January 31, 2011
RAFI strategies may play an important role as a low-cost 'core' part of investors' equity portfolios.
December 27, 2010
No matter how diversified the portfolio, risk and reward aren’t linear.
December 07, 2010
Why the first half of 2011 will likely see higher stock prices.
November 24, 2010
Can investors get to a 7 or 8 percent expected return in the current world of low stock and bond yields?
November 01, 2010
Some thoughts on investment questions preceding one of the most news-filled weeks of the year ...
October 26, 2010
Although it is folly to depend on lofty targeted returns, we can aspire to earn more.
October 06, 2010
Apart from an excess of pessimism a month ago, what's been driving the rally in stocks?
September 27, 2010
Don’t plan for the future by fighting the battle of the past 30 years.
September 02, 2010
Will stocks and gold benefit most if the Fed implements more quantitative easing?
August 27, 2010
Exploring the relationship between sovereign debt levels and the economic might of the debtor nations.
August 18, 2010
Some critical questions facing investors today ...
July 26, 2010
The style merry-go-round provides ample opportunity for investors to be their own worst enemy.
June 11, 2010
Should the top dogs be regulated, to mitigate their potential damaging effects?
May 21, 2010
An economic super-trend deserves an economically weighted index, periodically rebalanced to stay on course.
April 28, 2010
The top of the capitalization index is filled with companies at the height of their popularity and, judging by the amount of Fallen Angels, due for a fall.
March 22, 2010
Don’t be fooled by the ever-shifting sands of survivorship and backfill-biased peer group returns: Indexing is a smart bet.
February 23, 2010
Successful investors shun risk when markets seem tranquil, and seek risk when others are terrified.
February 12, 2010
While bond ETFs do offer excellent noncorrelated exposures in balanced portfolios, choosing the right asset class exposures is key.
January 25, 2010
What long-term lessons can be gleaned from the last decade for how to best allocate assets and structure equity indexes?
January 07, 2010
Five market predictions for the year ahead …