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
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?
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...
Diversifying Your 401(k) / 403(b): Don’t Make Fund Allocations Equal
“You want to diversify. But how? Harry Markowitz won a Nobel Prize in economics for solving this problem. But when Markowitz made his own...
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...
A Profitable Exercise in Market Timing before the 2008 Crash Causes...
Today, stock prices are fairly high while growth is widely expected to be slow. Should equity owners sell? I did, prior to the...
Six Insights from Warren Buffett (plus a couple of caveats)
Warren Buffett’s annual Berkshire Hathaway shareholder letter provides insight into investment strategy worthy of consideration by all investors. This year’s letter, celebrating the 50th...
Chasing Performance : Don’t Trip on International Stock Funds
Over the past five years, US stocks have trounced foreign stock performance. In case you are now considering a reduction in your foreign...