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Tag Archives | passive investing

Passive Investing, Like Buying Used Cars, Is Wise Strategy

Need a car? Buy used. It’s what I always do. My sweet spot is a low-mileage vehicle two or three years old, which I routinely can find for 25% to 35% less than the original cost. I recommend this strategy to my clients, staff, and friends. If everyone followed this advice, you’d think the approach […]

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Average Market Returns, A Winning Investment Strategy

When it comes to investing, it’s a losing proposition to try and be anything better than average. I was recently reminded of this important investing precept when I attended a presentation by Ken French, a noted professor of finance at Dartmouth College. If there’s no point in trying to beat the market through “active” investing, […]

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Resist Temptation to Try to Beat the Market

Steve Forbes, editor of the well-respected financial publication Forbes Magazine, once said, “You make more selling advice than following it. It’s one of the things we count on in the magazine business, along with the short memory of our readers.” Scores of publications sell advice on their proprietary investing secrets. In addition, hundreds of thousands […]

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Passive Investment Strategy or Reverse Churning?

Both fee-only financial planning firms and companies that sell financial products are beginning to see some unintended consequences from the recent Department of Labor fiduciary rule. The rule requires that all financial advisors who deal with an investor’s retirement accounts, including those who sell products, be held to a fiduciary standard. In the past, only […]

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A Time and a Place for Market Timing

“Keep your hands away from your investments and back away from the market reports.” That pretty much sums up passive investing, the approach I have practiced for years. I’ve preached it for years, too, and did so in a recent column. The wisest way to build wealth is by investing in a variety of asset […]

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