Investments

“Advisers need to sell their value as keeping their clients from doing the wrong thing at the wrong time.”

With three years remaining on a ten year $1 million bet, Buffett is sitting pretty to win it.

“The most important thing I learned from my research was never to attempt to forecast the price of oil.”

At first glance, AUNZ did not have great returns in 2014. But is that the whole story?

Q&A: “I don’t understand how to explain what happened to the share price. What was going on in the fund?”

David John Marotta and radio host Rob Schilling discuss what did well in the market as well as the online security of investments.

How is the change in the value of the dollar computed?

Freedom investing beat the EAFE Foreign index by 7.92% in 2014.

When asset classes are not correlated that means they often move in different directions.

Is there a correlation which would justify talking about “the momentum of the markets”?

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.

The best antidote to the stress of market volatility is to understand that the markets are inherently volatile.

David Leinweber calls this technique, “torturing the data until it screams.”

A review of last year’s 2014 gone fishing portfolio returns.

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

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

When it comes to finances, just shut your eyes and keep them closed.

The stock market is one of the few places that when things go on sale we are less likely to want to buy.

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.

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

Our brains are not wired well for handling the fluctuations in the stock market. Could a financial advisor help?

Here is the number one criteria you should use in your fund screen.

Morningstar data for the 3-year annualized returns based on style boxes shows us three interesting lessons.

There are several important lessons to learn from this graph.

In our example, your gain/loss could vary from -$1,000 to +$3,500 depending on the method used.

Here’s how to earn a slow million.

Not aiming for where the money is should boost returns.

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

Recently we did an analysis of the returns of the MSCI Country Specific Indexes

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%.

Perhaps they should make this into a mini-series.

You learn a lot by the discipline of reading old news.

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

No. I thought we’d decided not to give them a first look.

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?”

Russia is less than 6% of most emerging market indexes.

“Emotion can undo the best-laid financial plans.”

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

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.

In retirement planning, these are the deep risks we are concerned about.

Unlike stocks, each bond contract has unique characteristics that define how repayment will occur.

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

You ought to know what it is that you are rebalancing.

We finally found a great building and decided to purchase it!

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.

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

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

How do you prepare for the end of the world?

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

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.