|
|
April 27, 2011 |
|
We are always looking for ways to better design client investment
portfolios. Every year, we are bombarded with new investment approaches,
new products and new trading strategies to beat the market. Most new
products can be tossed aside immediately, but a few require more
detailed investigation.
Click here to read the article at Merriman.com
|
|
May 21, 2009 |
While inflation is currently quite low, there is concern about the potential for future higher inflation, due to the recent massive injections of liquidity into the financial system, and the huge ongoing federal government deficits.
Federal Reserve officials would like to see annual inflation around 2 percent over the long run. Whether they could achieve this goal, even with all the tools at their disposal, remains to be seen.
|
|
October 22, 2008 |
|
When is being lazy good? Ask MarketWatch columnist Paul Farrell. Here are his portfolio suggestions, and how our portfolio stacks up against other buy and hold or "lazy" portfolios.
Lazy Portfolio Update
|
|
September 22, 2008 |
|
It won’t surprise you to read that many of our clients have had a
pretty tough time with the market this year. Over and over again, we
hear from people who want to take action instead of sitting still. The
three most common things people seem to want to do are:
• Get out of the market immediately and go to cash.
• Buy commodities and commodity funds.
• Dump the “dogs” in their portfolios, the funds that have underperformed.
|
|
|
September 01, 2009 |
|
EDITOR'S NOTE: Since 2003, one of the most popular articles at FundAdvice.com has been "The perfect portfolio" by Jeff Merriman-Cohen, our chief executive officer. This article has now been updated to reflect investment results through 2008.
Great chefs know that it takes more than the right ingredients to make
an outstanding stew. If you put everything together in just the right
way, ordinary ingredients can turn into magic. In this article, Jeff
Merriman-Cohen shows how the same thing is true for investing.
|
|
|
June 29, 2005 |
|
We’ve been managing money for clients since
1983, and the best way we have ever found to build a buy-and-hold portfolio is using
no-load asset-class index funds managed by Dimensional Fund Advisors (DFA). These funds
were created to help investors pinpoint the most productive types of assets, as identified
in academic research.
|
|
|
July 29, 2005 |
|
This all-equity portfolio represents what we believe is the very best
way for investors to diversify their investments using mutual funds
available to the public. It’s designed to provide exposure to the nine
most important equity asset classes that we recommend. No single fund
family, including Fidelity and Vanguard, has open funds in all nine.
|
|
|
August 06, 1999 |
|
For serious buy-and-hold investors, asset allocation and diversification are by far the most important decisions. They are more important than selecting the right mutual funds and individual stocks. They are more important than exactly when you get into the market and when you finally exit.
|
|
|
July 05, 2005 |
|
John Bogle, founder
and retired chairman at Vanguard Group, has done a great deal for
individual investors over the past 30 years.
|
|
|
July 06, 2005 |
|
Sidebar to:
In Stock Investing, Size Matters
In the stock market, "large-cap" and "small-cap" are insiders’
shorthand for a simple bit of mathematics that tells the overall value
that investors place on various public companies.
|
|
|
|
