investing

No Investment Approach Always Works

July 10, 2014

“Aren’t there some funds that have outperformed the market every year?,” a subscriber recently asked us. It’s easy to assume that among the thousands of funds available, a few of them have been able to consistently beat the market. But as Mark Hulbert wrote in his June 27, 2014 Wall Street Journal article, “No investment […]

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4 Ways to Make Better Investment Decisions

January 14, 2014

Investing is fundamentally about decision-making: we have to decide when to invest, what to invest in, and then when to change our investments. And we don’t always make the right decisions. In the book Decisive: How to Make Better Choices in Life and Work, Chip and Dan Heath explain why we tend to make poor […]

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Getting Invested in a Rising Market

May 16, 2013

The market’s had a long run-up and many indexes are hitting new highs. If you are still out of the market, should you dive in now? If you’ve missed the market’s latest rally, don’t chase it. Instead, we suggest that you create a plan that helps you get back in the market over time. When […]

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Getting Started (Part 4) – Investing

January 31, 2013

Many investors use a New Year as a time to get their investments in order. To help, we’re launching a series of posts to help investors who are just getting started with a new investment program. We’ve looked at the importance of having a plan, why investors need stocks, bonds and cash, and how to […]

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Getting Started (Part 3) – Allocating to Stocks and Bonds with NoLoad FundX

January 29, 2013

Many investors use a New Year as a time to get their investments in order. To help, we’re launching a series of posts to help investors who are just getting started with a new investment program. So far, we’ve looked at the importance of having a plan, and why investors need stocks, bonds and cash. […]

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Getting Started (Part 2): Stocks, Bonds and Cash

January 24, 2013

Many investors use a New Year as a time to get their investments in order. To help, we’re launching a series of posts to help investors who are just getting started with a new investment program. First, we looked at the importance of having a plan. Now, we consider the building blocks of a portfolio: […]

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Getting Started (Part 1): Have a Plan

January 22, 2013

Many investors use the New Year as a time to get their investments in order. To help, we’re launching a series of posts to help investors get invested. We’ll look at allocating your portfolio to stocks and bonds, and how get back in the market. But the very first step is to have a plan. […]

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Advantages of Go-Anywhere Global Investing

August 21, 2012

We may be in the midst of a domestic trend, but we’re firm believers in maintaining a global strategy to be successful over the long term, and a June article in The Wall Street Journal highlights some of the benefits of a global, go-anywhere investment approach. In “A Smarter Way to Invest Globally?”, Javier Espinoza […]

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Higher Yield Can Mean Higher Risk

August 9, 2012

Many investors turn to bonds or bond funds because they have historically been less volatile than stocks. But investors who select bond funds based only on yield may end up taking on more risk than they’d anticipated. There are two likely reasons why a fund may have a higher yield than other funds: either the […]

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Five Reasons to Love Mutual Funds

February 14, 2012

Today with so much focus on exchange traded funds (ETFs), some wonder why we, or any investor, should continue to use noload funds at all. Our answer is the same as it was nearly 50 years ago: because markets change, and funds—whether they are structured as mutual funds or ETFs—make it easy to respond to […]

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