Is the 60/40 Portfolio Model Dead, or Merely Resting?

Jeremy Siegel, the Wharton professor most famous for writing the investment classic Stocks for the Long Run, recently claimed the following: “We believe that the old 60/40 model just won’t … Read more

Posted on February 14, 2020 by

Investor Facts: What Is Return Of Capital?

Investors put money to work with an eye toward making money, called return on capital. But there’s another kind of return, called return of capital. The difference is important because … Read more

Posted on February 12, 2020 by

How to Think About Negative Headlines and Stocks

A presidential impeachment. A virus running wild in China. An election year in full swing. Now is the time to get out of stocks, right? If only it were that … Read more

Posted on February 3, 2020 by

Investor Facts: What Is Macroeconomics?

Sometimes investors hear analysts and fund managers refer to “macroeconomics” in their explanations of investment decisions. So what is macroeconomics? Put simply, it’s a way to break down the broader … Read more

Posted on January 21, 2020 by

Investor Facts: What Is A Ponzi Scheme?

When investments flame out and fall to zero they often are referred to as being akin to a “Ponzi scheme.” While there may be a number of reasons a stock … Read more

Posted on January 3, 2020 by

Set-It-and-Forget-It Investing for the New Year

There’s a lot to be said for doing nothing when it comes to investing. The investment industry is set up to encourage activity. Who else can stock brokers and financial … Read more

Posted on December 30, 2019 by

Investor Facts: What Is The Volatility Index (VIX)?

You might hear your friends and relatives who actively trade stocks and mutual funds talk about the “VIX.” It sounds like a ticker for a stock or fund, but it’s … Read more

Posted on December 13, 2019 by

5 Mistakes New Investors Make And How To Avoid Them

Learning to ride a bike when you are young comes with some risk at first. You could fall and get hurt, ride into a tree or worse. Yet once you … Read more

Posted on December 6, 2019 by

Investment Facts: What Is The Federal Reserve Bank?

Chances are, you hear this a lot on the evening news or online at any major finance website: The “Fed” did this or that, so stocks moved this way or … Read more

Posted on November 27, 2019 by

Understand the Risk of Investing in Some Bond Funds

Many investors hear the word “stock” and they think “risky.” Then, when they hear “bond” they think “safe.” While it’s broadly true that stocks are more volatile than bonds — … Read more

Posted on November 22, 2019 by