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Why The Average Investor’s Investment Return Is So Low From: forbes.com According to the latest 2014 release of Dalbar’s Quantitative Analysis of Investor Behavior (QAIB), the average investor in a…
Finding the courage to rebalance From: financial-planning.com Rebalancing client portfolios is a strategy most advisers embrace wholeheartedly. Yet sometimes even this seemingly obvious technique takes a measure of courage to…
The Problem With Naming A Trust As The Beneficiary Of An Annuity, And Using A Beneficiary Designation With Restricted Payout Form As An Alternative From: kitces.com Retirement accounts and annuities…
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The Ethical Will, an Ancient Concept, Is Revamped for the Tech Age From: nytimes.com JO KLINE CEBUHAR first encountered the ancient concept of creating an ethical will while she was…
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…the investors who stay. At Morningstar.com, the “performance” tab at each fund’s page enables you to compare fund returns against investor returns. If the gap between the two numbers is…
Investors: Keep your itchy finger off the trigger From: cnbc.com What followed the 2008 mass exodus from stock funds? A five-year, cumulative 8.6 percent return for the S&P 500. How…
The S&P 500 Shouldn’t Be The Barometer Of Investor Success, Here’s Why From: forbes.com Far too often, individual investors measure the success of their investment portfolios, or the effectiveness of…
U.S. GDP fizzles in the fourth quarter From: marketwatch.com WASHINGTON (MarketWatch) — The economy bogged down at the end of 2015, raising questions about whether U.S. growth is losing momentum….