Blog Archives

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 exposes shareholders to unwanted and unnecessary tax liabilities. Moreover, this flaw should be of acute interest to anybody anywhere that owns a mutual fund –

Read more ›

Posted in Asset Allocation, ETF, Financial Planning, Fox Feed, NASDAQ Feed, Partner Feeds, Portfolio Management, Retirement Planning, SPDR, stocks, tax efficiency, Taxes, Yahoo Feed
Tags: , , , , , , ,

What Behavioral Biases are Messing You Up?

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 many cases become our own worst enemies. And at any given time, our behavior simply amplifies whatever bad things might be happening around us.

Read more ›

Posted in Asset Allocation, Fox Feed, Investor Behavior & Psychology, NASDAQ Feed, Partner Feeds, Portfolio Management, Retirement Planning
Tags: , , , , ,

How to Hedge in a Rising Market

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 they go down. That’s how financial markets work. But over the past 8 years, stock prices have enjoyed consecutive yearly gains by making one all-time high after another.

Read more ›

Posted in Asset Allocation, Cash and Money Market Funds, Financial Planning, Fox Feed, NASDAQ Feed, Partner Feeds, Portfolio Management, Retirement Planning, Sentiment Analysis, Volatility VIX, Yahoo Feed
Tags: , , , , , ,

What to Do About Fading Stock Market Momentum

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 by 10% or more. But as the great poets say, “we don’t remember the days, we only remember the moments.”

(Audio) Are ETFs turning people into day traders? 

Read more ›

Posted in Asset Allocation, Fox Feed, NASDAQ Feed, Partner Feeds, Portfolio Management, Portfolio Report Card, Portfolio Talk, Retirement Planning, Technical Analysis, U.S. Stock Market, Yahoo Feed
Tags: , , , , , ,

Is Style Drift Increasing Your Financial Risk?

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 does style drift happen?

Style drift occurs when the fund’s portfolio manager begins to deviate from the fund’s investment objective.

For example,

Read more ›

Posted in Asset Allocation, ETF, Financial Planning, Fox Feed, Investor Behavior & Psychology, NASDAQ Feed, Partner Feeds, Portfolio Management, Retirement Planning, SEC Market Regulation, Yahoo Feed
Tags: , , , , , , ,

One FREE Month of ETF Premium

Click the report icon to sign up and receive one FREE month of ETF Premium Membership.


Show Buttons
Hide Buttons

Get One FREE Month of ETF Premium

Simply provide your email address and we'll give you One FREE Month of ETF Premium!