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.

How to Select Securities
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Your investment strategy is critically important but the implementation requires wise fund selection.

What Is The Correlation Of Freedom Investing?
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Should we have a “Free Countries Asset Class” or a “Foreign Stock Asset Class?”

Defining Your Sectors
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The process of defining your sectors is an attempt to identify the quintessential features of your strategy and formalize your selection criteria.

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.

Do Resource Stocks Deserve Their Own Asset Class?
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Resource stocks represent one of the most interesting collections of diverse indexes as they do not always move in sync with one another.

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.

The Asset Allocation Within Your Asset Allocation
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It is good to take the two categories which are most similar and use them as underlying sector divisions within the same larger asset class.

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.

Is Lawsuit Funding A Good Investment?
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“Lawsuit lenders do not advertise prices; they advertise convenience.”

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: Investing Outside The United States
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“We still have plenty of problems, but we’re much better than France, Britain and Germany.”

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?

What Is The Alternative To An Annuity?
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An immediate fixed annuity is not an investment; it is an insurance product.

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

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.”

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

How To Diversify Highly Appreciated Stock
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Exchange funds, also know as swap funds, can provide investors with one highly appreciated security a way to trade it for an equivalently valued but more diversified portfolio.

Style Box Annualized Returns For The Past Three Years
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Morningstar data for the 3-year annualized returns based on style boxes shows us three interesting lessons.

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.

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.

Economic Freedom Matters 2014
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Economic freedom enriches society, lifts the poor out of poverty and respects the agency and dignity of human choice.

Freedom Investing Over The Past Decade
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The portfolio of the five freedom countries has an annualized return of 11.06% over the past decade.

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?

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.

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.”

Foreign Freedom Monthly Returns Index
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Monthly commentary on the countries ranked high in economic freedom.

Northern Europe Monthly Returns Index
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Some of the monthly commentary on the returns of Northern Europe compared with the EAFE Index.

Are U.S. Stocks Overvalued?
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“To answer that, it’s good to review key indicators, like the Shiller P/E ratio, and their recent history, experts say”

Should Gold Be Considered An Asset Class?
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“The divergent claims about gold can be puzzling. How can a commodity that predominantly is either stored in a vault or gets formed into jewelry have so many stories spun around it?”

The Optimum Asset Allocation to Gold Is Always Zero
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Fearful of monetary or societal failure, many hope that owning gold will bring them peace of mind.

For The Past 34 Years, Gold Has Just Kept Up With Inflation
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On average gold keeps up with inflation, albeit with wild gyrations.

Over 11 Years Gold Rose Over Six-Fold
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From $255.95 gold rose to $1,795.00 between 4/2/2001 and 11/8/2011.

Over 21 Years Gold Lost 70% Of Its Value
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From $850 gold dropped to $255.95 between 1/21/1980 and 4/2/2001.

Reply To Certified Gold Exchanges “Public Refutation”
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Gold advocates cherry pick gold’s returns from trough to peak.

Stocks For The Long Run
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Stocks have an average annualized appreciation over inflation of 6.86%, whereas gold is just 0.33% over inflation.

Gold, Silver and Resource Stocks
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The optimum asset allocation to physical gold and silver is 0%. Instead, we recommend you use resource stocks as an inflation hedge.

A Blended Investments Style Can Lead to High Returns With Low Risk
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A blended investment style for all markets can lead to high returns with low risk.

ETF Trading: It’s ‘No Way to Invest’ Says Bogle
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If Bogle is against ETFs, why does Vanguard run so many of them?

In Praise of Mid Cap Value
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Mid-cap value should be part of any U.S. stock allocation which wants to remain invested in the markets, but is worried about potential corrections.

Three-Factor Model Goes 3D
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To understand this newest dimension to DFA’s investment strategy, you need to begin with an understanding of the three-factor model described by Eugene Fama and Kenneth French.

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