In this week’s Forbes column, Rick Ferri asserts that “partial indexing works for Wall Street, not investors”. In this penetrating article, Rick ruthlessly uncovers Wall Street’s agenda is selling indexing for efficient markets while directing clients towards highly priced actively managed mutual funds for “inefficient markets”. As Ferry states, “Welcome to ‘Core and Explore’, also [...]
Monthly Archives: December 2009
Things to Consider: Risk and Diversification Among Other Things
Wednesday, December 23, 2009
Beginners and seasoned investors alike need to take into consideration risk and diversification in one’s investment portfolio to sleep soundly at night. If anything, this past year should also have everyone evaluating one’s investment advisor as well as the risk & reward of an investment as this month marks the one-year anniversary of the arrest of Bernie [...]
Hire an Investment Advisor or Go It Alone?
Wednesday, December 16, 2009
After reading Rick Ferri’s recent Forbes article ‘Who Cares What The Dow Did Last Week?’ one may question the validity of hiring an investment advisor. With the numerous financial tools available to consumers today, individuals should feel more confident defining and implementing their investing strategy themselves by following his guidelines:
–Settle on an allocation between stocks, [...]
Diversification Found with Multiple Asset Classes
Wednesday, December 16, 2009
Of the ‘7 mistakes fund investors make most’ revealed in Chuck Jaffe’s recent article in MoneyWatch, focusing too much on a fund, and not enough on the portfolio, brings to light the importance of differing asset classes in one’s portfolio.
“Finding good funds isn’t that hard; putting them together in an effective, low-maintenance, diversified portfolio is a lot more difficult. [...]
Index Funds: Part of a Winning Investment Strategy
Wednesday, December 16, 2009
In Fortune Magazine’s just released 2010 Investor’s Guide, investing in index funds is seen to be a winning strategy. One can build a portfolio with broad based index funds or invest in more specialized funds offered by a myriad of companies. Either way, “stock picking, whether you do it yourself or pay a pro to do it [...]
Retirement Plans: Some Advice from CNN Money
Friday, December 11, 2009
I saw a great post about retirement plans in CNN Money the other day by Walter Updegrave who is Money Magazine’s senior editor. He makes alot of suggestions about investing and retirement planning and I wanted to share them with you. He has 3 suggestions:
1. Take the saving decision out of your hands. People don’t [...]
