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Don’t Put All Your Eggs in Warren Buffett’s Basket

Date13 Dec 2013

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No investor’s portfolio should consist of just one company — even if that company is Berkshire Hathaway (BRK.A) and its CEO, Warren Buffett, is donned an oracle. For those investors thinking I’m wrong, I hope you’ll consider four logical reasons why you shouldn’t create a portfolio consisting only of Berkshire shares, or even allocating more...

The Million Dollar Question: “How Am I Doing?”

Date13 Dec 2013

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You may have seen the television ads that pose the big question: “What’s your number?” The number refers to the balance you need in your investment account to live comfortably in retirement. If these ads make you wonder how you are doing, you are not alone. A single specific number cannot answer all your financial...

Former Vice Chair Explains the Financial Crisis

Date13 Dec 2013

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The effects of the financial crisis are still with us. And many books have been written about it. Alan Blinder’s new book “After the Music Stopped,” which focuses on the why it happened, is the best I’ve read so far. Blinder, who brings great credibility as both a Princeton University economist and a former Federal...

Happiness vs. Stress

Date27 Nov 2013

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This chart displays the results of how frequently the words "happiness" and "stress" have appeared in a sample of books written in English and published in the United States...

In Context Newsletter – Fall 2013

Date21 Nov 2013

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The third quarter certainly had its fair share of stress for investors. As the quarter came to a close, it was clear the federal government would undergo a partial shutdown on October 1. As if that was not enough, the debt ceiling deadline loomed. There was concern the federal government might default on Treasury bond principal and interest payments or other financial commitments if Congress and the White House failed to act before October 17...

How Investors Should Think About the Shutdown — Larry Swedroe

Date15 Oct 2013

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Today we’ll continue our discussion on the shutdown by exploring further the emotions financial crises cause and the risky behavior that can be generated as a result. One of the reasons investors resort to risky behavior is because they either don’t have investment plans they can stick to, or if they have plans they don’t...

How the Shutdown Affects Your Investment Plan — Larry Swedroe

Date15 Oct 2013

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I’ve been getting many calls and emails from investors who are very concerned about the stock market, given the partial shutdown of the federal government and the looming crisis if the debt ceiling isn’t lifted. The concerns are typically greatest among older investors who not only remember the bear markets of 2000-02 and 2008, but...

The Momentum Effect in the Stock Markets

Date14 Oct 2013

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Jared Kizer is director of investment strategy for the BAM ALLIANCE. In 2008, Jared co-authored the book The Only Guide to Alternative Investments You’ll Ever Need with financial author Larry Swedroe. Jared has written several articles on topics including retirement planning and investment policy.

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