Mailbag: What Do You Think About The Elliott Wave Principle?
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It is difficult in investing theory to determine which narratives have the appropriate underlying evidence to support them and which narratives are not worth following. Often it is necessary to be both a mathematician and a skeptic to filter out what is even worth considering.

Benjamin Graham on Individual Stock Analysis
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“I am no longer an advocate of elaborate techniques of security analysis in order to find superior value opportunities.”

Investing Mistake: Confusing A Promising Company With A Good Investment
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A good narrative describes what happened in the past. And even though past earnings may have something to do with current share prices, they don’t have anything to do with future share prices.

Healthcare Stocks And Asking “Relative To What?”
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Why do our portfolios systematically overweight healthcare stocks?

How The Markets Moved After A Trump Victory
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Beware of reading too much into three days of market movements.

Mailbag: Which Investment Fund Should I Purchase To Minimize Fees?
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On the surface it seems like option 3 (VHT) is the best deal. Is there anything I am missing?

The Case for Investing in Energy Companies
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Energy’s low correlation with nearly every other major asset class means even very conservative investors should consider over-weighting Energy stocks.

Investing In Hong Kong Has Lowered Risk and Boosted Returns
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We allocate a portion of our managed portfolios to foreign stocks, and Hong Kong is the highest ranked country on the latest edition of the Index of Economic Freedom.

Beware of Dire Market Crash Predictions
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I receive dire predictions with such frequency that were I to act on even a fraction of them I would never be invested in the markets.

Where Should I Invest Money Which I Will Need in a Year or Two?
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Return comes with an element of risk. There is no safe investment which also pays a good rate of return.

The Golden Bear: The Bear Market of 1973
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This Bear market is considered one of the greatest challenges to retirement planning.

Recouping Losses Is Not As Hard As You Think
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Many advisors and most investors don’t really understand the math on how to compute investment returns.

Changing Your Financial Behavior Is Difficult
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Our minds are wired to quickly generalize on perceived trends and react to them.

Double Bottom Bear: The Bear Market of 1970
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Bear Markets are unpredictable, but there is no reason that they should be a cause of distress.

BREXIT: Britain’s Independence Day
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The future may be uncertain, but the markets are quite reliable in the long run.

What Are The Problems With Illiquid Alternative Investments?
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The larger the spread, the more likely you should neither buy nor sell the asset.

What Is Settlement Date And Why Does It Matter?
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Most investors think that whenever you buy or sell a security the money is immediately deducted or deposited into your account. This is not true.

Guidelines for Using Margin
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Too much leverage is risky because it endangers meeting your goals.

Fund Analyzer Shows Value Of Lower Fees
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Continually curating a list of low cost funds is valuable for long term investors.

Dimensional On: Staying in the Market
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“It is always a difficult experience for investors to stay in markets.”

Dimensional On: Why Should We Invest Internationally?
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“Historically there has been a wide variety of returns from US and International stocks, and when one does poorly often another does well.”

Why We Do Not Use Active Management
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Index investing seeks to track the return of a portion of the market. The opposite is active management.

Radio: Three Investing Mistakes
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David John Marotta was interviewed on radio 1070 WINA’s Schilling Show discussing three big investing mistakes.

Mailbag: Why Doesn’t Everyone Want High-Yield Bonds?
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We don’t recommend high yield bonds because they do nothing good for your overall portfolio.

Radio: Market Returns for 2015
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David John Marotta was interviewed on the Schilling Show discussing how the markets performed last year and lists 4 mistakes to avoid.

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?

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