Sometimes, I confess, retirement sounds pretty good! At age 69, I find myself increasingly attracted to the idea of taking an extended break. The freedom to relax and sleep in. And read. And putter in my den. And hang out
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August 22, 2014
William Droms
Performance persistence is an important issue for investors because investors and advisers who lean toward active management typically spend a significant amount time studying the past performance of funds in which they
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When you open this month's Fund Performance Rankings, you'll notice that the three columns indicating whether a fund is available at Scottrade, Fidelity, or Schwab are missing. Here's the backstory.
Earlier this year,
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This week's picks for the best in personal finance from around the web.
Why your fund's return may be better than yours (Vanguard). Yes, trying to time the market is a big factor. But there's more to the story.
Robert
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The September issue of the SMI newsletter has been uploaded to the website. You can browse all of the new content via the table of contents page.
Readers following our Fund Upgrading strategy are advised of the following
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MarketWatch recently ran an article highlighting what it called the Worst money mistakes you can make at any age. Sitting near the top of the list was a financial trap that would hinder even Houdini, a misstep so severe
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Modern investors have to sort through a lot more nonsense than investors of past ages. Why? Because today we have so much financial media. The existence of multiple 24/7 business and financial news networks, in addition to
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We have an interesting cover article for you this month. It explains several of the reasons that foreign markets must continue to be on the radar of every investor. In short, it's all about global demographics. As we say
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This week's picks for the best in personal finance from around the web.
What could go right for active management (Morningstar). The latest in the growing debate between actively managed mutual funds and index funds.
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Last week, I noted the deluge of negative market stories warning of bubbles and crashes just around the corner. Apparently it's not just financial journalists who are feeling anxious. As the Wall Street Journal reported
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