Where Portfolio Returns Really Come From

Here is a shocking fact: Asset allocation, the idea of spreading one’s money into different buckets or asset classes, accounts for 90% of a portfolio’s return over time. This leaves … Read more

Posted on August 11, 2010 by

How Money Doubles — Understanding The Law of Compound Returns

The latest biography on the world’s most famous investor is titled “The Snowball – Warren Buffett and the Business of Life.” The term “snowball” is a metaphor for a core … Read more

Posted on August 9, 2010 by

The Yo-Yo Market — Will Your Retirement Plans Meet Your Needs?

Summer is a lazy time of the year, and the market was certainly relaxed until mid-July. The major indices dropped by over 2% as bad news spooked investors. The talking … Read more

Posted on August 4, 2010 by

How Did Your Portfolio Perform?– Understanding Risk and Diversification

In competitive pursuits, there are established and transparent measurement systems to determine not just performance but how performance is achieved. In professional sports, a variety of statistics are used to … Read more

Posted on August 3, 2010 by

Does the Candyman Have You Hooked? — Consider Discharging Your Investment Adviser

For some, The Candy Man is a fun ditty from the 1971 movie “Willie Wonka and The Chocolate Factory.” The phrase, however, has its origins in a much more sinister … Read more

Posted on July 31, 2010 by

Assets Out of Management — Challenging 'Assets Under Management'

A few weeks ago BP CEO, Tony Hayward, felt the heat of America’s ire for his “I want my life back” gaffe. This week, BP Chairman, Carl-Henric Svanberg, may have … Read more

Posted on July 6, 2010 by

Lessons from BP — Look to ETFs for Portfolio Diversification and Market Efficiency

Americans today have various visceral feelings about British Petroleum (BP). Mostly, it conjures up pictures of oil-soaked creatures, executives sweating during their public flogging, government intervention, and ruined beaches. Aside … Read more

Posted on July 5, 2010 by

I Believe, But Help Me In My Unbelief — Dealing With Market Volatility

A man having a religious crisis of faith initially spoke the famous words of this blogs subject line. He was acknowledging that with tough decisions, there is a continuum, not … Read more

Posted on July 4, 2010 by

Active Investing Is About Being Right, Not What You "Do."

Do you like investing? Find it fun to read, study and peruse investment resources to better yourself as an investor? Have you given your children a few bucks to buy … Read more

Posted on June 14, 2010 by

A Litmus Test…Is Your Asset Allocation Right?

Like a volcano, markets go through phases: they do very little and then suddenly they spit fiery lava. With new problems being introduced each day, be it Greek debt or … Read more

Posted on June 4, 2010 by