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June 23, 2014

Let Go of the Money Worries

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How many times have you had a conversation when you or the other person said something like: “I’m so worried about the stock market.” “I’m so worried about retirement.” “I’m so worried about the value of my home.” Assuming you...

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A Sad Cautionary Tale of Fraud

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Recently, an adviser told me how one of his clients was scammed out of hundreds of thousands of dollars by his son. Let’s call the client “Bill,” the son “Robert,” the adviser “Phil” and the advisory firm “Registered.” Phil works on...

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The Problems With Index Funds

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An overwhelming body of evidence demonstrates that the majority of investors would be better off if they adopted indexed investment strategies. And while a total-stock-market index is fine for many investors, indexed investors who desire certain types of exposure face...

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International Diversification Is Free

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Today concludes our discussion on international stocks and whether investors should consider them in their portfolios. Negative tracking error has resulted in my receiving an increasing amount of calls questioning the wisdom of investing in international stocks. To help you...

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Go International To Be Diversified

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Today begins a two-part series on investing in international stocks. Over the past four years, international investments have done poorly relative to domestic investments. For example, from 2010 through 2013, while the S&P 500 Index returned 15.9 percent per year,...

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