More DIY Investing Challenges
In my last post, I looked at some of the biggest challenges faced by DIY investors. I came up with the list after working with clients of PWL Capital’s DIY Investor Service. The theory behind indexing...
View ArticleComing Soon to City Near You
One of the most enjoyable parts of blogging is having the opportunity to meet my readers face-to-face. I’d like to announce two appearances I will be making in the coming weeks and invite you to attend...
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Worst Mutual Fund Ad of the Year?
The mutual fund industry loves to sell past performance, and it’s not above massaging the data to make that performance look even better. But every now and then an advertisement appears that sets the...
View ArticleRemodelled Portfolios for 2014
Another new year is upon us, and it’s time review my model Couch Potato portfolios. I’ve been at pains to discourage investors from tinkering with their portfolios every time a new fund comes along,...
View ArticleCouch Potato Portfolio Returns for 2013
Here are the 2013 performance figures for my Model Portfolios. Last year was one of stark contrasts: huge returns in stocks combined with dismal bond performance. But for anyone who had a balanced...
View ArticleA Reality Check for Couch Potatoes
The investment industry never misses an opportunity to take credit for outstanding performance. In fact, many mutual fund providers crow about their returns even when they’re mediocre or downright bad...
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A Periodic Review of Diversification
After the financial crisis of 2008–09, financial commentators loved to take shots at “old school” investment strategies. First came the declarations that diversification no longer works, because during...
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What Young Investors Need to Know
When I first became interested in indexing, someone recommended William Bernstein’s The Four Pillars of Investing. Originally published in 2002, the book has become a classic for its insight and...
View ArticleHow One Investor Found Inner Peace
Most people who embrace index investing are attracted to the low fees and the proven performance compared with a majority of active strategies. But another advantage sometimes gets overlooked, and...
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