As investors fear the Fed will continue raising interest rates well into this year, bond yields are falling, which means they can once again protect the rest of your portfolio,…
The (Risk-Adjusted) Returns Come Out at Night with Bruce Lavine
You might think that the return profile of the market looks similar during the day and overnight. But research has shown that isn’t the case. In this episode, we discuss…
The Surprising Investment Factor That Defies the Risk-Return Tradeoff
By Jack Forehand, CFA, CFP® (@practicalquant) — There are some core principles that are supposed to govern investing. If I were to ask you to come up with the most important one of…
The Most Important Things to Know About College Planning
In this episode of the Education of a Financial Planner, we discuss the basics of college planning. We discuss 529 plans, UTMAs an UGMAs, financial aid and a lot more.…
The Most Important Investing Lesson: Martin Emery
Martin Emery explains why “this time is different” can be a dangerous phrase. See Full Interview with Martin Emery
Investing Shorts: The Biggest Lesson From Bridgewater
Andy Constan discusses the biggest lesson he learned working at Bridgewater. See Full Interview With Andy Constan
Goldman Sachs: Hedge Funds Poised To Gain
As the environment becomes more and more favorable for U.S. stock pickers, hedge funds are poised to reap the rewards, say strategists at Goldman Sachs, according to an article in…
Berkshire Hathaway’s Big 2022 Losses
Warren Buffett still believes in American resilience, writing that “I have yet to see a time when it made sense to make a long-term bet against America” in a February…
The Fed Screwed Up, Says Real Estate Mogul Sam Zell
Billionaire investor and Chairman of Equity Group Investments Sam Zell hasn’t gone through the same “rethinking” on the possibility of a recession that many others on Wall Street have. In…
Fund Firms May Level Out Proxy Voting
Wall Street functions as a plutocracy, where one share—rather than one person—equals one vote, giving the richest investors more power. But fund companies are beginning to explore options to change…