6 Investing Fads That Seemed Like a Good Idea…At the Time

Investing fads should not make their way into your long-term, diversified investment portfolio.

Got a great tip on the next big thing? Before you jump in, take a moment to reflect on some of the investing fads we’ve seen before—and where they are now. Investing fads usually spring from some confluence of events that makes them seem like smart ways for the masses to make profitable investments. At… Read More

5 Investing Mistakes That Can Really Cost You

These Investing Mistakes Could Cost Individual Investors Big If They Are Not Careful With Their Investing Strategy.

When most people think of investing mistakes, they think of buying or selling the wrong stocks, but these five investing mistakes can cost you even more: 1. Contributing Too Much to an IRA This one can get expensive if you don’t fix it right away. The IRS sets a maximum allowable contribution to IRAs each… Read More

Don’t React To Every Bit of Stock Market News

Reacting to Stock Market Volatility Can Have a Negative Impact on Your Investment Portfolio.

When you’re learning to play football, one of the first things any coach will teach you is to watch the other player’s waist. The reason for that is that it’s easy to get faked out by watching the head—or the feet. Just like it can be easy to get faked out and over-react to the… Read More

Long-Term Investing: Avoiding the Urge to Trade

Diversification and Long-Term Investing can help you achieve investment success

It’s easy to talk about ignoring short-term market events and to recommend focusing your attention on the market’s long history of positive returns. It’s another thing entirely to sit through the daily volatility of the market, watching your account values jump around, without succumbing to the temptation to trade your portfolio holdings. The urge to… Read More

The Volatility of Volatility: What You Need to Know About the VIX

Volatility and its long-term effect on your investment portfolio

Volatility is often perceived by investors as a negative. No one likes to think about the likelihood that their stock prices will move in the wrong direction. And a high level of volatility can act as an impediment to successful investing, especially when it causes people to make irrational portfolio decisions based on short-term events…. Read More

Robo Advisor Performance: Beware Hypothetical Returns

Beware Robo Advisor's Back-tested Performance

Geoff Considine

Robo advisors have been getting a great deal of press and the rate at which they are attracting new clients and growing assets under management is impressive.  One topic that I have seen nothing written about is how these firms show the historical performance of their strategies to potential investors. When you look at a… Read More

6 Reasons Why You Don’t Want to Invest Like a Professional Trader

Stock market analysis

Kateri Young

As everyone with a computer knows, the web is shoulder-deep in brokerages, services, and publications that promise to help you invest just like the pros. That’s no surprise. It’s a logical step in the democratization of information. On a technological landscape where anybody can become a self-made journalist, filmmaker, or detective, what’s stopping anyone from… Read More

Is My Portfolio at the Right Risk Level?

Return and risk balance concept

Geoff Considine

This is the fifth installment in our series on how individual investors can assess their financial health. At every stage of investing, you should periodically ask yourself how much risk you can realistically tolerate. The primary way to measure the risk level of your portfolio is to look at its allocation of stocks vs. bonds. … Read More

Low Beta Market Sectors

Geoff Considine

With U.S. equity markets near their record highs and a bull market run that is starting its sixth year, the potential for a correction is a growing concern.  In addition, U.S. equity prices look fairly high when viewed in terms of the PE10 ratio.  Another factor that concerns some market watchers is that volatility (as… Read More