Submitted by Larry Light on Sat, 12/07/2013 - 9:00am
The ancients spoke of three ages of man. In modern times, we call them demographic cohorts. For financial advisors, they require different kinds of advice, but they lately share a common – and self-defeating – aversion to risk.
They don’t have enough in stock, which is the key to growth. We see this in the constant exodus of all age groups from equity mutual funds.
Submitted by Raul Elizalde on Thu, 12/05/2013 - 10:52am
Now could be the time to diversify away from high-flying U.S. stocks, and laggard European shares seem to be the appropriate choice.
In recent years, U.S. stocks outperformed European equities – and much of the rest of world – by a large margin. Investors may conclude that investing abroad, even in the name of diversification, is nothing but a waste. This may be a mistake.
Submitted by Walid L Petiri on Tue, 11/26/2013 - 9:00am
Socially responsible investing (SRI) is increasingly popular, with more and more mutual funds offering this ideals-based style. It is a diverse field, more known for what they avoid (some won’t invest in cigarette companies, others bar defense contractors, etc.) than what they embrace (pro-green or promoting diversity, for instance). But are they good investments? Actually, the answer is … yes.
Submitted by Nicholas Atkeso... on Thu, 11/21/2013 - 9:00am
The Dow Jones Industrial Average and Standard & Poor’s 500 are at all-time highs. Many investors worry about lofty valuations and are not sure how to invest in equities today. Fear not. The market is not frothy and over-valued, despite what some indicators seem to say.
Submitted by Lewis J. Walker on Mon, 11/11/2013 - 9:00am
Equities’ strong run in 2013 is remarkable, given the considerable headwinds it has bucked. While no one claims that this bull market will last forever, stocks’ current resilience shows how vital they are for your portfolio in the long run.
Submitted by Joseph A. Clark on Fri, 11/08/2013 - 9:00am
Investors held a record level of margin debt in September. This is too risky. When the stock market drops, as inevitably it will at some stage, they will scramble to cover their loans – meaning selling off shares and making the slump worse.
Submitted by Raul Elizalde on Wed, 11/06/2013 - 9:00am
Chances of a stock market pullback in 2014 are high. A long run of positive returns without historical precedent and a stalling of corporate earnings growth are two reasons that markets may slow down next year.
I am not saying the world is falling, but that we have gotten too used to a climbing stock market, and I think we will hit the pause button next year.