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Category: investing

What your dog can teach you about investing

January 22, 2022 by admin

Freo, my golden retriever, turned 13 recently. That’s old for his breed. As he has aged, our relationship has changed. These days, it’s me waking him up every morning excited for the new day; on walks, it’s him letting me go off leash and wander while he keeps a close eye on me and awaits …

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How to deal with the 5 conditions most forecast for 2022

January 12, 2022 by admin

If you spent December reading or listening to the financial experts making forecasts for the year ahead, you could draw five conclusions about what to expect in 2022. We’ll see heightened inflation, higher interest rates, increased volatility, slower growth and lower investment returns. The specific predictions weren’t uniform or in complete agreement – it’s hard …

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Remembering the direly departed mutual funds of 2021

December 31, 2021 by admin

Wander through a cemetery and you’ll frequently see phrases like “forever in our hearts” or “You will always be remembered.” The cemetery of mutual funds is devoid of such loving reminiscences, but if you look at the latest monuments – to funds that passed in 2021 – you will see a number of recurring descriptions, …

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Hate anything in your portfolio? You probably should

December 13, 2021 by admin

Walking my dog through the neighborhood last week, I came upon a friend who gave me his standard greeting for these occasional chance walk-bys: “What do you like in the market right now?” He knows I’m not handing out stock tips, but he usually follows it up by name-dropping, or we’ll spend a few moments …

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This holiday season, count your financial blessings

November 28, 2021 by admin

I confess to “not feeling it” this year when it comes to the winter holidays. I’m always in the mood for a good celebration, but whether it is because circumstances prevent family visits this year or the pandemic’s spirit-sapping hangover or that inflation and supply-chain issues appear ready to suck a lot of the joy …

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Reconsidering savings bonds, old and new

November 11, 2021 by admin

My oldest daughter turned 30 years old last month. So did the first of her United States Savings Bonds. Since my children often turn to me for financial counsel, it prompted me to take a fresh look at a stale investment. And right now, there’s a lot more reason to consider the lowly savings bond …

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The worst-ever market call finally is coming true

November 2, 2021 by admin

The worst stock market forecast of all time is finally coming true, and for all of its pitfalls, the advice behind the terrible prognostication remains among the best ever given. That strange dichotomy is coming to a head now because the Dow Jones Industrial Average is on the verge of breaking 36,000, and most observers …

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Bitcoin ETFs shouldn’t excite you … yet

October 20, 2021 by admin

The big financial headline this week is the unveiling of the first-ever bitcoin-linked exchange-traded fund, which made its debut on Tuesday. The ProShares Bitcoin Strategy ETF (ticker: BITO) is a possible game-changer and can be looked at in many ways, but it’s not the bitcoin fund investors have been waiting and hoping for. Plenty of …

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Are your biases messing up your investment decisions?

September 30, 2021 by admin

I recently bumped into my friend Mike, a pilot and former lacrosse teammate who I hadn’t seen in years. After catching up about family and friends, he reminded me that our last conversation had included him asking about where to invest, to which I asked him “What is your greatest financial fear?” I had explained …

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Learn who your source is before trusting their money ideas

September 17, 2021 by admin

More than half of Americans report that either no one taught them about money or that they learned how to handle finances on their own. Combine that lack of formal training with a desire to improve personal money management and you create as much potential for trouble as for profit. It’s hard to know who …

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