While the importance of numbers in finance may seem painfully obvious, it’s not unusual to hear people discuss markets and investments in terms of opinion and hearsay. In a recent…
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Active vs. Passive Results Linked to Market Cycles
Fees contribute heavily to the variance in performance among active and passive fund managers. A recent article in Investment News says that, according to Morningstar data, “higher fees have the…
Fundamentally Solid Value Picks in the Spirit of Graham and Doddsville
In his revered 1984 speech at Columbia Business School, Warren Buffett referred to the strong track records of a group of prominent value investors as follows: “A concentration of…
Gold and Stocks on Different Paths
The inverse relationship between gold and stocks has never been this pronounced, according to an article in this week’s MarketWatch. However, it also references analysts’ opinions that the two may…
Mistakes from the Top Down
A couple of the investment world’s heavy-hitters have something to say about making mistakes. A fact of life which, according to a brief interview in Chief Investment Officer, is a…
Look at Valuations in a Vacuum
“Valuations and prices need to be judged relative not to the past but to price and valuation of other assets available right now,” writes Zachary Karabell, head of global strategy…
The 800-pound Bull in the Oval Office
If you bought shares of a low-cost stock index fund on the president’s first inauguration day on January 20, 2009, you would now have tripled your money. This according to…
Hulbert: It's Time to Sell
Constantly reacting to news headlines, writes Mark Hulbert in MarketWatch, will not only prevent an investor from beating the market, it can also precipitate “attacks of doom and gloom.” He…
The Case Against Sound-Bite Investing
While many financial planners warn clients to steer clear of the media when making investment decisions, the advice often falls on deaf ears. New academic research reported in Investment News,…
Fund Managers: The Latest Might Not be the Greatest
The investing mantra that touts patience as the best strategy for successful investing extends to choosing, and evaluating, fund managers. Research conducted by Robert W. Baird & Co. provides evidence…