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Schwab vs. WealthFront vs. Betterment

I attended a fun evening dinner with my friends from FirstTrust this week.  They had a guest speaker who was a political consultant – usually this isn’t my favorite topic – but I joined to have a few glasses of wine then sneak out.  Fast…

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If US Stocks Are Expensive, How Do I Protect Myself?

There is a lot of talk about stocks being expensive, but also a lot of people not really doing anything about it.  Many simply don’t know how to tackle the problem, and others don’t want to think about it at all.  Below, for some perspective,…

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Templeton & Stock Valuations

I often say there isn’t a whole lot new in investing.  Charles Dow was using trendfollowing approaches over 100 years ago, and Ben Graham was using valuation metrics for security selection as well.  Robert Shiller created the CAPE ratio to look at stock market level…

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13F Critics, Silenced?

I don’t hear nearly as much from the 13F critics anymore.  Maybe they have simply lost interest, or perhaps the real time performance of the 13F strategies have converted them into believers, who knows.  I’ve been sending out hedge fund profiles each Sunday to The…

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Stocks are the Most Expensive, Well, Ever

I jabber a lot about valuation metrics here, and I mentioned this one on Twitter the other day.  Its doesn’t need much explanation – the median stock in the S&P 500 is the most expensive it has even been (for as long as we have…

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What a Great Time To Be An Investor!

There has been a lot of press lately on the roboadvisors, largely due to the fact that Schwab entered the market this week with their Intelligent Portfolio service that charges a 0% management fee (but invests in their own ETFs).  If you haven’t been reading my…

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CHAPTER 3 – ASSET CLASS BUILDING BLOCKS

This excerpt is from the book Global Asset Allocation now available on Amazon as an eBook.   If you promise to write a review, go here and I’ll send you a free copy. It is also available as a printable PDF on Gumroad. —- “I…

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