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...

A new TIAA-CREF survey finds more than half of investors look to short-term performance factors when making investment decisions, while nearly one-third mistakenly believe all investments carry the same overall level of risk. According to the survey results, 36% of investors look...

In an article for InvestmentNews, Rusty Vanneman reminds investors to be mindful of inflation. The reason being is that, although inflation has been a non-issue for the last several years, there are some signs that inflation may be starting to return. The Core Consumer Price Index...

A recent WSJ.com article by Laura Saunders contains a cautionary tale for investors holding master limited partnerships in their IRAs. Many are receiving surprise tax bills for units of master limited partnerships they hold. The article highlights the fact that IRAs and Roth IRAs,...

Nothing in life is truly free. When working with a financial advisor, you should expect to pay for their time and expertise. However, as this NPR story explains, you may be paying more in fees to your advisor than you know. Beyond paying an advisory fee, you are probably paying...

Market Volatility

In a recent InvestmentNews blog post, Jeff Benjamin discusses how the latest market volatility has put a strain on long-term, buy-and-hold investment strategies. For those feeling the temptation to to sell, fearing a big market pullback, Benjamin offers some statistics that may...

Neutral sentiment spiked to a 12-year high in the latest AAII Sentiment Survey. The percentages of individual investors describing themselves either bullish or bearish fell. Bullish sentiment, expectations that stock prices will rise over the next six months, fell 6.7 percentage...