retirement stocks bonds mix

Get Your Retirement Stocks Bonds Mix Right

Is the traditional 60/40 split between stocks and bonds — what financial planners call an “asset allocation model” — dead on arrival for retirement investors? In one sense, yes. But … Read more

Posted on April 26, 2013 by
wreck your retirement

3 Ways to Wreck Your Retirement Plan

Anyone who grew up in the 1960s remembers how driving a car used to be. Rough roads, no power steering, shifting with a stick. It could be fun, but you had to … Read more

Posted on April 19, 2013 by
diversification

Don’t Fall for ‘Fake’ Diversification

You hear this all the time from financial advisors: Get diversification in your portfolio, pronto! If you’re even slightly activist in your investment life, though, diversification can feel like wimping … Read more

Posted on January 4, 2013 by

Driving a Compact Down Wall Street

High-end sports cars are great. They’re fun to drive and fun to look at. Who doesn’t turn their head when a fancy Lambo or some exotic supercar pulls alongside in … Read more

Posted on January 3, 2013 by

ETF Sector Investing: A Reality Check

One of the more appealing ideas in individual investing is the “sector focus,” especially ETF sector investing. The notion is that, at any given moment in the business cycle, an … Read more

Posted on November 16, 2012 by
Buffett housing bett

Buffett Housing Bet Picks Up Speed

Evidence is piling up that billionaire investor Warren Buffett sees a housing recovery and, by extension, a generalized U.S. recovery dead ahead. Investors are closely watching the Buffett housing bet … Read more

Posted on October 31, 2012 by
tactical asset allocation

Tactical Asset Allocation for Passive Investors

If there was ever a market made for tactical asset allocation, it would be the market we have now, right? Not that many years ago, we all knew which way … Read more

Posted on October 9, 2012 by
benefits of asset allocation

Benefits of Asset Allocation: The Long View

The retirement advice industry, like any growth business, is chock full of competitors. People write books offering seven rules, three steps, 10 commandments and so on. What tends to get short … Read more

Posted on October 8, 2012 by
black swan

Black Swan Investing: How Not to Die

Which would you prefer, hurricanes or earthquakes? We’ll get to black swan investing shortly, but consider that question first. People who’ve lived through Florida’s storm season over the past few years … Read more

Posted on September 27, 2012 by
stock market timing

Stock Market Timing: Systematic Losses

How many times have you overheard someone brag about their uncanny stock market timing? “Boy, I got out of stocks just in time!” or “We sold at nearly the high, … Read more

Posted on September 24, 2012 by