An Investment Strategy Guaranteed to Win
In investing there is only one variable that an investor can control, and that is cost. Cost is vital to your long-term investment success....
Simple Arithmetic Vital to Your Investment Success
My arithmetic of portfolio losses chart shows the return necessary to break even after incurring a loss. The horizontal axis shows the assumed portfolio...
The #1 Investment in the World
You may recently have read the outstanding, in-depth article from Sports Illustrated “Sports Genes,” by David Epstein, who points out that “good genes” don’t...
A Ticking Bomb
On Monday morning while driving to Boston for a meeting, I was listening to the news while waiting for the start of the award-winning...
Stay Defensive
Confidence in the economic recovery is improving, and retail investors are moving back into equities. Here are four reasons to remain defensive in the face of this renewed optimism:
The Payday Indicator
Alert! My Payday Indicator is signaling the worst environment for investors during my investment career. Conservative investors have been left with scraps on the...
Wall Street’s Dirty Secret
The New York Times ran a must-read article this week on the important differences between brokers and investment advisors. As I have written in the past, the difference between brokers, or self-labeled “financial advisors” who work for big brokerage houses, and registered investment advisors is stark. Brokers are held to a suitability standard whereas investment advisors are held to a fiduciary standard.
Pop Quiz
Is the largest stock fund an ETF or a mutual fund?
Top 10 Mistakes #1
The #1 item on my list of the top 10 mistakes investors make is...
Top 10 Mistakes #3
Number three on my list of the top 10 mistakes that investors make is performance chasing. Here's the easiest way to make a million dollars in mutual funds.