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What Is The Relationship Between Turnover Rate And Number Of Holdings?
on June 2, 2015
with No Comments
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
with No Comments
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
with No Comments
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
with No Comments
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
with No Comments
Stocks less frequently traded have better returns.
What Is the Correlation Between Value, Growth, Large and Small Cap Stocks?
on May 26, 2015
with No Comments
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
with No Comments
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
with No Comments
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
with No Comments
“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
with No Comments
Should they be over weighted in your portfolio?
Your Asset Allocation Should Be Priceless
on May 17, 2015
with No Comments
The value of not running out of money when making withdrawals cannot be measured.
Radio: Employment Tips for Recent Grads
on May 15, 2015
with No Comments
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.
Free eBooks for Lovers of Classic Literature
on May 13, 2015
with No Comments
If you’re not wedded to the idea of owning a hard copy, there are many options to find classics for free as ebooks.
What Is The Correlation Between US Stocks and Foreign Stocks?
on May 12, 2015
with No Comments
Correlations over the past year have been very low, while correlations over the past 10 years have been higher.
The Art of the Rebalancing Bonus
on May 10, 2015
with No Comments
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.