Investment Strategy

Caution! The Dangers of an Unbalanced Portfolio

If you’re readying for retirement make sure you understand the concept of counterbalancing—you’ll avoid the big losses. And your retirement will be much more...

Stop Losses Don’t Work

Enough with the stop losses. They don’t work for the average investor. They sound good on paper, but most investors don’t watch the market...

Turn $100 into $1 Million

More reasons to like dividends. In his January issue of Intelligence Report, Dick Young writes: I recommend dividend payers to you not because of some idealized view of history,...

His $3.5 Billion Haul

Hedge fund managers aren't getting the job done–losing money for investors in back-to-back months for the first time in two years. Last year when...

We’ve Seen this Movie

Retirement investors are piling back into stocks, a bit late I’d point out. Stocks accounted for 67% of employees’ new contributions into retirement portfolios...

History Repeats Itself

BlackRock reports that investors are saying they’re risk averse while piling back into stocks. As recently as last summer and fall, respondents to BlackRock’s Global Investor...

Fidelity Leading the Way

After reading Michael Lewis' new book Flash Boys, it's easy to see why this makes sense for Fidelity. Reuters reports: Fidelity Investments said on Thursday...

Tax Freedom Day 2014

The Tax Foundation illustrates Tax Freedom Day 2014:

The Three Most Important Words in Investing

According to the man who taught Warren Buffet how to invest the three most important words in investing are: margin of safety. In his...

Flash Boys

I downloaded my copy of bestselling author Michael Lewis’ new book Flash Boys today. Lewis appeared on 60 Minutes last night: https://www.cbsnews.com/common/video/cbsnews_player.swf