My article in last week’s Advisor Perspectives titled, “The Greatest Anomaly in Finance: Understanding and Exploiting the Outperformance of Low-Beta Stocks,” explores what the findings of a 2011 paper published in the Financial Analysts Journal called “the greatest anomaly in finance.” The issue at hand is one that I have written about in a number [...]
Archive for February, 2012
Risk, Return and Low Beta Stocks
Posted in Active Investing, ETFs, financial planning, Stock Investing, Uncategorized, Volatility, Wealth, tagged Beta, bond, bonds, government bonds, large cap stocks, low-beta stocks, return, Risk, short term bonds, volatility on February 28, 2012 | 5 Comments »
Calculating the Cost of a College Education
Posted in 401(k), Active Investing, Diversification, financial planning, Tools, Uncategorized, Wealth, tagged college, college education, saving for college, Tuition on February 15, 2012 | 1 Comment »
I recently came across a calculator developed by Morningstar to help families estimate future college costs and to determine whether they are on track with saving to meet the future costs of higher education. Let’s have a look at what this tool can and cannot do and how such a tool may be useful. The [...]
Dividend Stocks vs. Bonds: Are They Worth the Risk?
Posted in 401(k), Active Investing, Asset Allocation, Diversification, Dividends, financial planning, Income Investing, Investors, retirement income, retirement planning, Uncategorized, Volatility, tagged Bogleheads, bonds, Burton Malkiel, Dividend Stocks, income, Treasury bonds on February 10, 2012 | 3 Comments »
One of the recurring themes in the financial press in recent years is a warning to income-oriented investors not to pile into dividend-paying stocks to boost portfolio income. The Wall Street Journal has a recent article on this topic titled, “Why Dividend Stocks Aren’t the New Bonds.” This article is motivated by the fact that [...]
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