Articles

  • MarketWatch icon
    Where To Put Your Money Now
    See Kurt Brouwer interviewed by MarketWatch's Jonathan Burton (video)
    MarketWatch.com
    July 14, 2010

  • USA Today icon
    Investor fears ignite sell-offPDF icon
    It's a sign of stock market weakness. It's a sizable double-digit loss. It's a headline-grabbing event that rachets up the fear factor of investors.
    USA Today
    May 21, 2010

  • SF Chronicle icon
    Investors need nerves of steel for marketsPDF icon
    The past two weeks have reminded us that the markets are not a good place for the nervous or naive.
    San Francisco Chronicle
    May 9, 2010

  • SF Chronicle icon
    Question of the day: How safe are California tax-free money funds?PDF icon
    ...I was wondering about the relative safety of California tax-free municipal money market funds. Has the risk become much greater than a regular taxable money fund?
    San Francisco Chronicle
    July 8, 2009

  • BusinessWeek icon
    GM: What's in It for Taxpayers?PDF icon
    Aside from maintaining jobs and stability, the General Motors rescue offers a long shot at breaking even, let along an investment profit.
    BusinessWeek
    June 1, 2009

  • USA Today icon
    Funds that bet against bull get goredPDF icon
    The bull market started on March 9 - unless you invested in a handful of funds that bet big against it.
    USA Today
    May 31, 2009

  • LA Times icon
    Up from the abyss PDF icon
    For stock mutual fund investors, the first quarter of this year had been looking a lot like the fourth quarter of last year: an Acapulco cliff dive. But this time around, the equity market landed on a trampoline. Los Angeles Times
    April 12, 2009

  • USA Today icon
    Clobbered stocks mean it might be time to add a value fund PDF icon
    If you own a value fund, odds are good that your fund is just stuffed with bargains. Unfortunately, your manager probably bought these bargains when they were twice as expensive as they are today.
    USA Today
    March 19, 2009

  • USA Today icon
    Stock market recovery likely will be years in the making PDF icon
    Investors who are still card-carrying members of the buy-and-hold club are no doubt wondering how long it will take stocks-once they stop falling-to regain their hefty losses. The answer: probably longer than the 18 months it took for the Standard & Poor's 500 index to plunge 56.3%.
    USA Today
    March 9, 2009

  • SF Chronicle icon
    How can U.S. break the vicious economic cycle? PDF icon
    The Dow Jones industrial average plunged almost 300 points to an 11-year low Monday as the markets sank further into a downward spiral of fear and despair. In a speech to Congress last week, Fed Chairman Ben Bernanke described this as an "adverse feedback loop, in which weakening economic and financial conditions become mutually reinforcing."
    San Francisco Chronicle
    March 3, 2009

  • LA Times icon
    Shell-Shocked investors flee stocks PDF icon
    As stock prices tumble to fresh lows, investment strategy is coming down to this: How much pain can you stand? Some investors reached that threshold Monday, when the Dow Jones industrial average fell almost 300 points in a global sell-off and closed below 7,000 for the first time since May 1997.
    Los Angeles Times
    March 3, 2009

  • WSJ icon
    To Protect Your Nest Egg Tread Carefully PDF icon
    For retirees whose portfolios have been clobbered by the bear market for stocks, it's not going to be easy to make that money back. But there are steps you can take to help get back on track, including some moves that can provide tax relief down the road.
    Wall Street Journal
    July 20, 2008

  • WSJ icon
    All Weather Portfolio PDF icon
    Mixing It Up All-Weather Portfolio
    This combination of mutual funds is designed to deliver good returns through market ups and downs.
    Wall Street Journal
    September 10, 2007



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