Exchange traded funds have many great qualities. They are mostly transparent, low cost, trade in real-time and can have significant tax advantages over other investment vehicles like mutual funds and…
Tag: Featured
A Safety First Approach to Retirement Planning and the Problems with the 4% Rule with Dr. Wade Pfau
The 4% rule has become one of the cornerstones of retirement planning. And in many ways that makes sense because investors who have spent 4% of their portfolio annually have…
The Voting Machine vs. the Weighing Machine
By Jack Forehand, CFA, CFP® (@practicalquant) — In the short run, the market is a voting machine but in the long run, it is a weighing machine.Benjamin Graham (Sort Of) I am…
Some Options for Managing Risk After a Big Market Run
The stock market has had a huge run since last March. That fact, combined with unprecedented government stimulus, the potential for future inflation and other risk factors has many investors…
Weekly Highlights: Finding Value in an Expensive Market, A Deep Dive into Asset Allocation and Timeless Lessons From Warren Buffett
In our weekly summary of the best posts on the Guru Investor blog, Jack Forehand and Justin Carbonneau discuss the original content we produced and their favorite outside articles we…
An In Depth Look at Asset Allocation with Jim Masturzo of Research Affiliates
We are currently in a very challenging time for building multi-asset portfolios. The 60-40 portfolios is coming off one of its best decades ever, but the expected future returns on…
Pockets of Value in an Expensive Market
By Jack Forehand, CFA, CFP® (@practicalquant) — The stock market has had a huge run in the past 15 months. As of May 11th, the S&P 500 is now up 64%, off…
Strategy Focus: Low Volatility Investing and the Conservative Formula
The success of of the low volatility factor can be challenging to explain. Investing theory teaches us that to get an additional return, we need to take additional risk and…
Weekly Highlights: Potential Moves to Protect Gains, Royce on Small-Caps and Why Cash on the Sidelines is Overrated
In our weekly summary of the best posts on the Guru Investor blog, Jack Forehand and Justin Carbonneau discuss the original content we produced and their favorite outside articles we…
Moves to Consider to Help Protect Your Portfolio & Profits
By Justin Carbonneau (@jjcarbonneau) Over the past few weeks, I’ve had conversations with a number of investors about the market’s amazing move higher, the astonishing performance in small caps, cyclicals…