The “bull market for stocks is 94 months old, making it the second-longest in modern history” according to Jason Zweig, writing in The Wall Street Journal, Jan. 21, 2017. In his weekly “Intelligent Investor” column Zweig explains the results of recent research showing that investors are affected by the optimism of other investors, often resulting…
Category: investing
Investment Knowledge and Behavior: Ask Yourself These Questions
While the results of the recent FINRA Foundation study Investors in the United States 2016 are interesting, “what’s really valuable is to ask some blunt questions about your own investment knowledge and behavior.” Read five key findings, and some questions you should ask yourself. 1. Ask Yourself: Do you know what you own? You can…
Turning a nest egg into retirement income
There are plenty of strategies for how to turn your retirement accounts into a reliable income stream at retirement. Walter Updegrave is one of my favorite financial columnists due to the high quality of his research and writing. He answers this question in an article that is short enough to absorb but also includes links…
Expect lower portfolio returns in the future
“There is a 0% chance of getting a 5% annualized return over the next 10 years in a balanced fund of 60% stocks and 40% bonds, according to a report from Research Affiliates. Target-date funds have only a slightly better chance, with a target-date fund with 10 years to retirement having only a 6% chance…