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Wall Street Journal

Why Your Bond Portfolio May Be Riskier Than You Think

  • April 11th, 2016
  • Wall Street Journal

With the broader markets retracting much of their declines from early 2016, many investors find themselves letting out a sigh of relief and stepping back from the closer look they would have taken at their holdings had things continued heading south. The wise investor, however, will do the reverse. Today, when markets appear relatively stable,… Read More

Feel the Burn: Why Working Out Is Like Investing in the Market

  • March 14th, 2016
  • Wall Street Journal

“To get to the magic part of the climb, it’s going to hurt. That’s normal. Your legs should be feeling pain right now. Just keep going.” So said my Revocycle instructor during a recent freewheel spinning class. My legs were indeed burning. But I didn’t change tactics or give up; I just kept pedaling steadily…. Read More

The Two Types of Risks Every Investor Must Understand

  • January 25th, 2016
  • Wall Street Journal

As markets start off the new year with a global slide in prices, you may want to re-acquaint yourself with a concept often found in standard introductory courses on economics–the difference between systematic and nonsystematic risk. Your retirement assets could depend on it. While those words may sound like a bunch of financial mumbo jumbo,… Read More

Why Investors Need to Embrace Bear Markets

  • January 25th, 2016
  • Wall Street Journal

Suppose you had a friend whose lifelong dream was to travel overseas. But this friend was deathly afraid of experiencing turbulence on an airplane. So he decided to forgo his trip until a new plane was invented, one able to guarantee with absolute certainty that passengers would never feel turbulence. You might be thinking, “Good… Read More

What Investors Should Have Learned From Recent Market Volatility

  • December 28th, 2015
  • Wall Street Journal

How did you spend August 2015? Take a moment to really think about this question, as it can have serious implications for your portfolio in 2016 and beyond. As you may recall, this was the month we were all reminded about what “volatility” means. As the markets reacted to a devaluated yuan and plunging oil… Read More

A Joyful Way to Look at Budgeting

  • July 13th, 2015
  • Wall Street Journal

For most people the “B-Word” (budgeting) conjures up feelings of deprivation and self-denial. As such, when it comes to deciding how to allocate your hard-earned cash, I far prefer a concept I call “joy-based spending” to traditional budgeting. Here’s how it works. Instead of telling yourself all the things you shouldn’t spend money on, you… Read More

The Worst Financial Advice to Give a College Grad

  • July 13th, 2015
  • Wall Street Journal

I think just about the worst financial advice you can give to a recent college graduate is: “Buy stocks in companies whose products and services you like.” On the surface, advice to “buy what you know” is well-intentioned. After all, saving and investing early and often helps a young investor harness the amazing power of… Read More

How to Understand the Yield Curve

  • June 22nd, 2015
  • Wall Street Journal

The Federal Reserve has signaled that interest rates will eventually rise. It may be tempting to conclude that, with diligence and perseverance, you could uncover a way to profit from this knowledge. If you find yourself enticed by this possibility, the question you need to ask is, “What do I know about what the Fed… Read More

The Most Important Factor in Picking a Fund Manager

  • June 22nd, 2015
  • Wall Street Journal

When choosing a fund manager, there are a wide variety of characteristics an investor can evaluate. Common points of assessment include: Educational background: What degrees has the fund manager earned, and from what schools? Is the fund manager a certified financial adviser (CFA)? Professional experience: Does the portfolio manager have previous experience on the research… Read More

How to Calculate Where to Invest Abroad

  • May 25th, 2015
  • Wall Street Journal

With the MSCI Emerging Markets Index up nearly 10% year-to-date through May 1, I think many people are wondering whether this area is the most attractive for investors seeking international exposure. Alas, history has taught us time and again that simply chasing the financial version of a “shiny new object” (recent performance, for example) is… Read More

 

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