Mutual-Fund-Performance

Don’t Let This Mutual Fund Mistake Cost You Thousands

What mutual fund mistake am I talking about? This mistake is so common, chances are you have committed it yourself—before you became a savvy, successful investor, of course. If you have ever purchased a mutual fund solely on the basis of past performance, you have made this mistake. Buying yesterday’s winners—also known as performance chasing—is a time-honored tradition for many investors. No matter how many warnings they hear on the pitfalls of performance chasing, many novice investors... Read more of this article


Harvey-Golub

Former American Express CEO Harvey Golub on Obama’s Tax Proposal, Deficit

Jan. 25 (Bloomberg) — Harvey Golub, chairman of Miller Buckfire & Co., talks about President Barack Obama’s proposal that the wealthy pay more in income taxes. Golub, speaking with Betty Liu on Bloomberg Television’s “In The Loop,” also talks about the Republican Party’s 2012 presidential candidates and the federal deficit. (Source: Bloomberg)  Read More →


Charles-Black

Black on Obama’s State of the Union Address

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Theory-of-Investment-Value

Future Dividends, Coupons, and Principal

Your purchasing power is your lifeblood in retirement. On my office credenza is The Theory of Investment Value by John Burr Williams, first published in 1937. Chapter five is titled “Evaluation by the Rule of Present Worth, Section I. Future Dividends, Coupons, and Principal.” Burr writes: [D]ividends, or coupons and principal, must be adjusted for expected changes in the purchasing power of money. The purchase of a stock or bond, like other transactions which give rise to the phenomenon of interest,... Read more of this article


RCs 1.20.12

Young Research’s Retirement Compounders

Retirement Compounders Portfolio is comprised of 32 dividend and income-paying securities from around the world. A well-diversified, 32-stock portfolio can give you over 90% of the diversification of owning every stock, for example on the NYSE.        Read More →


Jeremy Jones

Mutual-Fund-Performance

Don’t Let This Mutual Fund Mistake Cost You Thousands

What mutual fund mistake am I talking about? This mistake is so common, chances are... 


Slide1

A Recovery in Housing

Has the long anticipated recovery in housing finally arrived? The latest round of... 


Jeremy-Jones

The 2012 Stock-Market Outlook

Barron’s released its 2012 stock-market outlook this weekend. In the issue, Barron’s... 


Owners Equity

Balance Sheets Deteriorate: Economy to Suffer

The Federal Reserve released its quarterly flow of funds report last week. The Fed’s... 


The Quiet Bull Market in Oil

The Quiet Bull Market in Oil

While the world’s attention has been focused on Europe, the price of oil has risen... 


More Posts From Jeremy Jones

E.J. Smith - Retirement Money

Theory-of-Investment-Value

Future Dividends, Coupons, and Principal

Your purchasing power is your lifeblood in retirement. On my office credenza is The... 


Total-Return-Index

Owning the Best Performers

In its quarterly funds report printed on January 9, The Wall Street Journal lists... 


Malkiel

Random Short-Term Markets

There’s no shortage of financial soothsayers out there selling their wares. Some... 


new-year-s-resolutions

Your 2012 Bond Fund Resolution

I hope you made some good money in bonds last year, because it was not a good year... 


link-bubble-pops

Hedge Fund Bubble

You’re going to love this. Hedge funds had a terrible year. As of mid-December,... 


More Posts From E.J. Smith - Retirement Money