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Where Money Can Go When You Die
Tweet Share on Facebook November 30, 2012 CommentGiven the current environment, a lot of people ask me, “Dave, what do you think is going to happen with the fiscal cliff?”
My response: I have no idea.
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Another Look at Superstar Fund Managers
Tweet Share on Facebook November 28, 2012 CommentA little over a year ago, I discussed the issue of investing with superstar mutual fund managers. I mentioned Fairholme's Bruce Berkowitz and Fidelity Contrafund's Will Danoff in the article. As we are almost done with 2012, it's a good time to revisit this topic and those managers.
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Managed Portfolios and Your 401(k)
Tweet Share on Facebook November 27, 2012 CommentHow important is choice in your 401(k) options? Do you want to have a set of 10 or 20 mutual funds and investments from which you get to choose your retirement portfolio allocation?
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The 3 Best (and Worst) Real Estate Sectors Right Now
Tweet Share on Facebook November 26, 2012 CommentReal estate, specifically commercial real estate, is an integral part of a truly diversified portfolio, but not all types of real estate are created equal. Some real estate sectors could be a bear trap while others may provide you with some additional return while lowering your overall risk. Here are some of the best and worst real estate sectors you should consider or avoid right now:
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4 Reasons to Be Thankful for Your 401(k)
Tweet Share on Facebook November 21, 2012 CommentWith the Thanksgiving holiday upon us many of us will be giving thanks for the ability to be with family, for the great meal they are able to enjoy, and perhaps for a few days off of work just to relax. Far fewer of us (I dare say nobody) will likely be giving thanks for their 401(k) plan. Here are four reasons that maybe you should:
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Your Thanksgiving Dinner as Retirement Plan
Tweet Share on Facebook November 20, 2012 CommentI’d like to propose something a little out of the ordinary: before you sit down and enjoy your Thanksgiving meal, try imagining each dish is an element of your retirement strategy.
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3 Post-Election Tax Changes You Need to Know
Tweet Share on Facebook November 16, 2012 CommentNow that the election is over, tax law changes are coming. It’s important to prepare now for next year so you aren't surprised by what you owe (or the size of your refund) after end of 2013. Here’s a look at what to watch:
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The Twisted Lies of Diversification
Tweet Share on Facebook November 15, 2012 CommentWhether you run a Fortune 500 company or your own portfolio of investments, there's one thing we all have in common: a shared belief engrained since childhood that we shouldn't put all of our eggs in one basket.
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Do Mutual Fund Companies Matter?
Tweet Share on Facebook November 15, 2012 CommentJust what makes a top-notch mutual fund company? A recent Morningstar Fund Spy column cites two firms, Dodge & Cox and Primecap, as high-quality fund families, which piqued my interest as I use funds from both for my 401(k) plan clients as well as my individual clients.
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Deficits, Huge and Growing, Must Be Addressed
Tweet Share on Facebook November 14, 2012 CommentAs long as I can remember we've heard talk of the risks of deficit spending and the resulting national debt. In fact, a youthful memory which may have helped lead me to the work I do now features a family friend complaining that as much as he admired President Eisenhower, he couldn't forgive Ike’s failure to consistently balance the federal budget. Now, the deepest deficit during the Eisenhower administration, some $12.8 million ($101.8 million in today’s inflation-adjusted dollars), seems like a venial sin compared to the $1.3 trillion estimated for fiscal 2012, but the issue of what government should spend, with whose money, and on what remains one of the most contentious issues facing the American public. And the way that issue is or is not addressed has important implications for us as investors.
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Slide Shows
Emerging Markets to Consider in 2013
The Philippines, China and other key emerging markets for this year.
Why Dow 14,000 Is a Tough Milestone
History shows this mark to be one of the most difficult for the market.
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