Investment Strategy

How to Invest at Peak Investor Complacency

If you follow the markets closely, you know that investor complacency has been heightened. Volatility is low, up days are bigger and more frequent...

Portfolio Strategy: When Hope and Reality Collide

Since the election, markets have seemed to trade on hope and improved sentiment the new administration will enact a pro-growth agenda that will be...

Practical Plans Lead to Sensational Retirement Years

Don't put pressure on yourself to do everything you've ever dreamed of doing during your retirement. Believe me, you will be able to do...

Can You Avoid Investing with the Herd?

As Vanguard continues to gather assets consider your exposure to the indexing herd. Sarah Krouse reports at The Wall Street Journal: Of the $533 billion...

Small Business Profile: Island Creek Oysters

Originally posted April 8, 2014. Becky and I are familiar with the Island Creek success story because good friends of ours live in Duxbury, MA...

One Easy Solution to the Fiduciary Problem

With the fate of the Department of Labor's fiduciary rule up in the air, investors and brokerages are looking for a way forward. For...

Do You Know Your Retirement Score?

Fidelity makes it easy for investors to get a quick sense of where their retirement preparations are, and how to get back on track...

Are Trump’s Tweets Driving a Breathtaking New Frenzy of Trading?

Lately, times have been tough for brokerages relying on trading. Between getting squeezed by the flow of investors to index funds and investment advisors...

To Me There Isn’t a Better Way to Live

Over the Christmas break we were up in Bartlett, NH skiing where, in between time on the slopes, I read the book Tracking the...

Should you Invest in Last Year’s Best Performing Mutual Funds?

According to Mark Hulbert of MarketWatch.com, the answer is no. Buying last year’s winners is a not a winning strategy. It is often more...