Category: Investing

Investing From The Heart Doesn’t Have To Drain Your Wallet

For socially conscious investors, the idea of “investing from the heart” sounds appealing. The phrase conjures up ideas of only supporting companies whose ethics and values align with our own, and avoiding those engaged in businesses we find distasteful, dangerous...

/ July 12, 2017

Are you prepared for the next market crash?

If you pay even the slightest attention to stock market news, you probably know that U.S. equities have been rallying to new highs. If you are invested in the market, that’s good news. But many of you remember the lyrics...

/ June 5, 2017

Confirmation bias can be costly

Do you tend to read and watch news sources that support your viewpoint? Do you find yourself agreeing with media pundits who validate an opinion you already hold? This is especially obvious in today’s political arena, with liberals gravitating to...

/ May 1, 2017

Socially responsible investing, without hurting your future

Put your money where your mouth is. Most of you know this phrase. It means using your dollars to support causes in which you believe. That often means donating to favorite charities or foundations. It also means patronizing businesses whose...

/ April 3, 2017

Why These ‘Streaks’ Are Entertainment, Not Investment Advice

Markets have snapped their winning streak. From the breathless headlines, you would think the financial journalists are confused, and believe they are actually sports reporters. Sadly, as market movements are turned into entertainment, complete with scorecards and so-called “expert” analysts...

/ March 25, 2017

Understanding portfolio risk in uncertain times

Humans hate uncertainty. In 2016, researchers at University College London found that we fear the unknown even more than the inevitability of a poor outcome in a given situation. Research subjects played a computer game in which they turned over...

/ February 6, 2017

Why That Leveraged ETF Is A Bad Idea

The Dow Jones Industrial Average has had a pretty spectacular run since the Presidential election last November, climbing 8.2%. (Chart Courtesy of Stockcharts.com) As we have written many times before in this space, we are neither market timers nor prognosticators...

/ January 23, 2017

3 Ways To Protect Yourself Against Market Volatility

As often as we hear the advice to keep our emotions out of investing, there’s no escaping the emotional impact of an election. That’s true on several levels, including your investments. Even if you cheer the results (and I’m not...

/ December 1, 2016

How Investors Can Make Rising Rates A Fairy Tale, Not A Nightmare

On October 12th, the Federal Open Market Committee (FOMC), the group tasked by the Federal Reserve Board of Governors with setting monetary policy, released the minutes of its September meeting. Those minutes reveal something interesting. While “several” of the committee...

/ November 1, 2016

The antiquated ‘Market wizard’: Active vs. passive investing

Maybe your parents or grandparents had a stockbroker who would call every few months with a “hot” idea for a stock pick. Sometimes it worked; sometimes it didn’t. A few decades ago, retirees and people saving for retirement didn’t have...

/ October 31, 2016