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SPDR Web
The Wall Street Journal ran a series of three articles today on exchange traded funds (ETFs) that are worth reviewing if you are an individual investor managing his or her own portfolio. What ETFs’...
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With the stock markets closed today due to the incoming Frankenstorm, we ponder the underlying thesis in an article from this weekend’s Barrons. The cover story highlighted that professional investors...
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Guess Right?
Earlier this year, DalBar, a quantitative research firm produced Quantitative Analysis of Investor Behavior. Their analysis of individual investors’ investments in mutual funds suggested that market...
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10s and 7s for Retirement
Marketwatch published its Ten Numbers That Can Change Your Life, which notes, “At some point, every investor who is planning to retire must confront his or her financial future. For most people, basic...
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Personalized Mutual Funds: What if?
The world of Registered Investment Advisors (RIA) is heading downstairs. Typically a community focused on the high net worth (HNW) individual with between $1 million and $5 million of assets to manage;...
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Retirement is Expensive, but so are Kids – USDA Approved
Since 1960, the U.S. Department of Agriculture (USDA) has provided a study on the costs related to the expenditure on children from birth until the age of 17. Their survey is based on almost 12,000...
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Sector Returns – Part III – technology
The Technology sector was a roller coaster ride that finished on a not-so-thrilling drop. The sector peaked in April, had a couple mini Summer rallies and then peaked at again at the same level in...
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(Mis)timing the Markets
Back in November, we highlighted a report by quantitative firm, Dalbar, that suggested mutual fund investors have significantly underperformed the funds themselves due to attempts to time the market....
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From Our February Newsletter One Last Hurdle Is it the euphoria induced by a fast start out of the 2013 gate that has individual investors finally ready to join the party? Maybe it’s the steadily...
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