The active investor wants to go beyond benchmarking to determine if his or her active strategy actually has paid off.
The investor policy statement should address whether you are willing to make tactical asset allocation decisions in your portfolio.
One expression I’ve always found odd in investing is “There is a lot of cash sitting on the sidelines” or some variant of that expression. Like investors are waiting on the bench for the coach to signal that it’s time to get in the market. Why I find it odd is that there are two
Investment comparison: the Series I savings bond vs. Treasury inflation-protected securities.
The Great Recession made savers invest more conservatively, but when you buy bonds, be sure to understand what you’re getting.
Consider taking a core-satellite approach to investing for your 2014 investment outlook.
With the return on bonds headed downward, are annuities a good alternative for investors seeking safety?
Some investors are opting to take on more risk as a result of dismal CD rates.
Putting stock in Social Security would go a long way in strengthening returns.
Marilyn Cohen, founder of Envision Capital Management, provides her analysis of the bond market. She suggests a bunker mentality for investors.