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Investor Update Archives

September 25, 2014 How to Invest Like a Quant Fund

September 18, 2014 Be Careful Not to Let Biases Impact Your Decisions

September 11, 2014 In Investing, Simpler Can Often Be Better

September 4, 2014 Investors, Don't Overlook These Details

August 28, 2014 Seven Rules for Beating the Market

August 21, 2014 Don’t Assume Beating the Market Is Easy

August 14, 2014 Are Smart Beta ETFs Smart Investments?

August 7, 2014 The Characteristics of High-Return Stocks

July 31, 2014 August Is More Grumpy Cat than Ferocious Lion

July 24, 2014 New Money Market Fund Rules Mostly Spare Individuals

July 17, 2014 More Experience Won’t Necessarily Improve Returns

July 10, 2014 How to Transfer the Risk of Running Out of Money

July 3, 2014 Social Security’s Lump-Sum Payment Option

June 26, 2014: 10 Ways to Ensure Your Retirement Savings Last

June 19, 2014: Guidance for Following Portfolio Alerts

June 12, 2014: Retirement Is Evolving, But Not Completely Changing

June 5, 2014: Revenues Will No Longer Be the Same

May 29, 2014: The Difference Between Stock Screens and Portfolios

May 22, 2014: Not Updating Your Beneficiaries Can Be Costly

May 15, 2014: Blocked From Buying and Selling Mutual Funds

May 8, 2014: Insights from the CFA Conference

May 1, 2014: A Positive Step by Regulators

April 24, 2014: How I Analyze Earnings Reports

April 17, 2014: Don’t Fret Over the Market’s Recent Volatility

April 10, 2014: The 200-Day Moving Average’s Record as a Timing Indicator

April 3, 2014: How to Beat High-Frequency Traders

March 27, 2014: New Tax Rules for IRAs and Bitcoin

March 20, 2014: Coping with Randomness

March 13, 2014: The Challenge of Deciding When to Retire

March 6, 2014: The Bull Market’s 5th Anniversary

February 27, 2014: Make Your Investment Expenses Count

February 20, 2014: Mutual Funds Probably Should Stay Open

February 13, 2014: Finding Winners in Last Year's Bargain Bin

February 6, 2014: Two Notable Mutual Fund Trends

January 30, 2014: Two New Investments from the U.S. Treasury

January 23, 2014: When No Shadow Stocks Qualify as “Buys”