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Adviser's Bookshelf

Displaying 31 results

Topic

Lessons of ’08: Pay down debt, don’t panic

For all its complexity, the financial crisis was triggered by one thing: an overabundance of easy money.

Topic
  • November 16, 2008

Investing for social impact lures investors

Community and proactive investing refers to [socially responsible investing] strategies designed to have some direct, positive social impact stemming from the actual investment.

Topic
  • September 22, 2008

Aim to mix assets, don’t match them

What goes up must come down. This is a law of mathematics, statistics and even physics.

Topic
  • September 8, 2008

How to time ETF buying decisions

When you trade exchange traded funds, you can choose from two primary types of entries, depending on the chart pattern of the actual trade setup.

Topic
  • August 25, 2008

Don’t deviate from your plan

Of [the 10 money management rules covered in this book], the hardest one for us to follow is this one: "Do not panic when the value of your plan declines."

Topic
  • July 14, 2008

Guidelines for ETF investing

The increasing popularity of exchange traded funds has led advisers to seek new ways of incorporating ETFs in client portfolios.

Topic
  • May 12, 2008

Valuation critical to earning hefty returns

Valuation is critical to ensuring that your careful, competitive analysis pays off in attractive portfolio returns.

Topic
  • April 28, 2008

Dividends are key in stock selection

If building a portfolio seems like a complicated endeavor full of unpalatable trade-offs and fuzzy concepts like diversification and dividends, as in every other way, stand ready to provide invaluable assistance.

Topic
  • March 24, 2008

Protecting yourself from the Street

We are as suspicious of public markets as we are of public toilets.

Topic
  • February 25, 2008

Free cash flow means flexibility

From 2004 to 2007, the very best stocks ranked by production of free cash flow outperformed the universe of stocks by 59%.

Topic
  • February 11, 2008

How Lee Ainslie does it

As [Lee] Ainslie [founder of Maverick Capital Ltd. of Dallas] began attracting assets and adding investment staff, he created a business model that differs slightly from those of most large funds, which generally fall into two categories.