Bob Huebscher over at Advisor Perspectives just published an interesting article that gives an overview of Grantham, Mayo, van Otterloo & Co.’s (GMO) outlook for the coming years. The article is based on a talk given by Ben Inker, head of asset allocation at GMO. Most investors who are aware of GMO first encounter the Boston-based [...]
Archive for March, 2011
GMO’s Lean Investment Outlook
Posted in Investors, tagged Bob Huebscher, Emerging Markets, GMO, government bonds, Grantham, Grantham Mayo Van Otterloo, Jeremy Grantham, stock investing on March 31, 2011 | 1 Comment »
Measuring The Performance of David Swensen’s Lazy Portfolio
Posted in Asset Allocation, Investors, tagged David Swensen, Lazy portfolios, My Plan IQ, Yale on March 30, 2011 | 6 Comments »
(photo:Dan Queiroz) Over at My Plan IQ they’ve been analyzing the performance of David Swensen’s model portfolio. It’s been successful over the long term, they conclude, but recently some weaknesses have begun to hurt its performance.
Relax: Doing Less With Your Investments
Posted in Market Timing, Mutual Funds, Passive Investing, tagged Behavior Gap, Carl Richards, Larry Swedroe, Warren Buffett, Wise Investing Made Simpler on March 28, 2011 | 4 Comments »
In his latest Behavior Gap Newsletter, Carl Richards nails that feeling of confusion that comes when we learn first hand that “past performance is not a guarantee of future results.” Investing isn’t like hiring a basketball coach, Richards argues, but rather like planting an oak tree:
Will Harry Browne’s Permanent Portfolio Continue To Work?
Posted in Asset Allocation, Investors, Passive Investing, tagged Bill Bernstein, Harry Browne, Permanent Portfolio, William Bernstein on March 25, 2011 | 12 Comments »
I just published an article over at Advisor Perspectives that is titled “What Investors Should Fear in The Permanent Portfolio” that looks at a very simple model portfolio proposed by Harry Browne. This portfolio contains equal allocations to four elements: stocks, gold, long-term government bonds and cash. Back in 1998 when Browne first proposed this portfolio [...]
Is Dave Ramsey’s Optimistic Investing Advice Irresponsible, or Motivating?
Posted in Behavioral Finance, Financial Advisors, Investors, Long-term investing, tagged Dave Ramsey, David T. Robinson, investing, Manju Puri, Meir Statman, retirement savings, Target Date Funds on March 23, 2011 | 6 Comments »
Dave Ramsey is a well-known author and media personality famous for his focus on saving and getting your financial house in order. His books have hit The New York Times’ bestseller list and 137,000 people follow his radio show’s Twitter feed. Praise seems to be universal when it comes to his advice on how to [...]
Retirement: The Good News in the Bad News
Posted in Retirement, tagged EBRI, Employee Benefits Research Institute, Mike Piper, Oblivious Investor, retirement, retirement savings on March 18, 2011 | 7 Comments »
The Employee Benefits Research Institute has issued the 2011 Retirement Confidence Survey. And the answer is: We are not confident. We are somewhere between pessimistic and hands-thrown-in-the-air hopeless. This, the smart people at EBRI tell us, is good. You must recognize any problem before you can solve it. It’s not that our retirement situation nationally [...]
Jim Otar’s Pearls of Wisdom
Posted in Books, Retirement, tagged book review, investing for retirement, Jim Otar, retirement, retirement planning, Risk on March 16, 2011 | Leave a Comment »
Guest blog by Steve Thorpe. Yesterday, I posted a review of Unveiling the Retirement Myth: Advanced Retirement Planning based on Market History by Jim C. Otar, a financial advisor, Certified Financial Planner, and engineer. In this second post, I share a few quotes that epitomize the reality-based themes and critical insights woven throughout Otar’s text: [...]
Investing Book Review: Jim Otar’s Unveiling the Retirement Myth
Posted in Books, Retirement, tagged book review, Investing Book, investing for retirement, Jim Otar, retirement, Steve Thorpe, Unveiling the Retirement Myth on March 15, 2011 | 3 Comments »
This is a guest blog by By Steve Thorpe. (Part two of this review, Steve Thorpe’s compilation of the best advice and insights from Unveiling the Retirement Myth by Jim Otar, will run tomorrow.) For individual investors planning for retirement, basing those plans on averages just doesn’t cut it. For example, one might estimate an [...]
Mutual Fund Trading Costs Add Up. Are ETFs a Better Option?
Posted in ETFs, Low Cost Investing, tagged 401(k) plans, Center for Retirement Research at Boston College, cost of ownership, ETFs, Exchange Traded Funds, mutual funds, trading costs on March 11, 2011 | 3 Comments »
According to a study by the Center for Retirement Research at Boston College , 401 (k) plans could seriously bring their costs down if they were to substitute Exchange Traded Funds for mutual funds in their retirement saving options for plan participants. Their findings have interesting implications for investors in general, as they shed light [...]
Working Longer As The Retirement Solution Has Its Flaws
Posted in Retirement, tagged Alicia Munnell, Center for Retirement Research at Boston College, early retirement, EBRI, Employee Benefits Research Institute, Mary Meeker, Nyhart, Retirement Confidence Survey, USA Inc., working longer on March 7, 2011 | 4 Comments »
Today many people expect to work past the traditional retirement age of 65. According to the 2010 Retirement Confidence Survey conducted by the Employee Benefits Research Institute (EBRI), today 33% of workers expect to retire after age 65, a dramatic increase. In 1991, only 11 percent felt that way. One reason may be that many [...]
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