Posts filed under “Investing”

State Street CIO Conference

Interesting day as I am scheduled to open the State Street CIO summit by  interviewing Arthur Levitt, former chairman of the SEC, right about . . . NOW.

I will post an update if I can

Category: Investing, Regulation

Supersized IRAs Under U.S. Scrutiny

About 9,000 U.S. taxpayers have each accumulated at least $5 million in individual retirement accounts, said the Government Accountability Office, raising questions about some investors’ tax-advantaged returns. Zimmerman Edelson Partner Robert Zimmerman and Bloomberg’s Peter Cook also discuss tax inversions on “Street Smart.”


Source: Bloomberg, Sept. 16 2014

Category: 401(k), Investing, Video

California Teachers takes Harvard to School

For a long time, the fund managers at Yale’s endowment were the industry’s gold standard. Inevitably, as in so many things Ivy, this was noticed by rival Harvard. The so-called Yale Model, developed by David Swensen and his colleague Dean Takahashi, was rich with alternative investments, private equity, commodities and real estate and other items…Read More

Category: Asset Allocation, Investing, Really, really bad calls, Wages & Income

CalPERS to Hedge Funds: Buh-Bye

This was the big news yesterday out of California: The California Public Employees’ Retirement System (Calpers) today announced that it will eliminate its hedge fund program, known internally as the Absolute Return Strategies (ARS) program, as part of an ongoing effort to reduce complexity and costs in its investment program. The staff recommendation, supported by…Read More

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

Coming to D.C. October 15-16th

  Next month, myself and some staffers will be visiting a few clients and prospective clients in the Washington, D.C. area. Many of you are familiar with my investing philosophy, but this is an opportunity to have a more in depth and personal conversation. If you are interested in meeting with us, hearing our views on the…Read More

Category: Asset Allocation, Investing

Vanguard: Has Indexing Gotten Too Big?

Category: Index/ETFs, Investing, Think Tank

Jack Bogle on Diversified Portfolios vs Speculation


9/9/2011 9:25AM

Buying and holding stocks and bonds for the long term and maintaining a diversified portfolio are still the smartest strategies for the average investor, says Vanguard founder Jack Bogle in answer to Mark Cuban and other critics of these traditional approaches. In the Big Interview with Journal columnist Jason Zweig, Bogle takes aim at the culture of market speculation. Betting on long odds, he says, “doesn’t pay off very often.”

Category: ETFs, Investing, Video

1958: Public Investing in the Stock Market as Never Before

This week in 1958: LIFE Magazine highlights a strange new phenomenon: The public is investing in the stock market as never before. “On the average,” reports LIFE, “500,000 new customers a year have been getting into the market and 8.6 million Americans now own some kind of common or preferred stock…. To an extent which…Read More

Category: Investing, Markets, Sentiment

Demand for Financial Advice Isn’t Going Away

The Future of Advice: Business Models and Services For the Next Generations from INResearch

Category: Investing

Howard Marks Explains Risk Assessment & Market Strategy

Howard Marks, chairman of Oaktree Capital Group LLC, talks about assessing market risk, volatility and sentiment. Marks speaks with Stephanie Ruhle and Erik Schatzker on Bloomberg Television’s “Market Makers.”


Source: Bloomberg Sept. 5 2014

Category: Investing, Video