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Resource Stock Investing in 2016
on February 7, 2017
with No Comments
In 2016, Energy and Materials had some of the best returns of the year.
To What Benchmark Should I Compare My 2016 Returns?
on February 1, 2017
with No Comments
Investors always want to compare the return of their portfolio against some benchmark index. We suggest not using the S&P 500 for that purpose.
Radio: The Politics of Kindness
on January 31, 2017
with No Comments
David John Marotta was interviewed recently on the Schilling Show discussing the politics of kindness and the difference between intentions and outcomes.
2016 In Review
on January 25, 2017
with No Comments
2016 was a good year for stocks in general with a number of noteworthy details. Resource stocks performed the best despite being the worst-performing asset class in 2015.
Freedom Investing and Emerging Markets in 2016
on January 24, 2017
with No Comments
In 2016, the average return of the best investment products of the Freedom Six outperformed the Vanguard FTSE Developed Markets ETF by 6.75%.
US Stock Investing in 2016
on January 24, 2017
with No Comments
The S&P 500 had another good year, ending up 11.96%. The S&P 500, however, only represents half of the US Stock asset class, and Small- and Mid-Cap stocks performed even better.
RMD Mistake: Taking Out Too Much Just Because
on January 18, 2017
with No Comments
Some people don’t stop at distributing just the required minimum. They think, “Well, while I’m at it, I may as well pull out a little bit more so we can fully cover the kitchen remodel…”
Mailbag: What Do You Think About The Elliott Wave Principle?
on January 17, 2017
with No Comments
It is difficult in investing theory to determine which narratives have the appropriate underlying evidence to support them and which narratives are not worth following. Often it is necessary to be both a mathematician and a skeptic to filter out what is even worth considering.
Your Advisor’s Sports Car Personality Is Hurting Your Returns
on January 11, 2017
with No Comments
What does the car your advisor drives tell you about their investment and budgeting services?
2017 Tax Tables
on January 10, 2017
with No Comments
If you’re doing some tax planning this year, here is a quick guide to the brackets.
Benjamin Graham on Individual Stock Analysis
on January 4, 2017
with No Comments
“I am no longer an advocate of elaborate techniques of security analysis in order to find superior value opportunities.”
Q&A: What’s My Roth Conversion Limit?
on January 3, 2017
with No Comments
The legal answer to this question is: there is no limit. The practical answer is: it depends on a number of things.
One Example Of What Is Wrong With Commission Based Investment Advice
on December 28, 2016
with No Comments
There is a large difference between the motives and incentives of the sales person and those of the service person.
When Partial-Year HSA Contribution Limits Don’t Apply
on December 27, 2016
with No Comments
Under the “last-month rule,” you can contribute the full amount even after a partial year assuming you meet the “testing period.”
Using Factor Investing To Boost Country Specific Returns
on December 21, 2016
with No Comments
The rough idea is that the stock price of companies that are profitable are more likely to appreciate than companies which are not profitable.