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...
This is What you get Free Each Week with Portfolio Strategy
If you are new to our site or haven’t yet signed up for our free weekly Portfolio Strategy service, below is just a taste...
You Know How to Buy, but do You Know When to Sell?
Why are investors better at buying stocks than they are at selling? This question and more were on my mind while reading Michael Lewis’...
Financial Strategies of the Super Wealthy
Every wonder how the super wealthy manage their vast fortunes? Here the WSJ reports on some of the financial strategies of the ultra-wealthy ($10...
This Pension Still Blind to its Ways
The good news is that Rhode Island pensions are getting out of hedge funds. The bad is that some of the proceeds are going...
Fidelity Investments: 6 Simple Habits to a Better Life
You need a plan. That’s my #1 takeaway from Fidelity’s “Six Habits of Successful Investors.” One of the most common problems I come across...