Investing in Gold: What, Why, and How
Gold has been on a tear, and its momentum is likely to continue. Long-term, gold is an excellent diversifying of stock market risk. It may also prove a good inflation hedge in the years ahead.
What Should I Do with My Brokerage Cash?
Nearly all brokers are paying only .01% in interest on cash automatically swept into affiliated bank accounts. You can do much better, without taking on much incremental risk and without a lot of operational headaches. Here’s how.
Managing Your 401k
Here are some tips for how to get the best results in your 401k, along with links to many helpful resources.
Value vs Growth
For the past couple of weeks, the prices of beaten-up value stocks (particularly financials, energy, and cyclicals) have been bouncing up well ahead of the former leaders, growth stocks (particularly technology). Is the “value effect” back? We look at the evidence.
Don't Fight the Fed
The Fed is pulling out all the stops to provide ample liquidity. Stocks have responded. That is likely to continue.
Is Your IRA a Ticking Tax Bomb?
Many investors may be surprised to learn just how much tax they will owe during their retirement years. Roth conversions can help reduce the tax bills.
Is Now a Good Time to Invest in Closed-End Funds?
Negative retail investor psychology has crushed the prices of closed-end funds. They are trading at unusually large discounts to NAV (net asset value). It’s an historic opportunity worth exploiting.
Don't Let Emotions Cloud Your Judgment
It’s tempting to let emotions influence your investment decisions. There is a lot of panicking going on right now. It’s times like these that allow those with sound investment disciplines to flourish.
Will the Fed Rescue the Stock Market?
The Fed funds futures market is indicating that a rate cut may lie ahead. In the past, this has been a very positive indicator for stocks.
Should I Invest in a Global Macro Fund?
It’s difficult to find real-world assets that do a good job of diversifying basic stock and bond risks and still provide an attractive level of return. Global macro funds seem to offer at least the potential to fit the bill. This article graphically illustrates the potential benefit of adding a global macro fund to a typical 60/40 stock/bond portfolio: an ending wealth level that is 33% higher after 20 years with no increase in risk (volatility).