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Investment

Brain Can Sabotage Buy-and-Hold Investment Strategy

Watch this video on YouTube Over 25 years of writing this column, I have often discussed the value of a static buy-and-hold asset allocation with periodic rebalancing. This means investing specific percentages of your portfolio in several asset classes (a few of which...

Be Wary of Investment Guarantees

Watch this video on YouTube The prospective client interviewing me was nervous and skeptical. She insisted on some type of guarantee that, if she hired my firm to manage her investments held for retirement, we would make her money. I asked her what she meant by...

Challenges of Socially Responsible Investing

Watch this video on YouTube Balancing profits, people, and the planet can be tricky. Many investors prefer to put their funds into companies that not only make money, but that also reflect the investors’ values. Some take this concept, often described as...

When Doing Nothing is Investment Strategy

Watch this video on YouTube A few weeks ago, when the US markets started dropping dramatically, a reporter for The Wall Street Journal called. He asked me if I had received any calls from worried clients. I told him I had heard from 5% of my clients. “What...

Diversify with Global Investing

Watch this video on YouTube Around twelve years ago the South Dakota Investment Council combined two of their asset classes, domestic and international stocks, into one, global stocks. While this move didn’t make the nightly news, it did signify a growing trend....

Diversification As An Investment Anti-Depressant

Watch this video on YouTube “We are in both a depressing and boring investment environment.” That not-so-cheery statement came from Cliff Asness, Ph.D., managing and founding principal of AQR Capital Management, LLC, in a recent address to investment...