar: How Much Should Retirees Stake in TIPS?
02/13/10 Paul Howard - Morningstar: How Vanguard Found Itself on Top in the 'Lost Decade'
02/13/10 Paul Howard - Morningstar: Four Cheap Stocks with Solid Earnings
02/13/10 Paul Howard - Morningstar: PIMCO Tries to Get Ahead of the Next Credit Crisis
02/10/10 Tom Crooker - Morningstar: Consider This Before Joining the Bond ETF Stampede
02/07/10 Paul Howard - Morningstar: Build a Needs-Based Retirement Portfolio
02/07/10 Tom Crooker - Barron's: Trusting in Dividends
02/03/10 Tom Crooker - Smart Money: 3 Stocks Retirees Should Own
2/01/10 Tom Crooker - Kiplinger: ETFs for Income Investors
1/29/10 Tom Crooker - Fortune: The wide world of index funds
1/29/10 Tom Crooker - Kiplinger: A Two-Fund Portfolio?
1/17/10 Tom Crooker - NY Times: For â€˜Safeâ€™ Investors, This May Be a Challenging Year
01/14/10 Tom Crooker - Smart Money: Pipelines Pay 7% and Defer Taxes
01/14/10 Tom Crooker - Money: 10 stocks that can keep running
01/07/10 Paul Howard - Morningstar: What's Next for Dividends
12/31/09 Paul Howard - Morningstar: Top Five Resolutions for Investors
12/30/09 Paul Howard - Morningstar: Our Outlook for the Stock Market
12/25/09 Paul Howard - NY Times: Health Care Changes Wouldnâ€™t Have Big Effect for Many
12/25/09 Paul Howard - Morningstar: Dumb and Dumber: The Worst Fund Launches of the 2000s
12/25/09 Paul Howard - Morningstar: Top 10 Nonsense Funds of the '90s
12/25/09 Paul Howard - Morningstar: 20 High-Quality, Cheap Stocks for Last-Minute Shoppers
12/25/09 Paul Howard - Morningstar: Mr. Market's Gifts for Investors (Morningstar's Video page)
12/25/09 Paul Howard - Morningstar: These Highfliers Almost Bit the Dust
10/28/09 Tom Crooker - Business Week: 25 Undervalued Stocks
10/28/09 Tom Crooker - Business Week: Stocks: Where Are the Deals?
10/16/09 Tom Crooker - Kiplinger: 5 Blue Chips Stocks to Hold if the Rally Fizzles
10/16/09 Tom Crooker - Marketwatch: How now, Dow Theory?
10/13/09 Tom Crooker - Marketwatch: Mark Hulbert-Gloomy fund investors
10/05/09 Tom Crooker - Kiplinger: 7 Lessons From the Bull Market
10/01/09 Tom Crooker - Kiplinger: Watch for Falling REITs
10/01/09 Tom Crooker - Kiplinger: An October Surprise for Seniors?
09/24/09 Tom Crooker - Morningstar: A Moderate Model Portfolio for Retirees
09/23/09 Tom Crooker - Forbes: One Hundred Years Of Dividends
09/17/09 Paul Howard - Morningstar: Which Pharma Pipelines Rank Best?
09/17/09 Tom Crooker - Morningstar: A Conservative Model Portfolio for Retirees
09/08/09 Tom Crooker - Market Watch: Lazy Portfolios floor 'behavioral finance' funds
0901/09 Tom Crooker - Business Week: Time to Take Action?
08/27/09 Tom Crooker - Business Week: Bonds: Is Now the Time to Buy Long-Term Munis?
08/27/09 Tom Crooker - Morningstar: IRA Conversion: The Planning Opportunity of the Decade?
08/11/09 Tom Crooker - Morningstar: Chinaâ€™s Growth an Accounting Miracle
08/02/09 Tom Crooker - Barrons: Six Good Reasons to Like Stocks
08/02/09 Tom Crooker - Washington Times: Reasons to wait and see
07/21/09 Tom Crooker - Kiplinger: Municipal Bonds Under the Gun
07/21/09 Tom Crooker - Market Watch: On the hunt for high-yielding deposit accounts
07/20/09 Tom Crooker - Morningstar: 11 Picks for a Less-Stressful Portfolio
07/17/09 Tom Crooker - Kiplinger: Can You Time the Market?
07/13/09 Tom Crooker - Kiplinger: Three Simple, Successful Portfolios
07/08/09 Tom Crooker - Kiplinger: An Investor's Manifesto
07/08/09 Tom Crooker - Morningstar: Five Reasons to Avoid the Gold Rush
07/08/09 Tom Crooker - CNN Money: The trouble with annuities
07/06/09 Katrina Housley - Reference sources for various REIT investments:
Vornado Realty Trust       Value Line       Google Finance
Boston Properties       Value Line       Google Finance
Simon Property Group       Value Line       Google Finance
Regency Centers       Value Line       Google Finance
Vanguard REIT Index Investor Shares
Wall Street Journal: Seeking Shelter, Literally
07/06/09 Tom Crooker - Kiplinger: Social Security Payments Could Shrink for Some
07/05/09 Tom Crooker - Morningstar: 5-Stars with More Certainty
07/05/09 Tom Crooker - NY Times: A U-Turn on Market Risk
07/01/09 Tom Crooker - Kiplinger: Buy Stocks Now -- and Hold Them
06/26/09 Tom Crooker - Kiplinger: Why I Would Avoid Index Funds
06/21/09 Tom Crooker - NY Times: Why Inflation Isnâ€™t the Danger
06/20/09 Tom Crooker - NY Times: For Older Investors, Old Rules May Not Apply
06/19/09 Tom Crooker - Business Week: Why the Fed Isn't Igniting Inflation
06/19/09 Tom Crooker - Fortune: One man against inflation
06/19/09 Tom Crooker - Fortune: Here come higher interest rates
05/27/09 Tom Crooker - Business Week: Stocks: Finding Long-Term Winners
05/26/09 Tom Crooker - Morningstar: Potential Buy Ideas from Berkshire's Latest 13-F Filing
05/24/09 Tom Crooker - Kiplinger: Commodity Prices Won't Go Much Higher
05/14/09 Tom Crooker - Market Watch: Inflation hits hard when you can least afford it
05/14/09 Tom Crooker - Kiplinger: Whose Dividend Can You Trust?
05/14/09 Tom Crooker - Morningstar: Four Dividend-Focused Equity Funds to Add Income
05/12/09 Tom Crooker - Morningstar: Newbies: Avoid These Investing Mistakes
05/08/09 Tom Crooker - Kiplinger: Where to Find Top Yields
05/07/09 Tom Crooker - NY Time: Alternative Investments - Antiques Dealers Still Scoring Big Sales
05/04/09 Tom Crooker - Business Week: Stock Research: An Uncertain Future
04/28/09 Leo Brennan - NY Newsday: Humorous Look at the Financial Crisis
05/02/09 Tom Crooker - NY Times: Depression Scares Are Hardly New
05/02/09 Tom Crooker - NY Times: Thereâ€™s Hope in Those Dividends
04/28/09 Tom Crooker - Market Watch: Kellner- Fed needs to start worrying about inflation before it's too late
04/25/09 Tom Crooker - NYTimes/Hulbert: 25 Years to Bounce Back? Try 4Â½
04/24/09 Tom Crooker - Business Week: Pick Your Poison: Inflation, Deflation, Stagflation
04/20/09 Tom Crooker - Kiplinger: Whose Dividend Can You Trust?
04/20/09 Tom Crooker - Business Week: Marcial: A Fool's Rally?
04/14/09 Tom Crooker - Smart Money: Stock Pros Who Survived the Depression
03/29/09 Tom Crooker - Economist: Green shoots
03/27/09 Tom Crooker - NYTimes: Rising Fear of a Future Oil Shock
03/27/09 Tom Crooker - Newsweek: Donâ€™t Buy the Chirpy Forecasts
03/24/09 Tom Crooker - Fortune: Switched on utility dividends
03/24/09 Tom Crooker - Barron's: Sifting for Gold Among High-Profit Stocks
03/24/09 Tom Crooker - NY Times: Hedge Fund Investors See Returns of 5 to 10%
03/23/09 Tom Crooker - Kiplinger: Not as Good as Cash
03/19/09 Tom Crooker - Morningstar: Three Fine Bond Funds That Let You Sleep at Night
03/18/09 Tom Crooker - Business Week: Health Care and Utilities: Not So Safe?
03/18/09 Tom Crooker - Kiplinger: American Funds Falter
03/17/09 Tom Crooker - Morningstar: Fidelity Experts Assess the Prospects for Munis
03/17/09 Tom Crooker - NY Times: The Commercial Republic
03/10/09 Tom Crooker - Smart Money: Case Closed: Stocks Work
03/06/09 Tom Crooker - Business Week: Stock Markets: When Will the Bull Return?
03/06/09 Tom Crooker - Business Week: Low-Voltage Utilities
03/06/09 Tom Crooker - Business Week: Stock Screen: The Return of the Dividend Aristocrats
03/05/09 Tom Crooker - Forbes: Harvard: the Inside Story of Its Finance Meltdown
03/05/09 Tom Crooker - Business Week: Corporate Cash: Big Stockpiles for Tough Times
02/26/09 Tom Crooker - Money: Stimulus: What's in it for retirees
02/26/09 TomCrooker - MarketWatch: Will inflation emerge victorious? Commentary: Deflation not impossible, but history says it won't win
02/25/09 Tom Crooker - Morningstar: Steer Clear: Utility Dividends on the Chopping Block
02/25/09 Tom Crooker - Business Week: Dividends: The Safety Zone
02/25/09 Paul Howard - NRLN - Retirees' organization: http://www.nrln.org
02/25/09 Paul Howard - StableCommunities.org: Don't Blame Subprime Mortgage Crisis or Financial Meltdown on CRA
02/25/09 Paul Howard - Univ. Michigan: Mortgage crisis: Blame the bank?
02/25/09 Paul Howard - Newsweek: Subprime Suspects
02/21/09 Tom Crooker - NY Times: Economic View: Can Talk of a Depression Lead to One?
02/21/09 Tom Crooker - NY Times: The Index Funds Win Again
02/18/09 John Woods - NY Times: The Stimulus Plan: How to Spend $787 Billion
02/14/09 Tom Crooker - NY Times: Just How Low Will the Dow Go?
02/10/09 Tom Crooker - Kiplingers: Best Buys in Bonds
02/09/09 Tom Crooker - Fortune: Why Analysts Keep Telling Investors to Buy
02/05/09 Tom Crooker - Fortune: Buffett's metric says it's time to buy
02/04/09 Benny Meyer - Fortune: IBM to build worldâ€™s first national smart utility grid
02/04/09 Benny Meyer - Earth2Tech: FAQ: Smart Grid
01/30/09 Tom Crooker - Business Week: Top-Ranked Value Plays
01/26/09 Tom Crooker - Business Week: Protecting Your Portfolio from Inflation
01/23/09 Tom Crooker - Business Week: Retirement: A New Wrinkle for 2009
01/22/09 Tom Crooker - Market Watch: The end is near - Commentary: Could the economy be fixing itself?
01/21/09 Tom Crooker - Morningstar: Don't Let the Recession Get You Down: Values Abound in Munis
01/16/09 Tom Crooker - Morningstar: Opportunities Abound in the Bond Market
01/14/09 Tom Crooker - NY Times: Where Is Oil Going Next?
01/12/09 Tom Crooker - Business WeeK: The Equity Research Shortfall
01/11/09 Paul Howard - CBS - 60 Minutes: Did Speculation Fuel Oil Price Swings?
01/04/09 Tom Crooker - NY Times - Paul Lim: 25 Years of Conventional Wisdom, Down the Drain
01/03/09 Tom Crooker - NY Times: Looking Ahead for Good Investment Opportunities
12/30/08 Tom Crooker - Market Watch, Paul Farrell: Lazy Portfolios vote for a winning 2009
12/28/08 Tom Crooker - NY Times, Mark Hulbert: Yes, History Has Much to Say About This Market
12/27/08 Tom Crooker - NY Times: Older Investors Should Examine the Risks in Bonds
12/26/08 Tom Crooker - Morningstar: Finding True Value in Master Limited Partnerships
12/22/08 Tom Crooker - Business Week: History Rewards the Stalwart Equity Investor
12/21/08 Tom Crooker - NY Times: Maybe Investors Should Buy, Buy, Buy and Hold
12/14/08 Tom Crooker - NY Times: Measuring the Shock Waves in Bond Funds
12/11/08 Tom Crooker - CNNMoney: Help for seniors slammed by stocks
12/09/08 Tom Crooker - Fortune: Gold shines on
12/07/08 Tom Crooker - NYTimes: It May Not Look That Way, but Diversification Still Works
12/02/08 Tom Crooker - Smart Money: How to Handle Your Portfolio's Losers
11/25/08 Ludwig Benner - Seeking Alpha: Canadian Royal Trusts Will Never Return to Their Former Glory
11/23/08 Tom Crooker - NY Times: Seeking Solace? Youâ€™ll Find Little in the Bond Market
11/22/08 Tom Crooker - Business Week: Your Life Insurance Policy May Not Be Protected
11/14/08 Tom Crooker - Kiplinger: What Sparked the Selloff
11/14/08 Tom Crooker - Morningstar: Four Ways to Upgrade in the Bear Market
11/12/08 Tom Crooker - NY Times: The Golden Years, Tarnished
11/11/08 Tom Crooker - Kiplinger: 8 Safe Stocks to Buy Now
11/10/08 Tom Crooker - MorningStar: Reports of Bonds' Failure Have Been Greatly Exaggerated
11/10/08 Tom Crooker - Market Watch: Preferred shares find favor
11/07/08 Tom Crooker - Business Week: Dividends Stocks: The S&P Elite
11/06/08 Tom Crooker - Morningstar: Stocks and Inflation: Who's Winning the Race?
11/05/08 Tom Crooker - Kiplinger: Where Are The Wise Money Managers?
10/31/08 Tom Crooker - Business Week: For Pros With Cash, It's Time to Buy
10/28/08 Tom Crooker - NY Times: Forecasters Race to Call the Bottom to the Market
10/26/08 Tom Crooker - NY Times: Extolling the Value of the Long View
10/24/08 Tom Crooker - Business Week: U.S. Is Still a Beacon for Foreign Capital
10/24/08 Tom Crooker - Business Week: Stock Screen: Low-Risk, High-Quality Plays
10/23/08 Tom Crooker - Kiplinger: Companies With A LOT of Cash
10/23/08 Tom Crooker - Business Week: S&P's List of Companies Vulnerable to Default
10/22/08 Tom Crooker - Value Line: Free Access to DJIA Reports
10/22/08 Tom Crooker - Kiplinger: It's Time to Buy Bonds
10/20/08 Tom Crooker - Kiplinger: Stocks With Great Dividends
10/18/08 Tom Crooker - NY Times: Paul Lim - Is the Catharsis Yet to Come?
10/17/08 Tom Crooker - NY Times: Warren Buffet - Buy American. I Am.
10/11/08 Tom Crooker - Barron's: America For Sale: Price Reduced
10/10/08 Tom Crooker - NY Times: Those With a Sense of History May Find Itâ€™s Time to Invest
10/07/08 Tom Crooker - NY Times: Full of Doubts, U.S. Shoppers Cut Spending
10/03/08 Tom Crooker - Business Week: Why All the ImClone Interest? Its Pipeline
09/28/08 Tom Crooker - NY Times - Mark Hulbert: Maybe Short-Selling Isnâ€™t So Bad, After All
09/27/08 Tom Crooker - NY Times: What Should Investors Do Now? Perhaps Wait
09/22/08 Tom Crooker - NY Times: Retirees Filling the Front Line in Market Fears
09/19/08 Tom Crooker - Kiplinger: Time to Buy Stocks -- Not Sell
09/19/08 Tom Crooker - Market Watch: Closed-end panic could bring bargains
09/14/08 Tom Crooker - NY Times: Mark Hulbert - Value and Momentum Investing, Together at Last
09/11/08/ Tom Crooker - CNN/Money: The next bubble: pessimism
08/31/08 Tom Crooker - NY Times: Discounts Beckon in Closed-End Funds
08/28/08 Tom Crooker - Morningstar: Topnotch Managers Disagree on Energy's Future
08/23/08 Tom Crooker - NY Times: Dividends Still Make a Difference
08/20/08 Tom Crooker - Business Week: Energy Stocks: Time for a Fresh Look
08/19/08 Tom Crooker - NY Times: Verizonâ€™s FiOS: A Smart Bet or a Big Mistake?
08/18/08 Tom Crooker - Business Week: Muni Bonds: Time to Dive In?
08/16/08 Tom Crooker - NY Times: Illusions About Inflation
08/13/08 Tom Crooker - Kiplinger: Retiree Tax Heaven (and Hell)
08/11/08 Tom Crooker - Business Week: Stocks: A Wild Ride to Nowhere
08/11/08 Tom Crooker - Morningstar, Fund Spy: Taking the Top Down on Convertibles
08/06/08 Tom Crooker- Kiplinger: Ten Tech Giants to Buy Now
08/05/08 Tom Crooker - Morningstar, Fund Spy :Funds that Go Anywhere to Beat the Market Heat
08/05/08 Tom Crooker - Business Week: Why Bailouts Stinkâ€”and Why We Need Them
08/02/08 Tom Crooker - NY Times: Could Bear Talk Be a Contrary Signal?
07/28/08 Tom Crooker - Morningstart/Fund Spy: Why the Bear Market Doesn't Matter
07/29/08 Tom Crooker - Kiplinger: What's Your Share of the Nation's Tax Bill?
07/18/08 Don Allen - WSJournal: Continental Shift: BP Is Latest Gas Player (Note: Requires subscription or 2 wk trial signup.)
07/18/08 Tom Crooker - Ki;linger: Goodbye, Bear Market?
07/17/08 Tom Crooker - Morningstar: The Current Bear Market: It Really Is Different This Time
07/16/08 Tom Crooker - Business Week: Finding Strong Stocks in a Sickly Market
07/15/08 Tom Crooker - Market Watch: 'Lazy Portfolios' 8 winners for a bear-recession
07/09/08 Tom Crooker - Kiplinger: Ten Funds on the Skids
07/09/08 Tom Crooker - Market Watch: Hulbert Commentary - Corporate confidence: Insiders didn't sell into market's decline in June
07/05/08 Tom Crooker - NY Times: A Bear Market, Mauling Not Included
07/02/08 Tom Crooker - Kiplinger: Buy the Dow -- And Other Mega Caps
06/30/08: Tom Crooker - Business Week: Commodities: The Tipping Point?
06/28/08 Tom Crooker - Business Week: Stocks: The STARS of Health Care
06/25/08 Tom Crooker - Fortune: The anti-doomsday scenario
06/21/08 Tom Crooker - NY Times: Pinpointing Bargains, Big or Small
06/19/08 Tom Crooker - Morningstar: Wring More Income from a Portfolio
06/11/08 Tom Crooker - Kiplinger: Energy Prices Are Headed Lower -- Really
06/08/08 Paul Howard - Morningstar: Has Brennan Been Good for Vanguard?
06/07/08 Tom Crooker - NY Times: Inflation? Stick With Stocks
06/07/08 Tom Crooker - Fortune: Why oil prices will tank
06/04/08 Tom Crooker - Kiplinger: Don't Give up on Dodge & Cox
06/03/08 Tom Crooker - Business Week: Investing: Keeping Inflation at Bay
5/27/08 Tom Crooker - Business Week: Energy Stocks with Room to Run
5/24/08 Tom Crooker - Washington Times: State monopolies nudge out Big Oil
5/18/08 Tom Crooker - NY Times: How to Stop Inflation From Devouring a Portfolio
5/16/08 Tom Crooker - CNN/Money: 5 Strong Stocks We Love
5/16/08 Tom Crooker - Morningstar: Five Underdiscovered Fast-Growing Companies
5/13/08 Tom Crooker - Business Week: Where Are Oil Prices Taking Stocks?
5/12/08 Tom Crooker - Kiplinger: The Case For (and Against) Big Pharma
5/2/08 Tom Crooker - Morningstar: Six Things to Mull before Buying a Vanguard Managed Payout Fund
5/1/08 Tom Crooker - Market Watch: 'Lazy Portfolios' update: good news
5/1/08 Tom Crooker - Business Week: Consumer Stocks: Losing Their Sparkle?
4/29/08 Tom Crooker - Fortune: 6 funds that let you sleep at night
4/29/08 Tom Crooker - Morningstar: As Prices Soar, How Can Investors Cope?
4/26/08 Tom Crooker - NY Times: Pick a Planner Who Can Spell â€˜Fiduciaryâ€™
4/23/08 Tom Crooker - Business Week: Is Wall Street 'Full of Bull'?
4/18/08 Tom Crooker - Fortune: Fear factor drops at Citi
4/17/08 Tom Crooker - Kiplinger: Stock Market Headed for a Turn for the Better
4/16/08 Tom Crooker - Money: The best mutual funds to pick now
4/15/08 Tom Crooker - Motley Fool: Get Naked With 7 Dividend Stocks
4/15/08 Tom Crooker - Fortune: Where to put your money now
4/14/08 John Woods - Illinois Corn: NEW STUDY REFLECTS CORNâ€™S MINOR ROLE IN FOOD PRICES
4/14/08 John Woods - Illinois Corn: INDUSTRY EXPERT RESPONDS TO GROCERY MANUFACURERSâ€™ ATTACK ON BIOFUELS
4/8/08 Tom Crooker - Kiplinger: Pipeline to High Income
4/2/08 Tom Crooker - Business Week: Once-in-a-Blue-Moon Bargains
3/30/08 Tom Crooker - NY Times: When the Long View Isnâ€™t So Scenic
3/29/08 Tom Crooker - NYTimes: Not Everyone Is Cheering Lower Rates
3/28/08 Tom Crooker - Kiplinger: Telecom Faces a Bright Future
3/28/08 Tom Crooker - Business Week: Stocks: The Next Hot Sectors
3/27/08 Tom Crooker - Fortune: Why tech stocks have a glorious future
3/26/08 Tom Crooker - Kiplinger: A Bull Among Bears
3/21/08 Ludwig Benner - Forbes: Canadian Energy Plays
3/19/08 Tom Crooker - Kiplinger.com: Why Oil Is Overpriced
3/18/08 Paul Howard - Morningstar: Funds Bit by Bear Stearns
3/18/08 Tom Crooker - NY Times: Jittery Market Calls for a Steady Hand
3/14/08 Tom Crooker - Business Week: Stocks: The Right Mix of Growth and Value
3/13/08 Tom Crooker - Business Week: Best Bets for Fixed-Income Investments
3/10/08 Tom Crooker - Kiplinger: Four Funds That Match Safety With Growth
3/09/08 Tom Crooker - NY Times: Can You Beat the Market? Itâ€™s a $100 Billion Question
3/4/08 Tom Crooker - NY Times: Unlike Consumers, Companies Are Piling Up Cash
3/2/08 Tom Crooker - NY Times: Thinking One Step Ahead of a Downturn
3/1/08 Tom Crooker - NY Times: Long Slump May Mean Drug Stocks Are Bargains
2/26/08 Tom Crooker - Morningstar: Our Updated Take on Financial Stocks
2/25/08 Tom Crooker - Business Week: Recession Watch: Lifelines for the Market
2/17/08 Tom Crooker - NY Times: Keep It Simple, Says Yaleâ€™s Top Investor
2/15/08 Tom Crooker - Business Week: The IQ List: Smart Stocks with Potential
2/14/08 Tom Crooker - Kiplinger: Selected American Shares: Stocking up on Financials
2/13/08 Paul Howard - Morningstar: Dow 18,500? Believe It
2/12/08 Tom Crooker - Morningstar: Which Investments Do Best in a Recession?
2/06/08 Tom Crooker - Fortune: Recession? Where to put your money now
2/05/08 Tom Crooker - Business Week: S&P's Buffett Stock Screen
2/05/08 Tom Crooker - Business Week: What Would Buffett Buy?
2/02/08 Tom Crooker - NY Times: Itâ€™s Even Worse Over There
2/02/08 Tom Crooker - NY Times: Utility Stocks No Longer Such a Haven
2/01/08 Tom Crooker - Business Week: Twenty-One Names with Big Potential
1/24/07 Tom Crooker - Business Week: The Cream of the Dividend Crop
1/17/08 Tom Crooker - Money/CNN: Stock picking: rosy or rotten
1/16/08 Tom Crooker - Kiplinger: Bonds: Not a Haven Now
1/16/08 Tom Crooker - Business Week: The Economy: Five Signposts to Recovery
1/15/08 Tom Crooker - MarketWatch-Mark Hulbert: How bad is inflation, really?
1/14/08 Tom Crooker - Morningstar: Four Stocks Set to Thrive in a Greener Economy
1/14/08 Tom Crooker - Business Week: Risk: Smart Strategies for Tricky Times
01/11/08 Tom Crooker - Kiplinger: 5 Ways to Bet on a Sinking Dollar
01/11/08 Tom Crooker - Kiplinger: A Cushion for Uncertain Times
01/08/08 Tom Crooker - Morningstar: How to Become a Do-It-Yourself Investor
12/31/07 Tom Crooker - NY Times: These Bonds May Shine (Despite Your Tax Bracket)
12/29/07 Tom Crooker - NY Times: Mark Hulbert: Know When to Avoid Following the Leader
12/29/07 Tom Crooker - PBS: Closed End Funds - Thomas Herzfeld, president of Thomas J. Herzfeld Advisors
12/14/07 Tom Crooker - PBS: Bank Analyst Richard Bove, Punk Ziegel & Co.
12/13/07 Ludwig Benner - Seeking Alpha: Population Growth Trends and Global Investing
12/11/07 Tom Crooker - US News: Invest With the Superstars
12/11/07 Tom Crooker - Business Week: A Bumpy Ride Up Gold's Yellow Brick Road
12/06/07 Leo Brennan - Library of Economics & Liberty: Pigs Don't Fly: The Economic Way of Thinking about Politics
12/06/07 Tom Crooker - Money: High-yield stocks for retirement
12/04/07 Tom Crooker - Kiplinger: The Wait Is Over. Blue Chips Are Back
12/04/07 Tom Crooker - Kiplinger: Why Municipal Bonds Are Stumbling
12/04/07 Tom Crooker - Business Week: A Bullish Call on AT&T
11/29/07 Tom Crooker - Fortune: Recipe for a meltdown
11/29/07 Tom Crooker - Business Week: Tempted by Financials' Fat Dividends
11/28/07 Tom Crooker - Business Week: Are Stocks Signaling a Recession?
11/23/07 Tom Crooker - Morningstar: The Credit Crisis: Chicken Little or a Game of Chicken?
11/20/07 Tom Crooker - Morningstar: The Courage Only Dividends Can Provide
11/16/07 Tom Crooker - Morningstar: Get 'Em While They're Cheap
11/16/07 Tom Crooker - Business Week: The Stocks Insiders Buy
11/15/07 Tom Crooker - Fortune: How to play the oil boom
11/15/07 Tom Crooker - Kiplinger: No Bargains in Bank Stocks Yet
11/15/07 Tom Crooker - Market Watch, Mark Hulbert: Best long-term market timers believe we're in a bull market
11/12/08 Tom Crooker - Market Watch: Ten investing ideas for the next 12 months
11/13/07 Tom Crooker - Kiplinger: Cut Risk With Convertible Securities
11/11/07 Tom Crooker - Money Magazine: Inside the Mind of the Older Investor
11/11/07 Tom Crooker - Morningstar: These Large-Value Funds Have Held Their Ground
11/10/07 Tom Crooker - NY Times: There Comes a Time to Sell
11/08/07 Tom Crooker - NY Times: Homeowners Feel the Pinch of Lost Equity
11/07/07 Tom Crooker - Morningstar: These Large-Value Funds Have Held Their Ground
11/07/07 Tom Crooker - Kiplinger: The Economy Explained
11/06/07 Tom Crooker: NY Times: Before the Court: Are Munis Like Milk, or Garbage?
11/01/07 Ludwig Benner - For risk tolerant OLLI investment club members, the following report analyzing and rating various oil sands securities, including discussion of the evaluation considerations used, may be of interest. http://www.oilsandsquestinvestor.com/presentations/desjardins.pdf
10/28/07 Tom Crooker - NY Times: Shedding Stock-Market Vertigo (but Still Making Some Money)
10/27/07 Tom Crooker - Morningstar: The Only Investment Style You'll Ever Need?
10/27/07 Tom Crooker - Morningstar: Conservative Model Portfolios for Retirees
10/26/07 Tom Crooker - Morningstar: ETFs on Our Buy List
Video Report from the Forum, 10/24/07, Morningstar: Picks from the Other Oracle of Omaha DSL / High Speed Connection Needed
10/23/07 Leo Brennan - TCS Daily: So You Want to be a Masonomist
10/23/07 Tom Crooker - Fortune: 3 bargain stocks
10/22.07 Tom Crooker - Morningstar: Ugly Sell-Off Makes Attractive Bargains
10/22/07 Tom Crooker - Business Week: Marcial: Time's Ripe to Bargain-Hunt
10/12/07 Tom Crooker - Morningstar: What's the Market Really Worth?
10/12/07 Tom Crooker - Business Week: Marcial: This Market Rally Has Legs
10/12/07 Tom Crooker - US News: Are Your Drugs Safe?
10/09/07 Tom Crooker - Kiplinger: Soaring Oil Trust Yields
10/09/07 Tom Crooker - Smart Money: The Past Three Months Can Teach Investors a Lot
10/08/07 Tom Crooker - Fortune: The hidden risks in muni bonds
10/05/07 Tom Crooker - Business Week: From Top to Bottom: S&P Picks the Worst
09/28/07 Tom Crooker - Morningstar: Looking for Yield? Look at Munis
09/28/07 Tom Crooker - Morningstar: Low-Cost Gas Producers for Your Radar Screen
09/27/07 Tom Crooker - Economist: Advanced biofuels - Ethanol, schmethanol
09/25/07 Tom Crooker - Kiplinger: Put Cash in Your Pocket
09/21/07 Tom Crooker - Morningstar: Three Funds for Worry-Free Investing
09/21/07 Tom Crooker - Morningstar: A Guide to Today's Financial Stock Bargains
09/18/07 John Woods - Smart Money: The Perils of Stop-Loss Orders
09/18/07 Tom Crooker - MSN Money: OPEC drives up oil prices in a new way
09/17/07 Tom Crooker - CNN/Money: Bank stocks: Are they safe yet?
09/14/07 Tom Crooker - CNN/Money: Power prices set to surge
09/14/07 Tom Crooker - Morningstar: Three Once-in-a-Decade Stock Values
09/12/07 Tom Crooker - CNN/Money: The mystery behind surging oil prices
09/07/07 Tom Crooker - PBS Nightly Business Report: Outlooks on the Economy
- Thomas Hoenig, President, Federal Reserve Bank of Kansas City; Henry Paulson, US Secretary of the Treasury
09/07/07 Tom Crooker - CNN/Money: Danger: Steep drop ahead
09/06/07 Tom Crooker - Kiplinger: Ride the Oil Boom
09/06/07 Tom Crooker - US News & World Report: The Energy Emergency
09/06/07 Tom Crooker - Kiplinger: Run With the Dogs of the Dow?
09/05/07 Tom Crooker - Business Week: Stay Away From Stocks
09/05/07 Tom Crooker - Kiplinger: Time to Love Tech Again?
09/05/07 John Woods - Washington Post: Investment Pitches Prey On Elderly
09/02/07 Tom Crooker - NY Times: Count the Days, Not the Years, of Market Pullbacks
08/30/07 Tom Crooker - Motley Fool: Save Yourself From Massive Losses
08/29/07 Tom Crooker - Market Watch: Poor outlook - Even the rich are losing optimism over this economy
08/27/07 Tom Crooker - Business Week: Shaky Times For Munis
08/17/07 Tom Crooker - Kiplinger: Winning Over and Over and Over
08/08/07 Tom Crooker - Kiplinger: Strong Stocks in a Stormy Market
08/08/07 Tom Crooker - Smart Money: What's Next for Energy Stocks?
08/07/07 Tom Crooker - Kiplinger: Five Funds for Smoother Sailing
07/31/07 Tom Crooker - Business Week: Long-Term Investors See Opportunity
07/26/07 Tom Crooker - Kiplinger: The Gathering Danger from Debt
07/25/07 Tom Crooker - Kiplinger: Bonds Head for Big Trouble
07/23/07 Tom Crooker - Morningstar: The Only Muni-Fund Companies You Need
07/23/07 Tom Crooker - Business Week: Oil: OPEC in Charge, $90 on the way?
07/23/07 Tom Crooker - MarketWatch: Seeing green in blue-chip bargains
07/20/07 Tom Crooker - Morningstar: Three Stocks to Play the Global Infrastructure Buildout
07/20/07 Tom Crooker - Business Week: Value Buys Among the Dow 30
07/10/07 Morningstar: Two 5-Star Spin-Offs Hit the Market
07/10/07 Tom Crooker - Market Watch: MARK HULBERT How sweet it is
07/10/07 Tom Crooker - Market Watch: 'Lazy Portfolios' 2Q update (still winners!)
07/09/07 Kiplinger Fund Watch: Bonds: Time to Cut Risk
07/09/07 Tom Crooker - Morningstar: These Wide-Moat Firms Are as Strong as Ever
07/09/07 Tom Crooker - Kiplinger: Investors Have Cause for Optimism
07/04/07 Tom Crooker - Market Watch: 'Lazy Portfolios' beat S&P 500's 'record'
07/04/07 Tom Crooker - Market Watch: 'Lazy portfolios' with actively managed funds?
07/04/07 Tom Crooker - Market Watch: 'Lazy Portfolios' 1Q update (still winners!)
06/29/07 Tom Crooker - Business Week: The Problem's Not Peak Oil, It's Politics
06/24/07 Tom Crooker - Business Week: Utility Stocks With Plenty of Spark
06/14/07 Tom Crooker - Fortune: Fortune 40: Stocks to retire on
06/14/07 Tom Crooker - Business Week: Five Dandy Dividend Plays
06/14/07 Tom Crooker - Business Week: Bonds: Nothing to Fear But Fear Itself
06/07/07 Paul Howard - Morningstar - Pimco Real Return - a TIPS Fund Analyst Report
05/26/07 Tom Crooker - NY Times - Various Ways to Invest Buffettâ€™s Way
05/22/07 Tom Crooker - US News & World Report - Up, Up, and Away
Stocks still look inexpensive even as the bull market continues to hit new highs
05/18/07 Tom Crooker - Fortune, Bill Gross - Sleep well at night: Buy bonds
05/17/07 Tom Crooker - Morningstar - How to Invest Well in a Low-Return World
05/16/07 Tom Crooker - Morningstar - Four of Our Favorite Core Bond Funds
05/13/07 Tom Crooker - Kiplinger - Finding Value in Mega-Caps
05/06/07 Tom Crooker - NY Times - Oops, It May Be Time to Rebalance That Portfolio
5/05/07 Tom Crooker - Business Wee - A Bank To Bank On
5/05/07 Tom Crooker - Business Week - Buffett, The Wal-Mart Shopper
5/05/07 Paul Howard - Morningstar - How to Tap Your Assets in Retirement
5/01/07 Tom Crooker - Market Watch / Mark Hulbert - Hungry for risk?
4/30/07 Tom Crooker - Business Week - Coal? Yes, Coal
4/28/07 Tom Crooker - NY Times - When It Comes to Yield, How High Is Too High?
4/26/07 Tom Crooker - CNN / Money - Are munis a good deal?
4/25/07 Tom Crooker - Kiplinger - Ride This Bull Market
4/22/07 Tom Crooker - Business Week - What's Wrong With ETFs?
4/20/07 Tom Crooker - Business Week - Funds For The Dividend Junkie
4/17/06 Dave Leising - USAA
- Marsico Takes the Pulse of a Volatile Market
- Sea of Change in Corporate Bonds
- High-Yield Bonds: Worth the Risk?
4/16/07 Tom Crooker - Morningstar - The 10 Mutual Funds That Least Resemble the S&P 500
4/12/07 Paul Howard - PBS: NOW - Hedge Funds; Alternative Mininum Tax - Airs Friday 9 PM, Ch. 26; Streaming video available on-line after show airs.
4/12/07 Tom Crooker - NY Times - Training to Be Old
4/10/07 Tom Crooker - Morningstar - ETFs: The Funds from Outer Space
4/05/07 Tom Crooker - US News - Giving the Boot to the Tax-Cut Era
4/2/07 Paul Howard - Morningstar - The Great ETF Land Rush
3/30/07 Tom Crooker - The Street.Com - Understanding Mutual Funds
3/29/07 Tom Crooker - Business Week - More Biotech Bets for the Fearless
3/28/07 Forum - Source for Preferred Stock Information - QuantumOnline - added to Links page
3/28/07 Leo Brennan - Washington Post - Picking the Right Planner
3/28/07 Leo Brennan - Morningstar - How to Find a Financial Planner You Can Trust
3/23/07 - Tom Crooker - Kiplinger - Looking for Dividend Stars
3/23/07 - Tom Crooker - Forbes - The Buyback Bonanza
3/21/07 Tom Crooker - Market Watch - Millionaires say money management, retirement security top concerns
3/20/07 John Woods - AAII - 14 Personal Finance Questions That You Should Know How to Answer
3/18/07 Tom Crooker - NY Times - Buying Into the Company, Not the Commodity
3/17/07 Tom Crooker - PBS - Market Correction a Chance to Take Advantage of Lower Prices
3/13/07 Tom Crooker - Forbes - Advisor Soapbox: Stealth Stock Boom Set To Fly
3/12/07 Tom Crooker - Morningstar - Stock Strategist: Ultimate Stock-Picker's Portfolio
3/10/09 Tom Crooker - PBS/Nightly Business Report - Market Monitor: Vince Farrell, Managing Dir., Scotsman Capital Management
3/09/07 Tom Crooker - Kiplinger - An Exciting Bond Fund (Seriously)
3/08/07 Tom Crooker - Forbes - The Mega-Cap Burnout
3/06/07 Tom Crooker - Business Week - Smart Dividend Plays in Tricky Times
3/04/07 Tom Crooker - Business Week - What The Market Is Telling Us
3/01/07 Tom Crooker - CNN Money - After the fall, a large cap boom
2/28/07 Tom Crooker - Kiplinger - Really Simple Investing
2/28/07 Tom Crooker - CNNMoney - Why the wealthy avoid high risk
2/23/07 Tom Crooker - Business Week - Five Stocks with the Most Cash
2/21/07 Tom Crooker - Morningstar - Morningstar's 2007 Contrarian Portfolio
2/19/07 Tom Crooker - Market Watch - Corn-based ethanol's a flawed concept
2/15/07 Tom Crooker: Financial Times - Gold sales hit record $65.3bn
2/12/07 Tom Crooker: Business Week - It's A Low, Low, Low, Low-Rate World
2/12/07 Tom Crooker: Business Week - Stocks: It's All In The Timing
2/1/07 - Tom Crooker - NY Times - What Could Bog Down the Bull
1/31/07 - Tom Crooker - The Street.Com - Oil Commentary, by C. Openshaw
1/30/07 - Tom Crooker: Business Week - 2007 Top Picks: Energy
1/30/07 - Top Crooker: Morningstar - Energy Picks for 2007
1/25/07 - Tom Crooker: Kiplinger - Is Your Portfolio in Sync With the Economy?
1/21/07 - Tom Crooker: As Forum members scratch their heads about oil, add this to the mix Barrels of Confusion from Business Week.
1/11/07 - Tom Crooker pointed out an article from Kiplinger's Retirement Report, Protect Your Nest Egg from Con Artists
1/10/07 - Forum member Rick Springer asked about Exchange Traded Funds research sites. While ETFConnect is a standard resource for many Forum members, here are some others. Tell us which ones you think should be added to the links on the Investment Forum's Links page - and please recommend others you think would help our group.
- Yahoo - http://finance.yahoo.com/etf
- Morningstar - http://www.morningstar.com/Cover/ETF.html
- US SEC - http://www.sec.gov/answers/etf.htm
- About.com - http://mutualfunds.about.com/od/etfs/Exchange_Traded_Funds_ETFs.htm
- iShares.com - http://www.ishares.com/
- Smart Money - http://www.smartmoney.com/etf/
- CNNMoney - http://money.cnn.com/pf/funds/etf/index.html
- Motley Fool - http://www.fool.com/etf/etf.htm
- Investopedia.com - http://www.investopedia.com/terms/e/etf.asp
1/10/07 - Tom Crooker suggested that a systematic approach to investing, as advocated by Kiplinger's Magazine columnist James K. Glassman in the January '07 issue of the magazine, would benefit most investors. See article: http://www.kiplinger.com/magazine/archives/2007/01/glassman.html
12/02/2006 - John Woods: American Association of Independent Investors' AAII's Guide to Top Web Sites Commentary and links to a variety of financial web sites of investor interest. The AAII is a non-profit organization that offers help and advice to investors through publications, web site, and various products for investors.
11/29/2006 - Ed Swoboda: AOL's financial web site allows users to establish portfolios of stocks. When a user sets up a portfolio, the web site will consolidate information about those stocks, and news items about the companies and industry issues. Users must register with a user ID and password, and set the options in their browser to accept cookies from this web site. Daily email messages can be sent with useful information about the selected portfolio of stocks.
Go to: http://money.aol.com/ and click on "My Portfolios" in the top RH corner.

Sweetening our retirement - one investment at a time!
Standard Disclaimer

Home | Links
Mothership OLLI