Is Investment Rate of Return the Right Measuring Stick?
What does the one-year, three-year or five-year return of any group of equities have to do with the achievement of the unique financial goals of...
Who Says You Can’t Time the Stock Market? Why Market Timing Is Easy
At some point every investor, trader, or stock picker has dreamt of buying a stock right before some major news turning him/her into a retired millionaire...
How Investment Advisor Fees Add Up
In the pursuit of an investment advisor or investment manager one of the most important (and unfortunately complicated) pieces of information to obtain is their...
3 Do-It-Yourself Investing Pitfalls
Whether looking to upgrade the kitchen, find a new job, or decide which positions to buy for a 401(k), you must decide: should you do...
Tools to Construct Global Equity Portfolios
It is a global market with many investors seeking global diversification. In the following I offer guidance on global equity market asset allocation. Asset allocation...
Our Global Economy is Essentially a “House of Cards”
For years now we have seen much published conjecture regarding the Fed and when it will raise rates. There are certain economic factors the Fed...
Why to Invest in Alternative Investments
Over the last 2 to 3 years the percentage of our client portfolios invested in alternative investments has increased from 10 percent to around 30 percent....
What to do After Tax Season is Over
Tax season is behind me…what do I do to prepare better for next year? Managing tax liabilities starts with the understanding that taxes are inevitable...
A Revelation for Core-Satellite Investing: The S&P Emperor
Core-satellite investing has been embraced as a way to diversify and lower costs, but the S&P500 as core does neither. Core-satellite investing continues to be...
Why Women Beat Out Men in Investing
According to a recent study by SigFig, a portfolio platform, women are more likely to make money when investing than men. In this study, SigFig...
