Avoiding the Mutual Fund Tax Trap
Earlier this week, the Wall Street Journal (WSJ) observed a problem that our readers have long known: mutual funds have a major structural flaw that…
Earlier this week, the Wall Street Journal (WSJ) observed a problem that our readers have long known: mutual funds have a major structural flaw that…
One online dictionary defines the word “fluke” as an “unlikely chance occurrence, especially a surprising piece of luck.” Alternative descriptions include chance, coincidence, and accident. All of…
The total U.S. stock market has gained over 20% during the past year and is doing great. But for U.S. investors that are under-weighted to…
Sitting atop this year’s performance gainers are leveraged ETFs. These are funds that use a combination of debt and derivatives to magnify their performance. Are leveraged…
Being a contrarian investor is a lot harder than it sounds. It means doing the opposite of the crowd. It means having the stomach and…
News flash: Your worst enemy isn’t inflation, deflation, a market crash, or whatever other scary financial scenarios you can think of. Rather, we ourselves, in…
Actively managed portfolios are not a device of nefarious origin. And neither is it a “dead exercise” as the vox populi has declared. Nevertheless, to…
Among the greatest breakthroughs that exchange-traded funds (ETFs) have made is giving people complete control of their investment decisions. On one hand, a person may…
Portfolio diversification is an investment strategy designed to limit risk by spreading money across multiple asset classes and securities. Most financial literature along with your…
Hedging, for some investors, sounds complicated. In reality, it’s not because it’s all about reducing investment risk. Who can’t understand that? Sometimes stock prices go up, sometimes…
It’s been said the more things change, the more they stay the same. And right now, the performance of stock market industry sectors is behaving…
Wall Street has been so busy with one all-time high after another, many have already long-forgotten that it’s been over one-year since the stock market corrected…
Do you own mutual funds? If you do, there’s a hidden trap called “style drift” that could be increasing the risk of your investment portfolio. How…
Everything in life that surrounds you requires maintenance. This includes your home, your automobile, the software application on your mobile device, and even your health.…
With 2016 now officially history, a new year is upon us. And the great part about each new year is the opportunity for a fresh…
If you asked a thousand different people about the key factors that should drive their investment choices, you’re bound to get a thousand different answers.…
News flash: Investors who assumed their investments in conservative bonds and bond funds (Nasdaq:LSBRX) were safe from losses are learning otherwise. Since mid-2016, the performance…
Over the past several years traditional market cap weighted indexes have been derided. Why? Because upstarts, known as “smart beta” have taken the ETF marketplace…
Funding your retirement is a big financial obligation that no one can escape. How big? While other expenses like paying for college education or a…
What are the hallmarks of a well-built and financially sound investment portfolio? For some, it’s simply owning the top performing stocks or mutual funds (Nasdaq:AMCPX).…