Category - Investing

1
How to Make Your Saving Automatic
2
6 Year End Tips for a Financially Productive 2017
3
Using Factor Investing To Boost Country Specific Returns
4
What is the Future of the Stock Market after the Election?
5
Stock Market Paths, Pull Backs, Poor Memory, and what’s Normal?

How to Make Your Saving Automatic

Sometimes it can be difficult to save for emergencies or for retirement. While physically not demanding, the mental strain can be a hump that is hard to get over. In other words, we experience a little bit of “pain” or mental anguish if we have to physically hand over money or write a check.

So how can we overcome this anguish? Automate.

First, determine how much you need for an emergency. This can either be to start the fund or to replenish amounts that have been used. Generally, it’s a good idea to have 3 to 6 months of non-discretionary …

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6 Year End Tips for a Financially Productive 2017

Maroon Bells – Photo courtesy of Jason Raskie

As 2016 comes to a close in a few weeks and we start into 2017, here are some good tips to consider to start 2017 off with some good strategies that will hopefully become habits.

  1. If you’re not doing so already, set up your payroll deductions to save the maximum to your 401k. There’s plenty of time to your payroll allocated so your deductions start coming out on the first paycheck in January. The 2017 maximum contributions are $18,000 for those under age 50 and $24,000 for those age 50 or older.
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Using Factor Investing To Boost Country Specific Returns

John Blood has a nice article in Investment Advisor magazine entitled “Factor Investing: A Post-Modern Portfolio Theory.”

In a previous article I talked about “Factor Investing: Small and Value Factors.” In this article I would like to highlight another factor, that of “profitability” which is sometimes called “quality” instead.

This latest factor of investing is relatively new, having been “discovered” relatively recently in papers by Robert Novy-Marx (2012) and Fama/French (2015).

Unlike size and value, quality has no universally accepted definition.

The rough idea is that the stock price of companies that are profitable are more …

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What is the Future of the Stock Market after the Election?

The Uncertainty is Behind Us – Is Now the Time to Rally?

All year long I have fielded questions like, “Will the market go down if (fill in either candidate) gets elected? Should I be doing something with my portfolio now?”

Unexpected events or unknown problems typically cause the biggest drops (and sometimes fastest recoveries) in the market. Take 2008 for example; a near collapse of the banking system. While some may have seen the warning signs, I don’t think many knew how bad things had become. Alternately, take the recent Brexit vote in June; the market dropped …

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Stock Market Paths, Pull Backs, Poor Memory, and what’s Normal?

This month’s Blog post comes to us from Stephen Reh, an adviser in Southern California who I’ve known for some time. I think it’s a good one and timely for Halloween.

Have you ever had a moment when you look back on memory such as a vacation and think “that was one of the best trips I can remember”? Then you mention what a great vacation it was to someone who was with you and they remind you that you had food poisoning, lost your luggage, and you called the trip the worst trip of your life. For whatever reason, …

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