Mon, 30 December 2013
There was a time when it was easy to know which funds were on top. Today, it is more complicated. Most funds offer three or more share classes. |
Fri, 27 December 2013
This strategy leads to investors buying yesterdays winners at high prices and selling yesterdays losers at low prices. |
Fri, 27 December 2013
This Democratizing of fundraising allows those outside the traditional investor groups and lenders to join in on the process. |
Thu, 26 December 2013
2013 was a stair step up for stocks in the U.S. and other developed markets, so what opportunities await in 2014? |
Thu, 26 December 2013
The year can be measured in ups and downs. Interest rates crept up, bonds went down. Stocks flew higher, and so did income tax rates. So what did we learn? |
Mon, 23 December 2013
Investing in your 401k does not have to be that complicated or frustrating, provided you follow the rules. Today's Stocks & Topics: JBL - Jabil Circuit Inc., 2013 Review, Buyout Bubble, Mortgage Fees, Fund Manager, CMP - Compass Minerals International Inc., NUS - Nu Skin Enterprises Inc. Cl A. |
Mon, 23 December 2013
For an increasing number of Americans, their retirement reality is likely to be a step-down process. |
Mon, 23 December 2013
Smart money is increasingly finding it is way into Africa, and it is getting big returns on relatively small investments. Today's Stocks & Topics: Volcker Rule. Mutual Funds, Is The Market Exceeding The Triple Top, Economics, Statistics, 529-Plan, Level 2, Retirement, Insurance, Stock Market vs. Real Estate. |
Fri, 20 December 2013
Technology stocks are up for the year, but recent reports call into question how some vendors will fare next year. |
Thu, 19 December 2013
The year can be measured in ups and downs. Interest rates crept up, bonds went down. Stocks flew higher, and so did income-tax rates. So what did we learn? |
Wed, 18 December 2013
This Democratizing of fundraising allows those outside the traditional investor groups and lenders to join in on the process. |
Tue, 17 December 2013
The theory goes - Buy the highest-yielding stocks, ones that are at the bottom of a business cycle, get big dividends payouts and their eventual upswing. |
Mon, 16 December 2013
Few strategies make more sense than getting more stock for less money. But common errors can subtract from the potential gains. |
Fri, 13 December 2013
Some businesses, and states and cities, are stepping up employing new, smart ways to retrain workers and build a more competitive American middle class. |
Thu, 12 December 2013
As more retirees shift from growth investments to an income philosophy, there are several innovative products that could very well shape the future of dividend investing. |
Wed, 11 December 2013
For an increasing number of Americans, their retirement reality is likely to be a step-down process. |
Tue, 10 December 2013
Smart money is increasingly finding its way into Africa, and it is getting big returns on relatively small investments. |
Mon, 9 December 2013
The availability of self directed investments in retirement plans and individual retirement accounts may tempt some to get a little too creative. |
Fri, 6 December 2013
In Winter, investors thoughts turn to football, basketball, hockey, and ways to capitalize on Americas favorite team sports. |
Thu, 5 December 2013
Japan is ho-hum. Emerging markets are unappealing. But Europe is worth a second look. Could the rally move to Europe? |
Wed, 4 December 2013
Deciding WHEN to invest and HOW to invest can be just as critical as WHERE to invest. |
Tue, 3 December 2013
As waves of Chinese move into the middle class, many will desire what most in the developed world consider necessities. So how can investors buy into the opportunities? |
Mon, 2 December 2013
As the Fidelity star prepares to retire, he lists the essential skills of a successful fund manager, lessons that private investors can learn too. |
Wed, 27 November 2013
This Friday through Sunday and Cyber Monday are make-or-break days for some retailers. What happens during these days could also help dictate what happens in December and 2014. |
Wed, 27 November 2013
As the saying goes, Id rather be lucky than good. They both play a role in the outcome, but to what proportions? |
Wed, 27 November 2013
Already the largest natural gas producer in the world, the U.S. is estimated to produce more oil than Russia and Saudi Arabia in 2013. |
Tue, 26 November 2013
How will the market react when Fed tapering actually begins? What the $11.7 trillion Treasury market is betting. |
Mon, 25 November 2013
Does your 401(k) have the best and latest features? If you are going to have a 401(k) plan it might as well be a good one. But what features should it have? |
Fri, 22 November 2013
Worrying about making the RIGHT investment often prevents people from getting started on their investment. Today's Stocks & Topics: Portfolio, Has QE Worked?, Earnings, Stock Adjustments, IRAs, 401k, New Investor, Investing at Old Age, Stock Split, Stock Evaluation, Money Management, Mutual Funds. |
Thu, 21 November 2013
About half of working Americans do not have an employer-sponsored retirement plan, but a Treasury Department proposal could offer a new option. |
Wed, 20 November 2013
By distributing essentially 100 percent of all rent payments, these REITs provide a durable stream of monthly income. Are they for you? |
Tue, 19 November 2013
Insanity - Doing the same thing expecting different results. Like picking a fund manager on last years performance. Then, when they flop, doing it again next year. |
Mon, 18 November 2013
During times like these, it can be helpful to look over the shoulders of some of the best and brightest managers in the business. But which billionaire is best? |
Fri, 15 November 2013
To offset zero interest rates, slow increases in Social Security checks, and falling investment income, retirees are taking on more risk. Maybe too much. |
Thu, 14 November 2013
Already the largest natural gas producer in the world, the U.S. is estimated to produce more oil than Russia and Saudi Arabia in 2013. |
Wed, 13 November 2013
The next year is loaded with uncertainty, but planning ahead for likely changes, and then taking action now can help reduce it. |
Tue, 12 November 2013
It is becoming trendy - investing in enterprises that can make a positive difference - housing, education, health. But is it really sound investing? |
Mon, 11 November 2013
Ignorance will be penalized. Questions and complaints have prompted this warning to investors about these popular funds. |
Fri, 8 November 2013
As the saying goes, "I'd rather be lucky than good." They both play a role in the outcome, but to what proportions? |
Thu, 7 November 2013
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Wed, 6 November 2013
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Tue, 5 November 2013
With indexes near records and equity funds swelling, professional stock-pickers have been warning the rally has to take a breather. |
Mon, 4 November 2013
The Federal Reserves cure for recession ills helped banks back to health, job growth, home buyers and investors, but not retirees. |
Fri, 1 November 2013
Average investors are searching for places to put some of their money beyond conventional equity and fixed income instruments. |
Thu, 31 October 2013
There are mutual fund managers who buy ETFs instead of stocks and bonds, and not just to park their cash. |
Wed, 30 October 2013
Funds that promise to put money to work for the good of society are growing fast, as investors look for alternatives to traditional assets. |
Tue, 29 October 2013
The Oracle of Omaha plays financial advisor - He lists the biggest mistakes investors make today. |
Mon, 28 October 2013
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Fri, 25 October 2013
Thinking Long Term. A survey shows 26% of Americans prefer cash for long-term investments. But, if we choose the stock market will a buy and hold approach work over the next ten years? |
Thu, 24 October 2013
New case studies all come to the same conclusion about Value Investing. Is it the best strategy for you? |
Wed, 23 October 2013
With golds safe haven status eroding, analysts say volatility indexes like the VIX are becoming the preferred method for hedging risk. |
Tue, 22 October 2013
For many situations in life, old adages and cliches hold a valuable kernel of truth. But in terms of investing, not so much. |
Mon, 21 October 2013
The S&P 500 is a collection of 500 of the largest companies trading in the U.S. It represents companies from the 10 major sectors of the economy. Very broad based. |
Fri, 18 October 2013
By 2020 the U.S. could double its 2008 oil and gas production levels. There are energy infrastructure companies out there looking for your investment. |
Thu, 17 October 2013
Like swimmers venturing beyond the marked safe areas, in CALM conditions, investors can take too many chances. |
Wed, 16 October 2013
Three types of winning investors: the lucky, the smart and the cheaters. Many people say they rather be lucky than good, but LUCKY is way too volatile. |
Wed, 16 October 2013
Not a good year for emerging market countries, mired in a persistent downtrend for the last 8 months. But, does this lull present an opportunity for investors? |
Wed, 16 October 2013
How does the average investor deal with risks effectively? It comes down to identifying them and making decisions based on your understanding and comfort. |
Wed, 16 October 2013
Investors often underperform by following investing strategies based on perception, rather than reality. Even though there have been many studies showing what DOES work, the myths live on. |
Thu, 10 October 2013
Assets in ETFs soared 58 percent between 2011 and 2013, while mutual funds rose only 36 percent. They are often compared to mutual funds. But they can be very different. |
Wed, 9 October 2013
Whether you own actively managed or index funds you still need to monitor your holdings because usually there comes a time when it's time to say goodbye. |
Tue, 8 October 2013
Many working couples juggle two, and maybe more, 401(k) plans. These plans may have similar or wildly different investing options. |
Mon, 7 October 2013
What investors want to stay away from. Some survey responses were more predictable; gold, hedge funds, and long-term bonds. Others are kind of a surprise. |
Fri, 4 October 2013
If history is any guide, the shut down of the government for the first time in 17 years just may be a good buying opportunity. |
Thu, 3 October 2013
Should bonds have ANY place in your portfolio? When rates have nowhere to go but up, you are pretty much guaranteed to lose some money. |
Wed, 2 October 2013
A price-cutting war in your 401-k. A wave of recent price cuts by big-name mutual fund companies suggests that new reform efforts are gaining traction. |
Tue, 1 October 2013
Only 49 percent of mutual funds have at least one manager who has invested in the fund. There is a way to check on your fund. |
Mon, 30 September 2013
These mutual funds are fast becoming the most popular investment inside a 401-k plan. But high fees and poor investment selection can hurt your performance. |
Fri, 27 September 2013
Funds that focus on alternative investments took in $6.6 billion in net new cash this year, already more than 2012. This even though their performance is terrible. |
Thu, 26 September 2013
Convertible bonds can look just like regular bonds, plus they can be converted into common stocks at a later date. But they do some performance issues to consider. |
Wed, 25 September 2013
The U.S. stock market has been smooth sailing the last 4 years, but it may be time to look elsewhere for stronger growth and better bargains? |
Tue, 24 September 2013
New reports show younger investors, who are deeply engaged in managing their money, could stumble as they try to set themselves apart from the baby boomers. |
Mon, 23 September 2013
Financial planning is not investing. It is building a foundation - assessing your current situation and establishing goals. Investing becomes a way to achieve those goals. |
Fri, 20 September 2013
Not only do women face a gender compensation gap, but a survey shows they lack confidence about investing the money they do earn. Even the ones who are earning a lot. |
Thu, 19 September 2013
Graphene is a new material that has many potential applications from solar cells and water desalination. Big names like Lockheed Martin have patents for their applications. |
Wed, 18 September 2013
Of course, there is a reason you pay management fees. You are buying expertise and oversight. But at what price? And how much is too much? |
Tue, 17 September 2013
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Mon, 16 September 2013
There are about 185 funds that have a 20-year record in the bottom 25% of their investment category. Many refuse to give up on perennial losers. |
Fri, 13 September 2013
Warren Buffett says: "You only have to do a very few things right in your life so long as you don't do too many things wrong." |
Thu, 12 September 2013
They are called Self-directed IRAs. They can hold real estate, private equity, precious metals, and other non-securitized investments. But there's reason for caution. |
Wed, 11 September 2013
With the anniversary of the 2008 crash approaching, we have four key reminders to help you stay afloat when the next one occurs. |
Tue, 10 September 2013
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Mon, 9 September 2013
You are your own worst enemy. Those are the six most important words in investing to understand. Shady financial advisors and incompetent CEOs can't do nearly as much harm to your money. |
Fri, 6 September 2013
Erin Brady, Miss USA, is using her title and winning smile to get the attention of her peers, selling her plan for the future. |
Thu, 5 September 2013
College football kicks-off again. But will your Top 10 team always be in the top 10? . . . even in the same conference 10 years from now? For the answer, just look at the record book. |
Wed, 4 September 2013
For dividend investors, it's time to get picky. Investors focused on stocks paying regular dividends have lately reaped a bountiful harvest. But, look again. Some of their picks may have just spoiled. |
Tue, 3 September 2013
It's really pretty simple - stay away from investments that do not work. But wait a minute, which ones are those? And do not get over your head with a complicated portfolio. |
Mon, 2 September 2013
Worries that the central bank could taper its $85 billion a month in bond purchases, or quantitative easing, as early as September has spurred a huge sell-off in bonds out three quarters of individual investor assets are in actively managed funds. Are they on the right track? |
Fri, 30 August 2013
So how much stock should you put in market and financial forecasters? Well if you go by their record.... not much. We have got examples that prove... we are just better off taking a wild guess. |
Thu, 29 August 2013
One of the toughest things about investing is knowing when to sell. You buy a great fund and after some years of good performance, it stumbles for several more? Should you sell or hold on? |
Wed, 28 August 2013
He says investing is like any other profession. To excel at it, you have to understand its underlying structure. And then do not make a lot of dumb mistakes. |
Tue, 27 August 2013
Investors of all shapes and sizes often times find themselves sitting on cash from an inheritance or cashed in bonds, with no clear-cut plan for making a sound investment decision. Today's Stocks & Topics: Will September live up to its reputation?, Facts on the job market, Fed tapering (MRK) Merck and Co Inc., ( C ) Citigroup Inc. , Geopolitical risk, Dividend investing, (NUGT) Direxion Daily Gold Miners Bull 3x Shares (ETF), (AFL) AFLAC Inc., (EWZ) iShares MSCI Brazil Capped ETF |
Mon, 26 August 2013
Why do otherwise smart, and educated people toss reason aside and rely and casual speculation and rumor when it comes to investment decisions? Investtalk Talking Points: When it comes to investing, who needs science?. |
Fri, 23 August 2013
Erin Brady, Miss USA, is using her title and winning smile to get the attention of her peers, selling her plan for the future. |
Thu, 22 August 2013
Up until the birth of the iPhone in 2007, BlackBerry (or the company formerly known as RIM) had an iron grip on the smartphone market. It had put email in your pocket like no other company at the time. |
Wed, 21 August 2013
Our biggest economic problem could be that the U.S. economy simply is not investing enough to ensure that there will be enough good paying jobs for our children and our childrens children. |
Tue, 20 August 2013
Arguing that there are differences in innate ability between the sexes always makes for trouble, but research shows that men and women do approach money and investing differently. |
Mon, 19 August 2013
Worries that the central bank could taper its 85 billion a month in bond purchases, or quantitative easing, as early as September has spurred a huge sell off in bonds out three quarters of individual investor assets are in actively managed funds. Are they on the right track? |
Fri, 16 August 2013
There are many examples of Forecasters being wrong. It is been shown that out and out guessing was more accurate than the word of the studied forecasters. |
Thu, 15 August 2013
It can be a puzzle to those starting out - the jargon, the process - multiple barriers designed to keep - Ordinary People - out. |
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InvestTalk - Investment in Stock Market, Financial Planning, Retirement Planning, Money Management Podcast
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