Asset Allocation

Is Buy and Hold Finished? Read What Hulbert Says About Market Timing

By in Advanced Investing, Asset Allocation, Automatic Saving, Bond, Investing, Mutual Funds | 15 comments

Market Timing versus Buy and Hold Investing; The Gloves are Off Is it wrong to delight in “proof” that my investing practice and writings are correct? Mark Hulbert, long time author of the Hulbert Financial Digest and Wall Street Journal (WSJ) columnist asked, “Can Market Timers Beat the Index?” in the July 20, 2013 week end edition of the...

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What’s the Impact of the Greek Debt Crisis On My Investments?

What’s the Impact of the Greek Debt Crisis On My Investments?

By in Asset Allocation, Bond, Budget, Debt, Economics, Investing | 0 comments

Current Investing Analysis Will the Greece Situation Hurt My Investments? As investors, we tend to get nervous when there’s economic upheaval. It’s well known that investment markets are skittish. Markets can drop in a minute after negative economic news. The Greek Debt Crisis is all over the news. But what are the implications of this global crisis for...

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Investing Rule 1: Know Thyself

Investing Rule 1: Know Thyself

By in Asset Allocation, Investing | 11 comments

First Investing Rule-Know Thyself I was fascinated by an article by Mike at Oblivious Investor entitled,  “Why I Don’t Overweight Small Cap or Value Stocks”. His argument was based on the first investing rule-know thyself. Mike is one of the most disciplined guys I know. He sticks to what is right for him. He knows himself, and lives accordingly....

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How to Measure Investment Risk & Protect Against it

How to Measure Investment Risk & Protect Against it

By in Advanced Investing, Asset Allocation, Bond, Economics, Investing, Stocks | 9 comments

Investing is Risky The Investments class I teach at a local university focuses on investing risk and return. We talk about the risk that you’ll lose money if you invest and your stock and bond funds decline in price. There’s also the risk that your purchasing power will erode from inflation. According to a recent Fortune-CNN article food prices increased...

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How to Invest and Get Rich (Slowly)

How to Invest and Get Rich (Slowly)

By in Asset Allocation, Bond, Economics, Investing | 17 comments

Investing is Not a Get Rich Quick Scheme “Cash confiscates capital. Long term, after taxes and inflation, the return on cash is negative.” Catherine Keating When you factor in the impact of inflation, you must achieve a return on your investments of greater than 3 percent or you are losing money. So, how can you live a decent life today and still invest and get...

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Would You Invest in a 100% Muni Bond Portfolio?

Would You Invest in a 100% Muni Bond Portfolio?

By in Advanced Investing, Asset Allocation, Bond, Investing, Reader Question | 0 comments

Is a 100 Percent Municipal Bond Portfolio Superior to One of Diversified Investments? The recent “reader question” article, “Should I Invest in Bonds Even Though I Might Lose Money?” garnered some fascinating investing conversation. Among the thoughtful comments, one in particular stood out, because it was contrary to the typical investing...

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