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A Better Way to Invest for Retirement
Stability, in life and in investing, is a good thing. It reduces your mental anguish by insulating your portfolio from sharp declines. It can also help you produce a fatter portfolio by the time you...
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Low Interest Rates Got You Down? Performance Differences Between Stocks and...
Right now it’s hard to find an investment that makes money. Safe bonds earn paltry interest and banks pay next to nothing on deposits. Stocks, while risky, at least pay dividends. You may be...
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Diversifying internationally: “Is it safe?”
Turmoil and uncertainty in international stock markets, particularly in the Eurozone, may have you feeling as exasperated and perplexed as Dustin Hoffman in the 1976 classic movie “Marathon Man.”...
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International Stock Allocation: 0%, 20%, 50%, or None of the Above?
In my last blog posting, “Is it Safe?” I provided a solid rationale for diversifying overseas, despite current headlines. Still, an ongoing stream of uncertainty might have you thinking that it’s time...
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Capital Gains and the Fiscal Cliff: Take Profits Now or Later?
“What is one really trying to do in the investment world? Not pay the least taxes, although that may be a factor to be considered in achieving the end. Means and end should not be confused, however,...
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Warren Buffett’s Investment Lessons for 2012
“In the short-run, the market is a voting machine – reflecting a voter-registration test that requires only money, not intelligence or emotional stability – but in the long-run, the market is a...
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“Master Market Timer” called the Crash – But What Does That Mean to You?
The investment community lost one of its more colorful characters two weeks ago with the passing of Martin F. Zweig, a prominent market pundit, author, and chairman of Zweig-DiMenna Associates LLC, a...
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Shiller PE Indicates Weak Stock Returns: Investors Should Remain Strong
We’ve long felt that the only value of stock forecasters is to make fortune tellers look good. … I believe that short-term market forecasts are poison and should be kept locked up in a safe place,...
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Does gold actually provide inflation protection?
Following the global financial crisis of 2008, the Federal Reserve Board took unprecedented steps to prevent bank failures, insure credit availability, and stimulate recovery. These successive bouts...
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The Long-Run Damage of a Short-term Investment Approach
From quick bucks to fast dollars, our common lingo is filled with expressions reflecting a short-term mindset about investing our hard-earned wealth. Many within the financial industry and popular...
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Asset Location, where investments are placed, can reduce taxes
Asset Location: Tax-Smart Portfolio Decisions It is often said that the three most important factors in a home’s price are: location, location, location. With your investment accounts, asset...
View ArticleThe Golden Ticket Trap
In a popular children’s story, the young hero pins all his hopes on finding one of a handful of “golden tickets” hidden among millions of candy bars. It seems many people approach investing the same...
View Article“Framed” Financial Performance News: What You Can Do About It
How information is presented—or “framed,” in behavioral finance terminology —influences our perceptions. Whether you hear a market summary on the radio as you commute home, watch it on the nightly...
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Historical “Growth of Investment” Charts: More than Meets the Eye
The growth of a $1 investment chart, a touchstone for many in the investment advice business, is a source of investment wisdom: Stay the course through the ups and downs. “When it comes to investing...
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Rebalancing during “traumatic market events”- the whole or half the story?
At a recent Fortune 200 Ernst and Young (E&Y) workshop for employees (and spouses, such as myself), the presenter recommended maintaining an asset allocation suited to one’s goals, resources and...
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Buffett’s Bequest: Risky Asset Allocation for Retirement
Warren Buffett’s annual shareholder letters, insightful and generous with advice, are a gift to all investors. This year’s letter is no exception, but his asset allocation advice to retirees and those...
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Finding Your Inner Investment Alpha Dog for 3% Extra Performance
Eddie Chloe Between Eddie, our Beagle-German Shepard mix, and Chloe, our Catahoula Leopard mix, it is Eddie—despite his sweet disposition and a 20-pound weight...
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Performance Envy Diminished by Better Benchmarks and Other Factors
Jason Zweig’s recent Wall Street Journal article “Give Yourself an Investing Makeover,” discussing the transformation of Guy Spier’s investing habits, piqued my interest. Along with money manager...
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99.93% of Active Stock Funds Fail to Perform Consistently
CC By – SA Image: 090712_GWArsenal16_clover Courtesy of Flickr user miahalf Skilled fund managers should easily identify stocks as too cheap or expensive, or so you might think. They don’t, as the New...
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Diversifying Your 401(k) / 403(b): Don’t Make Fund Allocations Equal
“You want to diversify. But how? Harry Markowitz won a Nobel Prize in economics for solving this problem. But when Markowitz made his own investments for his retirement, he did not use his Nobel...
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