Is there a Bubble in Socially Responsible Investing (ESG)?
Patrick Temple-West reports on the wide premium being given to the best ranked "environmental, social and governance" stocks. He writes: Companies with the best environmental, social and governance scores have opened up what one analyst calls a “monstrous” valuation premium, in a sign of rampant demand for the hot investment theme. Investors last year ploughed a record $21bn into socially-responsible investment funds in the US, almost quadrupling the rate of inflows in 2018, according to Morningstar, the data provider. Now, companies with strong ESG credentials are starting to show the … [Read more...]
You Invest, They Win: Ray Dalio Lives his “Best Life” on Your Fees
The founder of the largest hedge fund in the universe, Ray Dalio, tweeted this from Burning Man: Just back from Burning Man. Reminds me of Woodstock with better art (installations) and less good music. What a great vibe and what amazing creativity! Photo is with my pal and coworker Jeff Taylor at his great music camp Root Society. If you go next year, 1-5am is best. Are these the guys you want running your money? You invest, they win. But hey, it’s not about the money. It’s about saving the planet man. Because if it’s about the money (Dalio has a personal net worth of $19 billion) then … [Read more...]
Best and Worst Tax States in 2019: A Quick List Retirees Need to See
UPDATE: With 2019 closing, it's a good time to take stock of your financial situation. Are you being held back by the heavy taxation in your state? Is it possible for you to escape by moving to a different locale? If so, here are the lists of the best and worst states for taxes in 2019. Read with care. In retirement, there's nothing that can affect your standard of living more than taxation. Property taxes, taxes on your investment income, and even sales taxes can make all the difference in your ability to pursue the retirement dreams you've been working toward for years. Each year … [Read more...]
Best of Young Research 2019: General Investment Strategy
Below are five of Young Research’s most popular investment strategy posts of 2019. This is Why Vanguard is Too Big Nine Ways to Powerfully Boost Your Investment Performance Is Gold a Good Long-term Investment? Value Has Never Been Less Valued Your Retirement Life: Our Cabin on Kodiak, Alaska … [Read more...]
A Step in the Right Direction for Protecting Investors
The Certified Financial Planner Board of Standards is finally taking measures to clean up the error-filled reporting on its website that classifies many troubled financial advisors as having "clean" records. The CFP has been relying on these advisors to self-report any bad behavior, and with predictable results that has failed. Many of the advisors, who are mostly brokers and insurance agents, are regulated by FINRA as well. FINRA has disclosed their bad behavior, but CFP has missed the mark. That might finally change. Jason Zweig and Andrea Fuller report at The Wall Street Journal: The … [Read more...]
RIP Jake Burton
In high school in the late 80s, my friends and I were part of the snowboarding revolution that Jake Burton was pioneering. I remember in my ski club taking a van full of skis, snowboards, and classmates to Canada. A 10-to-12-hour slog from Marion, MA to Quebec, a brutal drive. But it was all worth it once we were snowboarding from morning to late afternoon for the long weekend. It was such a great feeling because while most were skiing—we were snowboarding. It just wasn’t that common to see a lot of snowboarders at the time. Those were special memories from high school. Snowboarding on … [Read more...]
Beat Investment Danger with This Strategy
In the 21st Century, investors have been subjected to a roller coaster ride. From the dot com crash to the housing bubble, the financial crisis, and the Trump Bump, the market has proven volatile. Be wary of these violent market swings. It is easy to become complacent in bull markets, but if recent bear markets are any guide, that complacency is dangerous. More than anything else, to beat that danger you need a consistent approach. I wrote in February 2010: Consistency through cash flow—that is the goal at our family investment management company and that is my primary goal for you in … [Read more...]
Live Within Your Means and Debt Free
Live within your means, and debt-free. That's the advice everyone should adhere to. A debt-free life will reduce stress and provide peace of mind. Many Americans struggle to achieve financial security, and as they get older, it becomes even more difficult to do. Alexander Tanzi reports in Bloomberg, that the majority of Americans 65 and older are at "risk of not being able to pay for basic needs." He writes: That’s according to new estimates of financial insecurity among Americans 65 and older from the Gerontology Institute at the University of Massachusetts Boston. The Elder … [Read more...]
Market Keeps Ripping Higher
You may have noticed it’s been a pretty good year for stocks. Good news, right? Well, it’s all good news until it’s not. With valuations this high, it’s important to gauge your future expectations. Case in point: “When valuations were this high in 2004 and 1997, the next decade delivered after-inflation gains of 4.5% both times, despite enormous market crashes along the way," writes James Mackintosh in the WSJ. The question is, to me at least, how many stock investors were able to stick around and patiently stay invested when things got nasty? What I want you to consider in the … [Read more...]
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