Blog Archives

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 understand the similarity or dissimilarity in how investments perform against each other and to build a portfolio of investments that can benefit.

The CBOE S&P 500 Implied Correlation Index (ChicagoOptions:^KCJ) also known as the “ICI”  

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(Podcast) What’s the Right Way to Measure Your Portfolio’s Progress?

Can you believe it? The year 2015 is already half over. As second quarter investment account statements arrive, now is the time to un-distract yourself and focus on what’s impacting the performance of your money.

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Why do so many people ignore their investment portfolio?

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3 Symptoms of a Poorly Diversified Portfolio

What is diversification? How is it obtained? Why does it matter?

In his book Capital Ideas Evolving, the great Peter L. Bernstein put it this way:

“The future is always uncertain. Consequently, risk management is fundamental to the whole process. Indeed, risk management is the only part of the process under the control of the investor.

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Here’s Why a Total Market Approach is Better vs. the S&P 500

Last year, Warren Buffett said he would direct the trustees of his estate to put 90% of his remaining assets in an S&P 500 index fund and 10% in short-term government bonds.  Is there a better approach for individual investors to follow?

Although popular benchmarks like the S&P 500 get most of the headlines,

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A Financial Roadmap for Millennials

Being a millennial means you’re young. And while it’s great to have youth, it’s vanity unless you put it to good use.

It’s been said that a good plan today is better than a perfect plan tomorrow. This is particularly true when it comes to saving and investing.

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