One of the more interesting things that I have noted in recent weeks is the dramatic disparity between the way that the media and politicians discuss the probability and potential fallout of the U.S. not raising the debt ceiling and/or defaulting on its obligations, and the way that the markets are reacting to the debate. [...]
Archive for July, 2011
The Hidden Costs of Index Funds
Posted in Active Investing, Asset Allocation, Behavioral Finance, Bonds, Diversification, Income Investing, Investors, Leverage, Long-term investing, Low Cost Investing, Market Outlook, Market Timing, Markets, Mutual Funds, Rebalancing, Stock Investing, Uncategorized, Volatility, Wealth, tagged Antti Petajisto, Behavioral Finance, costs, hidden cost, index investing, market timing, S&P 500 Index on July 27, 2011 | 4 Comments »
While it is widely understood that index funds represent a low-cost way for investors to achieve broad diversification, a recently published research study sheds light on a “hidden cost” associated with investing in index funds. Antti Petajisto, a professor at NYU’s Stern School of Business, conducted the original research for “The Index Premium and its [...]
From the Portfolioist Book Shelf: Your Money Ratios by Charles Farrell
Posted in Active Investing, Asset Allocation, Behavioral Finance, body mass index, Books, Diversification, ETFs, Income Investing, Investors, Long-term investing, Low Cost Investing, Market Outlook, Market Timing, Markets, Personalization, Rebalancing, Regular Investing, Retirement, Stock Investing, Uncategorized, Volatility, tagged asset allocation, Behavioral Finance, BMI, Body Mass Index, bonds, book review, books, Charles Farrell, diversification, ETFs, financial planning, mortgages, volatility, Your Money Ratios: 8 Simple Tools for Financial Security on July 22, 2011 | 1 Comment »
I’m always on the lookout for great books on financial planning and investing. There are literally thousands of books on these two topics and that makes it hard for many people to figure out where to start. I recently read Your Money Ratios: 8 Simple Tools for Financial Security by Charles Farrell and think that [...]
Are Americans Saving Enough for Retirement?
Posted in Active Investing, Asset Allocation, Behavioral Finance, ETFs, Investors, Leverage, Market Outlook, Market Timing, Markets, Portfolio Investing 101, Retirement, Stock Investing, Uncategorized, Volatility, Wealth, tagged Fidelity, Financial Crisis, retirement, Vanguard on July 18, 2011 | 4 Comments »
Have retirement accounts balances rebounded from the financial crisis? Reports from both Vanguard and Fidelity put the average balance for U.S. 401(k) plans at a record $75,000 (as of March 31, 2011). The first report, released from Fidelity in May, showed that the average 401(k) balance rose to $74,900—up 12% over the last year. This [...]
Why Low Beta Stocks Are Worth a Look
Posted in Active Investing, Asset Allocation, Behavioral Finance, Diversification, Investors, Leverage, Long-term investing, Low Cost Investing, Market Outlook, Market Timing, Mutual Funds, Portfolio Investing 101, Retirement, Risk, Stock Investing, Uncategorized, Volatility on July 12, 2011 | 6 Comments »
Just last month Geoff Considine wrote an article about why investors may want to explore low beta strategies in a highly volatile market. Here at the Portfolioist, we thought we’d re-post the article in reponse to this week’s wild ride on Wall Street. The recent volatility in the stock market has many investors trying to [...]
The Top 5 Things Every Investor Should Know
Posted in Active Investing, Asset Allocation, Behavioral Finance, Financial Advisors, Investors, Leverage, Long-term investing, Low Cost Investing, Market Outlook, Market Timing, Markets, Portfolio Investing 101, Retirement, Risk, Stock Investing, Taxes, Uncategorized, Volatility, Wealth, tagged costs, diversification, Inflation, market timing, mutual funds, retirement, stocks on July 7, 2011 | 4 Comments »
Worried about the wild swings in the stock market? Not sure what’s next for the economy? You can successfully invest in these uncertain times—and you won’t have to chase the next new IPO or buy into the latest advice on CNBC. Here are the top five things every investor should know.
Hedge Funds: The Emperor’s New Clothes?
Posted in Active Investing, Asset Allocation, Behavioral Finance, Diversification, Investors, Leverage, Long-term investing, Market Outlook, Market Timing, Markets, Regular Investing, Risk, Scams, Stock Investing, Uncategorized, Volatility, tagged Behavioral Finance, David Swensen, diversification, hedge fund investors, hedge funds, long term investing, marketwatch, Risk, stock investing, stocks, Yale on July 1, 2011 | 1 Comment »
Brett Arends recently wrote a piece for MarketWatch in which he expressed the opinion that hedge funds are a sucker’s bet. He bases his argument on a fascinating study called Higher Risk, Lower Returns: What Hedge Fund Investors Really Earn that was published in 2009. The authors of the study, professors from Emory University and Harvard, [...]
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