Morningstar Advisor - Spring 2007 - (Page 71)

On the Road 2007 Visit Morningstar at these conferences June 02 June 04 June 05 June 05 June 06 June 10 June 10 June 10 June 14 June 18 June 21 June 26 June 27 June 27 July 12 July 21 July 22 July 22 July 26 July 26 July 29 July 29 Salt Lake City, UT Oakbrook, IL Hollywood, FL Washington, DC Hollywood, FL Atlantic City, NJ Denver, CO San Diego, CA Denver, CO Bloomington, MN Grapevine, TX Concord, NH Chicago, IL Napa Valley, CA New York, NY Milwaukee, WI Washington, DC San Francisco, CA Lake Geneva, WI Seattle, WA Denver, CO Half Moon Bay, CA SAI National Conference FPA Illinois TD Ameritrade Spring Regional ProEquities Pershing INSITE 2007 Raymond James Regional MDRT Royal Alliance NFP (National Financial Partners) Minnesota / CPA Financial Network (ING) Jefferson Pilot / Summer Camp Morningstar Investment Conference Principal Financial National Sales NFP (National Financial Partners) Northwestern Mutual (Annual Meeting) MetLife—Tower Square / Walnut Street Nat'l Conference Money Concepts International Financial Planning Ameritas HTK Regional Meeting Raymond James Regional Jefferson Pilot / Elite Escape (Participation subject to change) On the Web Visit MorningstarAdvisor.com for even more research and insights Most Popular Q1 Articles • The Best and Worst 529 College Savings Plans for 2007 • Q&A with Natalie Choate: IRS Thwarts NonSpouse Beneficiary Rollover • The 10 Hottest-Selling Mutual Funds Are Also Keepers • Q&A with Natalie Choate: Avoiding the 10% Pre-Age 591/2 Penalty • The Berkshire Hathaway Portfolio Retiring with Natalie Choate Podcast Natalie Choate is the country’s top expert on estate planning for retirement benefits. Her book Life and Death Planning for Retirement Benefits is the bible of IRA distribution planning. Listen to Natalie every month at http://advisor.morningstar.com/ products/podcasts.asp. Live Chat: Hedge Funds Coming in Q2: Sales Idea to Share with Clients Live Long and Prosper: Many people fall into the trap of planning their portfolio to last only as long as they expect to live. Help clients understand that people often live longer than expected and find themselves short on assets. This free, NASD-reviewed chart is available at http://advisor.morningstar.com/salesideas/ideas.asp. Chat with Morningstar’s hedge fund experts on June 6. They’ll be discussing the ins and outs of hedge funds and their strategies. Send in questions early at http://advisor.morningstar.com/hedge. MorningstarAdvisor.com 71 http://MorningstarAdvisor.com http://advisor.morningstar.com/products/podcasts.asp http://advisor.morningstar.com/products/podcasts.asp http://advisor.morningstar.com/hedge http://advisor.morningstar.com/salesideas.asp http://advisor.morningstar.com/salesideas.asp http://www.morningstaradvisor.com

Table of Contents Feed for the Digital Edition of Morningstar Advisor - Spring 2007

Morningstar Advisor Spring 2007 Features Departments Letter from Joe Mansueto Get to Know Morningstar’s Fund Managers of the Year Is Your Client a Stock or a Bond? Less Alpha, More Beta Than Meets the Eye Your Mileage May Vary A Clear-Eyed Look at Hedge Funds Lower Risk, Higher Returns, What’s Not to Like? Without Cash and Clout, Advisors and Clients Get Short End of Stick Get the Strategy Minus the Headaches Analyzing Funds of Hedge Funds Not All Hedge Funds Are Created Equal A Fund with a (Long) View Laying Low and Prospering A Menu of Ideas to Fill Five Market Baskets Oil and Gas Gushing with Values Mutual Fund Analyst Picks Undervalued Stocks Most Popular Variable Annuities What’s New at Morningstar and on the Web You Can’t Always Get What You Want

Morningstar Advisor - Spring 2007

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