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Tag: Retirement

6 years ago
Gambling Not a Great Investment Strategy

Older investors focused on landing fat returns by taking on more risk might be putting their retirement in harm’s way, according to a recent article in The New York Times.…

6 years ago
Dodging a Market Dip on the Way to Retirement

An article in The New York Times addresses the vulnerability investors nearing retirement can feel during times of market turbulence. The article lists some suggested strategies to reduce the negative…

7 years ago
Withdrawal Strategy Suggested by Stanford for Affluent Boomers

An article posted last month in Financial Advisor magazine suggests that financial advisors consider a withdrawal strategy recommended by the Stanford Center on Longevity to “help clients have enough money…

8 years ago
Study Shows Retirees Become More Pessimistic About the Market as They Age

A new study shows that as people age, they become more pessimistic about the stock market and the economy as a whole, and actually spend less “just as many can…

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Recent Original Research
May 28, 2025
Ten Fundamentally Sound Low Volatility Stocks
Low volatility investing focuses on companies whose stock prices tend to move less than the overall market. While traditional finance theory suggests that higher returns come with higher risk, decades of research have shown that low-volatility stocks...
May 27, 2025
Ten Top Small-Cap Value Stocks
Value investing has demonstrated remarkable long-term success because it exploits fundamental market inefficiencies—periods when emotional selling, neglect, or temporary business challenges cause quality companies to trade below their intrinsic worth. This approach works because markets consistently overreact...
May 24, 2025
Ten Fundamentally Sound High Quality Stocks
In volatile markets, high-quality stocks function as stabilizing forces, providing durability when economic turbulence reveals the vulnerabilities of less solid enterprises. These outstanding businesses demonstrate consistent earnings expansion, preserve strong financial foundations, and hold lasting competitive moats...
May 23, 2025
Ten Top High Momentum Stocks
Momentum investing is a strategy that capitalizes on the tendency of winning stocks to continue winning by identifying securities with strong relative price performance that consistently outpace their peers and broader market indices. Rather than simply chasing...
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