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The Smarter Investor

April 2013


Why the Market is Still a Good Deal

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J.P. Morgan Asset Management publishes some great research at the end of every quarter called the “Guide to the Markets.” It is chock-full of good data, but one highlight in the most recent stood out, prompted by a single question, “Is the S&P 500 over-bought?”

According to J.P. Morgan, the answer ...

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TAGS:
investing
mutual funds

When Should You Invest Emotionally?

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Portfolio diversified? Check. Good dividend yield? Check. Reasonable fees for performance? Check. Beneficiaries correctly listed? Check. Prudent level of risk with appropriate principal protection? Check and check.

Oh, if investing were this easy. Instead, there are thousands of options combined ...

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TAGS:
investing
mutual funds

Beware of Financial Fraud

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Financial fraud is rampant today. Besides high profile cases like Bernard Madoff or Allen Stanford investors are being defrauded out of their hard-earned money at an alarming rate.

Sadly even two former presidents of The National Association of Personal Financial Advisors, the country’s largest ...

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investing
mutual funds

Retirement Saving Tips for Couples

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The retirement investing options open to married couples vary widely, from individual retirement accounts to employer-sponsored plans. Deciding which retirement investing vehicles are most appropriate for you as a couple is a personal choice and should be a big part of your financial planning ...

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investing
mutual funds

Should You Sell in May and Go Away?

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When it comes to the month of May, there is a trading strategy that puts investors into one of two opposing camps. The first group looks at the stock market in May and is reminded of the traditional festivities associated with May Day: singing, dancing, decorating maypoles and celebrating spring’s ...

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TAGS:
investing
mutual funds

At Tax Time, Check Your 401(k) Fees

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As April 15 approaches, people become preoccupied with budgeting and finances. Tax time brings out the financial worrywart in all of us.

While it's not good to obsessively fixate on the stress of tax season, a heightened awareness of money isn't a bad thing.

For obvious reasons, investors are hoping ...

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TAGS:
investing
mutual funds

Holding Out for Dividends? Don't

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Looking for dividends is a lot like picking stocks, and Fidelity's Peter Lynch's know-what-you-own rule applies to finding companies with good payouts.

The name Peter Lynch elicits fond memories in the minds of investors throughout the last 30 years. If you aren’t familiar, or like me, weren’t old ...

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TAGS:
investing
mutual funds
money

What's Your Risk Tolerance?

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Self-knowledge is one of the best tools you have when you invest. Understanding yourself can help you build a portfolio that works for you, and it can keep you from acting impulsively in a way that damages your long-term returns.

What is Risk Tolerance?

Risk tolerance is just what it sounds like: A ...

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TAGS:
investing
mutual funds