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Educated Investor

It’s Important To Be Educated

  • July 31st, 2013
  • Educated Investor

Overview: The following are some key investing principles that investors should know. The Importance of Education It is our desire and intent to educate clients about how capital markets work and to provide them with the information necessary for their financial well-being. The advice to invest in passively managed funds is significantly different from most… Read More

A Message Worth Repeating

  • June 26th, 2013
  • Educated Investor

Overview: Stay the course. We repeat that advice again and again. It is a message we would not repeat if we did not truly believe it was in your best interests. The following discusses why our message is the same regardless of market conditions. Our advice has always been — and will always be —… Read More

Rules of Prudent Investing

  • May 31st, 2013
  • Educated Investor

Overview: The following rules can help investors build and adhere to a well-designed investment plan. The following investing guidelines may be instrumental in giving investors the best chance of achieving their financial goals. Constructing an Investment Plan Recognize that the ability, willingness and need to take risk is different for everyone. Plans fail because investors… Read More

Resolutions for 2013

  • October 17th, 2012
  • Educated Investor

Overview: Author Carl Richards, director of investor education for the BAM ALLIANCE, shares his views on New Year’s resolutions. The New Year’s holiday is a great time to reflect on what’s really important to us. Spending time with family and friends can help us get focused on where we’re at right now and where we… Read More

Lessons From 2012

  • October 17th, 2012
  • Educated Investor

Overview: Each year, author Larry Swedroe, director of research for the BAM ALLIANCE, takes a look back at the investing lessons the markets provided in the past year. Introduction Over the majority of 2012, our collective attention was focused on several events: Our continuing fiscal deficits and our ability to continue to fund them What… Read More

Understanding Medicare Options and Late Enrollment Penalties

  • October 17th, 2011
  • Educated Investor

Overview: Enrolling in Medicare can be overwhelming. The following looks at enrollment periods for different coverage options. Medicare health insurance is a dense topic. Each of the various options have specific coverage and enrollment periods. To select the best coverage for you, it helps to have a better understanding of the program. This knowledge can… Read More

Delaying Social Security Benefits

  • October 17th, 2010
  • Educated Investor

It can be tempting to begin taking Social Security benefits the moment you are eligible. The following discusses some reasons why you may want to delay taking your benefits. You’re ready to retire and have paid a lot into the Social Security system. But now that you’re finally eligible for benefits, you might be hearing… Read More

Debunking Hedge Fund Myths

  • October 17th, 2010
  • Educated Investor

This article looks at six myths surrounding hedge funds and some of the reasons why many high net worth investors continue to invest in hedge funds despite growing academic evidence and reports by more than a few in the financial media that hedge funds are “mad, bad and dangerous.”1 The evolving body of information about… Read More

Madoff Scandal Draws Attention to Hedge Fund Risks

  • October 17th, 2010
  • Educated Investor

Investors around the country and around the world may have experienced some panic when the scandal involving Bernard Madoff — described as a $50 billion Ponzi scheme — became known. Some investors may be wondering if their assets may fall prey to the same kind of situation. The following discusses why investors in mutual funds… Read More

 

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