As I write this on November 26, the S&P 500 Index is down by about 4.6% for the week. The S&P 500 dropped 1.9% on November 21st and then dropped 2.2% on November 23rd. These are enormous daily drops. Something has happened that has convinced the aggregate of market participants that the total value of [...]
Archive for November, 2011
Lemons or Lemonade?
Posted in Behavioral Finance, Diversification, financial planning, Income Investing, Investors, Market Outlook, Personalization, Portfolio Investing 101, Uncategorized, Wealth, tagged Accrual Anomaly, cash flow, Dr. Richard Sloan, earnings, Len Zacks, The Handbook of Equity Market Anomalies, zacks, zacks.com on November 23, 2011 | Leave a Comment »
Guest Blog by Kip Robbins, CFA, Zacks.com. This past Sunday it was 71 degrees and dry in Chicago. If you’ve ever lived here in November, you know that’s an anomaly. At this time of year, it’s usually 44 and wet. I felt so warm, I decided to have a glass of lemonade which is usually [...]
The Five Biggest Financial Issues for People with Children At Home
Posted in 401(k), debt, Diversification, financial planning, Investors, Long-term investing, Market Outlook, Portfolio Investing 101, Real Estate, Regular Investing, Retirement, retirement planning, Uncategorized, Wealth, tagged college savings, Elizabeth Warren, emergency savings, financial literacy, retirement, The Two Income Trap on November 21, 2011 | 2 Comments »
This is the second article in a series. The first is titled The Five Biggest Financial Issues for Pre-Retirees. The years in which you are raising children are among the most important in your life, and financial choices and decisions are no small part. First, you are managing the widest range of financial demands. You [...]
The Reversal Effect
Posted in Active Investing, Income Investing, Long-term investing, Market Outlook, Market Timing, Markets, Risk, Uncategorized, tagged annualized returns, deviation, Handbook of Market Anomalies, leverage. short term investing, market anomolies, short term reversal, standard deviation, zacks on November 15, 2011 | 1 Comment »
Guest Blog by Kip Robbins, CFA, Zacks.com. Over the weekend, I sat down with my preteen boys and watched Planet of the Apes. No, not the 21st century version. We watched the 1968 classic starring Charlton Heston and Roddy McDowall. Afterwards, our conversation stirred about the plausibility of apes being the dominant species and humans [...]
From the Portfolioist Book Shelf: Yes, You Can Be a Successful Income Investor by Ben Stein and Phil DeMuth
Posted in 401(k), Active Investing, Asset Allocation, Bonds, book review, Books, Diversification, Dividends, financial planning, Income Investing, Investors, Long-term investing, Market Outlook, Market Timing, Markets, Uncategorized, tagged 401k, Ben Stein on November 11, 2011 | 4 Comments »
[Editor's note: This book was published back in 2005.] In light of market conditions today, and what we have been through in the years since the book was published, the book will be of even greater interest to income investors today than when it was published. At the very start of this book, the [...]
The Five Biggest Financial Issues for Pre-Retirees
Posted in Active Investing, Asset Allocation, financial planning, Income Investing, Investors, Long-term investing, Retirement, retirement planning, Risk, Stock Investing, Taxes, Uncategorized, Wealth, tagged 401k, annuity, income, pension plans, pensions, retirement, retirement planning, Risk, Taxes on November 8, 2011 | 4 Comments »
The last several years have been hard for many people. There are unique challenges for different segments of the population. In this article, I am going to focus on the issues specific to people who are approaching retirement and will soon be living on investment income and other forms of non-wage income such as pensions, [...]
The Peril of Underfunded Public Pensions
Posted in Active Investing, Asset Allocation, financial planning, Market Outlook, Retirement, Stock Investing, Uncategorized, Wealth, tagged 401k, monte carlo, pensions, public pensions, retirement, retirement savings on November 3, 2011 | 3 Comments »
There is no question that the promises made by state government pension plans are a major challenge to the future financial health of U.S. states. Many states pensions are already dramatically under-funded. A recent study suggests that the aggregate under-funding in state budgets, including pensions, is over $4 trillion. A 2010 analysis, the definitive research [...]
-
Brought to You By
The Brokerage with a Better Way Subscribe to RSS Feed
Archive
Link to Posts by Topic
-
Recent Posts
-
Community Comments
- Geoff Considine on Are We Hard-Wired To Make Bad Financial Choices?
- finsovet on The Most Common Mistake Investors Make
- jack on Does “Low Risk” Outperform?
- Fred on The Hidden Risk in Target Date Funds
- Fred on Bernstein, Bogleheads, and the Permanent Portfolio
-
Most Read
- The Most Common Mistake Investors Make
- Does "Low Risk" Outperform?
- Are We Hard-Wired To Make Bad Financial Choices?
- Risk, Return and Low Beta Stocks
- How To Measure Your Investment Portfolio -- Part One: Volatility & Beta
- Dividend Stocks vs. Bonds: Are They Worth the Risk?
- The Hidden Risk in Target Date Funds
- Why Low Beta Stocks Are Worth a Look
- Burton Malkiel: Buy Munis, Foreign Bonds, and Dividend Stocks
- Investing Lessons from Ben Bernanke
