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Sometimes, the market does the hard work for you. Such is the case with my 403(b) account, which is similar to a 401(k) account. Over the weekend, I looked at it for the first time in six months. I could have easily skipped doing so because Mr. Market took care of things for me....

The election day is just 11 days away, thank goodness. As it nears, articles and reports are appearing about the election’s impact on the market. We’re going to discuss the data in the November Stock Superstars Report, which will be posted online Friday evening, but I’ll share...

One of the most-discussed stock screens on the AAII discussion boards is Estimate Revisions: Up 5%. The screen seeks out companies with a one-month increase in the consensus earnings estimate for the current year of 5% or more. A post about the screen currently has 86 responses. Earnings...

There might be a limit on how long humans can live. Jan Vijg, a geneticist at Albert Einstein College of Medicine, published research in the journal Nature putting the upper limit for longevity at 115 years. More precisely, The New York Times quoted him as stating, “Humans will...

Higher levels of confidence about one’s ability to invest lead to worse returns. I realize that this may seem counterintuitive to some of you, but this is the conclusion of a study accepted by the Journal of Behavioral and Experimental Finance (an earlier version of the study...

Seemingly overlooked in all of the hubbub about a possible rate hike occurring at the December Federal Open Market Committee (FOMC) meeting is the longer-term trend of falling growth forecasts. FOMC members have collectively reduced their real (“inflation-adjusted”) long-run...

A new stock screen I created omits one characteristic that may surprise some (or perhaps many) of you: growth. Nothing in the screen requires a passing company to be growing revenues or profits. It is an admitted deviation from how I’ve previously looked for stocks. I’m not...

Look under the hood of exchange-traded funds (ETFs) incorporating a quality factor and you will often find accruals being used. An accrual is an accounting entry recorded at the time a transaction occurs, regardless of whether not payment has been made. Accrual accounting allows...

One of the common behavioral biases is anchoring. Anchoring is basing expectations and viewpoints on previous, often recent, information. An example would be the yield on the 10-year Treasury note. The benchmark bond yielded 1.59% today. If it were to rise over the short term to,...

One of the fuzzier numbers in retirement planning is how much a person should save. Put another way, how much does an individual need to set aside each year to fund retirement expenses? It’s a function of projected expenditures, sources of other income (e.g., Social Security,...