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 by storm and are trying to dislodge traditional indexing .
And one of the oft-repeated arguments against traditional indexing that... Read More
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 home are also large, they aren't necessarily in the same league. Why? Because buying a home or paying for a family member's education isn't something we... Read More
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). For others, it's owning the funds or ETFs (NYSEARCA:SCHB) with the lowest cost. And yet for many others, their definition of... Read More
On financial networks and in finance classrooms around the globe, stock market volatility is routinely mis-classified as "risk." Unfortunately, this erroneous view causes people to make investment mistakes.
Elroy Dimson, a London Business School professor once wrote, that risk “means more... Read More
What's your investment portfolio's performance? Do you know? Just 57% of U.S. adults are “financially literate,” according to a study from Standard & Poor’s titled the "2015 Global Financial Literacy Survey." Another study by a large insurance company found that people are more... Read More
The framework for an architecturally sound investment plan is to have a core portfolio built upon core asset classes. Like the foundation of a building, your portfolio's core must be built on a solid and stable footing. While there are many things within your investment plan that are optional, this... Read More
This year's presidential election has been so drenched with public bickering and controversy, it's left very little airtime for the multi-million freight train that's on course to crash everybody's party: U.S. public debt.
In July, the Congressional Budget Office (CBO) reported that federal... Read More
Look at your investment portfolio. Do you have exposure to real estate? Is your exposure broad or is it limited to just one company?
Some individual investors feel they don't need to own real estate inside because they already own a home or condominium. Some may even a vacation home or rental... Read More
As U.S. stocks register new highs and bond yields register new lows, the exchange-traded fund (ETF) marketplace keeps humming along. This is true of ETFs in virtually all asset classes, including not just equities (NYSEARCA:SCHB), but currencies (NYSEARCA:FXE), commodities (NYSEARCA:DBC), and... Read More
With 2016 officially half over, the celebratory nature of the stock market is being masked by another telling trend: Defensive sectors are outperforming higher risk areas.
Formerly hot groups drenched with elevated risk like solar energy (NYSEARCA:TAN) and biotechnology stocks (NasdaqGS:IBB)... Read More