Q&A: What is the Average Real Return of the Stock Market?
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The real return of the stock market going forward is often debated.

2019 Analysis of Fund Families on the Marotta Buy List
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The Marotta Investment Committee typically builds portfolios with average expense ratios of about 0.24%.

Ameriprise Pay-To-Play Funds Are Poorly Ranked By Morningstar
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If you own these fund families with your Ameriprise Advisor, perhaps you should consider switching to a fee-only financial advisor.

Radio: Best Time to Invest 2019
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There is always an excuse to delay doing something that involves risk. They close the show reminding you not to wait. Invest now.

The No-Bear Bull Market of the 1990s
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Neither the dire pessimism at the start of the Bull Market of the 1990s nor the blind optimism at the end were warranted.

The Dangers of Individual Stock Investing
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Portfolio construction is extremely important to achieving your long-term goals. Don’t risk those goals by assuming that individual stock-picking is a superior strategy.

CFA Institute Advocates for Systematic Rebalancing
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Knowing that rebalancing boosts returns is useless unless you have the time, discipline, and nerve to follow through and actually execute the trades.

Is ‘Buy On The Dips’ A Good Investing Strategy?
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“Buy on the dips” is a good strategy only because of the first word.

Radio: The Market Crash of 2008
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Market corrections are so common as to be largely ignored by long term investors.

Schwab’s New Personal Value Chart Promotes the Worst Investing Habits
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Schwab’s presentation is designed to show a real time accounting of your portfolio’s value. It is not designed to report on your portfolio’s performance.

What We Can Learn From the Almost Bear Market of 2018
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To make the strategy of jumping in and out of the markets successful would require a precision only achieved by luck.

Revisiting 2008 When The Markets Were Dropping
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Ten years after our original article we review how sage the advice was.

An Analysis of Investment Newsletters Reveals That Many Lie
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Run, do not walk, away from outrageous claims.

Study Shows Your Election Reactions May Impoverish Your Investment Gains
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Any movement out of the stock market can cause you to miss future market appreciation.

How Can I View Global Market Movements By Country?
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There are as many as 60 different stock markets around the world.

In Investing, One Decade is Not Long Enough
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There are always those who discount the power of having a diversified portfolio in favor of putting everything in whatever is going to go up the most.

Investing Mistake: Reacting To The Media
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There is very little news that helps us reach our life goals or impacts our lives in a positive way.

The Real and Present Danger of Inflation, Even for Babies
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For investors who began working in 1970 and retired 45 years later in 2015, cash lost 83.83% of its purchasing power.

Which Index Best Represents The Markets?
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Any decision to differ from the cap-weighted global default is a choice.

One Method To Estimate Future Inflation Expectations
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Predicting future inflation is difficult at best.

S&P 500 Fairly Valued At End Of June 2018
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US Large Cap is currently valued at the historical average again after taking into account the expected increase in corporate earnings.

The Dow Jones Industrial Average
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Truly diversified portfolios don’t move in sync with the Dow.

Video: Tuning Out The Noise
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It is important to remaining disciplined during volatile markets.

Should I Invest in Bitcoin?
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It might continue to boom. It might continue to bust.

The Value Matters in Stock Investing
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“Think of a stock as a machine that generates cash every few months.” Smaller companies that you have never heard of usually have a better return than the better known larger companies.

Black Monday Bear: The Bear Market of 1987
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This Bear market has one of the largest single day losses.

First Quarter 2018 Returns for Our 6 Asset Classes
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Although volatility is often unwelcome by investors, it can provide profitable returns.

2017 Returns for Our 6 Asset Classes
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2017 was such a good year for the stock markets that it set a record.

Q&A: Should Dividends Be Reinvested?
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A question from our readers, “Should I choose to have dividends reinvested or should I receive them in cash and then reinvest them myself?”

The Markets Can’t Go Up Indefinitely, Can They?
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Or do they go up indefinitely, albeit interrupted by some significant corrections?

A Guide to the Bear Markets
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I have gradually been writing a series of articles on each Bear Market to show how quickly they correct and how high the subsequent Bull Market rises.

2007 In Review
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See how much market return you lost to poor fund choices and how much you lost to high expense ratios.

How to Analyze an Individual Stock
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Let’s use some of the publicly available information about HubSpot, Inc. (HUBS) to see what factors the stock shares.

How To Double Your Money As Quickly As Possible
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When the client asked my mother, “What is the quickest way to double my money?” she did not hesitate before she answered.

Revisiting “10 Funds Without a Single Losing Year in a Decade”
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In retrospect, Financial-Planning’s slide show was another bit of distraction from the real work of building brilliant portfolios for long term investing.

What Advantages Do Exchange-Traded Funds (EFTs) Have Over Mutual Funds?
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Exchange Traded Funds (ETFs) have at least a dozen significant benefits over mutual funds and only a few disadvantages.

What Is A “Risk-Free” Guaranteed Investment Return?
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There is no such thing as a risk-free, guaranteed investment. Everything has risks.

Volker’s Bear: The Bear Market of 1982
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Bear markets are often a precipitous decline followed by a slower and steadier recovery. Volker’s Bear is rare in that a slow and steady decline was followed by a sharp precipitous recovery.

How Safe is Your Money Market?
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The Securities and Exchange Commission (SEC) changed the rules and required all financial institutions to move pricing their money market from a stable $1.00 price per shares to a floating net asset value.

What Good Are Morningstar Stars?
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Do mutual funds with 5-star Morningstar ratings have better future returns?

Are Democrats Or Republicans Better For The Stock Market?
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Politics matters less to our financial success than the ordinary decisions we face every day.

US Large-Cap Exchange-Traded Fund Choices
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In anticipation of adjusting our yearly gone-fishing portfolios, I reviewed the performance of five US large-cap Exchange-Traded Funds (ETFs).

Bond Investing In 2016
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Bonds had positive returns for the year despite returns peaking at the end of July and falling for the rest of the year.

Resource Stock Investing in 2016
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In 2016, Energy and Materials had some of the best returns of the year.

2016 In Review
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2016 was a good year for stocks in general with a number of noteworthy details. Resource stocks performed the best despite being the worst-performing asset class in 2015.

Freedom Investing and Emerging Markets in 2016
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In 2016, the average return of the best investment products of the Freedom Six outperformed the Vanguard FTSE Developed Markets ETF by 6.75%.

US Stock Investing in 2016
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The S&P 500 had another good year, ending up 11.96%. The S&P 500, however, only represents half of the US Stock asset class, and Small- and Mid-Cap stocks performed even better.

Mailbag: What Do You Think About The Elliott Wave Principle?
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It is difficult in investing theory to determine which narratives have the appropriate underlying evidence to support them and which narratives are not worth following. Often it is necessary to be both a mathematician and a skeptic to filter out what is even worth considering.

Benjamin Graham on Individual Stock Analysis
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“I am no longer an advocate of elaborate techniques of security analysis in order to find superior value opportunities.”

Investing Mistake: Confusing A Promising Company With A Good Investment
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A good narrative describes what happened in the past. And even though past earnings may have something to do with current share prices, they don’t have anything to do with future share prices.

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