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 ‘Books’ 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 [...]
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 | 5 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 [...]
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 [...]
Jim Otar’s Pearls of Wisdom
Posted in Books, Retirement, tagged book review, investing for retirement, Jim Otar, retirement, retirement planning, Risk on March 16, 2011 | Leave a Comment »
Guest blog by Steve Thorpe. Yesterday, I posted a review of Unveiling the Retirement Myth: Advanced Retirement Planning based on Market History by Jim C. Otar, a financial advisor, Certified Financial Planner, and engineer. In this second post, I share a few quotes that epitomize the reality-based themes and critical insights woven throughout Otar’s text: [...]
Investing Book Review: Jim Otar’s Unveiling the Retirement Myth
Posted in Books, Retirement, tagged book review, Investing Book, investing for retirement, Jim Otar, retirement, Steve Thorpe, Unveiling the Retirement Myth on March 15, 2011 | 3 Comments »
This is a guest blog by By Steve Thorpe. (Part two of this review, Steve Thorpe’s compilation of the best advice and insights from Unveiling the Retirement Myth by Jim Otar, will run tomorrow.) For individual investors planning for retirement, basing those plans on averages just doesn’t cut it. For example, one might estimate an [...]
Your Fund Manager is No Albert Pujols, and Other Lessons from Larry Swedroe’s Investing Tales
Posted in Books, Passive Investing, tagged 401k, Albert Pujols, Behavioral Finance, Christopher R. Blake, Edwin J. Elton, Fordham University, Index Funds, Larry Swedroe, Martin J. Gruber, New York University, Overconfidence, passive investing, Wise Investing Made Simpler on October 21, 2010 | 1 Comment »
Corporate 401(k) plan sponsors pick bad funds for their plans, according to a 2006 study. Then the participants in the plans compound the problem, again picking funds headed for a fall. Why? Because though the Securities and Exchange Commission mandates that funds put in any piece of marketing the disclaimer that past performance is not [...]
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