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Investment Lessons from 2017 Mutual Fund Track Record Report

Investors should be aware of the poor collective performance of U.S.-based mutual fund managers actively picking stocks and bonds. This conclusion is clear in...
Increase Performance by Reducing Investment Costs in 5 Steps

Increase Performance by Reducing Investment Costs in 5 Steps

Costs matter. Whether buying a car or selecting an investment strategy, costs are likely to be an important factor. When you buy a car,...
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You, the Stock Market, and Your Election Fears

Presidential party affiliation does not matter when it comes to the stock market. Presidential party affiliation does not matter when it comes to...
Index Reconstitution Regret: Reduced Performance

Index Reconstitution Regret: Reduced Performance

You know regret if you have ever sold a fund or stock only to see it rise shortly afterwards. Worse yet is when the...
Stock Market Fixated on Crude Oil: Portfolio Changes Needed?

Stock Market Fixated on Crude Oil: Portfolio Changes Needed?

Sources: International Monetary Fund, Global price of WTI Crude , retrieved from FRED, Federal Reserve Bank of St. Louis https://research.stlouisfed.org/fred2/series/POILWTIUSDM, March 25, 2016. January...
Financial News Headlines Undermine Investing Patience

Financial News Headlines Undermine Investing Patience

A case study in just how easily the media’s headline predictions and warnings can mislead is attached in the essay below. In this...
Low Interest Rates Got You Down? Performance Between Stocks and Bonds

Low Interest Rates Got You Down? Performance Differences Between Stocks...

Right now it’s hard to find an investment that makes money. Safe bonds earn paltry interest and banks pay next to nothing on...
Historical “Growth of Investment” Charts: More than Meets the Eye

Historical “Growth of Investment” Charts: More than Meets the Eye

The growth of a $1 investment chart, a touchstone for many in the investment advice business, is a source of investment wisdom: ...