Which is Better: Bad Market Timing or Not Investing?
with No Comments

Trying to wait until market conditions are perfect likely means you will miss a good investing opportunity.

Advisors Must Stop Client Self-Destruction
with No Comments

Sometimes the best advice is when a competent advisor tells you that you are wrong.

End-Of-The-World Money Moves
with No Comments

How do you prepare for the end of the world?

Opening A Brokerage Account
with No Comments

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

How should investors respond to tender offers?
with No Comments

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
with No Comments

A review of last year’s 2013 gone fishing portfolio returns.

Should We Wallow in the Rising Stock Market?
with No Comments

The stock market can occasionally benefit from the misery index.

Bitcoin Trashing Makes The Case For The Gold Standard
with No Comments

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
with No Comments

Here is an asset allocation recommendation for the The University of Virginia Physicians Group 2014 BEST plan.

Active Management Has An 82% Failure Rate
with No Comments

Managing investment assets requires managing investor expectations.

The Truth About Annuities
with No Comments

Most financial planning articles about annuities pull their punches.

Should I Wait Until After The End Of The World To Start Investing?
with No Comments

When the dust settles, can I really buy things for pennies on the dollar?

Mailbag: Are the equity markets getting kind of toppy?
with No Comments

It is always a good time to have a balanced portfolio.

Annuities Are Still A Bad Idea
with No Comments

“Up until recently” annuities were a bad idea. They still are.

Hedge Fund Advice In One Word: Don’t
with No Comments

The documents where you can review 20 key issues looking for 10 red flags, or…

Housing Market Picking Up and Interest Rates Rising
with No Comments

I expect we have seen the bottom of both the housing market and 30-year fixed interest rates.

Countries with Economic Freedom – October 2013 Performance
with No Comments

Countries high in economic freedom, including the United States, outperformed global indexes.

Northern Europe – October 2013 Performance
with No Comments

Northern Europe beats the EAFE Foreign Index by 0.82% in October.

World Performance – October 2013
with No Comments

Emerging markets produced some of the highest returns during the month of October.

6 Asset Classes – October 2013 Performance
with No Comments

In October 2013 the balanced portfolio of a 40-year had a nice 3.54% monthly return.

World Performance – September 2013
with No Comments

Historically September has one of the worst averages, but this year it provided very good returns.

Countries with Economic Freedom – July, August, & September 2013 Returns
with No Comments

We recommend investing in countries which are high in economic freedom and low in debt and deficit.

Northern Europe Performance – September 2013
with No Comments

Northern European countries averaged 6.23% in September 2013.

6 Asset Classes – September 2013 Returns
with No Comments

In September 2013 the returns of foreign stocks beat US stocks by 4.25%.

When To Say No: 7 investments to avoid
with No Comments

“A well-designed financial plan can get derailed by the wrong investment. Here are seven things investors can probably do without.”

World -July & August 2013 Returns
with No Comments

Here are the returns for various global investments.

Northern Europe – August 2013 Returns
with No Comments

In August 2013 the northern European countries did slightly worse than the EAFE Index.

Precious Metals And Mining Recovers Some In Third Quarter
with No Comments

It is a small investment which you should expect to be volatile and relatively disappointing when the markets are doing well.

6 Asset Classes – August 2013 Returns
with No Comments

Returns in August were negative across the board with US stocks losing the most.

Danger Of Investing In Startups: My Nephew Bart’s Donut Shop
with No Comments

No matter how near and dear to your heart, investing in a startup is risky business

July 2013 Asset Class Returns
with No Comments

Here is how representative ETFs from each of the six asset classes did in July 2013.

How Do I Open an Investment Account? Part 2 -Things You Can Do Tomorrow
with No Comments

Here’s a walk through of the account opening process at Vanguard.

Gold And Silver Stocks Down In 2Q 2013 Along With The Metals Themselves
with No Comments

Precious Metal Mining companies are leveraged against the movements of the underlying price of the metals themselves.

Real Estate Down Slightly During The Second Quarter
with No Comments

Foreign real estate was down more for the quarter because the U.S. Dollar strengthened against foreign currencies.

Energy Funds Slip Slightly in 2Q 2013
with No Comments

Energy is one important components of the category of Resource Stocks.

The Cost Matters Hypothesis Wins Again
with No Comments

Chasing historical returns or a so called star manager is a poor investment strategy.

Some European Markets Did Better Than Global Averages During Q2 2013
with No Comments

In a reversal from past trends, some European markets did better than global averages.

Emerging Markets Down During Second Quarter 2013
with No Comments

Those investments which go up the most when markets are rising often go down the most when markets are falling.

Global Markets Drop During Q2 2013
with No Comments

It is prudent not to have your assets all subject to a single country’s economic failure or success.

Foreign Bonds Drop As Dollar Strengthens And Interest Rates Rise
with No Comments

Just because the dollar strengthens for a quarter does not mean you should abandon this strategy.

US Bonds Drop Value in 2013 Q2 As Interest Rates Rise
with 1 Comment

Many investors don’t understand why a bond, which pays a fixed rate of interest and then at the end of the term pays a fixed amount of principle would have its price fluctuate.

What is the best type of S&P 500 Index?
with No Comments

Rather than deciding between active or passive investing, the debate now rages about what type of index fund is best.

Selected Commentary on Resource Stocks
with No Comments

Some of the monthly commentary on resource stock returns.

World Monthly Returns Index
with No Comments

Some of the monthly commentary on the returns of global investments.

Emerging Market Monthly Returns Index
with No Comments

Some of the monthly commentary on the returns of the emerging markets.

Asset Class Monthly Returns Index
with No Comments

Some of the monthly asset class returns.

Countries With Economic Freedom Monthly Returns Index
with No Comments

Here are some of the monthly returns for countries high in economic freedom.

Foreign Bond Monthly Returns Index
with No Comments

Some of the monthly commentary on the returns of foreign bonds.

US Bond Monthly Returns Index
with No Comments

Some of the monthly commentary on the returns of US bonds.

1 2 3 4 5 6 7

Subscribe to our newsletter!