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Should You Have ETFs in Your Portfolio?
Tweet Share on Facebook January 31, 2012 Comment (2)New regulations require greater fee and expense transparency from employer-sponsored retirement plans such as 401(k)s. As a result, we may see more plans experiment with lower-expense investments such as ETFs (exchange-traded funds). Though they’re already featured in some plans, ETFs could increasingly become part of the retirement plan conversation.
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Understanding Earnings and Earnings Estimates
Tweet Share on Facebook January 26, 2012 CommentEarnings season is an exciting time. Stock prices seem to make significant moves around the time companies announce their quarterly earnings. Why? Because there are plenty of people who think they have an idea what those earnings are going to be.
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Should You Have Alternative Investments In Your Portfolio?
Tweet Share on Facebook January 26, 2012 Comment (2)So you have discovered the merits of dumping your high-priced money manger and his ineffective mutual funds in favor of low-cost index funds allocated across stocks, bonds, and cash.
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Investing: It's About Expectations
Tweet Share on Facebook January 25, 2012 CommentI contend that setting your expectations prior to investing is one of the most crucial aspects for investing success.
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7 Steps to Reach Your Retirement Goals
Tweet Share on Facebook January 24, 2012 Comment (1)What’s your retirement dream? Travel the world? Move to Arizona? Become a migratory snowbird? Improve your golf game? Open a part-time consulting business? Spoil your grandchildren?
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We Are the 25 Percent
Tweet Share on Facebook January 20, 2012 CommentWould the chant “We are the 75 percent” draw as much attention as “We are the 99 percent”? There has been so much written about the Occupy Wall Street movement and the vilified top 1 percent of income earners. But what if we considered the top 25 percenters?
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Confessions of a Former Stockaholic
Tweet Share on Facebook January 19, 2012 Comment (2)Several years ago, our firm retained Miller McMillan, a copywriter, to help us with our website. Little did we know that he began investing using the methods we’ve been espousing in our newsletters and blogs. He asked if he could share his experiences.
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Target-Date Funds: Another Bad Year?
Tweet Share on Facebook January 18, 2012 CommentA recent article in The Wall Street Journal discussed how many target-date funds “missed their mark” in 2011. The article goes on to state that the average target-date 2015 fund lost 0.4 percent in 2011. This compares poorly with the S&P 500’s gain of 2.1 percent and the Barclays Capital U.S. Aggregate Bond Index’s 7.8 percent return.
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Keep the Game Going With Portfolio Reallocation
Tweet Share on Facebook January 17, 2012 Comment (1)Maintaining an outdated allocation is akin to playing the same 11 football players, play after play and game after game. Different situations simply call for different combinations of assets for your 401(k) investments.
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How Investors Can Exploit Greed and Fear
Tweet Share on Facebook January 13, 2012 CommentThere are many adages and sayings in the money management business, but one of my favorites comes from Warren Buffett: “Be fearful when others are greedy and greedy when others are fearful.”
