Blog Archives

The Destructive Force of Fragility

Fragility in nature is a dangerous characteristic.

Dinosaurs, for example, were large and powerful, but they still died off. Why? While there’s no shortage of theories about what led to their extinction, we do know the dinosaur’s inability to adapt and survive major shocks was a contributing factor that led to their extinction.

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Is it Time to Sell?

With 2018 already half over, the U.S. stock market (NYSEARCA:SCHB) is outperforming its global peers, plus it still trades near all-time highs. Is it time for investors to cash in their equity holdings?

The perennially dilemma for investors and traders – right after when to buy – is but of course,

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Here’s What’s Driving Your Investment Returns

Although your investment results may seem random, they aren’t. In reality, your portfolio’s performance is directly influenced by a number of decisions you’ve consciously or unconsciously made.  Let’s examine the factors driving your returns.

Your Asset Mix
Back in the 1990s, Gary Brinson’s landmark study highlighted the acute impact of a portfolio’s returns by how its assets are distributed. 

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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 a person’s psychology, life circumstances, financial needs, and future goals.

My latest Portfolio Report Card is for K.B., a 49 year-old U.S. Marine Officer serving overseas.

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Beating the Dividend Income Drought

Will dividend yields test 1999 lows? That was the title of my post from a few weeks ago in which I explained to readers how the dividend income drought facing investors continues into 2014.

Interestingly, the Federal Reserve’s initiation of ZIRP (zero interest rate policy) on Dec. 16,

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