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Editor’s note: This post was excerpted with permission of the publisher, John Wiley & Sons Inc. from “The Forbes CFA Institute Investment Course: Timeless Principles for Building Wealth.” Copyright © 2011 by Forbes, LLC. More information about the book and a multimedia...

The Alliance for Investor Education is sponsoring a free Investor Boot Camp on Tuesday, December 5, at The Army and Navy Club in Washington, D.C. Attendees of Funding Your Future: The 2017 Investor Boot Camp will hear from experts on a range of investing topics, explore free resources,...

Mutual funds are permitted to report investment returns for one, three, five and 10 years (“alpha”), but how many investors actually kept their investments unchanged for those specific periods? If all investors did not hold on to their investments for those precise periods,...

Individuals have varying needs for assets that are readily available. How does one decide the appropriate level? A Keynesian analysis comes from the late Baron of Tilton. How much of a liquid balance should investment portfolios contain? That question crops up frequently in financial...

The primary goal of a rebalancing strategy is to minimize risk relative to a target asset allocation, rather than to maximize returns. It is well documented that a portfolio’s asset allocation is the major determinant of a portfolio’s risk-and-return characteristics (assuming...

With tens of millions of baby boomers already retired millions and more likely to enter retirement in the next decade, the hard truth is that only a small minority are accumulating enough savings to provide for their income needs during decades in retirement. This uncomfortable...

Setting up a reasonable and workable investment plan is one of the most important decisions an investor can make. But once that decision is made, an investor’s work is only half done. An equally important task consists of monitoring the portfolio to make sure it is conforming...

Dividend yields, price-earnings ratios and cyclically adjusted price-earnings ratios have long been used to forecast long-term stock returns, which may lead some investors to believe that these multiples can also be valuable tools for asset allocation. A dividend yield (D/P) is...

Computerized Investing’s new May content is now available! This month includes: Learn the Market With Equities Lab Henry Crutcher, founder of Equities Lab LLC, gives an overview of the Equities Lab tool and how it aids the individual investor. Spreadsheet Corner: An Update...

As investment products increase in number, complexity and cost, many individuals are plaintively searching for an investment approach guided by two very basic principles: Keep it simple, and Keep it cheap. Exchange-traded funds (ETFs) offer a useful starting point for such an...