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Category: Retirement Planning

Are You Still Investing Without a Margin of Safety?

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…

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Ronald Delegge June 24, 2016

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.…

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Ronald Delegge June 20, 2016

How Should Your Non-Core Portfolio Look?

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…

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Ronald Delegge June 3, 2016
Financial Markets 2.0 Image

Should Correlations Drive Your Investment Decisions?

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…

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Ronald Delegge May 10, 2016
2 Comments
Lagging Small Cap Warning Sign For Stock Market?

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…

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Ronald Delegge April 14, 2016
3 Comments
Retirement Plan

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…

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Ronald Delegge March 22, 2016
2 Comments

A $1.58 Million Portfolio with No Captain

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…

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Ronald Delegge March 14, 2016

3 Reasons Why Robo Advisors are Hazardous to Your Wealth

“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…

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Ronald Delegge February 29, 2016
3 Comments

4 Moments When “Stay the Course” is the Wrong Investment Advice

The worst January start for U.S. stocks since 2009 should get your attention. If you’ve been hiding underneath a rock or hibernating in a cave-like dwelling, it’s…

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Ronald Delegge February 8, 2016
1 Comment

If You’re Not Preventing Stock Market Losses, You Better Start Now

What’s more important? Making gains in the stock market or preventing losses? Before answering that question, let’s list a few common fallacies about risk: •…

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Ronald Delegge February 5, 2016

Don’t Count on the Fed to Backstop Your Investments

Yes kids, stock prices can sometimes plummet. And they did during the first trading session of 2016. It’s a helpful reminder to forgetful innocents about this…

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Ronald Delegge January 5, 2016

(Podcast) Your 2016 Investing Philosophy in Just Three Words

The beginning of a new year is always an important moment for personal reflection. And whatever it is that we want from our lives –…

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Ronald Delegge December 31, 2015

4 Things to Understand about Your Portfolio’s Margin of Safety

Does your portfolio have a margin of safety? I ask that question because the total U.S. stock market (NYSEARCA:SCHB) has been rocky over the past…

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Ronald Delegge December 11, 2015
2 Comments

DON’T Invest a Single Dime Without this Crucial Document

Imagine hiring a builder to construct you a home. You tell the builder how you want the home to look and you tell them about all your desired features.…

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Ronald Delegge November 25, 2015

The Cost of Investment Advice is Still Too High

There are 118 million U.S. households and 108 million have under $500,000 of investable assets while 100 million have less than $100,000 to invest. What…

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Ronald Delegge November 18, 2015
2 Comments

The Proper Context of Hedge Fund Money

In case you missed it, Wall Street’s rich and famous are having their worst yearly performance since 2011. Big bets by hedge funds on energy (NYSEARCA:XLE),…

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Ronald Delegge November 6, 2015

Improving Bogle’s 50/50 Portfolio

Jack Bogle has made changes inside his personal investment portfolio. In a news interview last week, the legendary indexer revealed that his 60% allocation to U.S.…

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Ronald Delegge October 22, 2015
2 Comments
Stock Market Pit

Wall Street’s Perennial Optimists Strike Again

It’s been said the only bubbles that Wall Street sees are the bubbles in its champagne glasses. It appears those words are true because year-end targets…

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Ronald Delegge October 1, 2015

Portfolio Report Card: A $1.75 Million Account Sunk by Heavy Cost

Is the risk character of your investments compatible with you? If not, it’s a telltale sign that your investment portfolio is seriously flawed. Frequently, these risk…

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Ronald Delegge September 15, 2015

Portfolio Exam: A Hyper-Aggressive $1.29 Million Portfolio with Flaws

It’s commonly and incorrectly presumed that people with large investment portfolios are smart investors. But as counterintuitive as it may sound, this false presumption is…

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Ronald Delegge August 19, 2015
2 Comments
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