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.…
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.…
If you asked a thousand different people about the key factors that should drive their investment choices, you’re bound to get a thousand different answers.…
Over the past several years traditional market cap weighted indexes have been derided. Why? Because upstarts, known as “smart beta” have taken the ETF marketplace…
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…
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…
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…
The framework for an architecturally sound investment plan is to have a core portfolio built upon core asset classes. Like the foundation of a building,…
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…
As U.S. stocks register new highs and bond yields register new lows, the exchange-traded fund (ETF) marketplace keeps humming along. This is true of ETFs in virtually…
With 2016 officially half over, the celebratory nature of the stock market is being masked by another telling trend: Defensive sectors are outperforming higher risk…
In retrospect, Brexit turned out to be more meaningful than Grexit. And while the immediate reaction of global financial markets (NYSEARCA:VT) to the England’s decisive vote…
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.…
Currency prices go up, they go down, and sometimes they crash. And just like other financial markets, currency prices are not immune to volatility. Should…
I’ve written extensively about the role of an investor’s non-core portfolio. It’s one of the three cornerstones of a well-built portfolio (see figure below) and…
The phrase “past performance is not an indicator of future performance” is a frequently written and spoken legal disclaimer for virtually all investments sold by Wall Street.…
Do stock market correlations matter? Statisticians use correlations (or cross-correlation) to measure the relationship between asset classes or investments. The general idea is to better…
Never mind the abysmal results of first quarter earnings for the depressed energy sector. It doesn’t matter. And never mind the conventional wisdom of group-think and…
SunEdison now joins the endless parade of defunct stock market ex-darlings like Enron, eToys, IndyMac, and Washington Mutual. Yes, the circumstances are different, but the results…
Over the past several years there’s been a lot of derogatory talk against traditional market cap weighted indexes. And one of the oft-repeated arguments against traditional…
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…