Fri, 29 December 2017
The market has gained over 20% during the past year. But for those that are under-weighted to foreign stocks, it’s not so great. |
Thu, 28 December 2017
Approaching age 70½? You're required to take minimum distributions from your tax-deferred retirement accounts. But now what? |
Wed, 27 December 2017
Today's Stocks & Topics: Moving Average, LB - L Brands Inc., LBUY - Leafbuyer Technologies Inc., PCG - PG&E Corp., ETFs, Bull Market, PEGA - Pegasystems Inc., Tesla, SSW - Seaspan Corp., Fibonacci Numbers. |
Tue, 26 December 2017
The difference between index funds and mutual funds and why an index fund will almost certainly be a better investment than an actively managed mutual fund. |
Mon, 25 December 2017
Don't panic -- there's still hope. Saving at an older age takes some strategy, though. |
Fri, 22 December 2017
Knowing the ins and outs of both types of savings vehicles can help you make the right choices for your retirement. |
Thu, 21 December 2017
Not everyone has a financial adviser, and not everyone has the time to read that much. Luckily, there's the internet. |
Wed, 20 December 2017
People get confused because they have one fundamental fact or another about the situation completely wrong. |
Tue, 19 December 2017
For smart, responsible choices building your portfolio, answering these questions before you put your money up will help. |
Mon, 18 December 2017
The reality is that home values appreciate rather slowly relative to many other asset classes. |
Fri, 15 December 2017
If you buy based on recent performance or the cheapest price, you aren’t buying on the ETF’s philosophy or how it will perform in your portfolio. |
Thu, 14 December 2017
Prediction: The U.S. stock market is long overdue for a correction of 10% or more. The time frame is "near future." |
Wed, 13 December 2017
A look at common misconceptions about home ownership, retirement, investing, credit cards, and Social Security. |
Wed, 13 December 2017
How to decipher cryptocurrencies and Bitcoin. A look a the pros and cons of block chain technology. |
Mon, 11 December 2017
Real estate offers tremendous opportunities, and varying degrees of investment risk, based on your comfort level. That’s one of our talking points. |
Fri, 8 December 2017
The market has gained over 20% during the past year. But for those that are under-weighted to foreign stocks, it’s not so great. |
Thu, 7 December 2017
New exchange-traded funds that offer similar ritzy strategies, but at cheapskate prices. |
Wed, 6 December 2017
Investors are looking for financial instruments that promise high returns. REITs are on top of the list. |
Tue, 5 December 2017
It’s not only men who indulge in smack talk about women’s financial skills, many women have characterized themselves as lacking. |
Mon, 4 December 2017
Don't panic -- there's still hope. Saving at an older age takes some strategy, though. |
Fri, 1 December 2017
Investing in a globally diversified portfolio of low-fee index funds and ETFs that track broad market indexes will do you a world of good. |
Thu, 30 November 2017
With increasing inflation, taxes and aspirations, it is difficult for millennials to achieve life goals with traditional investment options. |
Wed, 29 November 2017
Think IRAs are all about stocks, bonds, and mutual funds? Think again. |
Tue, 28 November 2017
There are many issues to consider when deciding how many and what type of baskets you should stash your eggs in. |
Mon, 27 November 2017
Predating modern stock markets, real estate is one of the five basic asset classes that every investor should seriously consider. |
Fri, 24 November 2017
Retirement, Buy & Rebalance, Retirement Contributions, 401k, I-R-As, Retirement Needs, Day Trading, Roth I-R-A. |
Thu, 23 November 2017
Real estate offers tremendous opportunities, and varying degrees of investment risk, based on your comfort level. That’s one of our talking points. |
Wed, 22 November 2017
Based on current dividend, valuation and yield levels, Bogle predicts annual returns for U.S. stocks of about 4 percent. |
Tue, 21 November 2017
There are many short-term investments available to you if you decide to follow that path, and you can start with very little money. |
Mon, 20 November 2017
Today's Stocks & Topics: Where the Money Goes, EKTAY - Elekta AB ADR, PFF - iShares U.S. Preferred Stock ETF, DY - Dycom Industries Inc., Track For Retirement, BBRG - Bravo Brio Restaurant Group Inc., Investment Options, Electronic Trading, Health Savings Account (HSA), 401k, Buying Gold Electronically, PFF - iShares U.S. Preferred Stock ETF. |
Fri, 17 November 2017
Sometimes the “mutual funds vs. ETFs” debate misses the larger point. It often overlaps with other more important decisions. |
Thu, 16 November 2017
The primary drivers of broader ETF industry growth include smart beta funds, or those products that use weighting schemes. Today's Stocks & Topics: 200 Day Moving Average, U.S. Oil Production, Self Driving Trucks, Calling In Sick, GFF - Griffon Corp., JD - JD.com Inc. ADR, AMZN - Amazon.com Inc., Roth IRA. |
Wed, 15 November 2017
Rising prices tend to attract buyers while falling prices tend to attract sellers. Where is this going? |
Tue, 14 November 2017
Hidden costs could be holding back the returns on your investment portfolio. There are places to look when evaluating mutual funds. |
Mon, 13 November 2017
The bull market continues to be fueled by hopes that tax cuts and tax reform will lead to higher reported earnings for corporations. |
Fri, 10 November 2017
What's the best international vs. domestic mix for today's market and what investment vehicles offer the easiest way to get there? |
Thu, 9 November 2017
A closer look at the misconceptions about being a “conservative” investor when it comes to your money. The risks may be higher than you think. |
Wed, 8 November 2017
The Vanguard fund founder comes up with numbers for US stocks and bonds for the next decade. |
Tue, 7 November 2017
With interest rates still low investors need to be creative, focusing on low-cost investments such as ETFs may be part of an income strategy. |
Mon, 6 November 2017
New research underscores how much difference there can be between indexes that on the surface look like the same thing. Today's Stocks & Topics: Investing in the Market, BRKB - Berkshire Hathaway Inc. Cl B, GE - General Electric Co., UOPIX - Pro-funds Ultra-NASDAQ-100 Pro-fund Investor (FUND), GSK - GlaxoSmithKline PLC ADR, Dividends, Trailing Stop Order, PPL - PPL Corp., Retirement Money & 401k, Interest Rates. |
Fri, 3 November 2017
Should we believe the one who says to be fearful when others are greedy, or the one who now places interest rates above all else? Today's Stocks & Topics: What high volume indicates, SNR - New Senior Investment Group Inc., NWL - Newell Brands Inc, Earnings per share conflicts, Lumber Futures, Effects of the Proposed Tax Cut, Jobs Report, KEM - Kemet Corp., GE - General Electric Co., INTC - Intel Corp. |
Thu, 2 November 2017
There is a way to tell. It's time to give your retirement portfolio a stress test. Today's Stocks & Topics: Determining stock value, CPB - Campbells Soup Co., T - AT&T, UAA - Under Armour Inc., PG - Procter & Gamble Co., Stock Simulator, CL - Colgate-Palmolive Co., BABA - Alibaba Group Holding Ltd. ADR, HCP - HCP Inc., Today's economic numbers, Jobs report, When should you retire? |
Wed, 1 November 2017
Even passive investing's biggest fans still believe that active management has its place in the right circumstances.
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Tue, 31 October 2017
As a behavioral economist, he's studied the way we actually think and act instead of hewing to some wrong-headed theories. |
Mon, 30 October 2017
As interest rates go up, many common types of investments will suffer -- but others will rally. |
Fri, 27 October 2017
Knowing the ins and outs of both types of savings vehicles can help you make the right choices for your retirement. |
Thu, 26 October 2017
Two Millennials discuss how they started investing and what apps and platforms are out there to help new investors. |
Wed, 25 October 2017
This retirement tool is rising in popularity, and is still overlooked by the very people who could benefit from it most. It may be just what is missing in your plan. |
Tue, 24 October 2017
Are the lifetime values of assets large enough to meet the lifetime liabilities? |
Mon, 23 October 2017
There are many pitfalls and traps that can destroy an investor’s portfolio instantly or over time if you invest based on emotion. |
Fri, 20 October 2017
Since your appropriate asset allocation involves buying at least some stocks, you'll need to find another way to invest in the market. |
Thu, 19 October 2017
For goals that are close at hand, how do you balance loss aversion with return potential? |
Wed, 18 October 2017
Dividends can really boost portfolio performance, but which strategy is best? |
Tue, 17 October 2017
Financial markets are dancing again to the risk-on beat, with the latest upswing in global manufacturing the latest reason to boogie. |
Mon, 16 October 2017
Uncle Sam wants a bite of practically everything – so finding income that isn't taxed is difficult. |
Fri, 13 October 2017
Have investors become too obsessed with fees at the expense of thinking about things like portfolio construction. |
Thu, 12 October 2017
When it comes to investment products, the ones that get the least attention turn out to have the best investor returns, according to Morningstar. |
Wed, 11 October 2017
Dividends and interest are reinvested and simply become part of the retirement portfolio’s total return. |
Tue, 10 October 2017
Some are suggesting that as quantitative easing gives way to quantitative tightening risk on income ETFs will increase. |
Mon, 9 October 2017
Within the past few months, the list of billionaire bull market dissenters has continued to grow. Are their worries justified? |
Fri, 6 October 2017
The “fund of funds” style has been used successfully for many large investment companies - Think about those target-date funds in your 401(k). Today's stocks and topics: LISTEN NOW OR DOWNLOAD (Right Click and select "Saved link as ...")
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Thu, 5 October 2017
Knowing the ins and outs of both types of savings vehicles can help you make the right choices for your retirement. |
Wed, 4 October 2017
Parents who are counting on savings in 529 plans to pay for college this year or next could be in for an unpleasant surprise. |
Tue, 3 October 2017
In an ultra-low interest rate environment, it's tempting to dabble in stocks to boost short-term returns, but there are many more reasons to hold stocks for the long term. |
Mon, 2 October 2017
Today's world-wide synchronicity has been relatively rare in the past half-century and suggests that a global economy that is hitting on all cylinders. |
Fri, 29 September 2017
Simple strategies not only reduce stress and confusion, but they also can bring more riches over the years. |
Thu, 28 September 2017
You're retired and have a substantial 401(k), some say you should move your money out of stocks to reduce risk. |
Wed, 27 September 2017
The fiduciary rule aims to protect retirement investors from financial adviser conflicts of interest, but consumers still must watch out for themselves. |
Tue, 26 September 2017
Here are a few guidelines to determine if you have fallen into the trap of unintentional speculation. |
Mon, 25 September 2017
Making money is the primary goal for most investors, but it doesn't have to be your only goal. |
Fri, 22 September 2017
When it comes to saving for retirement, maybe you've done everything right. But now comes the hard part: making sure you don't outlive your money. |
Thu, 21 September 2017
Passive funds charge lower fees than actively managed funds. But while this helps investors, it is problem for the wider market. |
Wed, 20 September 2017
There’s a better way to bankroll your retirement that they won’t tell you about: municipal bonds. |
Tue, 19 September 2017
It's basically buying a security in one market and simultaneously selling it in another market, profiting from a temporary difference in prices. |
Mon, 18 September 2017
Most advisors recommend holding some foreign stocks in a diversified portfolio. Fortunately, there are several easy ways to invest there. |
Fri, 15 September 2017
Do you need to go through a broker to buy a mutual fund? What's the difference between a mutual fund and a brokerage account? |
Thu, 14 September 2017
In recent weeks $30 billion left U.S. stocks, the longest streak of outflows since 2004. Investors have turned to emerging markets, Europe and Japan. |
Wed, 13 September 2017
This is a lazy person’s investing approach. It also works out pretty well because it’s hard to make many mistakes. But there is a downside. |
Tue, 12 September 2017
More than any other concern that is especially critical for senior investors - protecting their life savings. |
Mon, 11 September 2017
Our world is more digital. More of our lives are online. It's no surprise that a digital currency option would be ready to change the landscape. |
Fri, 8 September 2017
Thinking has been you should shift your assets out of stocks. But, there are safer, smarter ways to enjoy the potential benefits of staying in stocks. |
Thu, 7 September 2017
Stocks have rallied sharply, so many people will be sitting on gains and wondering whether to stay put or cash out. It is not an easy choice. |
Wed, 6 September 2017
The fiduciary rule aims to protect retirement investors from financial adviser conflicts of interest, but consumers still must watch out for themselves. |
Tue, 5 September 2017
Firms have been trimming commissions, expanding their online tools, offering more transaction-free mutual funds and enhancing their mobile apps. |
Mon, 4 September 2017
Are alternative investments - currencies, commodities, real estate, private equity and even art or collectibles - right for your portfolio? |
Fri, 1 September 2017
Index funds are a low-fee, no-fuss way to invest money for retirement. It might be the smartest and easiest investment you ever make. |
Thu, 31 August 2017
As daunting of a task as saving for a comfortable retirement is, living off of your investments once you finally do retire is equally as challenging. |
Wed, 30 August 2017
There is no one-size-fits-all answer to the question of proper asset allocation. Deciding factors are age, risk tolerance, and time to retirement. Today's Stocks & Topics: TEVA - Teva Pharmaceutical Industries Ltd., China, Jobs Report, AAPL - Apple Inc., HABT - Habit Restaurants Inc., GE - General Electric Co., CJNK - SPDR BofA Merrill Lynch Crossover Corporate Bond ETF, DOW - Dow Chemical Co., GT - Goodyear Tire & Rubber Co., AGN - Allergan PLC, ICPT - Intercept Pharmaceuticals Inc. |
Tue, 29 August 2017
Time is no longer an ally. If you're behind at this point, it's still possible to reach a reasonable savings target. |
Mon, 28 August 2017
Most advisors recommend holding some foreign stocks in a diversified portfolio. Fortunately, there are several easy ways to invest there. |
Fri, 25 August 2017
Researchers have long documented what’s known as “home bias,” the tendency for investors to favor their own country’s financial markets. |
Thu, 24 August 2017
We talk about evaluating stocks, scoping out mutual funds, picking and choosing bonds - buying and selling. Is that all there is to it? Today's Stocks & Topics: Relative Strength Rating, SIRI - Sirius XM Holdings Inc., SQBG - Sequential Brands Group Inc., MDT - Medtronic PLC, GE - General Electric Co., Bio-Tech Stocks, VZ - Verizon Communications Inc., Existing Home Sales, TRUE - TrueCar Inc., DAL - Delta Air Lines Inc., OMI - Owens & Minor Inc. |
Wed, 23 August 2017
Smart investors place importance on history, not blue sky. An overwhelming majority of ETF assets are allocated to strategies with at least a 10-year track record. Today's Stocks & Topics: REITs, LCI - Lannett Co. Inc., New Homes Sales, Bond Funds, MOMO - Momo Inc., TEVA - Teva Pharmaceutical Industries Ltd., BGS - B&G Foods Inc., Quantitative Easing, Target Price. |
Tue, 22 August 2017
In addition to routinely checking to see if your mix of mutual funds is right, regularly ask yourself why you hold each fund. Is the reason still there? Today's Stocks & Topics: New Financial Advisor, Cash, UNP - Union Pacific Corp., ADI - Analog Devices Inc., Life Insurance, The Fed, TGNA - TEGNA Inc., LPL - LG Display Co. Ltd. ADR, CAKE - Cheesecake Factory Inc., Stock Value. |
Mon, 21 August 2017
A 5% correction has not been experienced is almost 18 months, bringing many to start investing in low-volatility funds. Is it time to put the hedge on? Today's Stocks & Topics: CRTO - Criteo S.A., Portfolio Management, The Stock Market, PCLN - Priceline Group Inc., XOM - Exxon Mobil Corp., Russell 2000, Leverage vs. Margin, Limit Order, Book Value. |
Fri, 18 August 2017
Vanguard has rightly argued for decades that, “The less you pay for your funds, the more you keep in your pocket -- it’s that simple.” Or is it? Today's Stocks & Topics: Portfolio Management, AFSI - AmTrust Financial Services Inc., Retirement, NS - NuSTAR Energy L.P. , BTI - British American Tobacco, Holding Cash, Fiduciary, LCI - Lannett Co. Inc., 401k Plans. |
Thu, 17 August 2017
Investing requires that potential investors understand that there are risks to doing nothing, essentially leaving your money in the bank. |
Wed, 16 August 2017
For the last 24 years, one investment vehicle has come to rule them all, at least in the eyes of many investors. |
Tue, 15 August 2017
There are women who sense the risk they're taking by not knowing enough about how to protect their money. |
Mon, 14 August 2017
Are alternative investments - currencies, commodities, real estate, private equity and even art or collectibles - right for your portfolio? |
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InvestTalk - Investment in Stock Market, Financial Planning, Retirement Planning, Money Management Podcast
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