Some $100 billion locked up in ‘sliver’ of hedge funds
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Despite assurances to the contrary, a segment of hedge funds still has up to $100 billion locked up and won’t allow redemptions.

Global Fixed Income (International Bonds): Hedged or Unhedged?
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International bonds now make up more than 35% of the world’s investable assets, and yet many domestic investors have little or no exposure to these securities.

Revisiting the Advice to Buy Real Estate
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In 2010 I published a column entitled “Now’s Still the Time to Buy a House.” Investing is like chess in slow motion. It is important to review your moves to see how they turned out. Sometimes they don’t turn out well. Our prediction about real estate, however, was brilliant.

2010 Non-U.S. Stock Lessons Learned
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All developed countries are not equally attractive places to invest. The United States has entered the ring of fire and expected to underperform in future years as a result.

2010 U.S. Stock and Bond Lessons Learned
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One method to divide the U.S. stock market is by sector of the economy. Overemphasize those sectors left free to innovate and compete on the global market.

Second Quarter of 2010 in Review
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For the first time in the Heritage Foundation’s Index of Economic Freedom, the United States was moved from the list of “free” countries to the second tier of “mostly free” countries.

Stop-Loss Orders Can Lose Money Quickly
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Thousands of investment advisors recommended stop loss orders to their clients. Now it looks like this advice may have been the cause of the May 6, 2010 market plummet.

Appreciating Assets Part 2: Other Investments
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Your investments should be working for you, appreciating more than inflation to become an engine of growth that pays you money and provides some measure of financial freedom.

Video: How Your Children Can Win the Stock Market Game
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Good things do come from France. Frenchman Antoine Deneriaz captured Olympic gold in the men’s downhill skiing event beating out favorites Austria’s Michael Walchhofer and America’s Bode Miller. His win meant flying madly off jumps and being determined to finish first or break every bone in his body. Your investments shouldn’t be like that.

Video: The Four Deadly Sins of Investing
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In both good times and bad times, investing is really about managing your emotions. If you want to be an investor, you have to grow to understand not only the relationship between risk and return, but also your own reaction to it.

Reflecting on 2009 Returns Provides Lessons Going Forward
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Those who moved their investments to the supposed safety of Treasury bond investments were deeply disappointed.

The Whip Cracks Both Ways
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Volatility, therefore, is a matter of perspective. Like the crack of a whip.

Video: How to Avoid Higher Cost Mutual Funds
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Investing in some mutual funds is like buying a $3 candy bar and paying $5 shipping and handling. All mutual funds are not created equal, and you can boost your returns by doing a little homework before writing a check.

Safeguard #6: Recognize And Avoid Financial Hooks
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To safeguard your money, you must be able to extricate yourself from any bad investment quickly. Of course, the companies that sell mistakes don’t want you to be able to do that, so they use financial hooks to hold your money captive.

Ignore Daily Financial Noise
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Investors are fickle. Investing should not be. When your investments go down, even slightly, you may be tempted to make poor choices.

Cash Has Been the Riskiest Investment
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If you think hiding money under your mattress is a risk-free way of building wealth, think again.

Breaking Spaghetti: A Seven-Year Financial History
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Stress released in one area results in delayed releases in other parts of the economy.

Donald Mortlock – Making a Free Market
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My grandfather Donald Mortlock worked on Wall Street during and after the 1929 crash. The firm he worked for was a “market maker,” a company which helped to literally “make a market” in several stocks.

How Your Children Can Win the Stock Market Game
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To meet your goals you don’t need to beat the investment returns of everyone else. Instead, you want a decent return in order to retire comfortably and to ensure a cash flow which will support your standard of living.

Using S&P 500 Index Funds Contains Hidden Risks
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If the S&P were a financial advisor it would say, “Let’s buy mostly large cap growth stocks in the industry that did well last year with a high price per earnings ratio.”

The History of Mutual Funds
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Today, we have 8,269 mutual funds. About one-third of all common stocks are held in mutual funds.

How to Avoid Higher Cost Mutual Funds
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If you rely on a commission-based financial product salesperson, you will probably be sold the wrong kind of funds.

Global Financial Crisis (November 1998 Newsletter)
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Periodically, investors should review their portfolios with a view toward rebalancing the assets.

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