Fidelity’s Simple Rule for Controlling Portfolio Risk
Portfolio rebalancing is a necessary chore that all investors should consider, but too few do. Portfolio rebalancing is counter to many investors' behavioral biases....
Election Investing: You Need to Be Like This
President Obama is credited with this bull market in stocks. But let’s not forget it took an “end of the world” like crash to...
What the Ozone Layer and Investing have in Common
In his most recent issue of Grant's Interest Rate Observer, Jim Grant quotes Charles Moore of the London Spectator. This has nothing to do with...
Are Stop-Losses More Dangerous in Today’s Volatile Markets?
I have warned investors many times about the undependability and general riskiness of using stop-loss orders. When markets get volatile it's hard to beat the...
How to Time Markets with Accuracy
Market timing is a tough business. Most professionals who try market timing lose. When self-directed investors pursue this strategy, the results are often dismal....
Is Your Zip Code Sabotaging Your Portfolio?
You may have heard of home bias in investing. If you haven’t, home bias is the tendency of investors to own a large amount...
Are You Taking Advantage of Your RMD?
You know that if you’re over 70 1/2, and have a tax deferred account, this is the time of year that the IRS required...
Is Your Wealth Manager Held to this Higher Standard?
If you choose to work with an investment advisor, wealth manager, financial planner, stock broker, retirement specialist, you name it, there really is only...
Solid Advice From E.J. Smith in 2009, Even Better Today!
In 2009 E.J. Smith wrote:
In 2008 alone $108 billion flowed into the top three custodians for investment advisers while the big-four Wall Street brokerages...
Vanguard: Advice for What Matters to You
"This is the happiest time of my life,” says Paul B. in this excellent video from Vanguard.