Monthly Archives: November 2010

Voices: Joe Alfonso, On Keeping It Simple

November 22, 2010 | Wall Street Journal/Financial Adviser Section I practice KISS investment management. KISS stands for ‘Keep it simple, stupid.’ Too many advisers make their investment strategy the heart of their business, when it’s just one facet of a...

Not All Advisers Enamored of ETFs

October 10, 2010 | Jessica Toonkel, Investment News Adam Bold, chief investment officer of The Mutual Fund Store, thinks that all the talk about exchange-traded funds is just hype. But last fall, he saw an ETF that interested him: Van...