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.
Learn an Investment Lesson from an Ivy League’s Mistakes
One of the country’s top Ivy League universities lost 27% of its endowment in the last fiscal year while this fund was down only 3.6%…
Top 10 Mistakes #4
Mistake #4 on my list of the top 10 mistakes investors make is ignoring cost. Cost is a vital determinant of investment performance.
Top 10 Mistakes #5
Entry #5 on my list of the 10 biggest mistakes that investors make is focusing on potential return before risk. I have been in the investment business for over four decades and I can tell you that the most successful investors are those who evaluate risk ahead of return.
Don’t Miss the Boat: Investment Advisers See Inflow of $108 Billion
Many investors have already figured out what I advise: sending $108 billion into the top 3 custodians for investment advisers…
The Magic Number
The magic number for retirement is four, as in a 4% annual draw on the initial balance of your retirement portfolio. Thus, if your portfolio totals $1 million, you draw $40,000 in year number one. In future years, you draw 4% or $40,000 annually, whichever is less.
The 401(k) is Broken
I remember, as if it were yesterday, being asked by a wealthy gentleman for some advice and being prohibited from helping him...I felt so bad for him.
Stock Valuations are Not Low
How can I say this best? Stock market valuations are not low. If you are retired or saving in hopes of retiring, you must laser focus on having a consistent flow of cold cash to pay the tab for your weekly grass-fed-to-the-end beef, fresh-ground flax, coconut milk loaded with medium-chain fatty acids, and omega-3-loaded Country Hen organic eggs.
The Terror of Outliving Your Money
The terror of outliving your money has now taken hold for too many investors. It’s not hard to see why, given that discerning investors remember like yesterday the 1965-1981 16-year bear market, where the Dow ended up at 875, 10% lower than its 1965 peak of 969.