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Archive For: Investing

How to Lose Money

I recently read an article with this title written by Harry Markowitz, the 1990 Nobel Laureate and the father of modern portfolio theory. I was amused and wanted to share his primary points. According to Dr. Markowitz, there are many ways to lose money, of course, but with tongue firmly ... Read More
 

Millennials and Money

Fidelity Investments recently completed a study on the money habits of Millennials (ages 25-35 in the study) and found some facts that make it clear this group of adults is very different from their older cohorts. For example: On average, Millennials have a higher amount saved to cover an emergency ... Read More
 

Stock Market Returns and Presidential Elections

Predictions about presidential elections and the stock market often focus on which party or candidate will be “better for the market” over the long run. The growth of one dollar invested in the S&P 500 Index over nine decades and 15 presidencies (from Coolidge to Obama) shows it does not ... Read More
 

Bogle Says Retirement Crisis Has Three Parts

John Bogle, the crusty former Chair of The Vanguard Group, recently spoke out about the retirement crisis in America. According to Bogle, there are three aspects to this crisis: Social Security insolvency Woefully underfunded corporate and government pensions Ridiculously high costs of most 401(k) plan investment options. Bogle didn’t list ... Read More
 

Essential Investment Tool: Earplugs

In a wonderful article that John S.Tobey wrote last week for Forbes magazine, he points out that an investor needs to block out the noise that surrounds us these days. He notes that the news media frenzy over the U.K.’s vote to leave the European Community was overwhelming speculation and ... Read More
 

Investing Mistake #3: Behavior Errors

The idea for my new book “Ditch the Guesswork: Creating Reliable ROI for Time-Starved Investors“(available from Amazon.com) came from creating a list of the most common investing mistakes we see investors make. Today’s post covers the third of three broad categories of investing mistakes many investors make – behavior errors. Investor behavior ... Read More
 

Investing Mistake #2: Poor Execution

The idea for my new book “Ditch the Guesswork: Creating Reliable ROI for Time-Starved Investors“(available from Amazon.com) came from creating a list of the most common investing mistakes we see investors make. Today’s post covers the second of three broad categories of investing mistakes – poor execution. Even if you have ... Read More
 

Investing Mistake #1: Flawed Investment Approach

The idea for my new book “Ditch the Guesswork: Creating Reliable ROI for Time-Starved Investors“  (available from Amazon.com) came from creating a list of the most common investing mistakes we see people make. Today’s post covers the first category of investing mistakes – a flawed investment approach. Investing success starts ... Read More
 

Passive Beats Active In Yet Another Study

In an article published in “Financial Planning” magazine published today, passive investing — the cornerstone of asset class investing —  is shown to be superior than active investing. Again. “We took another look at the active vs. passive debate, but this time we examined the average returns for each of ... Read More