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...
Fidelity Investments: 5 Social Security Myths
The myths and misconceptions regarding Social Security are many. When can you get your full benefits? Can you claim a small amount early, and...
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...