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Defining Your Sectors
on June 7, 2015
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The process of defining your sectors is an attempt to identify the quintessential features of your strategy and formalize your selection criteria.
How to Get Out of Debt: Make a Plan
on June 5, 2015
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To get out of debt, you need an emergency cushion, a budget, and a plan of attack.
Will Preferred Stocks Hypnotize With Yield?
on June 3, 2015
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Despite the appearance of stability, preferred stocks can become especially volatile when markets are reeling.
What Is The Relationship Between Turnover Rate And Number Of Holdings?
on June 2, 2015
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The greater the number of holdings the lower the turnover rate with one surprising exception.
Do Resource Stocks Deserve Their Own Asset Class?
on May 31, 2015
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Resource stocks represent one of the most interesting collections of diverse indexes as they do not always move in sync with one another.
How to Get Out of Debt: Assess Your Situation
on May 29, 2015
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Make a list of all your debt and figure out where your money is going every month.
What Is Turnover Rate?
on May 28, 2015
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Beware the turnover rate. It’s much wiser to invest in funds managed by people you trust.
The Crowd Is Usually Wrong
on May 27, 2015
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Stocks less frequently traded have better returns.
What Is the Correlation Between Value, Growth, Large and Small Cap Stocks?
on May 26, 2015
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The higher the correlation the greater the justification to put them in the same asset class.
The Asset Allocation Within Your Asset Allocation
on May 24, 2015
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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.
How to Get Out of Debt: Recognize the Problem
on May 22, 2015
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Most people are comfortable with having some debt (like a mortgage, for example). But how much is too much?
Hidden Fees in Private Equity
on May 20, 2015
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“Every pension plan in the nation is paying too much [for private equity], and it’s being hidden.”
Are Healthcare and Technology The Best Performing U.S. Sectors?
on May 19, 2015
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Should they be over weighted in your portfolio?
Your Asset Allocation Should Be Priceless
on May 17, 2015
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The value of not running out of money when making withdrawals cannot be measured.
Radio: Employment Tips for Recent Grads
on May 15, 2015
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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.