Beefing up Your Investment Portfolio’s Tactical Side in the Coronavirus Era
The Coronavirus outbreak has turned out to be more than just a Black Swan – it’s a totally random Black Piano from the sky that…
Category: Financial Planning
Retirement Pro: Think Cash Flow, Not Rate of Return
This is an excerpt from the video titled Think Cash Flow, NOT Rate of Return with Lynn Dolan at ETFguide and Mark Mappa, CFP and…
Investing great John Bogle: “Here’s how to use ETFs!”
Note: This 2013 interview between Ron DeLegge at ETFguide and John Bogle from the Vanguard Group is from ETFguide’s archives of investing greats. Bogle passed…
Is Your Retirement Cushion Adequate?
As we get closer to retirement, we need to have an adequate cushion, or would I like to call, a margin of safety? Why? Well,…
3 Strategies for Managing Higher Volatility
“Everyone has the brain power to make money in stocks. Not everyone has the stomach,” once observed legendary fund manager Peter Lynch. His point was…
Avoiding the Mutual Fund Tax Trap
Earlier this week, the Wall Street Journal (WSJ) observed a problem that our readers have long known: mutual funds have a major structural flaw that…
4 Benefits of Leveraged ETFs
Sitting atop this year’s performance gainers are leveraged ETFs. These are funds that use a combination of debt and derivatives to magnify their performance. Are leveraged…
The Right Context for Active Management
Actively managed portfolios are not a device of nefarious origin. And neither is it a “dead exercise” as the vox populi has declared. Nevertheless, to…
5 Building Blocks for Your Investment Portfolio
The difference between well-built and poorly designed buildings can be strikingly drastic. Take for example, I.M. Pei, the Chinese-American architect, who is a legend in…
How to Hedge in a Rising Market
Hedging, for some investors, sounds complicated. In reality, it’s not because it’s all about reducing investment risk. Who can’t understand that? Sometimes stock prices go up, sometimes…
Is Style Drift Increasing Your Financial Risk?
Do you own mutual funds? If you do, there’s a hidden trap called “style drift” that could be increasing the risk of your investment portfolio. How…
Portfolio Rebalancing: Should You Do It?
Everything in life that surrounds you requires maintenance. This includes your home, your automobile, the software application on your mobile device, and even your health.…
How Safe are Bonds?
News flash: Investors who assumed their investments in conservative bonds and bond funds (Nasdaq:LSBRX) were safe from losses are learning otherwise. Since mid-2016, the performance…
3 Risks that Could Derail Your Retirement Plan
Funding your retirement is a big financial obligation that no one can escape. How big? While other expenses like paying for college education or a…
Risk and Volatility: Know the Difference
On financial networks and in finance classrooms around the globe, stock market volatility is routinely mis-classified as “risk.” Unfortunately, this erroneous view causes people to…
Is Your Portfolio’s Performance Satisfactory?
What’s your investment portfolio’s performance? Do you know? Just 57% of U.S. adults are “financially literate,” according to a study from Standard & Poor’s titled the…
This Multi-Trillion Dollar Freight Train is Due for Arrival
This year’s presidential election has been so drenched with public bickering and controversy, it’s left very little airtime for the multi-million freight train that’s on course…
Sexy vs. Boring: Who’s Winning?
Higher investment risk leads to higher investment returns, right? It’s a Wall Street axiom that we’ve heard so many times it’s become ingrained in us.…
The Performance of Active Managers Keeps Getting Worse
Years ago John Bogle once quipped, “If the data do not prove that indexing wins, well, the data are wrong. ” Here’s the latest: There’s…
Is “Saving More Money” Always the Cure?
Wall Street’s remedy for fixing whatever problems that afflict your investment portfolio is simple: “Save more money.” And if you happen to be among the godforsaken group…