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Written by Tom Cock Jr.
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February 12, 2009 |
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Not a week goes by that I don’t hear somebody say: “I don’t really know what I’m worth. I have stopped looking at my statements.” I totally understand the urge to avoid unwelcome news. It’s part of being human.
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Written by Paul Merriman
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February 02, 2009 |
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Many investors seem to think the past 10 years were a waste. Early in 2008 the Wall Street Journal declared the years since 2000 “the lost decade.” That, of course, is one possible interpretation of the market’s behavior since it peaked in 2000, stumbled through a severe bear market for about three years, roared back to recovery and then fell into its current slump late in 2007.
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Written by Larry Katz, CFA, Director of Research
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January 30, 2009 |
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Bootstrapping is a robust method to quickly incorporate multiple hypothetical portfolio return scenarios to help evaluate the potential success of the accumulation and distribution phases of investing.
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Written by Paul Merriman
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January 23, 2009 |
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UPDATED THROUGH 2008!
Perhaps the biggest job that any investor has is managing risk. If you take too much, you could be flirting with disaster; if you take too little, you could cheat yourself out of the returns you need to take care of yourself, your family and your heirs. In this article, updated to include results from 2008, Paul Merriman shows how to get this important equation just right.
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Written by Jeff Merriman-Cohen
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January 09, 2009 |
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It’s no secret that the year just ended was the worst in memory for
most investors. If something could go wrong, it probably did. In the
big picture of Wall Street’s investment banks and other financial
institutions, it’s easy to place lots of blame. Sound, affordable
measures to prevent more of the same are harder to come by. But at
least lots of public officials are on the case.
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Written by Larry Katz, CFA, Director of Research
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December 30, 2008 |
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Almost all investors will be glad that 2008 is coming to a close.
The bad news is well known.
• The combination of too much leverage and excessive speculation in
the financial and housing sectors has depressed global asset prices
more than any time since the Great Depression.
• Several major financial institutions couldn’t survive; for others,
including the Big Three U.S. automobile manufacturers, the future is
uncertain.
• The country is in the midst of tough recession which began in December 2007.
• Worries are widespread concerning retirement, jobs, housing and the long-term economic health of the nation.
And yet, even in these hard times, there are good reasons to be hopeful.
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Written by Paul Merriman
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December 23, 2008 |
I’m writing this piece just before Christmas 2008, toward the end of a year that most investors wish had never happened. And while this topic is timely, I believe my points will be just as valid in the future as they are now.
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Written by Tom Cock
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December 16, 2008 |
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As winter and a new calendar year arrive, investors are struggling tomake sense of the market and what to do. Many investors are content, ifonly barely, to stick with tried-and-true wisdom and long-termstrategies. But other investors think (or hope) that they can figureout what the market will do and how to take advantage of it.
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Written by Tom Cock
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October 30, 2008 |
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A crisis that started in Seattle is likely to spread across the country
in the coming months as thousands of Washington Mutual employees come
to grips with the money they lost because they held the bank’s stock in
their 401(k) accounts. That stock became worthless when the bank failed
late in September.
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Written by Eric Jonson
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October 27, 2008 |
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A reader recently emailed to ask whether he should rebalance his IRA,
which had strayed quite a bit from his intended allocation and risk
level. Long before this year’s steep market decline, he had carefully
determined that his IRA should be invested 60 percent in equity funds
and 40 percent in fixed-income funds. Recently he calculated that the
account balance was 45 percent equity and 55 percent fixed-income.
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