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Topic:
Market Insights
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‘What a Great Company! I’ll Buy the Stock!’ How to Decide If You Really Should
If you’re managing your own portfolio, there are temptations that can lead you astray, cause you to veer away from the investment strategy you’ve settled on, and cost you a lot of money. For example: sooner or later, you’re bound to hear a story about a company that’s headed for success—a great investment. The tip…
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Dangerous Measures: The Fine Art of Calculating Returns
The person responsible for translating the math chapter of my book, Wealth Management, into Japanese told me, “You give me much headache.” Welcome to the math chapter. Okay, class, today we’re going to be discussing one of the most common activities for financial planners, namely, the calculation of investment returns. Accounting in some measurable way for changes…
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Bear Markets and Portfolio Reviews
If you weren’t a long-term investor in January, you are now! I had this post planned since then. I thought May/June would be as good a time as any to discuss how you can thoughtfully review your portfolio. Back then I did not know we would be in bear market territory, which makes this even…
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Staying the Course No Longer Works?
Ever since the market debacle triggered by the Great Recession, “Staying the Course No Longer Works” and “Modern Portfolio Theory Is Dead” have been popular headlines with the financial media. It sure sounds good; after all, why would any investor willingly subject their portfolio to the massive losses of 2008 and early 2009? They wouldn’t,…
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Biggest Mistake: A Great Stock and a Great Investment May Not Be the Same
The following is an excerpt from Hello Harold, a book by Harold Evensky – click here for a free hard copy! “That’s a great stock; I think I’ll take a big position in my portfolio.” That’s how all too many investors make their investment decisions. Mistake, big mistake. Randi: Hello, Harold. Harold Evensky: Hi, Randi. What’s new in…
