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: ...
Diversifying Internationally - Is It Safe?

Diversifying internationally: “Is it safe?”

Turmoil and uncertainty in international stock markets, particularly in the Eurozone, may have you feeling as exasperated and perplexed as Dustin Hoffman in the...
International Stock Allocation: Is Home Market Bias Affecting Your Portfolio?

International Stock Allocation: 0%, 20%, 50%, or None of the Above?

In my last blog posting, “Is it Safe?” I provided a solid rationale for diversifying overseas, despite current headlines. Still, an ongoing stream...

“Framed” Financial Performance News: What You Can Do About It

How information is presented—or “framed,” in behavioral finance terminology —influences our perceptions. Whether you hear a market summary on the radio as you commute...

The Golden Ticket Trap

In a popular children’s story, the young hero pins all his hopes on finding one of a handful of “golden tickets” hidden among millions...
Asset Location

Asset Location, where investments are placed, can reduce taxes

Asset Location: Tax-Smart Portfolio Decisions It is often said that the three most important factors in a home’s price are: location, location, location....
Mutual Fund Performance Lowered with Short-term Investment Focus

The Long-Run Damage of a Short-term Investment Approach

From quick bucks to fast dollars, our common lingo is filled with expressions reflecting a short-term mindset about investing our hard-earned wealth. Many within...
Some investors fear high inflation but gold protects poorly.

Does gold actually provide inflation protection?

Following the global financial crisis of 2008, the Federal Reserve Board took unprecedented steps to prevent bank failures, insure credit availability, and stimulate...