Investing Best Practices: A 3-Step Portfolio Checkup

It’s time. Haloween decorations are going up, football season is in full swing, and your portfolio is due for a routine inspection. Use this quick-and-dirty checklist to make end-of-quarter rebalancing easy. It’s important to know if your portfolio’s allocations are […]

Why Beating The Market Is A Zero-Sum Game

Beating the market is tough. Especially when you consider that 90% of the trading that takes place is done by institutions, not individuals. These big investors are all trying to beat the market, or at the very least not lose […]

How To Be A Proper Internet Troll

Tip of the hat to Cullen Roche at PragmaticCapitalism for this handy guide to Trolling. He was responding to a persistent guest on his discussion boards when I caught this retort: “Also, nice use of big words and a fancy […]

Here’s What Advisers & Planners Are Doing About Shrinking Fees

In a June article titled “What to Do About Fee Compression” which was directed to advisers and planners, Wayne Badorf of Wells Fargo Asset Management offered some interesting ideas. “Last year, the average fee for new accounts was 1.02%, down […]

How Much Cash Are You Sitting On Right Now? (odds are it’s too much)

The market has had such a great run, not just this year but over the past 5 years, that it’s easy to get seduced by the bearish mantra of “we’re overdue for a crash.” Don’t fall for it. Smart investors […]

Volatility Weekly Chart

Chart of the volatility of the stock market, as measured by the VIX index. VIX is often called the “fear guage” for stock market investors, because it tends to spike higher when there is bad news about the economy, or geopolitical events, or anything of significance that may cause stock markets to fall.

S&P 500 10 Year Chart

Long-term chart of the S&P 500 index. Monthly closing prices going back 10 years. Although this index is trading at an all-time high, when you adjust for inflation the market still has a lot of ground to make up.

SP500 Weekly Chart

Chart of the S&P 500 index, showing the weekly closing prices, going back one year.

Which Of These Investor Personality Types Fits You?

The CFA Institute‘s “Candidate Body of Knowledge” lists the four main personality types as cautious, methodical, spontaneous, and individualist. They are categorized below by their willingness to take risk. (For more about the CFA Candidate Body of Knowledge and the CFA […]

Brokers Lure Soldiers Out of Low-Fee Federal Retirement Plan

(Bloomberg) — John Turner suspected that brokers were encouraging federal workers to ditch their top-flight retirement plan. So he went under cover. The former U.S. Labor Department economist called representatives at companies such as Bank of America Corp., Charles Schwab […]