Home >Articles

Articles from 09/2014

Small Cap Stocks Continue To Get Punched In The Mouth

I probably could have titled this post a bit more delicately, so my frustration with the topic wasn't so obvious. But I didn't, and it is. Why would the fact that small-company stocks have performed so poorly this year be
Continue Reading

Investing Wisdom from Thoreau and Callahan

"Our life is frittered away by detail. Simplify, simplify, simplify! I say, let your affairs be as two or three, and not a hundred or a thousand..." — Henry David Thoreau It struck me this morning that Thoreau, if he
Continue Reading

Money Roundup: The Ultimate (Retirement) Sophistication, Frowning on Investor Sentiment, and More

This week's picks for the best in personal finance from around the web. For some, 'tis a gift to be simple (NY Times). Michelangelo once said, "Simplicity is the ultimate sophistication." Some of the happiest retirees are
Continue Reading

When What You Know Is True…Isn’t True

One of the most widely held beliefs since the financial crisis in 2008 has been that the Fed's printing will eventually crash the dollar. I run into this all the time when I talk to people. The reality: not only has this
Continue Reading

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
Continue Reading

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
Continue Reading

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
Continue Reading

Money Roundup: How to Not Run Out of Money Before You Run Out of Time, Reexamining the Stock/Bond Relationship, and More

This week's picks for the best in personal finance from around the web. How to ensure adequate retirement income (Wall Street Journal). Simple strategies for making sure you have enough. Contributing to an IRA during
Continue Reading

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
Continue Reading

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
Continue Reading