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 [...]
Archive for the ‘Behavioral Finance’ Category
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 »
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 | 4 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 | 1 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 [...]
From the Portfolioist Book Shelf: Live It Up Without Outliving Your Money!
Posted in Active Investing, Asset Allocation, Behavioral Finance, book review, Books, debt, Diversification, Financial Advisors, financial planning, Income Investing, Investors, Long-term investing, Taxes, Uncategorized, Wealth on August 18, 2011 | 6 Comments »
Guest Blog by Steve Thorpe Are you a do-it-yourself type seeking strategies to manage your retirement investments? Thousands of books, magazines, web sites, and broadcast media sources promise help, however many publications are in fact cleverly designed to market expensive Wall Street products that pay for others’ retirements – not yours! In contrast, Paul Merriman’s [...]
Why Warren Buffett Was Right: “Diversification is Protection Against Ignorance”
Posted in Active Investing, Asset Allocation, Behavioral Finance, Commodities, Corporate Governance, debt, Diversification, Dividends, ETFs, financial ratios, Global Investing, Income Investing, Investors, Leverage, Long-term investing, Market Outlook, Market Timing, Markets, Mutual Funds, Portfolio Investing 101, Rebalancing, Regular Investing, Retirement, Risk, Stock Investing, Uncategorized, Volatility, tagged diversification, ETFs, fear, forecast, market drop, market fears, mornignstar, prediction, recession, REITs, retirement, S&P 500, Target Date Folios, Warren Buffett on August 3, 2011 | 3 Comments »
The volatility in the broad stock market has shaken investors’ belief in the true value of portfolio diversification. The problem is that many of the people who believe that diversification no longer works, may not know how to build a truly diversified portfolio. Warren Buffett is widely quoted as saying : “Diversification is protection against ignorance.” I’ll [...]
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 [...]
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