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In This Issue

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Summer 2008
This issue's spotlight is on the challenges of creating an effective plan for college savings. There's also Morningstar research on investment style flexibility, a conversation with Robert Gensler, and a profile of David Winters of Wintergreen Fund. Read the entire digital version of this issue here.

Spotlight : College Savings

Work Your Way Through College Planning

The number of hurdles grows to reach what should be a simple goal: financing a college education.

Sizing Up the Options

We inspect the more popular college-savings vehicles and tally up their pluses and minuses.

Best and Worst 529 College-Savings Plans

Across the nation, many states clean up their messes, while others continue to offer bad plans.

10 Tax-Smart Tips for College-Savings Planning

Section 529 savings accounts need to be handled with care.

Morningstar Conversation

Robert Gensler and Kunal Kapoor

T. Rowe Price manager Rob Gensler discusses his approach to investing in the world's diverse markets.

Undiscovered Managers

The Many Layers of David Winters

A successful entrepreneur and world-class investor, Winters achieved both by taking an eclectic approach.

Rediscovered: How Sequoia Cranks Out Good Returns

If you're harboring doubts about Sequoia Fund's reopening, cast them aside. It's still a great mutual fund.

Letter from the Editor

Inbox

On Topic

College Planning: Solutions and Concerns

10 Questions

ETFs: The Next Chapter

What's coming up with the ETF market? We went to these experts for answers.

Advisor Profile

Engineering Financial Advice

Brant Greene uses his training as an engineer to develop logical financial plans.

Gray Matters

Forging a New Commodity Index

Why a momentum-based long/short approach makes a better benchmark.

Flexible Versus Style-Pure Managers: The Evidence

Our study finds that managers who hop around the style box perform no better or worse than style purists.

Investments a la Carte

Living on the Edge

Thirteen high-risk, high-reward picks that will add a little sizzle to clients' portfolios.

Sector Rap

Stocks to Buy Once a Decade

The current credit crisis has provided a once-in-a-decade opportunity to buy the large money-center banks.

Screens

Stocks: Health Care Provides Shelter from Economic Storm

Use this screen to find the best of health-care stocks, which historically tend to perform independently of the economic cycle.

Funds: Help Your Clients Get More out of Their Bond Portfolios

This screen zeros in on globe-trotting fixed-income funds that could be welcome supporting players in a portfolio.

Manager's View Participants

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