Posts filed under “Investing”

Why Hire an Advisor?

Nice short list from Rick Ferri:

There are other reasons to hire an adviser even if you’re an index believer. Here is a partial list:

To put space between you and your investments so that you don’t make emotional decisions.
To do detailed research on asset allocation or index funds because you would rather spend time doing more enjoyable things.
To provide help to a spouse or family member who isn’t inclined to do it on their own.
To provide help to a spouse or family member when you’re no longer able.
For legal purposes to reduce your fiduciary responsibility such as a charitable trust account.

Hey Rick! Keep saying intelligent, rational things, and pretty soon you will be managing a billion dollars. (Oh, Wait!)

Category: Asset Allocation, Investing, Psychology

Hulbert: Preparing for the Next Bear Market

Even if this five-year bull run does come to an end, it doesn’t mean that investors will spend too long in the throes of a bear market, MarketWatch’s Mark Hulbert says on MoneyBeat.

Category: Investing, Markets, Video

Get Lucky: 5 Years Ago Today

Five years ago today, I made the luckiest market call of my career. A few details and some context first, than an explanation as to why this was so lucky. In 2005, I knew something was amiss in the global markets. The various metrics we track showed that credit had become a full on bubble,…Read More

Category: Bad Math, Investing, Markets, UnGuru

401ks Are Not Broken, You Are

>   My Sunday Washington Post Business Section column is out. This morning, we look at the 401k. The print version headline was What’s the problem with 401(k)s? You while the online version was There’s nothing wrong with 401(k)s, except the players involved. Here’s an excerpt from the column: “What’s wrong with these plans? Human behavior,…Read More

Category: 401(k), Investing, Psychology

Market Highs Are Bullish, Not Bearish

With the reduction of tensions on the Black Sea, global markets rallied yesterday to multi-year highs. In the U.S., the S&P 500 closed at an all time high of 1873.91. Other markets set new multi-year or all-time highs as well. The world is breaking out. The day’s trades had barely closed, when the Johnny one-notes…Read More

Category: Investing, Markets, Technical Analysis

The Putin Put: Ukraine Dragging Down Your Portfolio?

On the first of each month, I send a letter to our investors describing what we see in the world relative to their portfolios. We always try to identify some “big picture” issue, usually one that is overlooked. The goal is to have our clients understand our thought process. One of my favorite analytical devices…Read More

Category: Investing, War/Defense

Hedge Funds: Bad Investing Versus Lawlessness

This weekend, I found myself in the rather unusual position of defending hedge funds. Before I explain why that is so unusual, allow me to explain what I was defending them against. Last week, Forbes released its annual score card of top-earning hedge fund managers. The usual gang was there: Soros, Tepper, Cohen, Paulson, Icahn,…Read More

Category: Hedge Funds, Investing, Really, really bad calls

The Wolf of Wall Street: Fact vs. Fiction


Source: Yahoo Finance

Category: Investing, Markets, Video

Economic Indicators Dashboard

Source: Russell Investments

Category: Economy, Investing, Markets, Research

Follow the Money: The Booming Business of Global Warming

Last month, I wrote about global warming in the context of investment opportunities. As part of that discussion, I mentioned McKenzie Funk’s new book, “Windfall: The Booming Business of Global Warming.” I thought framing the financial opportunities of this might bypass the usual agnotology and political foolishness. To quote: “This debate is no longer about…Read More

Category: Investing, Travel, UnScience