Your Employer Knows Best, Perhaps Or perhaps not. More employers are moving employees out of their 401k investment options into target date funds. This is due to the misguided view that as someone nears age 65 they need to get more conservative because they have a shorter time horizon. This is nonsense, a 65 year […]
Market Beating Returns Through Momentum Investing
WSJ Article The “smart money” is leaving the market so states are now trying to attract retail investors, I guess they are the “dumb money”.
S&P Cuts Japan’s Rating We have followed the Japanese playbook on how to get out of this recession, is this what is next?
How to Move on After the Financial Mistakes of 2010 Talked about how bonds and bond funds may not be the safe investment they have appeared to be.
IRS Rules Renew Interest In Cash Balance Plans Still don’t understand why these have not caught on for small business owners. For anyone who is 45+, with less than 25ish employees and wants to tax defer a lot of money a cash balance plan can be a real no brainer.
Quoted in a blog for Reuters, Rebalancing Your Portfolio: Is it Time? They misquoted me a bit but the basic idea is that you should only rebalance your portfolio when the market dynamics change, not based on some arbitrary date.
I was quoted in the weekend edition of the Wall Street Journal, The Case For Renting