Investors love dividends. They like them for their potential to beat the market. They like them for the income they provide. Some even like them because of their perceived safety.…
Here’s Why the Value Rally Maybe Just Resting For Now
Despite the threat of rising inflation and a potentially more hawkish Fed stance, “some market strategists say the group could still see gains this year.” This according to a recent…
For Rich Americans, Dynastic Wealth Losing Appeal
In a letter published late last month, Warren Buffett advised rich families not to leave their children too much inheritance. This according to an article in Yahoo Finance. “After much…
The Underrated Role of Behavior in Investing with Joe Wiggins
Sometimes as investors we tend to focus their efforts on the wrong things. We will spend a lot of time building complicated strategies. We will focus on trying to beat…
Active Managers Rarely Add Value Says Head of Public Pension Fund
The head of CalSTRS, the second-largest public pension fund, said in a recent interview with CNBC that active managers rarely add value after fees. Here is a summary of comments…
Another Reason to Quit Mutual Funds for America’s Rich
The increase in capital gains tax for wealthy investors proposed by the Biden administration could accelerate the shift away from mutual funds. This according to a recent article in Financial…
Put Down the Dividends – And Slowly Walk Away
By Jack Forehand, CFA, CFP® (@practicalquant) — Ok, I’ll admit that the title of this article is a little aggressive. That is especially true when you consider the fact that I don’t think…
Quality Stocks at Cheapest Point in 20 Years
In a recent research note, BlackRock CIO Tony DeSpirito wrote that higher quality stocks are trading at their largest valuation discount to the broader market since the dot-com bubble of…
Grantham on the “Fantasy Trip” of Meme Investing
Fed policies, “speedy stimulus” and success with Covid-19 vaccinations have led to the “biggest U.S. fantasy trip of all time” for investors, says GMO co-founder Jeremy Grantham. This according to…
Facebook and Alphabet Up as Apple and Netflix Fade
Last year’s synchronized surge in FAANG stocks has faded as investors look beyond the pandemic. This according to a recent article in The Wall Street Journal. “It is a far…