passive investment portfolio basics

Passive Investment Portfolio Basics: 3 Questions

Building an effective passive investment portfolio is a mind game, much more so than you might think. Consider these three simple questions: What do you believe about investing? That, over time, … Read more

Posted on September 11, 2012 by
day trading the news? you're nuts

Day Trading the News? Not On Your Life

Think you have what it takes to be a day trader? We’ve come a long way from the 1990s TV commercials touting “fast online execution” of your stock buys from … Read more

Posted on August 30, 2012 by
winning the loser's game at sea

Winning the Loser’s Game Comes Full Circle

Investors love a good metaphor. Bulls vs. bears. A wall of worry. The madness of crowds. One of our favorites, of course, is the classic Charley Ellis tennis comparison, “winning … Read more

Posted on August 29, 2012 by
Expected rate of return old-school style

Expected Rate of Return — Nail It, or Else

What’s your expected rate of return on your retirement investments? Do you even have a concrete number in your mind? You should. Consider for a moment your assumptions. You assume … Read more

Posted on August 10, 2012 by

Which Cars Do Rich People Drive? Cheap Ones

Which cars do rich people drive? A recent study found that the answer is: cheap cars, hands down. It’s worth asking, who’s driving your wealth around, you or the car dealer? … Read more

Posted on August 9, 2012 by
Stock holding period madness reigns

Stock Holding Period Madness Reigns

Another day, another fat-fingered mess on the trading floors of Wall Street. Meanwhile, stock holding period madness reigns, due largely to robot-driven trades. Who’s driving this crazy train? Consider some … Read more

Posted on August 8, 2012 by
Active trading vs passive investing, robot edition

Active Trading vs Passive Investing Tipping Point

The active trading vs passive investing argument can finally be put to rest. Will the last human being trading stocks please get the lights? We have long known about high-speed trading by computer … Read more

Posted on August 6, 2012 by
Dividend-paying stocks: Beware One Monster Risk

Dividend-paying Stocks: Beware One Monster Risk

Dividend-paying stocks for income are certainly the flavor of the month for retiring Baby Boomers. There’s a lot to be said for owning a piece of a well-run business, as … Read more

Posted on August 3, 2012 by
Self-directed Investing: Three Iron Rules

Self-directed Investing: Three Iron Rules

Self-directed investing gets a bad rap. First of all, most of us are in that boat. And it’s not uncommon to feel as if you’re on your own against a … Read more

Posted on July 31, 2012 by

Costly Funds Are Today’s Snake Oil

New research reveals that investors believe high-price mutual funds can produce investment miracles. Few mutual fund investors would ever equate themselves with the gullible folks that bought Clark Stanley’s snake … Read more

Posted on June 22, 2012 by