Dave’s article on how to choose the best financial advisor was published on CNBC Digital on October 1, 2014. Proper financial planning has the power to transform your life by reducing worry and establishing a workable path to your goals and dreams, but you need…
Consumer Reports addresses the hazards of being over-diversification in your portfolio (Are Your Investments Too Diversified?) in an online article that originally appeared in the June issue of Consumer Reports Money Advisor. They quote Dave on the dangers of loading up on the winners of the…
Investor Behavior: The Psychology of Financial Planning and Investing Why do investors behave as they do? That is the question posed and answered by the book “Investor Behavior: The Psychology of Financial Planning and Investing,” edited by H. Kent Baker and Victor Ricciardi and published…
Why do investors behave as they do? That is the question posed and answered by the book “Investor Behavior: The Psychology of Financial Planning and Investing,” edited by H. Kent Baker and Victor Ricciardi and published by Wiley Finance. This 30-chapter book (available from Amazon)…
No, we haven’t decided to short the stock market — not by a long-shot! — but we have decided to shorten the average maturity of our bond holdings. We’re doing this by swapping all of the DFA 5-Year Global Bond portfolio (DFGBX) into the DFA…
We made a few changes to our portfolios this week that we thought we’d share. These adjustments are technical in nature and constitute fine-tuning more than anything else. Bond Allocation Updates As we discussed last month (Managing Risk When Rebalancing Into Bonds), we believe that…
New Blended Benchmark We’ve added a new blended benchmark to our monthly portfolio performance reports that we thought you’d like to hear about. Beginning with the current batch of reports posted a few days ago, a new blended benchmark appears in several places. First, the…
Bob Powell of The Wall Street Journal’s MarketWatch, noting that some people are getting nervous now that the S&P 500 has hit a four-year high, offers eight strategies for protecting your portfolio. His article opens with Dave’s critique of portfolio insurance: To be fair, however,…
Candice Choi, AP Personal Finance Writer, On Sunday August 7, 2011, 7:41 pm NEW YORK (AP) — Investors should think twice before making any rash moves Monday. Many market analysts expect stocks to fall sharply because of anxiety about the downgrade of the U.S. credit…