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Month: July 2020

Trust in the market’s long-term direction: Up

August 13, 2020 by admin

(This column was released to newspapers on July 28, 2020.) I long ago stopped making forecasts of the stock market; I didn’t need to go out of my way to make a fool of myself. Still, I came up with an answer for anyone who asked me where I saw the market headed. “Up,” I …

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SEC’s new ‘best interest’ rule won’t really protect you

August 13, 2020 by admin

(This column was released to newspapers on July 21, 2020.)   Chances are, you missed the message that the Securities and Exchange Commission recently sent to all investors. It went something like this: Nobody is protecting you, except for you. Oh, regulators weren’t that open and plain-spoken about it, but in finalizing their new “best …

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6 questions to answer before buying a stock or fund

August 13, 2020 by admin

(This column was released to newspapers on July 14, 2020.)   Buyers act differently than owners. That applies to homes, cars, investments and much more. To convince you to buy, something has to meet the right conditions. It must be pristine, perfect, just the right thing, exactly what you are looking for, or some combination …

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Put your portfolio to this 5-question test

August 13, 2020 by admin

(This column was released to newspapers on July 7, 2020.)   Rick in Maumee, Ohio, has used stay-at-home time during the coronavirus pandemic to “clean up my life.” There was a de-cluttering of the house, followed by a purging of his financial files (in accordance with guidelines I laid out in a recent column). He …

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