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 ...

Tagged with: investing Money Management Taylor Reynolds

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 ...

Tagged with: investing Money Management

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 ...

Tagged with: bonds David A. D’Ambrosio investing Money Management stock market

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 ...

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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 ...

Tagged with: David Peartree investing stock market Worth Considering

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 ...

Tagged with: Donald Trump George W. Karpus investing Money Management

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 ...

Tagged with: David Peartree investing stock market Worth Considering

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 ...

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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 ...

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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 ...

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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 ...

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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 ...

Tagged with: investing STOCK Act