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 [...]
Archive for the ‘Asset Allocation’ Category
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 | 2 Comments »
From the Portfolioist Book Shelf: Risk Less and Prosper by Zvi Bodie and Rachelle Taqqu
Posted in Asset Allocation, Behavioral Finance, book review, Books, Diversification, financial planning, Long-term investing, Low Cost Investing, Rebalancing, Regular Investing, Retirement, retirement income, retirement planning, Stock Investing, Uncategorized, Volatility, tagged bonds, Risk Less and Prosper, TIPS, Worry Free Investing, ZVI Bodie on January 26, 2012 | Leave a Comment »
The recently-published book by Zvi Bodie and Rachelle Taqqu, Risk Less and Prosper: Your Guide to Safer Investing, provides a unique perspective on how to meet the challenge of long-term financial planning. The book is well-organized into a number of steps required for identifying and organizing long-term goals and thinking through how to meet these [...]
Is Your Brain a Barrier to Smart Investing?
Posted in 401(k), Active Investing, Asset Allocation, Behavioral Finance, Books, Diversification, ETFs, Financial Advisors, financial planning, Income Investing, Investors, Long-term investing, Markets, Mutual Funds, Personalization, retirement income, Risk, Uncategorized, tagged asset allocation, Behavioral Finance, Daniel Kahneman, David Swensen, Fees, investing, management fees, mutual funds, rebalancing, retirement planning, volatility on January 5, 2012 | 1 Comment »
Guest blog by Daniel Solin, Mint.com. The evidence showing that most individual investors significantly underperform the market is compelling. A study done by Dalbar, a leading financial services market research firm, found that, during the 20 years from 1991 through 2010, the average stock fund investor earned returns of only 3.83% per year, while the [...]
Standing at the Close of 2011
Posted in Active Investing, Asset Allocation, Bonds, Dividends, Uncategorized, tagged asset allocation, Burton Malkiel, diversification, dividends, Emerging Markets, Europe crisis, Income Investing, recession, volatility on December 29, 2011 | 1 Comment »
This has been a chaotic year in the financial world. In this latest article, I will take a look at what happened in 2011 and give my personal views on where things are going for 2012. Many Happy Returns? The biggest news of the year would have to be Europe. As I write this, the [...]
Burton Malkiel: Buy Munis, Foreign Bonds, and Dividend Stocks
Posted in Active Investing, Asset Allocation, Bonds, Diversification, financial planning, Income Investing, Market Outlook, Market Timing, Stock Investing, Uncategorized, tagged Bill Gross, Burton Malkiel, Dividiend Stocks, Foreign Bonds, Munis, Treasury bonds, Warren Buffett, yields on December 16, 2011 | 6 Comments »
Burton Malkiel, Princeton professor and author of A Random Walk Down Wall Street, had an Op Ed piece in the Wall Street Journal on December 7th that advocates rethinking simple indexed portfolios. While Vanguard has recently published research asserting the superiority of a simple asset allocation made up of 50% allocation in a stock index [...]
The 50-50 Portfolio Solution?
Posted in 401(k), Active Investing, Asset Allocation, Income Investing, Investors, Long-term investing, Low Cost Investing, Market Outlook, Regular Investing, Retirement, retirement income, retirement planning, Uncategorized, Volatility, Wealth, tagged 50/50 solution, Bogle, diversification, John Bogle, market downturn, New York times, NY Times, recession, Tactical Asset Allocation, Vanguard, VBMFX, VFINZ on December 8, 2011 | 5 Comments »
The New York Times had a piece this weekend that proposes a simple portfolio solution for worried investors. Are you ready for this? The portfolio is a 50% allocation to stocks and 50% to bonds. The conclusion that the 50/50 portfolio makes sense is based on a study by Vanguard published in October 2011 that [...]
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 [...]
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