Portfolio Report Card: A $171, 000 Retirement Portfolio Weighed Down by Cost
What is the optimal investment portfolio? Is it the one that contains the hottest performing stocks and funds? Actually, it’s the portfolio that perfectly represents…
What is the optimal investment portfolio? Is it the one that contains the hottest performing stocks and funds? Actually, it’s the portfolio that perfectly represents…
At the beginning of the year, the yield on 10-Year U.S. Treasuries was just shy of 3% and appeared ready for takeoff into the stratosphere.…
Investors should have 100% of their money invested in stocks! That’s what Laurence Fink, the chief executive officer at BlackRock declared in 2012. Since then, the…
Having a six or seven figure sized investment portfolio doesn’t automatically make it smart. Such is the case with a $725,000 investment portfolio that I…
Diversifying your investment portfolio: It’s a dull exercise that people repeatedly hear, yet a chore they execute with consistent imprecision. Are there times when diversification…
“The investor’s chief problem—and even his worst enemy—is likely to be himself,” once quipped the great Benjamin Graham. The truth of Graham’s observation is seen in the…
How frightened to invest are people? So frightened, they’d rather die! A poll taken by Harris Interactive for Nationwide Financial found that 62% of surveyed…
What do you get when you add up Twitter, Yelp, and Weibo? Answer: Deflation. That’s the latest joke as former high-flying tech stocks fizzle, while…
Should your investment portfolio have exposure to commodities? The problem with commodities (NYSEARCA:DBC) is that most of us don’t have storage space in the garage for…
One definition of insanity is doing the same thing over and over while expecting a different result. This is an apt description of retirement income…
What are the attributes of a world-class investment portfolio that even Warren Buffett would bless? Buffett’s 2013 letter to Berkshire Hathaway shareholders gives us a…
Around 41% of all 401(k) savers have are using target-date mutual funds (TDFs) and the numbers keep rising. Experts in the financial services industry applaud…
In 2011, the oldest members of the Baby Boom generation reached retirement age and over the next 15 years, around 8,000 Boomers per day will…
Commodities have outperformed stocks since the start of the year, but many investors have not benefited. Why? Because if there’s one category where most investment…
Each month, our Mega Investment Theme Report organizes the order of major events by their impact and importance. And swelling sovereign debt (NYSEARCA:BWX) continues to…
The Russell 2000 small cap index (NYSEARCA:IWM) just made a new all-time high, but stocks aren’t the only thing topping. U.S. public debt is at…
The past six years have been brutal for dividend and income investors. Zero percent interest rates have depressed bond yields (NYSEARCA:BOND) and with major stock…