Risk & Return

Posted on October 18, 2011 | Stock Screens

Investors quickly learn that the market is forward-looking. Security prices are established through expectations, and prices change as these expectations change or are proven incorrect. In the last 10 years, we have seen a significant increase in the services that track and analyze expected earnings per share estimates.

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What You Need to Know About Long-Term Care Insurance

Posted on October 14, 2011 | Financial Planning

When to purchase long-term care insurance is an important decision, with several trends pointing to the wisdom of purchasing earlier rather than later—for instance, in one’s 40s and 50s instead of at the more traditional purchase ages of 50s to 70s.

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Record Market Volatility Affects Model Shadow Stock Portfolio

Posted on October 13, 2011 | AAII Journal

The Model Shadow Stock Portfolio is down 5.1% for the year as of the end of August.

This lags the S&P 500, as represented by Vanguard 500 Index fund (VFINX), which is down 1.9% year-to-date. Large-cap stocks have been catching up a bit after trailing significantly for several years.

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What You Need to Know About Investing in Municipal Bonds

Posted on October 12, 2011 | Investing

Municipal bonds are the only sector of the bond market where the primary buyers are individual investors. The chief attraction of munis is that they are exempt from federal taxes. If you are a resident of the state issuing the bonds, they are also exempt from state taxes.

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