An Immediate Annuity Is Probably Never The Right Answer
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The Journal of Financial Planning featured a nice column by Harold Evensky entitled “These Innovative Research Papers Deserve Your Attention.”

October 2015 and Year-to-Date Returns for Our 6 Asset Classes
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October showed a sharp reversal of the movements of Resource Stocks.

Baby Bear: The Bear Market of 1966
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Examining past Bear Markets can help provide some context when we experience the next one.

The Kennedy Slide Bear: The Bear Market of 1962
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Here are seven sage investing lessons from the J. Paul Getty era.

Teddy Bear: The Bear Market of 1957
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The lessons of each bear market are visible with the wisdom of 20/20 hindsight.

Lessons from the Crash of 2007-2008
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For a calm investor, a crash will just mean that the stocks you would have bought anyway are temporarily on sale.

How Common Is A Stock Market Crash?
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A crash is defined as an index dropping at least 50% from some previous high. Since 1950, there has been exactly 1 stock market crash in the S&P 500 Price Index.

Sage Advice After Stock Market Drop
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When the market drops, resist the impulse to “do something.”

U.S. Growth Stocks Stand Their Ground in 2015
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This year, almost every U.S. asset class is in the red except for growth stocks. When the market is throwing punches, you need a tactical defense.

How to Help Clients Cope With Scary Markets
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Staying the course when an index investment is down is very uncomfortable in the short-term but usually the best course of action in the long run.

Radio Interview: How Volatile Are the Markets?
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David John Marotta was interviewed on radio 1070 WINA’s Schilling Show discussing market volatility.

Which Emerging Markets ETF Should I Buy: VWO or EEM?
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They are based on different indexes and have different expense ratios.

How Frequently Do New S&P 500 Highs Stick?
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Every time the S&P 500 hits new highs everyone wonders if these new highs will stick.

Mailbag: What’s Better At Predicting Future Returns Than Morningstar Stars?
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How often did it pay to heed the star rating? Most of the time, with a few exceptions. Is there a better method to use?

Mailbag: What Happened To The Markets In 2008?
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You shouldn’t invest in what you don’t understand.

Do The Opposite of Wall Street Consensus?
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Contrarian indicators have paid off historically.

Mailbag: Are Energy Funds A Good Buy?
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The connection between the price of oil and the price of oil companies is loose.

Second Quarter and Year-to-Date Returns for Our 6 Asset Classes
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Despite the headlines, the global equity markets posted gains last quarter and for the year.

The Behavior Gap: Finding Your Financial Balance
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Planning for your financial future is largely a question of dealing with the constant tension between living for today and saving for some future event.

Mailbag: What Does The Shanghai Composite Being Down 32.1% Mean?
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Is it a crash or just a correction? On average, the drop from peak to trough takes 85 days and the markets have recovered after another 107 days.

Only 20% of Advisors Avoid Active Management Strategies
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The majority of advisors make the mistake of having significant or moderate use of actively managed funds.

The Markets Are Inherently Volatile
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Most investors don’t understand what that means.

What Is The Relationship Between Turnover Rate and Returns?
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A high turnover rate is not something you want in a stock fund.

What To Do When The Stock Market Drops 1800 Points
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What should you do before a market correction? What about after? The answer is the same.

Will Preferred Stocks Hypnotize With Yield?
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Despite the appearance of stability, preferred stocks can become especially volatile when markets are reeling.

What Is The Relationship Between Turnover Rate And Number Of Holdings?
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The greater the number of holdings the lower the turnover rate with one surprising exception.

The Crowd Is Usually Wrong
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Stocks less frequently traded have better returns.

What Is the Correlation Between Value, Growth, Large and Small Cap Stocks?
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The higher the correlation the greater the justification to put them in the same asset class.

Hidden Fees in Private Equity
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“Every pension plan in the nation is paying too much [for private equity], and it’s being hidden.”

What Is The Correlation Between US Stocks and Foreign Stocks?
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Correlations over the past year have been very low, while correlations over the past 10 years have been higher.

A Golden Nugget from the Berkshire Hathaway’s Golden Anniversary
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This year’s golden nugget goes to Buffett’s definition of risk.

Looking Beyond the Bottom Line
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The Principles for Responsible Investment is leveraging its network in noteworthy ways.

Cost-Benefit Analysis for Financial Planning
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The cost of commission-based advisors are so hidden that you may be paying more than you realize.

First Quarter 2015 Returns: Our 6 Asset Classes
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Each quarter brings a different set of returns for each asset class and subcategory.

Nobel Prize Worthy Advice On Investing
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Here’s how a good advisor should respond when you call about losses in your account.

Is Lawsuit Funding A Good Investment?
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“Lawsuit lenders do not advertise prices; they advertise convenience.”

Investment Strategies That Do Not Make Our Cut: Low Volatility
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There are three rules that we follow when looking for an investment strategy and the low volatility strategy fails two.

Investing Lessons from the Birth and Death of the Virginia Company
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Investing in America began with the bankruptcy of the hottest stock in England.

Are Socially Responsible Investing (SRI) Funds Better Investments?
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“What do you think of the idea of Socially Responsible Investing (SRI) implemented simply by investing in something like the Domini Social Equity Fund (DSEFX)?”

Stock Ownership Is a Bad Strategy for Social Change
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You cannot help a company by buying its stock.

Jack Bogle: The Value Of An Advisor Who Sticks To A Long Term Plan
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“Advisers need to sell their value as keeping their clients from doing the wrong thing at the wrong time.”

Warren Buffett Extends His Lead in Hedge Fund Wager
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With three years remaining on a ten year $1 million bet, Buffett is sitting pretty to win it.

Oil Price Predictions Are Essentially Meaningless
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“The most important thing I learned from my research was never to attempt to forecast the price of oil.”

What Happened To The Australian Dollar?
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At first glance, AUNZ did not have great returns in 2014. But is that the whole story?

Mailbag: Confused by Google And Yahoo Finance
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Q&A: “I don’t understand how to explain what happened to the share price. What was going on in the fund?”

Radio: What Did Well in 2014 and What Might Happen in 2015
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David John Marotta and radio host Rob Schilling discuss what did well in the market as well as the online security of investments.

What Is The US Dollar Index?
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How is the change in the value of the dollar computed?

Returns from the Countries with Economic Freedom
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Freedom investing beat the EAFE Foreign index by 7.92% in 2014.

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