It’s easy to overcomplicate your investments, and hard to fix that problem. Investment portfolios age, grow and change with their owners. Many people gather investments and amass a collection without managing positions, selling and trimming to concentrate on strategy. It might be easy to solve that problem if there were rules for everyone to follow, …
Simplifying your finances isn’t so simple. That was clear from the response I got to a recent column on cleaning up a portfolio, consolidating accounts, getting rid of extraneous dribs and drabs of money and clearing out the clutter. And I got that big response without ever going into the nitty gritty of investment performance, …
Jack is a recent college grad who did some work for me around the yard when he was in high school. I bumped into him the other day and, after a brief talk about his collegiate sports career, the conversation quickly turned to money. He was particularly proud of having bought his first individual stock …
One year ago this week, the shortest bear market on record bottomed out. Stocks lost 34 percent from the penthouse on February 20 to the outhouse on March 23, a span of just 33 days. The coronavirus in that time was going from a worry to a pandemic and, as a result, the economy was …
You don’t have to be a trader to be affected by them, and these days the chances that you will be are growing. A combination of factors are driving that: heightened interest in and trading action around “story stocks,” fewer stocks to trade, easy access to trading tools creating more active investors and more. Throughout …
In 35 years covering investments, I have seen “the end” countless times. Dividend investing purportedly was dying while the Internet bubble was inflating in the 1990s, buy-and-hold investing has been on the way out countless times in the last quarter century, asset allocation hasn’t worked as expected throughout the current bull market, international diversification is …
My father had one bad financial habit that he never got over. Over the years, he built a diversified investment portfolio that covered virtually all corners of the investment spectrum, except for one. He could never buy a small-cap mutual fund or invest in small or micro-cap stocks. Oh, he tried a few times, but …
