Investing Blog

Reexamining the 1st Key Rule of Successful Investing: Don’t Try to Time the Market

Because of the Efficient Market Hypothesis, nobody knows what stocks are going to go up or down. Not your cousin, not your broker, not your advisor. Over time, the performance …

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Diversification and Portfolio Overlap

Diversifying is easier said than done. It’s easy to own stocks across different market sectors, such as a tech company and an oil company and a clothing company plus a …

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Total Fees and Turnover

We’ve reviewed how mutual fund expenses can eat away at your portfolio. In fact, total fund expense is the most important variable to consider when comparing funds because it’s the …

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Putting the Portfolio MRI in Context

The Portfolio MRI is part report card and part recipe book. It breaks down information about your investments and stacks them up against inflation-adjusted historical data reflecting different asset mixes, …

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How We Evaluate Your Portfolio

We believe that an investment portfolio should be built on a sound foundation of research, a strategic and closely adhered to financial plan, and rational expectations. Speculation or hunches, and …

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When to Rebalance

When and how often should you rebalance your portfolio? You can do it based either on the calendar or on your investment ratios. Many financial experts recommend that investors rebalance …

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Making Asset Allocation Work for You

Once you decide on your asset mix, one thing you must do to keep your portfolio working for you is rebalance it periodically. Rebalancing means bringing your portfolio back to …

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Asset Allocation

A well-diversified portfolio spreads your investment among different types of investments, and within different asset classes. Asset Allocation is how you accomplish this. Asset Allocation refers to the composition of …

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Asset Allocation and Diversification

It’s virtually impossible to predict which asset class will do well over a specific period of time. Sometimes different asset classes move together; sometimes they don’t. Some tend to move …

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The Three-Factor Model for Diversification

Eugene Fama and Kenneth French, professors at the University of Chicago Booth School of Business, expanded on the research into diversification, identifying three key factors that affect a portfolio’s returns. You …

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