Category - Investing

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Financial Literacy 101: Investing Comes with Risks
2
5 Lessons Learned from the 10 Year US Bull Market
3
#Luck Often Plays A Role In Stock Returns
4
The Granddaddy of ’em All: Keogh Plans
5
Why We Include Real Estate in Investment Portfolios

Financial Literacy 101: Investing Comes with Risks

In this Dennis the Menace comic, you see Dennis about the break a piggy bank with a hammer and the caption reads, “Sorry, Piggy…But investments come with risks.”  At his young age, Dennis understands that it is not all smooth sailing when you invest. In this case, he has found some reason to literally ‘break the bank.”  He is telling the piggy bank he is sorry but as many adults know, it is the investor who may actually feel some pain.

A MarketWatch Opinion column asks, “ How much investment risk should you take?” The subtitle that says. …

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5 Lessons Learned from the 10 Year US Bull Market

By Eve Kaplan, CFP®

We’re celebrating 10 years of a remarkable bull market in US stocks. Here are 5 lessons reinforced during this time:

Lesson 1: Stay the Course When Things Get Rough

The 2008-09 crash seemed to be The End of the World because the entire banking system (with knock-on effects worldwide) was in meltdown mode. If you put extra cash into the US market in 2008-09 then you made out like a bandit. But most investors didn’t have the nerve or extra cash to add to existing investments, so they either 1) DID NOTHING (“stayed the course”) …

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#Luck Often Plays A Role In Stock Returns

The post #Luck Often Plays A Role In Stock Returns appeared first on Yardley Wealth Management, LLC.

Mark Hulbert wrote another interesting article in the Wall Street Journal. Mr. Hulbert follows investment strategies and newsletters and always has interesting insights. He reads what a lot of people write and then explains it to the rest of us.

He interviewed Gene Fama and Ken French. They are professors at the University of Chicago and Dartmouth. DFA mutual funds follow strategies based on their academic research.

The gist of what they said is that some investing strategies that are fairly consistent …

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The Granddaddy of ’em All: Keogh Plans

Ah, the poor, misunderstood and neglected Keogh (KEE-og) Plan. You don’t get the press that your fancy relatives 401(k), IRA and Roth, or even SIMPLE achieve… it seems as if the investment discussion world is completely abandoning you.
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First brought into existence in 1962 (yes, it’s a late-boomer like me!) the Keogh or HR10 plan is essentially a vehicle that allows the self-employed to establish pension plans just like the big companies can. A Keogh plan can be either a defined benefit (traditional pension) or a defined contribution (such as a 401(k)) plan. The Keogh plan has the same attributes… Read More

Why We Include Real Estate in Investment Portfolios

We construct portfolios out of various asset types in order to diversify, or spread out our risk. To spread risk we choose multiple asset types of differing profiles. Most often these asset types include domestic equities (US-based stocks) and domestic fixed income (US-based bonds), which provide for basic diversification. Then, we include additional asset types in order to achieve further diversification. Examples of additional asset types include commodities, foreign equities, foreign-denominated bonds, and real estate. It is important to keep in mind as we review various asset classes for inclusion in our portfolio, that we must achieve appropriate return for… Read More

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