New Investment Rules for Retirement Investing

On June 9, the U.S. Department of Labor’s Fiduciary Rule—the most famous and controversial set of investment regulations you’ve probably never heard of—is going to start taking effect. The rule promises better protection for investors who employ financial advisors to help manage their retirement accounts, including rollovers into an Individual Retirement Account. The Fiduciary Rule [...]

Investment Demons: Are you a Self-Deceiver?

Investment Demons: Are you a Self-Deceiver?   I've mentioned this before in relation to long-term investment strategies: Sir John Templeton (the father of international investing and considered one of the great investment icons of the twentieth century) often advised that you have to look foolish (sometimes even stupid) in the short-term in order to look [...]

By | 2016-03-11T16:06:30+00:00 March 11th, 2016|Financial Market, Portfolio|0 Comments

Don’t Fall For the Siren Song!

Don't Fall For the Siren Song!   The Deceptive Returns of Active Managers I tend not to like reinventing the wheel; there are a number of great authors out there who are ‘singing our song’ - that is discussing the research vis-a-vis what Wall Street hypes. When markets are negatively volatile, it’s easy to get [...]

By | 2016-02-11T00:17:21+00:00 February 11th, 2016|Financial Market|0 Comments

Who Lives, Who Dies, Who Tells Your Story

Who Lives, Who Dies, Who Tells Your Story   Every so often a new show hits Broadway with lights that shine brighter than the rest. In 1996, Rent celebrated a group of impoverished East Village artists struggling to thrive in the shadow of AIDS. In 2003, Wicked imagined the lives of the witches of Oz [...]

By | 2015-11-28T22:52:16+00:00 November 28th, 2015|Financial Market|0 Comments

The Spinning ‘Talking Heads’

The Spinning ‘Talking Heads’ Watching the ‘market’ squeeze the “false credibility” out the “experts” these past few weeks has been entertaining if nothing else. The end of the 3rd quarter proved annoying, with bouts of anxiety and frustration. It almost feels like 2008 again! In late August, the message was that “everyone should have seen [...]

By | 2015-10-22T22:26:31+00:00 October 22nd, 2015|Financial Market|0 Comments