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By John Sullivan, AdvisorOne |
April 11, 2012
‘Research is our lifeblood,’ says Jon Christensen, who manages the small- and mid-cap portfolios, and that has helped the firm weather the rocky ride in the small-cap space.
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By John Sullivan, AdvisorOne |
April 9, 2012
Geneva likes mid-cap companies, says principal and portfolio manager Michelle Picard, because they’re past the volatile, entrepreneurial small-cap stage and management is focused, yet they haven’t reached the large-cap space where growth is harder to achieve.
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By John Sullivan, AdvisorOne |
April 5, 2012
Santa Barbara's Jim Boothe says he looks for “clean balance sheets, very strong cash flow and a commitment to dividends.”
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By James J. Green, AdvisorOne |
January 6, 2012
Unique data, insights and strategies for advisors considering a change to be addressed in latest AdvisorOne web seminar.
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By John Sullivan, AdvisorOne |
December 9, 2011
Sectors, dividends and ETFs could be the new gold, frankincense and myrrh based on performance over the past year.