This Volatility Cycle Strikes Again!
The cyclical two-month pop in stock market volatility (VIX) came early this month.
Portfolio Report Card: A $408,303 Retirement Account Stuck in First Gear
World-class investment portfolios deliberately minimize taxes and investment costs.
What’s the Proper Way to Measure Your Portfolio’s Performance?
Have you ever wondered why mutual funds that have 80% of their exposure to U.S. stocks (NYSEARCA:SCHB) and the other 20% to international stocks (NYSEARCA:EFA) are still measuring their performance versus the S&P 500 (NYSEARCA:VOO)?
3 Telltale Signs of Disorderly Portfolio
Since mid-May, I along with a growing army of independent portfolio analysts, have already graded $10.6 million in investment portfolios.
Is the Corporate Debt Bubble Popping?
There is a simple reason why no matter what is attempted as a remedy, the current economic recovery is not near as robust as most would expect after five years.
Portfolio Report Card: A $171, 000 Retirement Portfolio Weighed Down by Cost
What is the optimal investment portfolio?
Surprise! Another Sentiment Extreme Hits the Gold and Silver Market
Back in December very few investors were bullish the metals.
The No Market Volatility Fairytale
Has 2014 stock market volatility really gone the way of dodo birds and dinosaurs as claimed?
Here’s Why the Euro has Topped
The day June 5th was a very important day for Europe (NYSEARCA:FEZ).
Why the Faltering Junk Bond Market May Signal Deeper Problems Ahead
Not many have noticed but the performance of high yield bonds (also known as “junk bonds”) are breaking down.
Portfolio Report Card: A $512,000 One-Trick Pony
Diversification means different things to different people.
Why You Should Finally Pay Attention to Earnings
This week there are some major tech companies reporting earnings.
Parallels Between 1987 and Today – Should You Be Spooked?
The latest pullback in the markets may have you a little spooked, especially if you own small cap stocks (NYSEARCA:IWM) which are down almost 5% already in July.
Smart Order Execution for Stocks and ETFs Doesn’t Happen by Chance
Choosing the right investments is half the battle.
Experts Get the Gold Market Wrong (again)
Two questions: How wrong have experts been about the gold market this year?
Own Nike, Goldman, or Visa? Here’s Why you Should Worry
How good at stock picking are the people that sit aboard the Dow Jones Industrial Average’s selection committee?
How to Improve Your Investment Performance by Playing Defense
“The best defense is a good offense.”
A $108k Portfolio That Needs an Overhaul
My latest request for a Portfolio Report Card is from Andy in New Jersey.
Are Gold and Silver Topping Out?
Where have all the precious metal bears gone?
Don’t Make These Widespread Mutual Fund Mistakes!
“People should only buy mutual funds with experienced portfolio managers that have good long-term track records.”