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 [...]
Archive for the ‘Behavioral Finance’ Category
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 »
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 [...]
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 [...]
From the Portfolioist Book Shelf: Freefall by Joseph Stiglitz
Posted in Active Investing, Asset Allocation, Behavioral Finance, book review, Books, Corporate Governance, Uncategorized, tagged bank failure, banks, economist, financial crisis. mortgages, Free Markets and the Sinking of the World Economy, Freefall: America, Joseph Stiglitz, Nobel Prize, World Bank on October 28, 2011 | 5 Comments »
Joseph Stiglitz received the 2001 Nobel Prize in Economics and shared the 2007 Nobel Peace Prize for his work with the Intergovernmental Panel on climate Change (IPCC). He is a professor of Economics at Columbia University and was Chief Economist of the World Bank from 1997-2000. Freefall: America, Free Markets, and the Sinking of the [...]
Why You Don’t Have to Occupy Wall Street
Posted in Active Investing, Behavioral Finance, Diversification, financial planning, Investors, Long-term investing, Market Outlook, Markets, Rebalancing, Retirement, Stock Investing, Uncategorized, Wealth, tagged 401k, MyPlanIQ, Occupy Wall Street, Occupy Wall Street movement, retirement, retirement savings on October 26, 2011 | 1 Comment »
MyPlanIQ recently ran an interesting article in their weekly newsletter regarding the Occupy Wall Street movement and the overwhelming wealth disparity in the world. What we liked about this article was the actionable advice towards the end that 401(k) plan participants can take to retain control over building their own wealth—without having to march on [...]
Tax Loss Harvesting Season is Here
Posted in Active Investing, Behavioral Finance, financial planning, Income Investing, Investors, Long-term investing, Market Outlook, Market Timing, Rebalancing, Retirement, Risk, Stock Investing, Taxes, Tools, Uncategorized, tagged dividends, gains, income, IRS, loss, Tax Loss Harvesting, taxable gains, Taxes on October 7, 2011 | Leave a Comment »
Believe it or not, year-end is right around the corner which means that it’s time for investors to start thinking about their tax implications. In order to help you make sense of it all, we wanted to share this article originally published last year by guest blogger Steve Thorpe. Enjoy– Would you invest a few short [...]
Don’t Fumble Your Retirement Planning
Posted in Active Investing, Asset Allocation, Behavioral Finance, Diversification, financial planning, Investors, Long-term investing, Low Cost Investing, Market Outlook, Markets, Rebalancing, Retirement, Risk, Stock Investing, Uncategorized, Volatility, Wealth, tagged 401k, employee sponsored plan, pension plans, retirement, retirement planning, Target Date Folios, Target Date Funds on September 29, 2011 | 2 Comments »
Guest blog by Lauren Tivnan, Managing Editor, Portfolioist.com. More and more participants in 401(k) plans are using Target Date Funds according to the nonpartisan Employee Benefit Research Institute (ERBI). Here at the Portfolioist, we think this is great news. For more than a year now, we’ve been writing about the benefits of Target Date Funds [...]
It’s Time to Revisit Our Financial Resolutions
Posted in Active Investing, Asset Allocation, Behavioral Finance, Bonds, Commodities, debt, Diversification, Dividends, Income Investing, Investors, Leverage, Long-term investing, Low Cost Investing, Market Outlook, Personalization, Portfolio Investing 101, Rebalancing, Retirement, Risk, Stock Investing, Uncategorized, tagged Inflation, inflation beating bonds, low-beta stocks, recession, stock market volatility, TIPS, volatility on September 6, 2011 | 2 Comments »
Did you make a financial resolution when the clock struck midnight on New Year’s Eve? Don’t we all? Believe it or not, January 1, 2011 was more than eight months ago—and needless to say, a lot has happened since we all rang in the New Year. That’s why right now might be the perfect time to [...]
Answering David Swensen’s Call to Arms
Posted in Active Investing, Asset Allocation, Behavioral Finance, BMI, body mass index, Diversification, financial planning, Income Investing, Investors, Long-term investing, Market Outlook, Market Timing, Personalization, Rebalancing, Retirement, Risk, Stock Investing, Uncategorized, Volatility, Wealth, tagged David Swensen, high costs, mutual funds, New York times, Pioneering Portfolio Management, Unconventional Success: A Fundamental Approach, Yale Endowment on August 23, 2011 | Leave a Comment »
David Swensen has been called Yale’s “Money Guru”—and rightly so. As the head of Yale University’s highly successful $16 billion endowment, he has created an amazing performance record. Over the last 10-years (through Yale’s 2010 fiscal year), for example, the endowment had an annualized return of 8.9% vs. 1.5% for a portfolio allocated 70% to U.S. equities and [...]
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