Real Returns Favor Holding Stocks
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There are several important lessons to learn from this graph.

Mailbag: What Cost Basis Method Do I Want For Vanguard Mutual Funds?
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In our example, your gain/loss could vary from -$1,000 to +$3,500 depending on the method used.

Mailbag: What Is The One Fund I Should Invest In?
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Here’s how to earn a slow million.

Why a Monkey Throwing Darts Could Boost Your Returns
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Not aiming for where the money is should boost returns.

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

Freedom Investing Since 2000
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Recently we did an analysis of the returns of the MSCI Country Specific Indexes

Freedom Investing Beats EAFE Index by 3.92% Annualized Over Past Decade
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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%.

Should I Tender My Allergan Shares To Valeant Pharmaceuticals?
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Perhaps they should make this into a mini-series.

Don’t Do Something. Just Stand There!
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You learn a lot by the discipline of reading old news.

Mailbag: How Do I Open A Vanguard Trust Account?
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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

Time to Give Annuities a Second Look?
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No. I thought we’d decided not to give them a first look.

Mailbag: Can I Roll My IRA Into A REIT Tax-Free?
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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?”

How To Save Wealthy Clients From Themselves
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“Emotion can undo the best-laid financial plans.”

What Is A “Margin Alert”?
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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

Where Are You in the Financial Lifecycle?
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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.

As Recently As 2007, Banks Were Paying 4% Interest
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In retirement planning, these are the deep risks we are concerned about.

Every Bond Contract Has At Least Five Components
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Unlike stocks, each bond contract has unique characteristics that define how repayment will occur.

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

Is Rebalancing a “Myth”?
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You ought to know what it is that you are rebalancing.

Should a Business Buy Its Own Building?
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We finally found a great building and decided to purchase it!

Three Lessons From Warren Buffett’s Big Bet
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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.

Which is Better: Bad Market Timing or Not Investing?
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Trying to wait until market conditions are perfect likely means you will miss a good investing opportunity.

Advisors Must Stop Client Self-Destruction
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Sometimes the best advice is when a competent advisor tells you that you are wrong.

End-Of-The-World Money Moves
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How do you prepare for the end of the world?

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

How Should Investors Respond to Tender Offers?
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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
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A review of last year’s 2013 gone fishing portfolio returns.

Should We Wallow in the Rising Stock Market?
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The stock market can occasionally benefit from the misery index.

Bitcoin Trashing Makes The Case For The Gold Standard
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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
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Here is an asset allocation recommendation for the The University of Virginia Physicians Group 2014 BEST plan.

Active Management Has An 82% Failure Rate
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Managing investment assets requires managing investor expectations.

The Truth About Annuities
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Most financial planning articles about annuities pull their punches.

Should I Wait Until After The End Of The World To Start Investing?
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When the dust settles, can I really buy things for pennies on the dollar?

Mailbag: Are the Equity Markets Getting Kind of Toppy?
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It is always a good time to have a balanced portfolio.

Annuities Are Still A Bad Idea
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“Up until recently” annuities were a bad idea. They still are.

Hedge Fund Advice In One Word: Don’t
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The documents where you can review 20 key issues looking for 10 red flags, or…

Housing Market Picking Up and Interest Rates Rising
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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
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Countries high in economic freedom, including the United States, outperformed global indexes.

Northern Europe – October 2013 Performance
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Northern Europe beats the EAFE Foreign Index by 0.82% in October.

World Performance – October 2013
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Emerging markets produced some of the highest returns during the month of October.

Six Asset Classes – October 2013 Performance
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In October 2013 the balanced portfolio of a 40-year had a nice 3.54% monthly return.

World Performance – September 2013
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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
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We recommend investing in countries which are high in economic freedom and low in debt and deficit.

Northern Europe Performance – September 2013
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Northern European countries averaged 6.23% in September 2013.

Six Asset Classes – September 2013 Returns
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In September 2013 the returns of foreign stocks beat US stocks by 4.25%.

When To Say No: 7 Investments to Avoid
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“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
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Here are the returns for various global investments.

Northern Europe – August 2013 Returns
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In August 2013 the northern European countries did slightly worse than the EAFE Index.

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