Guest Post by Contributing Editor, David Kotok, Chairman and Chief Investment Officer, Cumberland Advisors. How do we avoid walking into a “left hook” in the markets? That was the discussion this week during a client review. “Can’t you see them coming and avoid them?” he asked. Well maybe some folks can, but the issue of [...]
Archive for the ‘book review’ Category
Stocks and Shocks: What to Do?
Posted in Behavioral Finance, Bonds, book review, Commodities, Corporate Governance, debt, Diversification, financial planning, Global Investing, Leverage, Long-term investing, Market Outlook, Market Timing, pension plans, pensions, Personalization, retirement planning, Risk, Stock Investing, Uncategorized, Volatility, Wealth, tagged China, energy, energy policy, Euro, Europe, european debt, FDIC, France, Iran, Italy, Obama, oil, Persian Gulf, Spain on May 2, 2012 | Leave a Comment »
The Biggest Unknown in Financial Planning
Posted in 401(k), Active Investing, Asset Allocation, book review, Diversification, financial planning, Income Investing, Investors, Leverage, Long-term investing, Low Cost Investing, Market Outlook, pension plans, pensions, Personalization, Rebalancing, Retirement, retirement income, retirement planning, Risk, Stock Investing, Uncategorized, Volatility, Wealth, tagged bonds, government bonds, monte carlo, safe income on April 10, 2012 | 3 Comments »
In a recent blog post, I reviewed a new book on the future of the Equity Risk Premium (ERP). For those who are not familiar with the ERP, it is the additional return that investors expect to receive for bearing the risk of owning company stock vs. owning a low-risk asset like government bonds. As [...]
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 | 1 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 [...]
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 [...]
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 [...]
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 [...]

