What Is the Correlation Between Value, Growth, Large and Small Cap Stocks?
with No Comments

The higher the correlation the greater the justification to put them in the same asset class.

Hidden Fees in Private Equity
with No Comments

“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?
with No Comments

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
with No Comments

This year’s golden nugget goes to Buffett’s definition of risk.

Cost-Benefit Analysis for Financial Planning
with No Comments

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
with No Comments

Each quarter brings a different set of returns for each asset class and subcategory.

Nobel Prize Worthy Advice On Investing
with No Comments

Here’s how a good advisor should respond when you call about losses in your account.

Is Lawsuit Funding A Good Investment?
with No Comments

“Lawsuit lenders do not advertise prices; they advertise convenience.”

Investment Strategies That Do Not Make Our Cut: Low Volatility
with No Comments

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
with No Comments

Investing in America began with the bankruptcy of the hottest stock in England.

Are Socially Responsible Investing (SRI) Funds Better Investments?
with No Comments

“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
with No Comments

“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
with No Comments

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

Oil Price Predictions Are Essentially Meaningless
with No Comments

“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?
with No Comments

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

Mailbag: Confused by Google And Yahoo Finance
with No Comments

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
with No Comments

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?
with No Comments

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

Returns from the Countries with Economic Freedom
with No Comments

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

2014 Returns for Our 6 Asset Classes
with No Comments

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

Does Past Performance Have Anything To Do With Future Results?
with No Comments

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

One-Fund Investing
with No Comments

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?
with No Comments

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?
with No Comments

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

Marotta’s 2014 Gone-Fishing Portfolio Review
with No Comments

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

November 2014 Returns for Our 6 Asset Classes
with No Comments

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

August – October 2014 Returns for Our 6 Asset Classes
with No Comments

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

Bogle’s Best Advice: Don’t Peek
with No Comments

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

If You Wouldn’t Buy It, Why Keep It?
with No Comments

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?
with No Comments

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?
with No Comments

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

Advisors Focus On Panic Prevention In Volatile Market
with No Comments

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

Active vs. Passive: Where Money’s Flowing
with No Comments

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

Style Box Annualized Returns For The Past Three Years
with No Comments

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

Real Returns Favor Holding Stocks
with No Comments

There are several important lessons to learn from this graph.

Mailbag: What Cost Basis Method Do I Want For Vanguard Mutual Funds?
with No Comments

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?
with No Comments

Here’s how to earn a slow million.

Why a Monkey Throwing Darts Could Boost Your Returns
with No Comments

Not aiming for where the money is should boost returns.

The Efficient Frontier Of Investing
with No Comments

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
with No Comments

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
with No Comments

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?
with No Comments

Perhaps they should make this into a mini-series.

Don’t Do Something. Just Stand There!
with No Comments

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

Mailbag: How Do I Open A Vanguard Trust Account?
with No Comments

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?
with No Comments

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

Mailbag: Can I Roll My IRA Into A REIT Tax-Free?
with No Comments

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
with No Comments

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

1 2 3 4 5 6 7 8 10

Like what you read? Subscribe to our newsletter!