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 -...
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...
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...
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...
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 -...
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...
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,...
CHAPTER 2 – THE BENCHMARK PORTFOLIO: 60/40
This excerpt is from the book Global Asset Allocation now available on Amazon as an eBook. If you promise to write a review,...
Cash Cows of the Dow
I've been writing for a long time as to why a shareholder yield approach is better than a simple dividend approach. (Here's an old...