2014 Returns for Our 6 Asset Classes
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When asset classes are not correlated that means they often move in different directions.

Does Past Performance Have Anything To Do With Future Results?
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Is there a correlation which would justify talking about “the momentum of the markets”?

One-Fund Investing
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Either of these funds would be a good choice for a one-fund investment if you really want to keep it simple, and you could invest in both of them if you want a two-fund strategy.

Does Market Volatility Cause Post-Traumatic Stress?
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The best antidote to the stress of market volatility is to understand that the markets are inherently volatile.

Guess What Statistic Has The Highest Correlation With The S&P 500?
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David Leinweber calls this technique, “torturing the data until it screams.”

Marotta’s 2014 Gone-Fishing Portfolio Review
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A review of last year’s 2014 gone fishing portfolio returns.

November 2014 Returns for Our 6 Asset Classes
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Here are the returns for our six Asset Classes from November 2014.

August – October 2014 Returns for Our 6 Asset Classes
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Here are the returns for our six Asset Classes from August 2014 – October 2014.

Bogle’s Best Advice: Don’t Peek
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When it comes to finances, just shut your eyes and keep them closed.

If You Wouldn’t Buy It, Why Keep It?
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The stock market is one of the few places that when things go on sale we are less likely to want to buy.

Radio: Are U.S. Markets Overvalued?
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This radio interview covers the basics of what investing is, and how to think about investing, especially in U.S. Markets with a constant stream of information available.

Should You Be Building Bond Ladders In This Lower Rate Environment?
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There was an interesting article by Joseph Lisanti in Financial Planning Magazine entitled, “Should You Be Building Bond Ladders?” which read in part: As with many strategies, laddering works best for clients with sufficient assets to benefit fully from it. … Read More

Advisors Focus On Panic Prevention In Volatile Market
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Our brains are not wired well for handling the fluctuations in the stock market. Could a financial advisor help?

Active vs. Passive: Where Money’s Flowing
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Here is the number one criteria you should use in your fund screen.

Style Box Annualized Returns For The Past Three Years
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Morningstar data for the 3-year annualized returns based on style boxes shows us three interesting lessons.

Real Returns Favor Holding Stocks
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There are several important lessons to learn from this graph.

Mailbag: What Cost Basis Method Do I Want For Vanguard Mutual Funds?
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In our example, your gain/loss could vary from -$1,000 to +$3,500 depending on the method used.

Mailbag: What Is The One Fund I Should Invest In?
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Here’s how to earn a slow million.

Why a Monkey Throwing Darts Could Boost Your Returns
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Not aiming for where the money is should boost returns.

The Efficient Frontier Of Investing
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Many investors don’t appreciate asset allocation or understand intuitively how a diversified portfolio can exceed the sum of its parts.

Freedom Investing Since 2000
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Recently we did an analysis of the returns of the MSCI Country Specific Indexes

Freedom Investing Beats EAFE Index by 3.92% Annualized Over Past Decade
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Over the past decade the economically free countries have an annualized return of 11.34%. The S&P 500’s annualized return was 7.78%.

Should I Tender My Allergan Shares To Valeant Pharmaceuticals?
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Perhaps they should make this into a mini-series.

Don’t Do Something. Just Stand There!
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You learn a lot by the discipline of reading old news.

Mailbag: How Do I Open A Vanguard Trust Account?
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I am the trustee for my mother’s living trust and I am trying to help her open an investment account at Vanguard. How do I go about opening a Trust account at Vanguard? Most regular brokerage accounts can be opened … Read More

Time to Give Annuities a Second Look?
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No. I thought we’d decided not to give them a first look.

Mailbag: Can I Roll My IRA Into A REIT Tax-Free?
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A reader asks, “My wife has a $250K SEP IRA earning 1.5% interest. Can we use any of the funds for real-estate investments?”

How To Save Wealthy Clients From Themselves
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“Emotion can undo the best-laid financial plans.”

What Is A “Margin Alert”?
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There are five types of Schwab Margin Alerts: Margin Maintenance, Short Position, Trade Debit Due, Margin Debit Balance / Account hold Value Advantage, and Trade Settlement Violation

Where Are You in the Financial Lifecycle?
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This may be considered a get rich slowly article but it has more to do with learning to manage your resources and emotions around money.

As Recently As 2007, Banks Were Paying 4% Interest
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In retirement planning, these are the deep risks we are concerned about.

Every Bond Contract Has At Least Five Components
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Unlike stocks, each bond contract has unique characteristics that define how repayment will occur.

Mutual Funds Offer Good Governance Assistance
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Investing in mutual funds and ETFs offers an efficient solution for investors to engage in corporate governance issues. When you purchase a fund, you authorize fund managers to vote proxies on your behalf.

Tax By Inflation
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In its simplest form, the government prints money and uses the newly printed currency to fund government spending.

Is Rebalancing a “Myth”?
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You ought to know what it is that you are rebalancing.

Should a Business Buy Its Own Building?
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We finally found a great building and decided to purchase it!

Three Lessons From Warren Buffett’s Big Bet
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For five of the last six years, the simple index fund has outperformed the so-called expert hedge funds, and Buffett’s competition is starting to feel the heat. Here are three important take aways from this big bet.

Which is Better: Bad Market Timing or Not Investing?
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Trying to wait until market conditions are perfect likely means you will miss a good investing opportunity.

Advisors Must Stop Client Self-Destruction
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Sometimes the best advice is when a competent advisor tells you that you are wrong.

End-Of-The-World Money Moves
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How do you prepare for the end of the world?

Opening A Brokerage Account
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Opening an account is the first step in getting started in investing.

How should investors respond to tender offers?
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Advice for those who own individual stocks when a response to a tender offer is needed. The research for this article turned out to be much more interesting than I first anticipated.

Marotta’s 2013 Gone-Fishing Portfolio Review
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A review of last year’s 2013 gone fishing portfolio returns.

Should We Wallow in the Rising Stock Market?
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The stock market can occasionally benefit from the misery index.

Bitcoin Trashing Makes The Case For The Gold Standard
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A return to stable money would signal the death of the bitcoin and other stores of value used as hedges against dollar mismanagement.

University of Virginia Best Plan 2014 Asset Allocation Recommendation
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Here is an asset allocation recommendation for the The University of Virginia Physicians Group 2014 BEST plan.

Active Management Has An 82% Failure Rate
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Managing investment assets requires managing investor expectations.

The Truth About Annuities
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Most financial planning articles about annuities pull their punches.

Should I Wait Until After The End Of The World To Start Investing?
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When the dust settles, can I really buy things for pennies on the dollar?

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