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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
 

52 Most Common Investing Mistakes

In the Fall of 2015, I started to write a series of blog posts on the most common investing mistakes we see investors making before they become clients. When the list reached 52, I decided to write a book instead of doing 52 blog posts. That book is now published ... Read More
 

Investing Lessons from “Field of Dreams”

Millions of die-hard baseball fans are celebrating the opening of baseball season this month and the 27th anniversary of the release of the iconic baseball movie “Field of Dreams.” In honor of the movie that debuted on this day in 1989, I wanted to take time out to reflect on ... Read More
 

Value of Diversification

I was meeting with a client yesterday for one of our regular reviews of which investments is always one part of the review session. He’s a busy tech guy and doesn’t pay too much attention to his investments until we meet (a good trait as far as I’m concerned). Anyway, ... Read More
 

Active Mutual Funds in Europe Do Poorly Too

According to a report from the S&P Dow Jones Indices,  every actively managed equity fund in Europe investing in global, emerging and US markets has failed to beat its benchmark over the past decade. The study looked at 25,00 actively-managed funds and found that “98.9 per cent of US equity ... Read More
 

Market Bounced Back, Again

I don’t know if you noticed, but the S&P 500 Index (a proxy for the U.S. stock market) closed higher yesterday than it opened on January 2, 2016. In the meantime, there has been a dip in investment markets that was sudden and sharp that caused many investors to be ... Read More