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8 Smart Tax Moves for Investors

Date19 Jan 2015

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Retain more of your investment income with savvy tax planning. Good investors are good tax planners. Tax planning isn’t as fun as investing – or fun at all – but it helps you keep as much of that hard-won investment income as possible. Dan Solin, a wealth advisor with Buckingham and director of investor advocacy...

The Shorting Premium Puzzle

Date19 Jan 2015

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There are a number of well-documented anomalies that cause problems for the efficient markets hypothesis (EMH). These problems arise because the EMH assumes any mispricing in the market will be arbitraged away by rational traders who buy relatively undervalued assets and sell relatively overvalued ones. Among the biggest problems are the existence of momentum and...

Don’t Rely On These ‘Professional’ Investors

Date19 Jan 2015

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By definition, being a “professional” means your level of expertise is greater than that of amateurs. It would be surprising if professional golfer Phil Mickelson routinely posted lower scores than the average weekend player. Do you really believe the tennis champion at your local club would make a credible showing against any of the top...

Why Buy Individual Stocks?

Date19 Jan 2015

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Individual stock ownership provides both the hope of great returns (for example, if you were to early on discover the next Google) as well as the potential for disastrous results (you could end up with a significant holding in the next Lehman Brothers). But because investors are not rewarded by the markets with higher expected...

Before Setting New Goals, Evaluate the Previous Ones

Date19 Jan 2015

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Over the next few weeks, you’ll hear a lot about setting financial and other goals. I doubt I’ll be the first (or the last) to ask what goals you have in mind for 2015. Obviously, setting goals and wanting to improve our lives are good things. But by focusing our attention in only one direction...

Investing Headlines: The Good, Bad and Ugly

Date19 Jan 2015

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You can learn a lot if you read the financial headlines with the right perspective. It’s unfortunate that most provide misinformation designed to encourage trading, increase anxiety and otherwise foster bad investing behavior. There are some notable exceptions, but finding them can seem like looking for a needle in a haystack. Good headline Burt Malkiel:...

Try This Revolutionary Approach to Investing

Date19 Jan 2015

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As an investor, you are probably concerned about “uncertainty” in the market. Sometimes it may feel like you are just waiting for the other shoe to drop. It probably doesn’t help that the financial media appears so vocally divided between those who believe the bull market will run at least through 2015 and others who...

How To Think About Bear Markets

Date19 Jan 2015

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Until quite recently, 2014 had been a very quiet and calm year for the stock market. With the exception of a few days in early February, the VIX had never spent any time above 20. As August ended, it stood at just under 12. However, volatility has a nasty tendency to spike. And as AQR’s...

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