Portfolio Report Card: A $294,439 Retirement Plan with a Tax Threat
Some of us got started late at saving and investing for retirement. And while the financial services industry enjoys browbeating people who lack discipline, got…
Some of us got started late at saving and investing for retirement. And while the financial services industry enjoys browbeating people who lack discipline, got…
It’s been said that complexity is the enemy of execution. This is true with most things in life, including how you arrange your investments. An optimally performing…
The financial services industry’s bias toward long-term investing as the magic formula to the problems that face the individual investor is wrong and misleading. For example, illustrating…
Q. How many ETFs do I need to own to have a balanced and diversified portfolio? – C.L. in Plano, TX A. One of the…
A good investment plan today is better than a perfect plan tomorrow. Unfortunately, most people don’t have either. What about you? Building a healthy portfolio with sustainable and satisfactory…
For just the fourth time in 50 years, the S&P 500’s (NYSEARCA:IVV) dividend yield was briefly more versus 10-year U.S. Treasuries (ChicagoOptions:^TNX). It’s another testament…
Crude oil prices (NYSEARCA:USO) have crashed 50% over the past 9-months and energy stocks (NYSEARCA:XLE) were the only S&P 500 sector to post a loss…
Sometimes the quirkiest predictors of stock market performance are the most accurate. And for whatever reason, the Super Bowl Indicator fits that precise description. It has…
What does the optimal investment portfolio look like? Is it the portfolio with the hottest stocks and ETFs? Is it the portfolio managed by famous…
Energy stocks slid 8.7% last year and was the only S&P 500 (NYSEARCA:VOO) industry sector to lose value in 2014. Have energy stocks (NYSEARCA:XLE) really bottomed? FactSet reports:…
All investment portfolios are comparable to a novel, where each individual chooses their own personal genre and classification. If your investment portfolio was a novel,…
When stocks go up volatility goes down and vice versa. While this historically inverse relationship plays out most of the time, there’s been a significant disconnect…
The U.S. stock market has gained five consecutive years and 9 out of the past 10 years. Put another way, an offensive oriented aggressive approach toward…
The age of not having a believable investment plan is over. But that still hasn’t solved the problem of having too many investment choices. That…
If you think the stock market is a volatile place, you ought to get a load of ETFs that use leverage. From Sep. 15 to…
Are momentum stocks losing their luster? High flying momentum stocks like Tesla Motors (NasdaqGS:TSLA), Twitter (NYSE:TWTR), and GoPro (NasdaqGS:GPRO) have experienced sharp pullbacks over the past few…
Keeping track of global macroeconomic trends is a daunting task. For that reason, each month we organize and rank the key market trends in our Mega Investment…
Let’s examine the facts and fiction about portfolio diversification. Fiction: A 60/40 stock and bond portfolio (Nasdaq:VBMVX) is fully diversified. Fact: Only investment portfolios with…
Never mind how U.S. stocks are at all-time highs.  People are pouring more money into stock tracking ETFs. The top three ETFs by asset inflows over…
While Wall Street and the mainstream media is enamored by one all-time high after another in the U.S. stock market (NYSEARCA:DIA), other key investment themes have largely…