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...Russell actually a victim? The N.A.A.C.P. and some of his teachers think so. His father John has filed a civil rights complaint with the U.S. Department of Education, charging that Kenneth was unjustly punished for the fight. Although officials from the local Modesto school district ruled the scuffle "mutual," the white classmate received a three-day suspension while Russell was sent home for a little more than a month and later expelled from his school and assigned to one farther from where he lives. "It's been hard catching up with my work," says Kenneth. "I lost...
According to Forrester Research, about 1 in 5 investors surveyed said they didn't know how they paid their financial adviser. That's a big mistake. Some planners are paid commissions by the sellers of mutual funds, annuities and other products. Others earn fees, either hourly or by the plan. Still others take a percentage of assets under management. And some combine several of these approaches. Fee-based planners have the fewest conflicts because they have no incentive to steer you to any particular product or service. But even those planners use insurance agents and others who receive commissions. What...
Should you stay clear of stocks? No. But go slow, and be prepared for further losses before the market regains its footing. As ever, a rounded portfolio of individual stocks or mutual funds is best. For diversification at low cost, indexing is your best choice. To add stability to your portfolio, keep some bonds and cash or their equivalents (though not more than 15% cash, lest you miss a swift rebound). With interest rates likely to rise and push down bond prices, Treasury Inflation-Protection Securities, or tips, are a great choice. They guarantee you'll earn about 3% more...
...Even if rates rise, banks like Bank of America and Bank One, which have below-market PEs, should rise as loan demand and credit quality improve. And it may pay to think small. In general, small-cap and mid-cap companies have more attractive valuations. Focus on well-run mutual funds that invest in companies with market values of less than $5 billion. Two solid choices are CGM Focus and Armada Small Cap Value. Remember, eventually stocks will rally...
...form Fulcrum Global Partners, based in New York City. They join well-established Sanford C. Bernstein among the boutique firms selling stock research unfettered by investment-banking concerns. Individual investors generally can't get research from these firms, which are paid in commissions from hedge funds or mutual funds that act on the firms' recommendations. But select, full research reports are available at prices as high as several thousand dollars, and you can get pieces of this research at multexinvestor.com where costs range from $3 to $1,000 for each summary report. More extensive research is available there...