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This article originally appeared in the November 2014 issue of the AAII Journal. “A country of security analysts would still overreact. In short, even the best-trained investors would make the same mistakes that investors have been making forever, and for the same immutable reason—that...

Social media has become ingrained in our daily lives, but for investors, this could come at a cost. A Wall Street Journal article discusses the impact between knowing what others are thinking and the performance of one’s investment portfolio in the next market crash. The...

Bonds

This article originally appeared in the October 2014 issue of the AAII Journal. The Paycheck Strategy for Lifetime Investing is outside of the current investment paradigm of professional investment advisers, but we believe it can be the basis for a strategy to ensure a flow of...

asset-allocation-pie-chart

This article originally appeared in the October 2014 issue of the AAII Journal. One of the longest-running debates in finance centers on the most critical part of investing: allocation. Opinions vary on what asset classes to allocate to, how much should be put into each asset class...

Most investors won’t buy a stock or mutual fund without doing some level of analysis or research beforehand. Yet, surprisingly, there are those who will follow the advice of a financial planner, insurance agent or other money professional without doing some type of background...

InvestmentNew reported that the House Financial Services Committee House committee approved a measure that would expand the kind of investors who can purchase unregistered securities. The measure would expand the definition of “accredited investor.” Currently, that designation...

Twenty-five years ago, Peter Lynch stepped down as manager of Fidelity’s Magellan Fund, bringing to an end a successful 13-year run during which he averaged a 29.2% annual return. Lynch is credited with the investment strategy of “investing in what you know,” but...

Time.com has put together a three-part series on dealing with the costs of dementia, and the data is staggering. Beyond the personal toll of seeing a loved one succumb to the effects of this disease, the financial impact can be just as devastating. According to the article, over...

This year has seen a spike in market volatility. While this may have made for some sleepless nights among investors, Charles Reinhard points out at InvestmentNews.com that this same volatility is offering investors an opportunity for year-end tax-loss harvesting. Tax-loss harvesting...

As investors, we are always being inundated with offers for the “next big thing” that will generate returns in excess of the overall market. While they may deliver what they promise over the short-term, inevitably reversion to the mean takes hold and that outperformance...