Mutual Funds

Investing Lazy Portfolios Drill Down

Investing Lazy Portfolios Drill Down

By on Sep 1, 2014 in Asset Allocation, Bond, Money Management, Mutual Funds, Stocks | 0 comments

“Investing should be dull,” according to Nobel Prize winning economist Paul Samuelson.  “Investing should be more like watching paint dry or grass grow. If you want excitement, take $800 and go to Las Vegas” Are you interested in a market beating approach with less volatility?  Do you want a set it and forget it investment plan?  Are you curious about a...

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International Stock Investing Guidelines-Part 2

International Stock Investing Guidelines-Part 2

By on Jul 7, 2014 in Asset Allocation, Investing, Mutual Funds, Reader Question, Stocks | 2 comments

How Much of My Portfolio Should I Invest Internationally?-Part 2 Please check out: International Stock Investing Guidelines-Part 1 In responding to Brian of Luke 1428 Website’s question yesterday, “What percentage of my stock investments, if any, should I allocate towards international stocks and emerging markets (the latter of which seems to have more...

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International Stock Investing Guidelines-Part 1

International Stock Investing Guidelines-Part 1

By on Jul 3, 2014 in Investing, Mutual Funds, Reader Question | 1 comment

How Much of My Portfolio Should I Invest Internationally?-Part 1   Brian, of the Luke1428 website asks, “What percentage of my stock investments, if any, should I allocate towards international stocks and emerging markets (the latter of which seems to have more volatility)?” Brian asks an important investing question. There’s lots of discussion...

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Is Index Fund Investing Overrated?

Is Index Fund Investing Overrated?

By on Jun 30, 2014 in Asset Allocation, Investing, Money Management, Mutual Funds | 10 comments

Is It Possible to Beat the Market? In Jeff Somer’s NY Times article,  “Beating the Market, as a Reachable Goal”, Robert A. Olstein is insulted by the arguments in favor of index funds. He claims that the index fund approach is a reach for mediocrity. Olstein goes on to site the stellar performance of his Olstein All Cap Value Fund. According to the...

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Use Paradox of Choice to Invest in Index Funds

Use Paradox of Choice to Invest in Index Funds

By on Jun 16, 2014 in Asset Allocation, Investing, Mind and Money, Mutual Funds | 3 comments

Paradox of Choice; Why More is Less Do you feel overwhelmed? Do you feel like you’re clawing ahead with your career and have no time left to learn how to invest? Use the paradox of choice to simplify your index fund investing strategy. How to Invest in Index Funds Effectively by Harnessing the Paradox of Choice What is the Paradox of Choice? Sheena Iyengar, a...

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Essentialism & Investing; How Would Greg McKeown Invest?

By on Apr 24, 2014 in Asset Allocation, Investing, Mind and Money, Mutual Funds, Wealth | 11 comments

Essentialism-The Disciplined Pursuit of Less-Applied to Investing It’s not often that you come across a book with a revolutionary, perspective-altering theme. Essentialism by Greg McKeown is that book. “Essentialism isn’t about getting more done in less time. It’s about getting only the right things done.” book jacket, Essentialism. My...

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