Diversification

Net Flows to Equity Funds Related to Global Stock Price Performance

90 Million Emotions Wreak Havoc

With the market in a correction and off 10% this quarter, emotions are running high. I want you to take a minute this weekend...

The Most Important Takeaway from the BP Oil Spill

The oil spill in the gulf is an economic and environmental catastrophe. BP made some serious missteps that have cost the company and gulf...

Simple Arithmetic Vital to Your Investment Success

My arithmetic of portfolio losses chart shows the return necessary to break even after incurring a loss. The horizontal axis shows the assumed portfolio...

Are Small Stocks Safer Than Large Stocks?

A recent study in Financial Analysts Journal (FAJ) found that a portfolio of small-capitalization stocks is no more risky than a portfolio of large-capitalization...

Commodities Investment

If you bought commodities solely for this reason, it’s time to re-evaluate your position.

A Must Own Asset Class

History shows that excluding this asset class from your portfolio is a grave mistake.

Retirement Arithmetic

Are you planning an early retirement? We urge you to check out our retirement income arithmetic before you hurry off into the sunset. Let’s...