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- Mar 26, 2023, Al Smuzynski: Barrons.com Mar 24, 2023, article and audio – Preferred Stocks Offer a Better Way to Bet on Banks. By Andrew Bary, a Barron's associate editor who covers a wide range of financial and investment topics. May require a subscription.
- Mar 22, 2023, Brenda Bloch-Young: [The] Economist.com Mar 21, 2023, article and audio – America's banks are missing hundreds of billions of dollars. No by-line. May require registration or subscription.
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- Mar 10, 2023, Tom Crooker: Barrons.com Mar 10, 2023, article – Warren Buffett’s Berkshire Hathaway Can Capitalize on Market Turmoil. By Andrew Bary, an associate editor at Barron's, covering a wide range of financial and investment topics. May require a subscription.
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- Mar 2, 2023, Tom Crooker:
– Yahoo.com Mar 2, 2023, article –
Israel and Iran edge closer to war, but experts say conflict isn't inevitable. By Alexander Nazaryan, a senior WhiteHouse correspondent for Yahoo News based in Washington, D.C.
– Barrons.com Mar 1, 2023, article –
Energy Execs Are Now Paid to Pump Cash, Not Oil. By Avi Salzman, a senior writer at Barron's, covering stocks, the economy, and the impact of new technology on financial markets. May require a subscription.
– WSJ.com Feb 26, 2023, editorial –
Opinion | S.O.S for the U.S. Electric Grid. By The Editorial Board, Wall Street Journal. May require a subscription.
- Mar 1, 2023, Al Smuzynski: Barron's Feb 27, 2023, print edition and Barrons.com Feb 24, 2023, article – The Wacky U.S. Economy: What Everyone Got Wrong About the Economy—-and the Ominous Implications for the Fed. By Megan Cassella, a Barron's reporter in Washington, D.C., covering economics and policy. May require a subscription.
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- Feb 22, 2023, Bob Baker: Reuters.com Feb 22, 2023, article – Analysis: U.S. stocks' early-year rally is melting away as Treasury yields surge. By David Randall, Reuters in New York. May require free registration.
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- Feb 15, 2023, Bob Baker: Barrons.com Feb 10, 2023, article – Money Markets Pay 4.5%. If You're Getting Less on a Sweep Account, It's Time for 'Cash Sorting.'. By Jack Hough, an associate editor at Barron's, writing stories with a focus on investing. May require a subscription.
- Feb 15, 2023, Tom Crooker: Barrons.com Feb 13, 2023, guest commentary article and audio – Markets Are Expecting a Miracle. By Larry Hatheway, a co-founder of Jackson Hole Economics, which originally published this commentary, and the former chief economist of UBS. May require a subscription.
- Feb 15, 2023, Tom Crooker: Barrons.com Mar 14, 2022, article – Warren Buffett Runs Berkshire Hathaway Like It's the 1960s. That's Not a Bad Thing. By Andrew Bary, an associate editor at Barron's, who covers financial and investment topics. May require a subscription.
- Feb 3, 2023, Bob Baker: SimplySafeDividends.com Newsletter articles that can be downloaded that may be of interest to dividend income investors:
– Feb 3, 2023,
Speculative Stocks Surge: Dividend Investors Can Tune Out the Noise.
– Jan 24, 2023,
Dividend Stocks Versus Bonds for Retirement Income.
– Feb 1, 2023,
Top 25 High Dividend Stocks Yielding 4% to 10%+.
– Feb 1, 2023,
2023 Monthly Dividend Stocks List: All 60 Ranked and Analyzed.
– Feb 1, 2023,
20 Best Recession-Proof Dividend Stocks for a 2023 Downturn.
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- Feb 2, 2023, Tom Edmondson: WashingtonPost.com Feb 1, 2023, opinion column – Raimondo's approach to semiconductors is a key test of her skills. By George F. Will, a Post columnist. Requires account or free registration. ...OR have FREE access at Fairfax County Library or your local library: see instructions above.
- Feb 2, 2023, Tom Edmondson: WashingtonPost.com Feb 1, 2023, opinion column – Industry's last great electric-car skeptic accepts the inevitable. By Charles Lane, a Post editorial writer and weekly columnist. Requires account or free registration. ...OR have FREE access at Fairfax County Library or your local library: see instructions above.
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- Jan 27, 2023, Bob Baker: SimplySafeDividends.com Feb 1, 2023, article – 2023 Dividend Aristocrats List: All 68 + Our Top 5 Picks. By Simply Safe Dividends. Unrestricted download.
- Jan 26, 2023, Tom Crooker: Barrons.com Jan 24, 2023, commentary – The Fed’s Impossible Choice. By Sonia Meskin, who is head of U.S. Macro at BNY Mellon Investment, New York office. Unrestricted download.
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- Jan 18, 2023, Al Smuzinski: FRED.StLouisFed.org – Federal Reserve Econonmic Data (FRED) website. By the Research Department at the Federal Reserve Bank of St. Louis. Unrestricted downloads.
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- Jan 11, 2023, Bob Baker: FastGraphs.com Jan 6, 2023, blog and YouTube video – Dogs of the DOW: Lessons on Valuation And Dividend Growth | FAST Graphs™. By Chuck Carnevale. Unrestricted download.
- Jan 11, 2023, Bob Baker: SimplySafeDividends.com Jan 3, 2023, article – 2023 Dogs of the Dow: All 10 High-Yielding Stocks Analyzed [and Dividend Safety Scores™]
. By Simply Safe Dividends. Unrestricted download.
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- Jan 6, 2023, Tom Crooker: Barrons.com Jan 6, 2023, article – BP and Shell vs. Exxon and Chevron: The Mystery of Big Oil’s P/E Gap. By Brian Swint, a Barron's reporter based in the U.K. who joined Barron's in 2022 after working as an editor at Financial News. ...OR have FREE access at Fairfax County Library or your local library: see instructions above.
- Jan 5, 2023, Tom Edmondson: Yahoo.com Dec 31, 2022, article – This is how much the average American 60-year-old has in retirement savings — see how your nest egg compares. By Amy Legate-Wolfe. Free to download.
- Jan 5, 2023, Tom Edmondson: Motley Fool.com Aug 5, 2022, article – Average Retirement Savings in the U.S.: $65,000. By Jack Caporal. Free to download.
- Jan 5, 2023, Tom Edmondson: CNBC.com Jul 30, 2022, article – Here’s how much Americans have saved for retirement at every age. By Cheyenne DeVon, CNBC Money Reporter. Free to download.
- Jan 5, 2023, Tom Edmondson: Vanguard.com Jun 2022 report – How America Saves 2022. By Jeffrey W. Clark, et al. Free to download.
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- Dec 28, 2022, Tom Crooker: Marketwatch.com Dec 28, 2022, article – These five trading days accounted for nearly all of the S&P 500’s losses in 2022. By Joseph Adinolfi, a markets reporter at MarketWatch.
- Dec 28, 2022, Tom Crooker: Morningstar.com Dec 14, 2022, article – Best Innovative Companies to Own: 2023 Edition. By Sachin Nagarajan, an associate manager research analyst for Morningstar Research Services LLC, part of Morningstar, Inc.
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- Dec 21, 2022, Tom Crooker: Barrons.com Dec 21, 2022, article – PepsiCo, Kellogg, and Other Stocks That Can Thrive During a Recession. By Jacob Sonenshine, a markets reporter covering global financial markets with a focus on US stocks. May require a subscription. ...OR have FREE access at Fairfax County Library or your local library: see instructions above.
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- Dec 14, 2022, Tom Edmondson: CNN.com Dec 13, 2022, article – Ford F-150 Lightning named MotorTrend Truck Of the Year, the second electric pickup in a row. By Peter Valdes-Dapena, CNN Business Senior Writer who covers the automobiles, the industry, and how people buy, own and use them.
- Dec 14, 2022, Tom Edmondson: electrek.co Dec 13, 2022, article – Ford adds third shift to ramp production of its F-150 Lightning electric pickup. By Peter Johnson who covers the auto industry’s transformation to electric vehicles.
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- Dec 7, 2022, Al Brueckmann: Barrons.com Nov 11, 2022, article – Crypto Self-Destructs Yet Again. Inside FTX’s Failure. Also found in the Nov 14 e-print edition Contents' headline as "FTX's Failure Isn't Just a Problem for Crypto, p12" By Joe Light, a Barron's senior writer covering cryptocurrencies and financial technology. May require a subscription. ...OR have FREE access at Fairfax County Library or your local library: see instructions above.
- Nov 30,2022, Bob Baker: Barrons.com Nov 25, 2022, article – BDCs Sport Lofty Yields, But the Risks Are Growing. Time to Steer Clear.. By Andrew Bary, Barron's associate editor covering a wide range of financial and investment topics. May require a subscription. ...OR have FREE access at Fairfax County Library or your local library: see instructions above.
- Nov 28,2022, Bob Baker: SimplySafeDividends.com undated article – A Guide to Investing in Business Development Companies (BDCs). By Simply Safe Dividends, unsigned. Free to download.
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- Nov 22, 2022, Tom Edmondson: NYTimes.com Nov 18, 2022, column – Are the Federal Reserve’s Rate Increases Working?. By Jeanna Smialek, who writes about the Federal Reserve and economy for The NY Times. Tom suggests the column says 'consumer spending is rocking right now' as a counterpoint to the Forbes.com Nov 11 article he suggested on Nov 16. May require a subscription. ...OR have FREE access at Fairfax County Library or your local library: see instructions above.
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- Nov 16, 2022, Tom Edmondson: Forbes.com Nov 11, 2022, article – High-Income Consumers Plan Fewer Gifts And More Travel, Cutting Into Retail Holiday 2022 Sales. By Pamela N. Danziger, Senior Contributor. Urges caution re consumer discretionary stocks. May require a subscription. ...OR have FREE access at Fairfax County Library or your local library: see instructions above.
- Nov 16, 2022, David Toms: Barrons.com Nov 16, 2022, article – The Signs of a Soft Landing Are Coming Into View. Commentary by Joseph E. Gagnon, a senior fellow at the Peterson Institute for International Economics and a former Federal Reserve official. May require a subscription. ...OR have FREE access at Fairfax County Library or your local library: see instructions above.
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- Nov 11, 2022, Tom Crooker: Morningstar.com Nov 10, 2022, article – Why Investors Should Lower Expectations for Making Money on Stocks. By Sandy Ward, a markets reporter and columnist for Morningstar. May require a subscription.
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- Nov 2, 2022, Jim Dann: Barrons.com Oct 7, 2022, article – The Best Active Mutual Funds for Long-Term Investors, by Debbie Carlson, a free lance journalist who writes about business, investing, personal finance and other topics for Barron's and other publications. Requires a paid subscription. ...OR have FREE access at Fairfax County Library or your local library: see instructions above.
- Oct 19, 2022, Al Smuzynski: Noahpinion.substack.com Oct 16, 2022, article – Biden declares economic war on the Chinese semiconductor industry, by Noah Smith, a Bloomberg economics opinion columnist who also blogs at Noahpinion on Substack about "economics and other interesting stuff." May require paid subscription to continue reading.
- Oct 17, 2022, Tom Crooker: Barrons.com, Oct 14, 2022, article – Watch Out, Tesla. Berkshire Hathaway’s Market Cap Surges, by Andrew Bary, an associate editor at Barron's. May require paid subscription. ...OR have FREE access at Fairfax County Library or your local library: see instructions above.
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- Oct 14, 2022, Tom Crooker: CNBC.com Oct 14, 2022, article – Insana: Signs emerge that the big drivers behind this hot inflation reading are starting to cool. By Ron Insana, a CNBC contributor and senior advisor at Schroders.
- Oct 12, 2022, Bob Shaffer: – The Intelligent Investor book by Benjamin Graham, synopsis by Wikipedia.com.
- Oct 12, 2022, Bob Shaffer: – Where the Money Is book by Adam Seessel, synopsis by Simon & Schuster.
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- Oct 7, 2022, Tom Crooker: MarketWatch.com Oct 6, 2022, article – Opinion: Inflation is going to fall just as fast as it rose, and that's investors' cue to enter the stock market. By Michael Bush, a MarketWatch columnist who also publishes the stock newsletter Brush Up on Stocks.
- Oct 5, 2022, Al Smuzynski: WSJ.com Oct 4, 2022, [Print ed. Oct 5, pA16] Letter To the Editor – Is the Inflation Cure Worse Than the Disease?, by Thomas W Schoene, a reader who referred to the WSJ.com Oct 1, 2022, [Print ed. Oct 1, pA14] Editorial– The Bad Inflation News Continues. May require paid subscription. ...OR have FREE access at Fairfax County Library or your local library: see instructions above.
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- Sep 28, 2022, Al Smuzynski: Barrons.com Sep 6, 2022, article – Florida Firm to Pay Nearly $1M to Settle Share Class [12b-1] Overcharges, by Kenneth Corbin. May require paid subscription. ...OR have FREE access at Fairfax County Library or your local library. See instructions above.
- Sep 28, 2022, members: Investopedia.com Jul 29, 2022, article – 12b-1: Understanding Mutual Fund Fees, by Ryan Furhmann.
- Sep 28, 2022, members: Investopedia.com Sep 28, 2022, article – What Causes Inflation? by The Investopedia Team.
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- Sep 21, 2022, Lou Coglianese: NYTimes.com Sep 22, 2022, article – Central Banks Accept Pain Now, Fearing Worse Later. May require paid subscription. ...OR have FREE access at Fairfax County Library or your local library. See instructions above.
- Sep 21, 2022, Tom Crooker and Bob Baker: CNBC.com Sep 20, 2022, video – Full Interview With Legendary Investor Leon Cooperman. By Tanaya Macheel, CNBC reporter. Leon Cooperman is CEO and chairman of Omega Family Office. Watch by signing in or signing up for free 7-day trial.
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- Sep 16, 2022, Tom Crooker: CNBC.com Sep 16, 2022, article – How investors should approach this bear market. By Ron Insana, a CNBC contributor and a senior advisor at Schroders. Download not restricted.
- Sep 14, 2022, member: Barrons.com Sep 2, 2022, article – Buy Target Stock. The Retailer's Problems Won't Last Forever. By Teresa Rivas, Barrons financial markets reporter. May require subscription. ...OR have FREE access at Fairfax Library or your local library. See instructions above.
- Sep 14, 2022, Al Smuzynski: NYTimes.com Sep 13, 2022, study report – Stock Trades Reported by Nearly a Fifth of Congress Show Possible Conflicts. The Print edition title on Sep 14 is In Congress, Thousands of Potential Conflicts in Stock Trading. By Kate Kelly, Adam Playford & Alicia Parlapiano. May require paid subscription. ... OR have FREE access at Fairfax Library or your local library. See instructions above.
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- Sep 7, 2022, Al Smuzinski: US Chamber of Commerce Sep 7, 2022, article – Understanding America's Labor Shortage: The Most Impacted Industries. By Stephanie Ferguson, Director, Global Employment Policy & Special Initiatives, U.S. Chamber of Commerce. Free download.
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- 08/24/2022 Bob Baker: Barrons.com 08/24/2022 article – Paying Dividends: Energy Companies Dominate Top-Yielding Stocks. By Andrew Bary, a Barron's associate editor. May require subscription. Free access at Fairfax or your library.
- 08/24/2022 Bob Baker: Pioneer (PXD) 08/03/2022, Investor Presentation – Pioneer Q2 2022 Earnings. Free Download.
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- 08/17/2022 Al Smuzinski: Congress.gov 08/16/2022 article – Inflation Reduction Act signed into Law (PL 117-169) on Aug 16, 2022. Includes the text, Congressional Research Service (CRS) summary, and legislative history of the various versions leading to the law. Free downloads.
- 08/17/2022 Member: WSJ.com 08/17/2022 article – Hydrogen Planes Show Promise – and Their Limitations. By Jon Sindreu, WSJ financial markets & global transportation reporter. May require subscription. Free access at Fairfax or your library.
- 08/17/2022 Bruce Crawford: Great Plains Institute February 2022 report – An Atlas of Carbon and Hydrogen Hubs for US Decarbonization". By Great Plains Institute(GPI)'s Elizabeth Abramson, Emma Thomley, and Dane McFarlane. Free download.
- 08/17/2022 Bob Baker: Investopedia.com definition – Golden Cross Definition (vs. Death Cross).
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- 08/01/2022 Tom Crooker: Barrons.com 08/01/2022 article – Intel Could Be Worth More Dead Than Alive. Why This Analyst Sees 50% Upside. By Eric J. Savitz, Barron's Associate Editor for Technology. May require subscription.
- 07/27/2022 Rick Bell: Barron's article – [print edition 05/16/2022, p24] Shell Still Looks Like a Bargain in The Oil Patch, or [online edition 5/14/2022] This Energy Giant's Stock Looks Like a Bargain. By Andrew Bary, a Barron's associate editor. May require subscription.
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- 07/27/2022 Al Smuzinski: WashingtonPost.com 07/23/2022 article – In Detroit, the chip shortage has left the city eerily short of cars. By Jeanne Whalen, the Post's global business reporter. May require subscription.
- 07/27/2022 Tom Crooker: HartfordFunds.com, Insight 3rd Quarter 2022 article – Six Charts On The Bear Market Story and What's Next. (Page 3, Figure 4. Do Bear Marketd Signal Recession? Bear markets and recessions 1900–2022.) Article by David Brett, Investment Writer. May require subscription.
- 07/27/2022 Alice Lippert: Wikipedia.com article – U.S. Bear Market of 2007-2009.
- 07/27/2022 Jim Coile: WSJ.com 07/25/2022 article – Shell to Proceed With Jackdaw Natural-Gas Project as U.K., Europe Seek New Supply. By Jenny Strasburg, WSJ's Senior European Correspondent, Energy. May require subscription.
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- 07/20/2022 Al Smuzinski: Richmond Federal Reserve Bank (FRB) – Econ Focus magazine. Free online access. Free to subscribe for email notification of publication.
- 07/20/2022 Al Smuzinski: Richmond FRB Econ Focus Summer 2022 article – Is Dollar Dominance in Doubt?. By Tim Sablik, staff writer. Free online access.
- 07/20/2022 Al Smuzinski: Richmond FRB Econ Focus Summer 2022 article – Fed Eyes Central Bank Digital Currency. By John Mullin, staff writer. Free online access.
- 07/20/2022 Al Smuzinski: Richmond FRB Econ Focus Summer 2022 article – Interview with Tyler Cowen, George Mason University economics professor who also blogs about economics. By David A. Price, Editor. Free online access.
- 07/20/2022 Brenda Bloch-Young: WashingtonPost.com 07/20/2022 article – The Strong Dollar Is a Vote of Confidence in America. By Tyler Cowen, Bloomberg opinion. May require subscription.
- 07/20/2022 Brenda Bloch-Young: DXY U.S. Dollar index from Forum discussion – DXY explanation from wikipedia.org, DXY explanation from nasdaq.com Free online access.
- 07/20/2022 Forum Chat: Explain VIX, the Fear index – VIX explanation from wikipedia.org,
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- 07/02/2022 David Toms & Al Smuzinski: Barrons.com 07/01/2022 article – Yields Are Above 8%. It's Time to Get Excited About Income Investing. By Barron's Andrew Bary, associate editor. Requires subscription. ...OR for FREE Fairfax County Library access, use this FCPL A-Z Online Resources link > select "A" then "ABI" > enter your bar code = library card number > Enter search term: "Barron's Bary Yields Are Above 8%" > select the subject article's title and date link.
- 07/02/2022 Thomas Kaufman: NYTimes.com 07/01/2022 article – Wonking Out: Taking the ‘Flation’ Out of Stagflation. By Paul Krugman, economist and NYT op-ed columnist. Requires subscription. ...OR for FREE Fairfax County Library access, use this FCPL A-Z Online Resources link > select "N" then "New York Times" > enter your bar code = library card number > search for "Krugman opinion Jun" > select the subject article's online link.
- 06/29/2022 Bob Baker: Barrons.com 06/29/2022 article – Dividend Restraint Shows Banks Have Learned Some Lessons From the Last Crisis. By Barron's Brian Swint. May require subscription. ...OR for FREE Fairfax County Library access, use this FCPL A-Z Online Resources link > select "A" then "ABI" > enter your bar code = library card number > Enter search term: "Barrons 'Banks have learned some lessons' Jun" > select the subject article's title and date link.
- 06/29/2022 Hugh Conway: WSJ.com 06/27/2022 [print 6/28/2022] article – [On-line & Print title] STREETWISE: Larry Summers Nailed Inflation. But Is He Right on What Comes Next?. By James Mackintosh, WSJ Senior columnist, markets. May require subscription. ...OR for FREE Fairfax County Library access, use this FCPL A-Z Online Resources link > select "W" then "Wall Street Journal" > enter your bar code = library card number > search for "Summers Fed Jun" > select the subject article's print or online link.
- 06/29/2022 Bob Baker: SeekingAlpha.com 06/23/2022 article – All 34 banks in Federal Reserve's stress test would weather severe recession. By Liz Kiesche, SA News Editor. May require subscription.
- 06/29/2022 Bob Baker: FederalReserve.gov 06/22/2022 report – 2022 Federal Reserve [Bank] Stress Test Results. FREE download of PDF file.
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- 06/24/2022 Hugh Conway: MarketWatch.com 06/24/2022 article – Analysts see lowest grades for Bank of America and JPMorgan in Fed’s stress test. By Steve Gelsi, a Senior Reporter for MarketWatch. May require free registration.
- 06/22/2022 Brenda Bloch-Young and Marvin Singer: WashingtonPost.com 06/22/2022 article – [online title] This inflation-proof bond is paying 9.62%. Here’s how to buy it. / [print title,p A21] Series I bonds are paying 9.62%. Here's how to buy. By Michelle Singletary, Washington Post nationally syndicated columnist. May require subscription. ...OR for FREE Fairfax County Library access, use this FCPL A-Z Online Resources link > select "W" then Washington Post> enter your bar code = library card number >Enter search terms: "Series I bonds Singletary" >select the subject article's title and date for [print] or [online] version.
- 06/15/2022 Tom Crooker: MarketWatch.com 06/15/2022 article – The stock market is not going to zero: How this individual investor with 70 years of experience is trading the bear market . By Michael Sincere, a contributor to MarketWatch. He is publisher of "The Weekly Trader" newsletter. May require free registration.
- 06/15/2022 Bob Baker: WSJ.com 06/15/2022 article – [On-line title] Coinbase to Lay Off 18% of Staff Amid Crypto Meltdown, [Print Title] Crypto Meltdown Worsens As Coinbase, Celsius Retrench. By WSJ's Nathan Becker, Soma Biswas and Alexander Gladstone. May require subscription. ...OR for FREE Fairfax County Library access, use this FCPL A-Z Online Resources link > select "W" then "Wall Street Journal" > enter your bar code = library card number > search for "crypto meltdown" > select the subject article's print or online link.
- 06/15/2022 Al Smuzynski: WashingtonPost.com 06/15/2022 article – Personal Finance: Seven ways you can financially prepare for a recession. By Michelle Singletary,
Washington Post nationally syndicated columnist. May require subscription. ...OR for FREE Fairfax County Library access, use this FCPL A-Z Online Resources link > select "W" then Washington Post> enter your bar code = library card number >Enter search terms: "recession inevitable Singletary" >select the subject article's title and date for [print] or [online] version.
- 06/15/2022 Hugh Conway: National Bureau of Economic Research (NBER.org) 06/06/2022 Working Paper 30116 – Comparing Past & Present Inflation. By M.A. Bolhuis, J.N.L. Cramer, L.H. Summers. Free download.
- 06/15/2022 Rick Bell: Barrons.com article – [Print 05/09/2022] The Fed Hikes and Investors Scramble for Cover (with subtitle "A Preferred Opportunity"), [On-line 05/07/2022] Preferred Stocks Have Plunged This Year. But There Are Opportunities If You Know Where to Look.. By Barron's Andrew Bary, associate editor. Requires subscription. ...OR for FREE Fairfax County Library access, use this FCPL A-Z Online Resources link > select "A" then "ABI" > enter your bar code = library card number > select "Publications" on menu bar > Enter Barrons > Enter [print] search term: "Fed Hikes and Investors Scramble" or the [on-line] search term "Preferred Stocks Have Plunged" > select the subject article's title and date link. Rick suggests you need to research the author's suggestions thoroughly.
- 06/05/2022 Tom Crooker: WashingtonPost.com 06/04/2022 article – [On-line title] Economy shows resilience despite mounting recession fears. / [Print title] Economy shows resilience despite gloomy predictions. By David J. Lynch, a staff writer on the financial desk. May require subscription. ...OR for FREE Fairfax County Library access, use this FCPL A-Z Online Resources link > select "W" then Washington Post> enter your bar code = library card number >Enter search terms: "Economy shows resilience" >select the subject article's title and date for [print] or [online] version.
- 05/29/2022 Al Smuzynski: Barrons.com 05/27/2022 article – [Print title] Buy the Dip and other Tips for Retirement Investors / [On-line title] How Retirees and Retirement Savers Can Navigate the Market Tumult. By Andrew Welsch, a reporter at Barron's Advisor covering wealth management and financial advisors. Requires subscription. ...OR for FREE Fairfax County Library access, use this FCPL A-Z Online Resources link > select "A" then "ABI" > enter your bar code = library card number > select "Publications" on menu bar > Enter Barrons > select Barron's(Print)or Barrons(online) > Enter search terms: "Buy the Dip and other Tips" or "How Retirees and Retirement Savers" > select the subject article's title and date link.
- 05/18/2022 Rick Bell: Barrons.com 04/04/2022 article – 3 Energy Companies That Should Buy Back Stock--and 4 That Should Not. By Avi Salzman a senior writer at Barron's, covering stocks, the economy, and the impact of new technology on financial markets. Requires subscription. ...OR for FREE Fairfax County Library access, use this FCPL A-Z Online Resources link > select "A" then "ABI" > enter your bar code = library card number > select "Publications" on menu bar > Enter Barron's(online) > Enter with search terms: " Energy Companies That Should Buy Back Stock " > select the subject article's title and date link.
- 05/12/2022 Tom Crooker: Morningstar.com 05/11/2022 article – Which of the Largest Stocks Are Undervalued? By Jakir Hossain, Associate Markets Data Journalist at Morningstar. May require free registration. ...OR for FREE Fairfax County Library access, use this FCPL A-Z Online Resources link > select "M" then "Morningstar" > enter your bar code = library card number > Select "Articles & Videos" tab > scroll down to the above publication date > select and open the article's title.
- 05/11/2022 Jim Dann: Kiplinger's Personal Finance 06/01/2022 p 30-32 article – Profit From Healthy Profit Margins by Nellie S. Huang. Requires subscription. ... OR, For FREE Library access > Go to LibbyApp.com (or select the Libby App on your mobile device)> select Library of Virginia> select Magazine filter > search for Kiplinger's> check out digital copy to read and take page screen shots to print.
- 05/11/2022 Bob Baker: Barrons.com 05/09/2022 article – It’s Not Just Tesla. 8 Other Stocks to Play the Future of Transportation. A Transportation Roundtable discussion with 4 panelists, edited by Lauren R. Rublin, senior managing editor, Roundtables and Special Projects at Barron's. Requires subscription. ...OR for FREE Fairfax County Library access, use this FCPL A-Z Online Resources link > select "A" then "ABI" > enter your bar code = library card number > select "Publications" on menu bar > Enter Barron's(online) > Enter with search terms: " Future of Transportation " > select the subject article's title and date link.
- 05/11/2022 Tom Crooker: WSJ.com 05/10/2022 article – ‘Buy the Dip’ Believers Are Tested by Market’s Downward Slide, by Gunjan Banerji, Money & Investing Team reporter, and Caitlin McCabe, US stock market and retail trading reporter. Requires subscription. ...OR for FREE Fairfax County Library access, use this FCPL A-Z Online Resources link > select "W" then "Wall Street Journal" > enter your bar code = library card number > search for " dip believers are tested " > select the subject article's link.
- 05/06/2022 Tom Crooker: MorningStar.com 05/05/2022 article – 2022 Selloff Has Left the US Stock Market Undervalued, by Dave Sekera, CFA, chief U.S. market strategist for Morningstar. May require free registration. ...OR for FREE Fairfax County Library access, use this FCPL A-Z Online Resources link > select "M" then "Morningstar" > enter your bar code = library card number > search for " Stock Market Undervalued " > select the subject article's link.
- 05/02/2022 Tom Crooker & Jim Dann: Kiplinger's Personal Finance 05/2022, pp 32-33, article – Subdued Stock Returns Ahead , an interview with Savita Subramanian, head of equity and quantitative strategy of BoA securities. By Anne Kates Smith. Requires paid subscription. ... OR, For FREE Library access > Go to LibbyApp.com (or select the Libby App, by Overdrive on your mobile device)> select Library of Virginia> select Magazine filter > search for Kiplinger's> check out digital copy.
- 05/02/2022 Tom Crooker: Yahoo.com/Finance 05/02/2022 article – Warren Buffett reminds the world about 3 legendary investing tips: Morning Brief, by Brian Sozzi, an editor-at-large and anchor at Yahoo Finance.
- 04/27/2022 Bob Baker: AlpineREIT.com Investor Presentation, 04/2022 – select 'Investor Presentation' link at bottom right of web page. Provided for reference and information purpose only with no recommendations at all. Please perform your own Due Diligence.
- 04/27/2022 Tom Crooker: MarketWatch.com 04/25/2022 article – Are recession worries overblown? Here’s why a downturn appears far off. By Jeffry Bartash, a MarketWatch reporter in Washington. May require free registration.
- 04/20/2022 Bob Baker: WSJ.com article, 04/19/2022 – Blackstone Bets on Campus Housing With $13 Billion Acquisition (of REIT ACC) by Konrad Putzier, a commercial real estate reporter for The Wall Street Journal. May require subscription. For FREE Fairfax County Library access, use this FCPL A-Z Online Resources link > select "W" then "Wall Street Journal" > enter your bar code = library card number > search for "blackstone bets on campus housing" > select the subject article's link.
- 04/19/2022 Tom Crooker: MarketWatch.com 04/19/2022 article and audio – You need to pay more attention to dividends – this math shows why they beat inflation by Mark Hulbert, a columnist for MarketWatch. His Hulbert Ratings service tracks investment newsletters that pay a flat fee to be audited. May require free registration.
- 04/14/2022 Tom Crooker: Barrons.com 04/14/2022 article and audio – He Talks to Taxi Drivers and Bartenders for Research. Here Are His Stock Picks. By Lauren Foster. From an interview with Jason De Sena Trennert, market strategist, Strategas founder and chairman. May require subscription or registration. For free Fairfax County Library access, use this FCPL A-Z Online Resources link > select "A" then "ABI" > enter your bar code = library card number > select "Basic Search" on menu bar > Enter with search terms: "He Talks to Taxi Drivers" > select the subject article's link.
- 04/13/2022 William Tuerk: MoneyForTheRestOfUs.com 04/06/2022 audio podcast – Investing in Business Development Companies (BDCs) by J. David Stein. A former Chief Investment and Portfolio Strategist, he is author of bestselling book Money For the Rest of Us: 10 Questions to Master Successful Investing, and multiple investment-related educational podcasts.
- 04/13/2022 Brenda Bloch-Young: BetOnIt@substack.com 04/13/2022 blog article – What the Hell Is Going On With the Economy by Bryan Caplan, GMU Professor of Economics and New York Times Bestselling author.
- 04/07/2022 Tom Crooker: Barrons.com 04/07/2022 article – Inflationary Psychology Has Set In. Dislodging It Won’t Be Easy. By Richard Curtin in a guest commentary. Curtin is a research professor at the University of Michigan and author of
book Consumer Expectations, Feb 2022. May require subscription or registration. For free Fairfax County Library access, use this FCPL A-Z Online Resources link > select "A" then "ABI" > enter your bar code = library card number > select "Basic Search" on menu bar > Enter with search terms "Inflationary Psyhology" > select the subject article's link.
- 04/07/2022 Tom Crooker: Morningstar.com 04/06/2022 article and video – Why Utilities Stocks Look Risky Today by David Harrell, editor of Morningstar Dividend Invester, and Travis Miller, Morningstar energy and utilities strategist. May require free registration to read full article. ...OR for FREE Fairfax County Library access, use this FCPL A-Z Online Resources link > select "M" then "Morningstar" > enter your bar code = library card number > Select "Articles & Videos" tab > select "US Videos" collection > scroll down to the above publication date > select and open the article's title. [ ... OR use a similar search on an adjacent county library's A-Z list found on our References > Free Access to Premium Services page.]
- 03/30/2022 Tom Crooker: Morningstar.com 03/29/2022 article and video – Dividend Stock Deep Dive: Utilities by David Harrell, editor of Morningstar Dividend Invester, and Travis Miller, Morningstar equity research. May require free registration to read full article. OR, for FREE Fairfax County Library access, use this FCPL A-Z Online Resources link > select "M" then "Morningstar" > enter your bar code = library card number > Select "Articles & Videos" tab > select "US Videos" collection > scroll down to the above publication date > select and open the article's title. [ ... OR use a similar search on an adjacent county library's A-Z list found on our References > Free Access to Premium Services page.]
- 03/20/2022 David Toms: ICF recorded webinar, probably Feb 2022 – Breaking Down the Hydrogen Hype: Economic and Legal Considerations by ICF Energy Advisory Services' Michael Lengowski (moderator), Claire Dodinval, and Mike McCurdy, and Norton Rose Fulbright's James Berger and Chris Psihoules. Opening the link redirects to a Registration page to obtain emailed or downloaded copy of this on-demand recorded webinar.
- 03/16/2022 Robert Shaffer: WSJ.com article, 03/15/2022 – Saudi Arabia Considers Accepting Yuan Instead of Dollars for Chinese Oil Sales by by Summer Said and Stephen Kalin. May require subscription. For FREE Fairfax County Library access, use this FCPL A-Z Online Resources link > select "W" then "Wall Street Journal" > enter your bar code = library card number > search for "China Saudi Trade Mar 2022" > select the subject article's link.
- 03/16/2022 Al Smuzynski: WashingtonPost.com article, 03/15/2022 – The Fed is charting a course to stagflation and recession by Lawrence H. Summers, contributing columnist for The Washington Post. May require subscription to see whole article. For FREE Fairfax County Library access, use this FCPL A-Z Online Resources link > select "W" then "Washington Post" > enter your bar code = library card number > search for "summers stagflation Mar 15" > select the subject article's link.
- 03/16/2022 Al Smuzynski: Barrons.com 03/11/2022 article – Recession Rumbles Grow Louder as Impact of Economic Stimulus Fades by Randall W. Forsyth, an associate editor at Barron's. May require subscription or registration. For free Fairfax County Library access, use this FCPL A-Z Online Resources link > select "A" then "ABI" > enter your bar code = library card number > select "Publications" on menu bar > search for "Barron's (online)" > in "Search within this publication" block, search for key words "Recession Rumbles" > select the subject article's link.
- 03/09/2022 Brenda Bloch-Young: Backend Benchmarking report, 03/03/2022 – The Robo Report™ Fourth Quarter 2021 and The Robo Ranking™, 22nd and 8th editions, respectively. Requires free on-line registration to download report.
- 02/15/2022 Tom Crooker: Morningstar.com 02/14/2022 article – The Inflation Hedges Haven't Hedged by John Rekenthaler, a columnist for Morningstar.com and member of Morningstar's investment research department. May require free registration.
- 02/09/2022 Tom Crooker: Morningstar.com 02/08/2022 article – 7 Undervalued Stocks With Growing Dividends by Susan Dziubinski, director of content for Morningstar.com. May require free registration.
- 02/09/2022 Bob Baker: WSJ.com 02/08/2022 article – Investors Gobble Up Dividend Stocks During Market Turbulence by Hardika Singh and Michael Wursthorn, reporters at The Wall Street Journal. Required subscription for full article. The same article in the 02/09/2022 Eastern Print Edition had the title "Dividend Stocks Back in Fashion Amid Turbulence." For free Fairfax County Library access, use this FCPL A-Z Online Resources link > select "W" then "WSJ", then search for "dividend stocks Singh".
- 02/07/2022 Tom Crooker: Barrons.com 07/07/2022 article – Berkshire Hathaway’s Utility Business Is a Crown Jewel by Andrew Bary, an associate editor at Barron's. May require subscription or registration. For free Fairfax County Library access, use this FCPL A-Z Online Resources link > select "A" then "ABI" > enter your bar code = library card number > select "Publications" on menu bar > search for "Barron's (online)" > in "Search within this publication" block, search for key words "Crown Bary" > select the subject article's link to review, save or print.
- 02/02/2022 Tom Crooker: Marketwatch.com 02/01/2022 article – Pullback an Opportunity to Pick Up Undervalued Stocks by Dave Sekera, CFA. May require free registration.
- 01/27/2022 Tom Crooker: Barrons.com 01/20/2022 article thru MarketWatch.com – Investors Are Fixated on Interest Rates, But Profit Margins Drive the Market by Jacques Cesar, a former managing partner at Oliver Wyman who now works on market valuation for the firm. May require free registration.
- 01/21/2022 Tom Crooker: MarketWatch.com 01/20/2022 article – ‘Good luck! We’ll all need it’: U.S. market approaches end of ‘superbubble,’ says Jeremy Grantham by Christine Idzelis, a markets reporter at MarketWatch who is based in New York. May require free registration. Find similar articles by other reporters by using your browser to search for "superbubble Jeremy Grantham".
- 12/15/2021 Tom Crooker: Morningstar.com article and video, 12/07/2021 – Dividend-Stock Deep Dive: Drugmakers by David Harrell, editor of Morningstar Dividend Investor, interviewing Damien Conover, healthcare Sector Director and lead author of a recent Morningstar research report describing "secure dividend growth" factors. Video is free, but article requires 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 "7 Dec 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. [Similar procedures may be followed at the Loudoun, Arlington, or Alexandria library's respective website to reach the Morningstar.com article by selecting their "Research" or "Databases" then A-Z listing.]
- 12/11/2021 Brenda Bloch-Young: Bloomberg BusinessWeek.com's 12/10/2021 podcast and article – The ESG [Environmental, Social, Governance] Mirage . By Cam Simpson, et al. May require subscription for article.
- 12/10/2021 Tom Crooker: Barrons.com 12/12/2021 podcast and article – Forget Value Versus Growth. Pick Quality Stocks Instead. By Jacob Sonenshine. May require subscription. OR, for free Library access, use fairfaxcounty.gov/library link > select Department Resources / Research Center+ > select "Research Data Bases" > in "find a particular journal ..." search for "Barron's" > for print version select "Barron's ABI/Inform" link > enter your bar code = library card number > search for "Forget Value Versus Growth" > select this article's title to review, save or print. [Similar procedures may be followed at the Loudoun, Arlington, or Alexandria library's respective website to reach the Barron's article by selecting their "Research" or "Databases" then A-Z listing.]
- 12/09/2021 Paul Howard: Independent Advisor for Vanguard Investors 12/09/2021 article – Hotlines: Bifurcation Diversification. By Dan Wiener. Requires a subscription
- 12/06/2021 Bob Baker: Barron's 11/29/2021 article – print title: "Power Play -- M&A Heats Up in Data Centers"; or online title: "Switch Could Be the Next Data-Center Buy". By Carleton English. Requires subscription. OR, for free Library access, use fairfaxcounty.gov/library link > select Department Resources / Research Center+ > select "Research Data Bases" > in "find a particular journal ..." search for "Barron's" > for print version select "Barron's ABI/Inform" link > enter your bar code = library card number > search for "M&A Heats Up" > select this article's title to review, save or print. [Similar procedures may be followed at the Loudoun, Arlington, or Alexandria library's respective website to reach the Barron's article by selecting their "Research" or "Databases" then A-Z listing.]
- 11/24/2021 Tom Crooker: CNBC.com 02/12/2018 article – Investor Tookit: Warren Buffett explains how to invest in stocks when inflation hits markets. By Eric Rosenbaum.
- 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 Research 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-Pickers’ 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 market’s plunge isn’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: Here’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 Isn’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 neighbor’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 — and bullish — 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 ‘Dow Dogs’
- 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: Don’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 Hasn’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 minds’ strategy comes down to this one thing
- 04/14/2017 Bob Baker: Simply Safe Dividends - Clearing the Air on Verizon’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 — and it’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 - Chipotle’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 - Vanguard’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 - Fed’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 - Today’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 ‘single best stock-market predictor’ 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 We’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 Fidelity’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 ‘safe’ 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 ‘high-quality’ 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 - Oil’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: Investors’ 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 won’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 doesn’t matter when the Fed raises rates
- 01/29/15 - Tom Crooker: MarketWatch - 10 stocks to consider if you’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 guru’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 doesn’t mean it’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 year’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 ‘Overbought’ in 55 Years, Loomis Sayles’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 Buffett’s ‘moat’ 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: Advisers’ 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 -
- 03/24/2012 Al Smuzynski: Seeking Alpha - Portfolio Strategy: In Praise Of Concentration
- 03/22/2012 Tom Crooker: Commentary -
- 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 — 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 Aren’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: Contrarian’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 ‘Safe’ 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 Wouldn’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: China’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 Isn’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: There’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 4½
- 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: Don’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 world’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? You’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 It’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 Isn’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: Verizon’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 Stink—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 ‘Fiduciary’
- 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 CORN’S MINOR ROLE IN FOOD PRICES
- 4/14/08 John Woods - Illinois Corn: INDUSTRY EXPERT RESPONDS TO GROCERY MANUFACURERS’ 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 Isn’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? It’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 Yale’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: It’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 Buffett’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
- 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.
- 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.
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