Got Real Estate?
Look at your investment portfolio. Do you have exposure to real estate? Is your exposure broad or is it limited to just one company? Some…
Look at your investment portfolio. Do you have exposure to real estate? Is your exposure broad or is it limited to just one company? Some…
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…
The ho-hum utilities sector is the antithesis of popular stocks like Netflix (NasdaqGS:NFLX) and Tesla (NasdaqGS:TSLA). It’s a hyper un-sexy industry sector that’s been long associated…
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…
Has your financial advisor contacted you lately? Although global stock markets (NYSEARCA:VT) have recovered from their earlier in the year losses, it could’ve revealed flaws with your investment…
Contrarian investing takes gumption. Not only are you buying assets that are hated by most investors, but you’re doing it at prices that are depressed. It’s a scary proposition…
“Robo advisors will manage over $5 trillion in 10-years.” Have you seen headlines like this? According to the reports, robo advisors are so wonderful, they’re going to…
Legendary speculator Bernard Baruch once quipped: “Don’t try to buy at the bottom and sell at the top. It can’t be done except by liars.”…
How difficult of a trading environment has 2016 been? It’s been so bad that BlackRock’s $1.9 billion global credit hedge fund is off to its…