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…”

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.

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