Personal Finance

Don’t Lose Sight of the Investment Forest for the Trees

05/23/2017

Do investors need to find the next super stock to be successful? 

Ten Roads and the Eighth Wonder of the World

04/21/2017

Compound growth can make you richer than you might imagine.

What Dividends Don’t Deliver

02/07/2017

Should investors focus solely on high-dividend stocks?

Market Insights: A Heads-Up On Mutual Fund Tax Bills

01/18/2017

This Market Insights video explains how capital gains taxes often surprise mutual fund investors.

A How-To Guide for Portfolio Review

01/10/2017

Planning a portfolio review in early 2017 or beyond? Here are some helpful tips.

Smarts Won’t Save You

12/13/2016

Anyone and everyone is prone to common investing mistakes. 

Year-End Guide 2016: Things to Consider Before the Ball Drops

12/02/2016

A year-end to-do list with a particular focus on taxes.

A Risk by Any Other Name Is Still Risky

10/14/2016

Investment risk is much broader than just your comfort with market volatility.

Lessons on Due Diligence From the Energy Sector

09/23/2016

No matter the investment, it pays to do your homework.

Money Market Reforms, Libor and You

09/13/2016

Looming rule changes for money market funds likely won’t imperil credit markets.

Money Market Reforms, Libor and You

09/13/2016

Looming rule changes for money market funds likely won’t imperil credit markets.

Three Considerations for Master Limited Partnership Investors Now

08/30/2016

What to think about after a rocky two years for MLP investors.

Stocks Dig the Long Game

08/30/2016

Trust in stocks’ resiliency to benefit from their long-term gains.

Book Review: The Engineer’s Investing Mindset

08/10/2016

Investors can learn from engineers’ approach to our nonlinear world.

Long-Term Investing Success Is About Grit

06/02/2016

Angela Duckworth’s Grit contains timeless wisdom for investing—and life.

Patience Pays

04/29/2016

The key to long-term investing is staying invested.

The ABCs of BDCs: A Primer on Business Development Companies

02/22/2016

Even if you are bullish on often high-dividend yielding business development companies, we'd suggest your exposure should be very limited.

Disappearing Bonds and the Perils of Chasing Yield

02/19/2016

There is no such thing as safe yield or risk-free return.

Are Markets Retesting Your Mettle?

02/09/2016

Some tips on outsmarting your emotions when markets get rocky.

Rational Thoughts for Irrational Times

01/22/2016

Volatility can mess with your mind—always remember to focus on the big picture when things get rocky.

The Correction Returns

01/14/2016

Global markets have renewed their correction, but we believe this isn’t a time to sell.

Four Investment Lessons From 2015

12/31/2015

Learn from some of the year’s biggest misperceptions.

Divid-ENDing

12/09/2015

Some high-profile dividend cuts illustrate the danger of chasing yield.

Understanding MLPs

12/08/2015

Though pitched as stable, high-yielding investments, master limited partnerships face tough sledding as oil tumbles.

Did the NYSE Put a Halt to Stop-Losses?

11/24/2015

A policy change at the NYSE highlights the silliness of stop-losses as a trading tactic.

One Very Bad Reason to Hold Gold

11/19/2015

Gold isn’t a reliable buffer during times of uncertainty. 

Mutually Beneficial?

10/14/2015

Mutual funds have benefits, but investors should consider the drawbacks as well.

Resist the Urge to Call Bottom

10/09/2015

Attempting to find the correction’s bottom is a futile endeavor, whether you use technical indicators or not.

Employer Stock, and the Risk in Buying What You Know

07/13/2015

Holding a huge position in any individual stock is risky. Especially employer stock.

Retirees Will Need Some Income

04/22/2015

There is more to retirement planning than “saving more” or “working longer.”  

The Value of Good Advice

04/13/2015

How can you assess whether an investment adviser adds value?

Three Backward-Looking, Not-So-Predictive Valuations Are High

03/31/2015

The US Treasury makes a market forecast.

A Winning Standard?

03/18/2015

Would a broader application of the fiduciary standard benefit investors?

Book Review: The Lesson of the Snowball

02/05/2015

Many mimic his investing style (or try), but the average investor only has a snowball's chance of repeating Warren Buffett's discipline. 

It’s a Big World After All

01/13/2015

US stocks have been hot lately, but a global portfolio remains vital.  

Book Review: Business Adventures Is Better With Age

01/09/2015

After decades out of print, John Brooks' Business Adventures reveals itself an accessible and worthwhile classic.

The Dodgy Dogs of the Dow and Other Backward-Looking Gimmicks

01/02/2015

What goes down may not always rebound.

Silver Linings

12/29/2014

Everyone makes mistakes in their portfolio. The best investors embrace their foibles and learn from them. 

A Companion to Your 2015 Investment Product Catalogue

12/26/2014

On an oft-overlooked but critical point regarding mutual funds. 

MarketMinder’s 2015 Not-Exactly-Annual Portfolio Guide

12/22/2014

Here is our not-exactly-annual guide to thinking about your portfolio as the Earth embarks on another trip around the sun.

Hey, Hey, USA Stocks All the Way?

12/15/2014

Even though domestic stocks have been leading, long-term investors should diversify globally.

Risky Business

11/12/2014

 Volatility isn't the only risk investors face.

Shinzo Abe Walks Into a Bar

09/15/2014

Some investing lessons from a pub master and a Prime Minister.

The Cost of Trying to Time Corrections

06/09/2014

Opportunity cost is money lost.

When Does Focusing on Dividends Actually Pay Dividends?

06/04/2014

In the long run, stocks are stocks—there is no permanently “better” stock. And yes, that includes high-dividend stocks.

Robots, Marie Antoinette and You

06/02/2014

Why are UK regulators saying, “Let them eat cake”?

Free to Fail

04/28/2014

Markets have never been more democratic, for good and ill. 

Targeting the Wrong Objective

04/23/2014

While the SEC mulls whether target-date funds require more disclosure, there is a much bigger flaw in these investments.

Predicting Past Performance

03/31/2014

Many investment professionals claim to “manage the fund managers”—in my view, a recipe for an inefficient, backward-looking strategy.

Shaped for U?

03/27/2014

In our view, the so-called u-shaped investment strategy is fraught with peril for investors.

No Win, No Fee, No Free Lunch

03/26/2014

Paying for performance isn’t as great as it sounds.

Retiring the Annuity Requirement

03/20/2014

What does one new rule change mean for UK pensioners?

Guaranteed*

01/10/2014

Little do many investors realize the word “guarantee” is multi-faceted—at least in the annuities world.

No Inside Track

11/26/2013

Do CEOs’ inside trades provide investors helpful hints?

The Compass

11/14/2013

The rule governing your advisor's actions is less important than the ethical compass that guides their actions.

Trade-Offs of Target-Date Funds

11/01/2013

Investors should consider much more than their retirement date when creating an investment plan—so why are funds solely focusing on just that so popular?

Nobody’s Fool

08/29/2013

It’s a mistake to heavily weight hypothetical past returns when performing due diligence.

Costly Clarity

10/27/2011

Investors attempting to wait out current market volatility are likely taking more risk than it’s worth. 

As the World Changes (Or Not)

06/22/2011

The world isn’t likely to get any less globalized, so shift your investment focus to global first and local second.

Not So Sterling Silver

04/28/2011

Silver’s on a tear, but history suggests it’s both a poor inflation hedge and long-term investment.

Checking the Inner Gut Strategist

04/04/2011

Economic growth and positive market returns continued in Q1 2011. But what of investor sentiment?

A Long Road Gets Longer

03/28/2011

A new report from the Centers for Disease Control and Prevention holds some important pointers for investors.

Charge It, Please!

12/21/2009
Credit card interest rates are rising in advance of a new law—a good example of regulation gone awry.

Tools of the Trade

10/09/2009
Bond ETFs—just another tool on the investing tool belt? Investors looking to jump into these popular vehicles would do well to understand how they work.

Hedging What?

05/14/2008
Investors fearing a falling dollar are increasingly turning to currency hedging. Is this necessary?

A Whole New Ballgame

04/28/2008
Innovation is turning the "old ballgame” upside down, and the boys of summer can teach investors something about decision-making.

Making Heads and Tails of Stop-Losses

03/20/2008
Testing fate with stop-losses is about as effective as flipping a coin.

Live Long and Prosper

10/02/2007
By not assuming a long enough time horizon or trying to "get conservative,” many investors make critical investing errors seriously impacting their ability to meet long-term investing goals.

Dastardly Dividends

05/10/2007
Dividend paying stocks are all the rage these days.

Bad Santa

12/23/2006
Many investing pundits try to give you gifts for the holidays in the form of stock advice.

More Freedom; More Money

11/14/2006
Less regulation actually increases government tax receipts.

Are You Optimal?

11/11/2006
Finance geeks already know what an "optimal capital structure" is.

Industrials Revolution?

10/10/2006
We've noticed a lot of press lauding recent all-time highs of the Dow Jones Industrial Average.

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