Morningstar Advisor - Fall 2008 - (Page 6)

morningstaradvisor.com Two New Authors The Third Quarter’s Top Articles r Three Funds That Went from Safe to Scary November Sales Idea Bracing for Reality Following the successful launch of MorningstarAdvisor.com’s new behavioral-finance column by Michael Pompian, two more writers have been added to our roster. Judith Hasenauer, an attorney at the Pompano, Fla.-based firm of Blazzard & Hasenauer, will be writing monthly columns about variable annuities, compliance issues, and other facets of that industry. She’s an expert in the field and is extremely interested in getting advisors’ feedback on VA matters. Allyson Lewis adds a motivational angle to our practice-building content. She has been a financial advisor since 1982 and is the author of The Seven Minute Difference, a book of ideas to help people take their lives to the next level. Lessons about risk from the credit crisis. r These Fine Foreign Funds Have Had a Terrible 2008 But we still believe that these two funds have good long-term prospects. r Lehman, AIG, Merrill: Which Funds Are The market turmoil resulting from the mortgage crisis has created panic among investors. Such market conditions may cause investors to abandon their long-term goals and replace them with risky short-term strategies. Most Affected? The top holders of the headline-making financials firms. r The 10 Hottest-Selling Funds in the First Half Do these funds deserve all that money? r American Funds Plans Rare Rollout Plus, AMG’s shopping spree, manager changes, and more. r Four Mutual Fund Bear-Market Horror Stories What went wrong at these hard-hit funds? Head over to MorningstarAdvisor.com to check out these new columns as well as old favorites. r July 2008 Mutual Fund Red Flags These funds have big brokerage tabs. The graph demonstrates the benefits of long-term investing by highlighting the return performance of the stock market over the past 50 years and comparing that with the average returns of both the stock and bond markets over the same time period. Download the image at http://www.advisor.morningstar. com/salesideas/salesideas.asp 6 Morningstar Advisor Fall 2008 http://www.morningstaradvisor.com http://www.MorningstarAdvisor.com http://www.MorningstarAdvisor.com http://www.MorningstarAdvisor.com http://www.advisor.morningstar.com/salesideas/salesideas.asp http://www.advisor.morningstar.com/salesideas/salesideas.asp

Table of Contents Feed for the Digital Edition of Morningstar Advisor - Fall 2008

Morningstar Advisor - Fall 2008 Contents New on MorningstarAdvisor.com Letter from the Editor Contributors Inbox Are You Preparing for Higher Taxes? State of Financials Oracles of Alabama Investment Briefs Managers’ Investment Secrets Revealed Conformity Becomes a Growing Concern at American Gimme Shelter Location, Location, Location Rooted in Buffett, Going for Growth Keeping Little Company Away from the Numbers Consumer Confidence What about Natural Gas? TIPS to Beat Back Inflation Investing in Hidden Assets Funds That Have an Edge Come Tax Time Mutual Fund Analyst Picks 50 Most Popular Equity ETFs Undervalued Stocks Most Popular Variable Annuities New at Morningstar One for You, 19 for Me

Morningstar Advisor - Fall 2008

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