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How do equity and fixed income markets differ?

Date05 Oct 2015

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Quick Take on Fixed Income September, 2015 Q: How do equity and fixed income markets differ? A: Most people are familiar with the equity markets and how they work. After all, anyone can turn on the television and see traders scurrying around the floor of the New York Stock Exchange, filling orders for their clients....

Avoid the Investment Noise

Date21 Sep 2015

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“Today’s investors find it inconceivable that life might be better without so much information. Investors find it hard to believe that ignoring the vast majority of investment noise might actually improve investment performance. The idea sounds too risky because it is so contrary to their accepted and reinforced actions.” So writes Richard Bernstein in his...

The Bad News Is Old News

Date07 Sep 2015

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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 mean you should reduce your equity allocation. Reasons Not To Panic First, all this news...

The Media (Not the Market) Has Fallen to New Lows

Date07 Sep 2015

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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, and trading means higher profits for bloated brokerage firms. It’s really not more complicated than...

Market volatility’s silver lining for retirement investors

Date07 Sep 2015

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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 lost value as well. But there may be a silver lining to this market slide....

Parallels Of Betting & Investing

Date07 Sep 2015

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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 those metrics), and the momentum effect (where assets that have outperformed in the recent past...

Hitting the target

Date07 Sep 2015

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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 Maurer, of The… Read the rest of the article on CNBC.

Avoid Worrying About a Future That May Never Happen

Date07 Sep 2015

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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 hour east of our home in Park City, Utah. We planned the trip to last...

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