Investor Update Archives

July 21, 2016 Retirement Can Be Long Enough for Something to Go Haywire

July 14, 2016 A Strategy for Losing Money

July 7, 2016 Two Non-Financial Ways to Boost Your Wealth

June 30, 2016 Your Reaction to Brexit May Be the Wrong One

June 23, 2016 The Debate Over Retirement Income Strategies

June 16, 2016 My Notes From the Morningstar Investment Conference

June 9, 2016 Where Is the Bond Armageddon?

June 2, 2016 Valuing Stocks Based on Their Dividend

May 26, 2016 The Most Tax-Efficient Investment

May 19, 2016 Crowdfunding Is Here; What You Need to Know

May 12, 2016 My Notes From the CFA Conference

May 5, 2016 Don’t Be Quick to Sell (or Rotate) in May

April 28, 2016 Observations About Investing in a Low-Volume Stock

April 21, 2016 Changes in Analysts’ Recommendations Won’t Help You

April 14, 2016 To Profit, Look to the Unfamiliar

April 7, 2016 New Retirement Rules a Good Step, Not a Cure-All

March 31, 2016 Planning for the Costs of Alzheimer’s Disease and Dementia

March 24, 2016 Two Traits that Give Active Mutual Funds an Edge

March 17, 2016 Looking Out for Your Spouse’s Financial Welfare

March 10, 2016 A Gold Fund’s Debacle Highlights Risks

March 3, 2016 Buffett on How Earnings and Assets Can Be Misstated

February 25, 2016 The Factors to Include on Your Retirement Readiness Checklist

February 18, 2016 Where the NASDAQ Is Less Likely to Close At

February 11, 2016 Fees on Mutual Funds Could Get Cheaper

February 4, 2016 Simple Guidelines for Calculating Price Targets

January 28, 2016 Momentum Doesn’t Mix Well With Turbulent Markets

January 21, 2016 Coping With the Frustrating Market

January 14, 2016 Guidance on What to Do If You Win the Lottery

January 7, 2016 China and Powerball Are Testing Our Financial Emotions

December 31, 2015 16 Investing Resolutions for the New Year

December 17, 2015 Two Key Points About the Fed’s Rate Hike

December 10, 2015 A Really Bad Idea

December 3, 2015 Protecting Your Digital Assets

November 26, 2015 Despite NYSE Ban, You May Still Be Able to Use Stop Orders

November 19, 2015 Now Is A Good Time to Consider Year-End Tax Moves

November 12, 2015 Observations on What's New With Social Security

November 5, 2015 Why I Rarely Look at My Retirement Savings Account’s Balance

October 29, 2015 Investing Tips From Vampires and Zombies

October 22, 2015 FINRA’s Proposal to Halt Elder Fraud: Stop Withdrawals

October 15, 2015 Criticism of Target Date Funds Is Misplaced

October 8, 2015 A Major Rule Change for Mutual Funds and ETFs

October 1, 2015 Notes From the Morningstar ETF Conference

September 24, 2015 Keeping Your Accounts From Being Lost to State Governments

September 17, 2015 Three Ways to Move Money Into a Roth IRA

September 10, 2015 Too Much Yield Can Be Harmful

September 3, 2015 Investors, Keep It Simple

August 27, 2015 One Positive Step to Take Right Now: Focus on Your Process

August 20, 2015 The S&P 500’s Tight Trading Range

August 13, 2015 Timing Matters When Analyzing Investment Returns

August 6, 2015 Using Debt to Find Attractive Small-Cap Stocks

July 30, 2015 Don’t Judge Diversification by Its Short-Term Performance

July 23, 2015 Harder to Value Stocks When Interest Rates Are Uncertain

July 16, 2015 Consider Your Tolerance for Risk Before Abandoning Bonds

July 9, 2015 Historical Similarities Are Not Guides for China and Greece

July 2, 2015 My Notes From the Morningstar Investment Conference

June 25, 2015 I’m Creating a New Stock Strategy

June 18, 2015 401(K) Plan Outflows Exceed Contributions as Baby Boomers Retire

June 11, 2015 Apple Is Separating Your Mind From Your Wallet

June 4, 2015 Signs of a Sequel Playing Out for the Bond Market

May 28, 2015 Making Buy and Hold Work

May 21, 2015 Unusually High Neutral Sentiment Often Followed by Good Returns

May 14, 2015 Measuring Pain Relative to Gain

May 7, 2015 Valuations Are Higher, but So Are Margins

April 30, 2015 A Dot-Com Crashes After the NASDAQ Sets a New High

April 23, 2015 Wealth and Spending Affect the Success of the 4% Rule

April 16, 2015 Buck Conventional Wisdom When Taking Retirement Withdrawals

April 9, 2015 The Growing Popularity of Index Funds

April 2, 2015 The Bond Strategies Used by Advisers

March 26, 2015 200-Point Moves in the Dow Are No Longer Significant

March 19, 2015 An Easy Way to Boost Returns: Reduce Your Costs

March 12, 2015 Don’t Judge a Bull Market by Its Age

March 5, 2015 Lessons from Buffett’s 50 Years at Berkshire-Hathaway

February 26, 2015 A Reignited Debate About Protecting Investors

February 19, 2015 Winning the Game of Finance

February 12, 2015 The Mutual Fund Traits That Matter

February 5, 2015 Euro Weakness Has Been a Drag

January 29, 2015 Indicators for Assessing the Market’s Risks and Rewards

January 22, 2015 Oil Shows the Folly of Forecasts

January 15, 2015 The Tools I Use for Managing My Finances

January 8, 2015 A Fourth Good Year for Stocks?

January 1, 2015 14 Investing Resolutions for the New Year

December 18, 2014 Micro-Cap Stocks: Separating the Good From the Bad

December 11, 2014 The Implications of Real Estate Becoming a Sector

December 4, 2014 Look at the Relative Valuations Before Buying Energy Stocks

November 20, 2014 Debunking 10 Momentum Investing Myths

November 13, 2014 A New Argument Against Long-Term Care Insurance

November 6, 2014 Are Simpler Stock Strategies Better?

October 30, 2014 I Rebalanced My Portfolio

October 23, 2014 The SEC Says “No!” to Next-Generation ETFs

October 16, 2014 The Markets Had Been Calm Until Recently

October 9, 2014 Have Patience With Small-Cap Stocks

October 2, 2014 The Investment Industry’s Response to Dementia

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”