Morningstar Advisor - December 2012/January 2013 - (Page 4)

MorningstarAdvisor December/January 2013 Departments 6 7 Contributors Letter From the Editor Behavior Gap 16 10 Questions Gray Matters 60 Screens 68 Tactical View of Risk Alpha, Beta, and Now … Gamma Measuring the importance of intelligent financialplanning decisions. 18 Investments á la Carte 22 Investment Briefs In Practice 26 64 Companies Where Management Teams Add Value Gains in Momentum By the Numbers 8 What Stands Between Me and Stupid On Topic 68 Performance Gaps Investors have a worst returns experience in alternatives funds than they do in traditional funds. 72 10 Why Do You Use Dynamic Funds of Funds? Advisor Profile Unbundling ETF Managed Portfolios Strategies are a welcome innovation, but like all managed products, investors must approach them with care. Sector Rap Our Favorite Mutual Funds 50 Most-Popular Equity ETFs Undervalued Stocks With Wide Moats Phillips Curve 76 12 Serving Clients and Community Know-How 30 78 Risks Loom Over Telecom Industry Apple’s growing market power, intensifying competition threaten sector. 14 How to Pick an ETF Managed Portfolio Strategy 80 The Once and Future King 4

Table of Contents for the Digital Edition of Morningstar Advisor - December 2012/January 2013

Morningstar Advisor - December2012/January 2013
Contents
Contributors
Letter From the Editor
What Stands Between Me and Stupid
Why Do You Use Dynamic Funds of Funds?
Serving Clients and Community
How to Pick an ETF Managed Portfolio Strategy
Tactical View of Risk
Investments á la Carte
Investment Briefs
Unbundling ETF Managed Portfolios
Risks Loom Over Telecom Industry
Outsourcing Asset Allocation
ETF Managed Portfolios on the Rise
Age-Based Options Take Over 529 Industry
How the Landscape for Advisors Is Changing
Mark Egan Embraces Volatility
Alpha, Beta, and Now … Gamma
Performance Gaps
Gains in Momentum
Companies Where Management Teams Add Value
Our Favorite Mutual Funds
50 Most-Popular Equity ETFs
Undervalued Stocks With Wide Moats
The Once and Future King

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