Wall Street Greed Exposed by Fractional Shares
The stock market’s rally since its late March low has “inspired millions of new investors,” who now have the ability to buy “fractional shares”— less than one share of stock—according…
Will Your 401(K) Sink or Soar with a President Biden?
“Here’s what you need to know,” says a recent article in MarketWatch: “Of all the reasons to vote for Donald Trump or Joe Biden for president this November, one of…
The Top Avoidable Distractions When Reading Financial News
A recent CFA Institute article identifies a list of the types of financial news stories that “have no value or insight and can be easily avoided.” Here is a sampling:…
Excess Returns, Ep. 39: Interview: Bridging Academic Research and Real World Investing with Professor Partha Mohanram
In this episode we are joined by Professor Partha Mohanram. Professor Mohanram is the John H. Watson Chair in Value Investing at the Rotman School at the University of Toronto.…
Vanguard: A 60-40 Portfolio is Still the Bomb
Recent shifts in equity and income markets have some saying that the 60-40 portfolio mix has become a “dull artifact of the past,” but Vanguard argues that it’s performance during…
Market Timing: So, You Think You Can Do It?
While some investors might get lucky in their attempts to time the market, those successes usually lead to “delusional over-confidence,” writes columnist Barry Ritholtz in a recent Bloomberg article. “As…
Siegel: Why Rising Stocks Won’t Peter Out
Wharton professor Jeremy Siegel says the current stock rally has room to run, notwithstanding the underlying headwinds of a pandemic and a weak economy. This according to a recent article…
As the S&P 500 nears Pre-Pandemic High, Retail Investors See Big Gains
The pandemic, while awful for millions who have lost their jobs, has been “surprisingly good” for stock investors. This according to a recent article in Yahoo Finance. The article reports…