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…
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…
One-trick investment portfolios are everywhere. Do you have one? What is a one-trick pony portfolio? It’s the kind of investment mix that is over-weighted or…
If you think the stock market is a volatile place, you ought to get a load of ETFs that use leverage. From Oct. 10 to…
One week after the VIX (ChicagoOptions:^VIX) spiked to 30, Wall Street’s Kool-Aid drunks are back to saying that stock market volatility is over. It’s done.…
It seems nobody on Wall Street can stop talking about how the S&P 500 just breached its 200-day moving average for the first time since…
What do investors love and what do they hate? Where are they putting their money? Analyzing the money inflow/outflow data for ETFs gives us some clues.…
One of the most dominant narratives today is that stock market volatility has gone completely away and is never returning. Is it true? A research…
Regardless of whether you believe the stock market is overvalued or undervalued, one thing we can all agree upon is that stocks have been stellar…
This just in: U.S. stocks are at record highs, but caveat emptor. Why? Because fewer and fewer stocks are participating in the rally. Almost half…
Is pessimism about the stock market really as high as equity bulls claim? One measure of the stock market’s mood is the Investor’s Intelligence Sentiment…
We live in a Golden Era of misaligned investment portfolios. These are rogue, poorly designed portfolios (401k, IRA, Roth IRA, UGMA, 529 plans, etc.) that…
Trick question: What does the optimal investment portfolio look like? Do you know? For example, is it the portfolio with the best performing 5-star rated…
World-class investment portfolios deliberately minimize taxes and investment costs. Likewise, a well-built portfolio is handcrafted to perfectly match the unique investor personality of the individual.…
Have you ever wondered why mutual funds that have 80% of their exposure to U.S. stocks (NYSEARCA:SCHB) and the other 20% to international stocks (NYSEARCA:EFA)…
Since mid-May, I along with a growing army of independent portfolio analysts, have already graded $10.6 million in investment portfolios. Some of the individual investors…
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…
Has 2014 stock market volatility really gone the way of dodo birds and dinosaurs as claimed? The news du jour is that falling VIX means…
Choosing the right investments is half the battle. The other half is knowing when to buy and sell. The invention of commission free ETF trading…
“The best defense is a good offense.” That axiom has been applied in a broad array of fields including politics, sports, and the military. The…
My latest request for a Portfolio Report Card is from Andy in New Jersey. He was curious about whether his investment account was adequately diversified…