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.

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.

Investing Lessons from the Birth and Death of the Virginia Company
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Investing in America began with the bankruptcy of the hottest stock in England.

Are Socially Responsible Investing (SRI) Funds Better Investments?
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“What do you think of the idea of Socially Responsible Investing (SRI) implemented simply by investing in something like the Domini Social Equity Fund (DSEFX)?”

Jack Bogle: The Value Of An Advisor Who Sticks To A Long-Term Plan
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“Advisers need to sell their value as keeping their clients from doing the wrong thing at the wrong time.”

Warren Buffett Extends His Lead in Hedge Fund Wager
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With three years remaining on a ten year $1 million bet, Buffett is sitting pretty to win it.

Oil Price Predictions Are Essentially Meaningless
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“The most important thing I learned from my research was never to attempt to forecast the price of oil.”

What Happened To The Australian Dollar?
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At first glance, AUNZ did not have great returns in 2014. But is that the whole story?

Mailbag: Confused by Google And Yahoo Finance
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Q&A: “I don’t understand how to explain what happened to the share price. What was going on in the fund?”

Radio: What Did Well in 2014 and What Might Happen in 2015
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David John Marotta and radio host Rob Schilling discuss what did well in the market as well as the online security of investments.

What Is The US Dollar Index?
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How is the change in the value of the dollar computed?

Returns from the Countries with Economic Freedom
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Freedom investing beat the EAFE Foreign index by 7.92% in 2014.

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

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