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.

Healthcare Stocks And Asking “Relative To What?”
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Why do our portfolios systematically overweight healthcare stocks?

How The Markets Moved After A Trump Victory
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Beware of reading too much into three days of market movements.

Mailbag: Which Investment Fund Should I Purchase To Minimize Fees?
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On the surface it seems like option 3 (VHT) is the best deal. Is there anything I am missing?

The Case for Investing in Energy Companies
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Energy’s low correlation with nearly every other major asset class means even very conservative investors should consider over-weighting Energy stocks.

Investing In Hong Kong Has Lowered Risk and Boosted Returns
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We allocate a portion of our managed portfolios to foreign stocks, and Hong Kong is the highest ranked country on the latest edition of the Index of Economic Freedom.

Beware of Dire Market Crash Predictions
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I receive dire predictions with such frequency that were I to act on even a fraction of them I would never be invested in the markets.

Where Should I Invest Money Which I Will Need in a Year or Two?
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Return comes with an element of risk. There is no safe investment which also pays a good rate of return.

The Golden Bear: The Bear Market of 1973
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This Bear market is considered one of the greatest challenges to retirement planning.

Recouping Losses Is Not As Hard As You Think
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Many advisors and most investors don’t really understand the math on how to compute investment returns.

Changing Your Financial Behavior Is Difficult
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Our minds are wired to quickly generalize on perceived trends and react to them.

Double Bottom Bear: The Bear Market of 1970
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Bear Markets are unpredictable, but there is no reason that they should be a cause of distress.

BREXIT: Britain’s Independence Day
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The future may be uncertain, but the markets are quite reliable in the long run.

What Are The Problems With Illiquid Alternative Investments?
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The larger the spread, the more likely you should neither buy nor sell the asset.

What Is Settlement Date And Why Does It Matter?
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Most investors think that whenever you buy or sell a security the money is immediately deducted or deposited into your account. This is not true.

Guidelines for Using Margin
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Too much leverage is risky because it endangers meeting your goals.

Fund Analyzer Shows Value Of Lower Fees
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Continually curating a list of low cost funds is valuable for long term investors.

Dimensional On: Staying in the Market
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“It is always a difficult experience for investors to stay in markets.”

Dimensional On: Why Should We Invest Internationally?
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“Historically there has been a wide variety of returns from US and International stocks, and when one does poorly often another does well.”

Why We Do Not Use Active Management
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Index investing seeks to track the return of a portion of the market. The opposite is active management.

Radio: Three Investing Mistakes
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David John Marotta was interviewed on radio 1070 WINA’s Schilling Show discussing three big investing mistakes.

Mailbag: Why Doesn’t Everyone Want High-Yield Bonds?
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We don’t recommend high yield bonds because they do nothing good for your overall portfolio.

Radio: Market Returns for 2015
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David John Marotta was interviewed on the Schilling Show discussing how the markets performed last year and lists 4 mistakes to avoid.

Why Gold Has Utterly Failed as a “Safe Haven”
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Gold sounds like it should provide a safe haven of your purchasing power much more than it has actually done so.

Investing Mistake: Forgetting About Inflation
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Taking inflation into account changes nearly everything about financial planning.

A Case Study In Volatility
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While volatility can make a fund more attractive on the way up, it can also make a fund less attractive on the way down.

What Are The Odds That The Stock Market Will Go Up This Year?
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The stock is more likely to go up than down, but how volatile are the markets really?

Marotta’s 2016 Vanguard Gone-Fishing Portfolio
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Here is a review of Marotta’s 2015 Vanguard Gone-Fishing Portfolio and a description of our changes for 2016.

Why Invest In Chile?
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Adding a little bit of Chile to your portfolio can boost returns and reduce volatility.

Mailbag: Stop Before Using Stop Orders
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We do not recommend using stop loss orders. Now, it appears that the New York Stock Exchange agrees.

A Fund Selection Case Study
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We’ve written about how to select securities but in this article we are going to apply those principles to the process of selecting a specific fund for a specific sector of the economy.

Investors Want Non-Correlated Assets Until They Experience Non-Correlation
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While many investors say they want a low-correlation portfolio, they don’t want to actually experience a low-correlation portfolio.

Is There A Christmas Rally In the Markets?
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While Santa Claus usually brings something positive for the markets, it isn’t enough to worry about jumping in and out of your investments.

Don’t Mistake Volatility For Loss
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“Nothing has provided greater risk control over the long term than equities, which are historically without principal risk over 30-year periods…”

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