Tag Archives: Investments

Emerging middle class resides mostly in Asia

The world population reaching seven billion people has gained a lot of media attention over the past several months. While the population rises due to longer life expectancy, there is a parallel growth in the middle class. Certainly poverty still … Continue reading

Posted in Investments | Tagged , , , | Leave a comment

Apple vs. Circuit City, individual stocks as Chance cards in the game of life

This post at mint.com prompted some thought about the boom or bust possibility of investing in individual stocks. The idea here is what if you purchased a company’s stock instead of its products? The example that stands out the most … Continue reading

Posted in Investments | Tagged , , , , , , | Leave a comment

Stocks are undervalued, stocks are overvalued ― depending on direction you look

The significant lack of consensus outlook for U.S. stock markets comes largely from the direction at which differing parties view the market. Those looking forward, basing market valuation on estimated future company earnings believe that markets could be 25+% undervalued. … Continue reading

Posted in Investments | Tagged , , , , , , , , , , , , | Leave a comment

The Key to Investing Success — Don’t Look

William Bernstein is unquestionably more intelligent than the average investor. He was a practicing neurologist before he turned his attention to investment management and authoring books about investing and global economic history. Jonathan Clements, a long-time Wall Street Journal personal … Continue reading

Posted in Investments | Tagged , , , , | Leave a comment

The ‘Sad Conclusion’ of Do-it-Yourself Investing

In The Investor’s Manifesto, William Bernstein particularly puts down the idea that individual investors can successfully manage individual stock portfolios. “Trading individual stocks is like playing tennis against an invisible opponent; what you don’t realize is that you are volleying … Continue reading

Posted in Investments | Tagged , , , , , , , , | Leave a comment

Successful Tendencies of Brain-Damaged Investors

I read some interesting research findings today in market commentary from a mutual fund firm, O’Shaughnessy Asset Management. Behavioral finance research is a growing topic on college campuses. Much of this work can help us understand decision making when risk … Continue reading

Posted in Financial planning, Investments | Tagged , , , , , , , , | Leave a comment

Managing Risk; The Most Important Part of the Plan

Each of us thinks about the risks that we take in our own way. Some people have no difficulty taking risk in their personal lives but are more risk averse in their financial decisions. Others are just the opposite. We … Continue reading

Posted in Financial planning, Investments | Tagged , , , , , , , , , , | Leave a comment

Investor behavior is more important than investment performance

The research firm, Dalbar, studies the actual returns that average investors have earned compared to average market returns. The results rarely change. Investors, even if they attempt to diversify by spreading money across different global asset classes, poorly time their … Continue reading

Posted in Investments | Tagged , , , , , , , | Leave a comment