Morningstar Advisor - Summer 2008 - 29
The naked eye sees ten good investments. The trained eye sees one. They say a shrewd investor can spot a winner a mile away. Why you’d judge an investment from a mile away is beyond us. But you get the point. The trained eye sees things the untrained eye can’t. It’s no wonder many professional investors set their sights on SPDR ® ETFs from State Street. They’re precisely designed to match your investments to your investment strategy. International. Fixed Income. Real Estate. Whatever the market segment, you get exactly what’s on the label. Nothing more. Nothing less. If you’d like to take a closer look at our ETFs, visit spdretfs.com. Find out why we’re becoming the apple of the experienced investor’s eye. Precise in a world that isn’t. Before investing, consider the funds’ investment objectives, risks, charges and expenses. To obtain a prospectus, which contains this and other important information, call 1.866.787.2257. Read it carefully. ® ® ETFs, such as SPDR S&P 500, MidCap SPDR, and Diamonds ® trade like stocks, are subject to investment risk and will fluctuate in market value. There is no assurance or guarantee an ETF will meet its objective. SPDR S&P 500, MidCap SPDR, and Diamonds are issued by SPDR Trust, MidCap SPDR Trust, and Diamonds Trust respectively. The “SPDR®” trademark is used under license from The McGraw-Hill Companies, Inc. (“McGraw-Hill”). No financial product offered by State Street Global Advisors, a division of State Street Bank and Trust Company, or its affiliates is sponsored, endorsed, sold or promoted by McGraw-Hill. Distributor: State Street Global Markets, LLC, member FINRA, SIPC, a wholly owned subsidiary of State Street Corporation. References to State Street may include State Street Corporation and its affiliates. Certain State Street affiliates provide services and receive fees from the SPDR ETFs. ALPS Distributors, Inc., a registered broker-dealer, is distributor for SPDR S&P 500, MidCap SPDR and Dow Diamonds, all unit investment trusts and Select Sector SPDRs. 10650-0109 TM
http://spdretfs.com
http://spdretfs.com
Morningstar Advisor - Summer 2008
Table of Contents for the Digital Edition of Morningstar Advisor - Summer 2008
Morningstar Advisor - Summer 2008
Contents
Letter from the Editor
Contributors
Inbox
College Planning: Solutions and Concerns
ETFs: The Next Chapter
Engineering Financial Advice
Investment Briefs
Flexible vs. Style-Pure Managers: The Evidence
Forging a New Commodity Index
Work Your Way Through College Planning
Sizing Up the Options
Best and Worst 529 College-Savings Plans
A 529 Travel Guide
10 Tax-Smart Tips for College-Savings Planning
Global Dialogue
How Sequoia Cranks Out Good Returns Year After Year
The Many Layers of David Winters
Living on the Edge
Stocks to Buy Once a Decade
With Munis Feeling the Pain, Some Opportunities Arise
Health Care Provides Shelter from Economic Storm
Help Your Clients Get More Out of Their Bond Portfolios
Mutual Fund Analyst Picks
50 Most Popular Equity ETFs
Undervalued Stocks
Most Popular Variable Annuities
New at Morningstar
New on MorningstarAdvisor.com
Closer to Fine
Morningstar Advisor - Summer 2008 - Morningstar Advisor - Summer 2008
Morningstar Advisor - Summer 2008 - Cover2
Morningstar Advisor - Summer 2008 - 1
Morningstar Advisor - Summer 2008 - 2
Morningstar Advisor - Summer 2008 - Contents
Morningstar Advisor - Summer 2008 - 4
Morningstar Advisor - Summer 2008 - 5
Morningstar Advisor - Summer 2008 - 6
Morningstar Advisor - Summer 2008 - Letter from the Editor
Morningstar Advisor - Summer 2008 - Contributors
Morningstar Advisor - Summer 2008 - Inbox
Morningstar Advisor - Summer 2008 - College Planning: Solutions and Concerns
Morningstar Advisor - Summer 2008 - 11
Morningstar Advisor - Summer 2008 - ETFs: The Next Chapter
Morningstar Advisor - Summer 2008 - 13
Morningstar Advisor - Summer 2008 - 14
Morningstar Advisor - Summer 2008 - Engineering Financial Advice
Morningstar Advisor - Summer 2008 - 16
Morningstar Advisor - Summer 2008 - 17
Morningstar Advisor - Summer 2008 - Investment Briefs
Morningstar Advisor - Summer 2008 - 19
Morningstar Advisor - Summer 2008 - 20
Morningstar Advisor - Summer 2008 - Flexible vs. Style-Pure Managers: The Evidence
Morningstar Advisor - Summer 2008 - 22
Morningstar Advisor - Summer 2008 - 23
Morningstar Advisor - Summer 2008 - 24
Morningstar Advisor - Summer 2008 - Forging a New Commodity Index
Morningstar Advisor - Summer 2008 - 26
Morningstar Advisor - Summer 2008 - 27
Morningstar Advisor - Summer 2008 - 28
Morningstar Advisor - Summer 2008 - 29
Morningstar Advisor - Summer 2008 - 30
Morningstar Advisor - Summer 2008 - 31
Morningstar Advisor - Summer 2008 - Work Your Way Through College Planning
Morningstar Advisor - Summer 2008 - 33
Morningstar Advisor - Summer 2008 - 34
Morningstar Advisor - Summer 2008 - 35
Morningstar Advisor - Summer 2008 - Sizing Up the Options
Morningstar Advisor - Summer 2008 - 37
Morningstar Advisor - Summer 2008 - Best and Worst 529 College-Savings Plans
Morningstar Advisor - Summer 2008 - 39
Morningstar Advisor - Summer 2008 - 40
Morningstar Advisor - Summer 2008 - 41
Morningstar Advisor - Summer 2008 - A 529 Travel Guide
Morningstar Advisor - Summer 2008 - 43
Morningstar Advisor - Summer 2008 - 44
Morningstar Advisor - Summer 2008 - 10 Tax-Smart Tips for College-Savings Planning
Morningstar Advisor - Summer 2008 - 46
Morningstar Advisor - Summer 2008 - 47
Morningstar Advisor - Summer 2008 - 48
Morningstar Advisor - Summer 2008 - 49
Morningstar Advisor - Summer 2008 - Global Dialogue
Morningstar Advisor - Summer 2008 - 51
Morningstar Advisor - Summer 2008 - 52
Morningstar Advisor - Summer 2008 - 53
Morningstar Advisor - Summer 2008 - 54
Morningstar Advisor - Summer 2008 - 55
Morningstar Advisor - Summer 2008 - 56
Morningstar Advisor - Summer 2008 - 57
Morningstar Advisor - Summer 2008 - How Sequoia Cranks Out Good Returns Year After Year
Morningstar Advisor - Summer 2008 - 59
Morningstar Advisor - Summer 2008 - 60
Morningstar Advisor - Summer 2008 - The Many Layers of David Winters
Morningstar Advisor - Summer 2008 - 62
Morningstar Advisor - Summer 2008 - 63
Morningstar Advisor - Summer 2008 - Living on the Edge
Morningstar Advisor - Summer 2008 - 65
Morningstar Advisor - Summer 2008 - 66
Morningstar Advisor - Summer 2008 - 67
Morningstar Advisor - Summer 2008 - 68
Morningstar Advisor - Summer 2008 - 69
Morningstar Advisor - Summer 2008 - Stocks to Buy Once a Decade
Morningstar Advisor - Summer 2008 - 71
Morningstar Advisor - Summer 2008 - With Munis Feeling the Pain, Some Opportunities Arise
Morningstar Advisor - Summer 2008 - 73
Morningstar Advisor - Summer 2008 - 74
Morningstar Advisor - Summer 2008 - 75
Morningstar Advisor - Summer 2008 - Health Care Provides Shelter from Economic Storm
Morningstar Advisor - Summer 2008 - 77
Morningstar Advisor - Summer 2008 - Help Your Clients Get More Out of Their Bond Portfolios
Morningstar Advisor - Summer 2008 - 79
Morningstar Advisor - Summer 2008 - Mutual Fund Analyst Picks
Morningstar Advisor - Summer 2008 - 81
Morningstar Advisor - Summer 2008 - 82
Morningstar Advisor - Summer 2008 - 83
Morningstar Advisor - Summer 2008 - 50 Most Popular Equity ETFs
Morningstar Advisor - Summer 2008 - 85
Morningstar Advisor - Summer 2008 - Undervalued Stocks
Morningstar Advisor - Summer 2008 - 87
Morningstar Advisor - Summer 2008 - 88
Morningstar Advisor - Summer 2008 - 89
Morningstar Advisor - Summer 2008 - Most Popular Variable Annuities
Morningstar Advisor - Summer 2008 - 91
Morningstar Advisor - Summer 2008 - 92
Morningstar Advisor - Summer 2008 - New at Morningstar
Morningstar Advisor - Summer 2008 - 94
Morningstar Advisor - Summer 2008 - New on MorningstarAdvisor.com
Morningstar Advisor - Summer 2008 - Closer to Fine
Morningstar Advisor - Summer 2008 - Cover3
Morningstar Advisor - Summer 2008 - Cover4
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