Articles

Beware the turnover rate. It’s much wiser to invest in funds managed by people you trust.

Stocks less frequently traded have better returns.

The higher the correlation the greater the justification to put them in the same asset class.

It is good to take the two categories which are most similar and use them as underlying sector divisions within the same larger asset class.

Most people are comfortable with having some debt (like a mortgage, for example). But how much is too much?

“Every pension plan in the nation is paying too much [for private equity], and it’s being hidden.”

Should they be over weighted in your portfolio?

The value of not running out of money when making withdrawals cannot be measured.

David John Marotta and Megan Russell were interviewed on the radio discussing ways recent graduates can make themselves more attractive to employers in today’s tough job market.

If you’re not wedded to the idea of owning a hard copy, there are many options to find classics for free as ebooks.

Correlations over the past year have been very low, while correlations over the past 10 years have been higher.

Portfolio design and rebalancing is both a science and an art. Knowing that rebalancing boosts returns is useless unless you as the investor follow through.

The list of jobs for a History major seems quite short: Historian and Historic Preservation come quickly, then maybe Politics, if you think particularly hard about it.

This year’s golden nugget goes to Buffett’s definition of risk.

The correlation between two investment is used in portfolio construction and rebalancing.