I’m not big on new year’s resolutions. But January is a good time to conduct some financial housekeeping. Below are 10 ideas to consider as the calendar turns over. 1. Portfolio cleanup. I sometimes feel like a broken record when I talk about the disadvantages of actively-managed mutual funds. [...]
A year like any other
In the investment world, every year is unique. This year certainly was. But, in some ways, every year is also the same. The specific events change, but many of the underlying themes—and challenges—don’t change a whole lot. As 2022 winds down, it’s a good time to take a closer look at some of those [...]
Maintaining wealth
Recently, Wall Street Journal personal finance columnist Jason Zweig made this observation: Getting rich isn’t the hard part, he said. “Staying rich is the hard part.” On the surface, staying rich might actually seem like the easy part. After all, you simply need to build a balanced portfolio [...]
One step at a time
A few weeks back, I talked about the good-is-better-than-perfect principle. A close corollary is to approach financial decisions incrementally. What do I mean by that? An example is dollar cost averaging, whereby a sum of money is invested in regular increments rather than all at once. Does [...]
Intersections
Back in the 1950s, economists Franco Modigliani and Merton Miller developed a theory that, even today, is taught in virtually every finance class. To understand this theory, suppose you’re running a company and want to build a new factory. To raise money for this project, you generally have two [...]
- « Previous Page
- 1
- 2
- 3
- 4
- …
- 14
- Next Page »