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Articles from 09/2014

Maximize Your 401(k) Plan

Today's workplace retirement plan of choice, the 401(k) plan (or 403(b) if you work for a non-profit) offers several key benefits. But participants also face a dizzying array of critically important decisions that will
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Performance Persistence: The Basis of Upgrading

From time to time I'll speak with someone who has been so indoctrinated by the industry's mantra that past performance isn't predictive of future performance that they have a hard time believing momentum strategies, like
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Starry Eyed

Long-time SMI readers have seen us report on the status of Morningstar's "star ratings" system before, but it's been a while since we last brought it up. For those who aren't familiar, Morningstar rates mutual funds using
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Beating The Market Is Getting Harder

Proponents of passive index fund investing are making the most of the current bull market, pressing the theme that it's all but impossible to beat the market anymore. The volume of this argument gets louder anytime the
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Getting Comfortable With Giving Back Some of Your Investment Gains

As we’ve said before in this space, investing isn’t for the faint of heart. Those new to the process are sometimes surprised by just how rough the investing ride can get. Unfortunately, the recession of 2008-2009 has left
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Strategists Jittery As September Begins

On Friday, I made a passing reference to September and October being "historically volatile" months for stocks. According to Bespoke Investment Group, as reported in this Wall Street Journal article, while August has been
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