Blog
Strategies for Managing Volatility
Investment portfolios are generally exposed to volatility through company-specific risk and through market risk. Long-term investors can reduce exposure to company-specific risks through diversification, hedging, and other strategies discussed in this article. Read...
1Q2015 IWM Market Analysis
1Q2015 IWM Market Analysis (click here)
1Q2015 IWM Market & Economic Summary
1Q2015 IWM Market & Economic Summary (click here)
1Q2015 IWM Investment Insights
1Q2015 IWM Investment Insights (click here)
How to Survive a Bear Market
With the six-year bull market in stocks getting old, people are starting to wonder how they should prepare for a possible bear market. The answer: Not the way you think. The biggest mistake ordinary investors make, aside from not saving enough, is trying to predict...
How bad are Wall Street forecasts? Really bad
There are 22 "chief market strategists" at Wall Street's biggest banks and investment firms. They work at storied firms such as Goldman Sachs and Morgan Stanley. They have access to the best information, the smartest economists, and teams of brilliant analysts. They...
Terms of Reverse Mortgages continue to be misunderstood
A new government report shows many seniors are taking out reverse mortgages on their homes without fully understanding the ramifications, leading to foreclosures among borrowers and a tangle of problems for heirs after the borrower dies. “Consumer complaints tell us...
How to Tell if Your Retirement Nest Egg Is Big Enough
Here we go again. During past bull markets, many Americans nearing retirement fleetingly acquired a nest egg adequate for later life. Then, as quickly as that nest egg came, it went—leaving behind regret, sleepless nights, and in the worst case, panic selling near the...