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The Smarter Investor

January 2012


Confessions of a Former Stockaholic

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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.

First of all, I am not a professional stock ...

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investing
mutual funds

Target-Date Funds: Another Bad Year?

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A 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.

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investing
mutual funds

Do You Pass the Investment Test?

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Like a volcano, markets go through phases: They do very little and then suddenly they spit fiery lava. With new problems being introduced each day—be it Greek debt or the survival of the Euro, political bickering or Middle East uprisings—the markets are constantly trying to figure out what stuff is ...

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TAGS:
investing
mutual funds