Common Investor Behaviors That Hurt Investments
In my post from last week, “behavioral coaching” was suggested to have the biggest impact on real-world investor returns. In Vanguard’s analysis, being able to overcome your own behavioral quirks could add more than 1.5% to your returns, as opposed to falling victim to your own human tendencies.
A Diversified Portfolio is a Healthy Portfolio
The following excerpt is from our ebook “12 Principles of Intelligent Investors,” which you can download here. Want to get better at investing? Are you looking for simple, approachable ways to deepen your knowledge of the keys that create financial success? Using academic research and expert advice, this resource offers 12 principles for building wise, […]
How Do Presidential Elections Affect The Markets?

With the presidential election coming up, people are naturally curious about what the elections mean for the stock market – and, more importantly, for their investments (and everything those investments represent).
Which Is Better for Retirement Income: Insurance or Investments?

Retirement planning experts have long debated the question: Which is better for retirement income: insurance or investments? Wade Pfau weighs in.
Understanding the Tools in Your Retirement Income Toolbox

You should be familiar with all of the tools in your retirement income toolbox. Retirement plans can be built to manage varying risks by strategically combining the following retirement income tools in different ways.
The Changing Risks of Retirement

The changing risks of retirement are the primary differentiator of retirement income planning from traditional wealth management.
A World of Opportunities: The Benefits of Global Diversification

It’s obvious why a U.S.‑based investor may think it’s better to stay away from international investing, but you don’t get the full story by just looking at the short-term returns of different asset classes in isolation. You need to take a long-term perspective and think about how everything affects your total portfolio.
Are Oil Prices Lower Because of the Stock Market?

Is the volatility of oil a result of the volatility of the markets? Or vice versa? Or neither?
A Brief History of Reverse Mortgages in the U.S.

Reverse mortgages have a relatively short history in the United States, beginning in a bank in Maine in 1961.
How Should an Overvalued Market Affect Your Investment Plan?

Markets don’t move capriciously. They move because something new has happened – new information has arisen. The tricky part is that we don’t know what new information will arise.