Aricles: Buy & Hold


History holds hope
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October 14, 2009

As investors were suffering huge losses last year and the first few months of this year, many of them despaired that good times would ever return. We never doubted that the market would come back, but we had (and still have) no way to know what a full recovery might look like or how long it might last. However, the history of the U.S. stock market is at least somewhat encouraging.

Inflation: Will your investments protect you?
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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.

The Best Mutual Funds: DFA or Vanguard?
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April 13, 2009

Editor’s note: We have been teaching investors how to use Vanguard and Dimensional Fund Advisors funds for more than a decade. Here’s an update on how they compare.

Fine tuning your asset allocation
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January 23, 2009

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.

What investors should do now
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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.

Our Lazy Portfolio (as written about at MarketWatch.com)
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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

Buying And Holding - Still A Good Idea?
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October 16, 2008

Updated November 7th, 2008

Let’s not mince words. The stock market lately has been pretty ugly. In more than 40 years helping people with their money, I don’t think I’ve been through a tougher period than this one. As I write this, the major U.S. stock indexes have dropped about 40 percent in the past year.

Don't Dump Those Dogs!
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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.

The Ultimate Buy-and-Hold Strategy - 2009 Update
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February 24, 2009
In this update to one of the most important items in our article library, Paul Merriman shows how a series of simple but powerful concepts can benefit patient, thoughtful investors.  This 2009 revision updates all reported returns to include the year 2008.

If you are a serious investor, this article could be one of the most important things you'll ever read. I'm going to show you the strategy that's behind the way we manage the majority of the money we invest for clients.

One portfolio for life?
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September 23, 2005
Many do-it-yourself investors want solutions they can implement once, then leave alone. Can individual investors adopt a strategy that's so good it will meet their needs from age 21 to 91? In this article, FundAdvice.com Publisher Paul Merriman and Managing Editor Richard Buck tell why they think the answer is yes.

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