5 Investing Rules I Break in My Portfolio
Don’t let perfect investing be the enemy of good.
Investor Behavior
More on Investor Behavior
Timing the Market Doesn’t Work. We Did the Math.
Plus, what investors should watch for at COP28 and the outlook for Nvidia stock.
Tiffany Aliche: Helping People ‘Move Past the Shame’ of Money Missteps
The author and ‘Budgetnista’ discusses the benefits of sharing financial mistakes, helping loved ones be better with money, and what she means by ‘financial wholeness.’
Why Market-Timing Fails
The culprits are 1) opportunity cost and 2) unreliable signals.
Staying Invested Beats Timing the Market—Here’s the Proof
A buy-and-hold approach won out in our head-to-head model.
How to Avoid Lifestyle Creep
The ‘godfather of the FIRE movement’ on finding your path to financial independence.
JL Collins: The Many Paths to Financial Independence
The ‘godfather of the FI movement’ discusses the key takeaways from his latest book, where he turns for financial wisdom, and what higher yields mean for investors.
How to Make Your Clients Happier
Bolstering the financial planning process with positive psychology.
Don’t Let Your Emotions Invest Without You
How to slow down to avoid impulsive decisions.
20 Years After the Market-Timing Scandal, the Fund Industry Focuses on Transparency but Lacks Disclosure
Analysts recall how Morningstar covered the scandal in 2003 and discuss what it means for the industry in 2023.
From ‘Ripped Off’ to a ‘Better Deal’—How Investors Have Fared Since the Market-Timing Scandal
Also, five expensive stocks to dump and how Birkenstock hopes to expand its shoe brand.
Taking the Slow Road to Investment Success
Lessons from Bill Bernstein’s updated “The Four Pillars of Investing.”
You Don’t Have to Know Everything to Invest Well
But you do have to know how to use the information you have.
Bill Bernstein: Revisiting ‘The Four Pillars of Investing’
The author discusses the new edition of his popular investing book, plus the returns outlook, TIPS ladders, and more.
What Is Behavioral Finance?
Hint: It’s more than cataloging behavioral biases.
Harry Markowitz’s Monumental Legacy
Andrew Lo discusses his interview with the Nobel Prize-winning economist who pioneered Modern Portfolio Theory.
Turning a ‘Hard No’ Into Financial Freedom
And, how getting FIRE’d up and turning your ‘superpower’ into a side hustle can boost your finances.
Is Your Financial Clock Ticking?
Say goodbye to the budget and hello to financial freedom.
Ramit Sethi: Investing Shouldn’t Be Your Identity
The author and personal finance expert discusses his new Netflix show, what it means to have a ‘rich life,’ and why he’s not a fan of budgeting.
Double Trouble: How the Dot-Com and Tech Bubbles Compare
A look at how investors can spot signs that funds are growing riskier.
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