The Essentials of Investing

The Essentials of Investing

Investing is arguably the most challenging and intimidating topic within personal finance.  There’s a lot to know and the terminology can be confusing. To lower the fear factor and cut through the confusion, here are some of the investing essentials. Get In The Game...

The Case for Index Funds

A new study by professors at the University of Chicago and Dartmouth reinforces the wisdom of the small print in mutual fund advertisements: “Past performance does not guarantee future results.”  The research found that “virtually all actively managed funds” fail to...

How Gender Impacts Investor Behavior

Who do you think tends to be better investors: men or women?  The latest in a fairly large body of research on the topic sides with women. As reported by The New York Times, a Vanguard analysis of 2.7 million IRA investors found that women were less likely to sell...

Recession Lessons: Diversification Still Works

The Great Recession prompted many pundits to declare much of the conventional investment wisdom null and void.  But not so fast.  An analysis by brokerage house T. Rowe Price (see the article starting on page 15) makes a compelling case that a properly diversified...