Should We Base Retirement Income Planning On Historical Data?
William Bengen’s 1994 study and the Trinity Study were only meant to serve as starting points.
What Can We Learn from the Market Disasters of the 1970s?
Throughout history, when bad news and events touched the daily lives of investors and caused nest eggs to shrink, it’s been natural to ask, “Is this the end of investing as we know it? Have new developments changed things so much that the old patterns no longer apply?” These four stories should help illustrate an […]
The Hidden High Costs of Index Funds
Here we cover the basics of index funds. Today, many investors use index funds because they provide an easy way to gain cheap, diversified exposure to specific areas of the market. The question is this: Is an index a precise representation of the sector of the market it describes?
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).
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?
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.
What Happens After the Market Drops?
Staying disciplined and avoiding market timing are two of the best investing tips we could give whether the market is up or down, but what happens after the market drops?
Disciplined Investors Don’t Rely on Market Predictions
Authors Note: This article was originally published towards the end of January 2016. To put it mildly, the year got off to a rocky start, and a lot of people were incredibly nervous about what this meant for the markets. While this article specifically addressed the situation at the beginning of 2016, but with a […]
