The Bad News Is Old News
In my previous post, we reviewed the historical evidence on bear markets and financial crises, as well as the sources of the latest crisis. Today, we pick up by discussing reasons why all the bad news you’ve been hearing doesn’t...
The Media (Not the Market) Has Fallen to New Lows
It has long been my view that much of the financial media serves as a shill for the securities industry. It stokes fear and anxiety in an effort to encourage investors to “do something” with their holdings. Activity means trading,...
Market volatility’s silver lining for retirement investors
Despite Wednesday’s recovery from steep losses earlier in the week, the major U.S. stock averages are on track for their biggest monthly percentage losses in five years or more. That means your retirement portfolio, your 401(k)s and IRAs, may have...
Parallels Of Betting & Investing
Two of the most-well-known factors that help explain stock returns are the value effect (where equities with lower prices relative to metrics—such as book value, earnings, cash flow, sales and dividends—tend to outperform the equities with higher prices relative to...
Hitting the target
Target date funds are a popular default option in many retirement plan investment schemes, but are they a good fit for younger, millennial investors? CNBC Senior Personal Finance correspondent Sharon Epperson discusses target date funds with certified financial planners Tim...
Avoid Worrying About a Future That May Never Happen
I love spending time in the mountains. So a few weeks ago, I jumped at the opportunity to join a friend, my son and seven of his friends on a trip into the Uinta Mountains. This range sits about an...
Have you committed these investing blunders?
The financial worries that keep Americans up at night run the gamut from cradle to grave: daily expenses, college education, retirement nest eggs. While stressing over the big fiscal picture, many investors easily fall into some costly—but very much avoidable—financial...
Does currency risk add value in the fixed income markets?
Q: Does currency risk add value in the fixed income markets? A: As interest rates on high quality bonds have remained relatively low, some investors continue to search for ways to achieve higher returns in the fixed income markets. One...
The Cheap Volatility Illusion
As I write this on Aug. 10, despite all the economic problems facing investors (such as Greece, the slowing Chinese economy, a bear market in Chinese stocks, the collapse in commodity prices and Puerto Rico’s default), the VIX index, a...
Don’t Join The China Panic
It’s not as if investors didn’t already have enough to worry about with the Greek crisis, Puerto Rico’s default, the Iranian nuclear agreement, ISIS, the Fed ending its zero-interest-rate policy in the near future, and gurus such as GMO’s Jeremy...