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May 2, 2017

Money Management: Tips for building a successful long-term portfolio

A portfolio that can stand the test of time is one that uses both passive and active investment strategies. To better understand what I am speaking about, let’s first take a look at passive investing. This type of investing is when an investor buys and holds a security for an extended period of time. Overall, […]

Mar 28, 2017

Money Management: Understand investor personalities and work with them

The stock market continues to reach new highs (second-longest bull market in history) and investors have different perspectives on future strategies. At times they are either overly concerned or optimistic — both of which can lead to imprudent investment decision making. Investors have personalities/behaviors and a good money manager understands each client’s personality type and […]

Mar 14, 2017

Money Management: Stock market highs, bond market volatility — what should an investor do?

As we head toward the end of the first quarter of 2017, the U.S. stock market has been on a wonderful, remarkable upswing since the November election. Most stock investors have seen their portfolio value increase and confidence in the market and future outlook remains high at this point. But some questions do need to […]

Mar 1, 2017

Commentary: Don’t let a bad process derail your investments

Something I try to stress in these columns is the importance of a valid process. Sure, I have a fondness for behavioral economics, but that’s because I know how cognitive errors can so easily derail our thought processes. Rather than impose a belief system on the reader (“ABC asset class is great!”), I prefer instead […]

Feb 15, 2017

Worth Considering: Market predictions as financial porn

Financial columnist Jane Bryant Quinn famously coined the phrase “financial porn” to describe much of the content produced by the financial press. She was referring to the stories and other items in the financial press designed to “tickle our prurient financial interest” as opposed to being in our long-term financial interest. Some financial porn is […]

Jan 17, 2017

Money Management: Preparing for a lower return environment

Having met with several knowledgeable and experienced people at other organizations, it appears to be the consensus that total returns for stocks and bonds over the next 10 years should be quite low by historical standards. Many are estimating total returns between 4% and 6% for stocks and between 2% and 4% for bonds over […]

Dec 14, 2016

Worth considering: The latest knock against index funds

The latest knock against index funds is that they may be dangerous. This year marks the 40th anniversary of the introduction of the first index mutual fund, making it an opportune occasion for critics to launch new attacks on an investment trend with undeniable momentum. The most recent broadside came from a report issued by […]

Feb 8, 2016

Hoping to beat the market, investors try a new breed of index funds

Don’t try to beat the market. The adage got pounded for years into investors, and many began to live by it. After seeing so many investments fail to keep up with the Standard & Poor’s 500 index, investors put their money instead into low-cost index funds. They were happy to get returns that were the […]

Nov 2, 2015

SEC opens door to startup investing for all

A new form of crowdfunding is coming soon that will allow startups to raise money by selling stock to Main Street investors. The Securities and Exchange Commission on Friday adopted rules implementing a 2012 law that opened the door to securities crowdfunding. The vote was 3-1 at a public meeting. For years, artists, charities and […]

Jun 26, 2015

Beyond high price tags: Value managers find bargain stocks

NEW YORK — It certainly seems like a rotten time to be a bargain hunter in the stock market. Cheap stocks are tough to find following the market’s almost-nonstop rise since the spring of 2009, and indexes covering most corners of the market are close to records. Pick any of the gauges that mutual fund […]

May 27, 2013

Industry giant GE aims to improve fracking

PITTSBURGH — One of America’s corporate giants is investing billions of dollars in the new boom of oil and gas drilling, or fracking. General Electric Co. is opening a new laboratory in Oklahoma, buying up related companies, and placing a big bet that cutting-edge science will improve profits for clients and reduce the environmental and […]

Feb 8, 2012

House Republicans fast-track insider trading bill

WASHINGTON — House Republicans have rejected from a Senate measure a requirement that people who collect information from Congress for investors register like lobbyists. The provision had been included in a bill the Senate passed last week to specifically ban insider trading by members of Congress, their senior aides and other top-level officials in the […]

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