NO MORE PIES RECOMMENDED READING
Buy and Hold
"The Big Bang"
In 1952 Henry Markowitz created modern portfolio theory. The rest is history...
posted Aug 10, 2010
"Ten Stock-Market Myths That Just Won't Die"
This WSJ article is some excellent talking points for people you have talked to about moving to a DWA strategy who are not yet there. Consider buying some reprints.
posted Jul 26, 2010
"Buy and Hold Gets Old"
Market-timing strategies score big with tense investors...
posted Jul 19, 2010
"Beyond MPT"
Technical analysis firm and money manager Dorsey Wright has gained adherents for its point-and- figure research...
posted Jul 12, 2010
"The Death of Buy and Hold"
Value investors like Warren Buffett love to hear about how the latest investment strategy will out-perform...
posted Jun 29, 2010
"Buy-and-Really-Hold Will Suck Your Portfolio Dry"
It's not often that a passive investor committed to Modern Portfolio...
posted Jun 15, 2010
"50 Statistics About the U.S. Economy That are Almost too Crazy to Believe"
Most Americans know that the U.S. economy is in bad shape...
posted Jun 04, 2010
NEW! "RIP Buy-and-Hold"
Being a long-term investor is no excuse for not following the rules...
posted Jun 03, 2010
NEW! "Feels Like the 1970s"
Those pesky 1970s just won't seem to go away. Two weeks ago I wrote that government-proposed...
posted Mar 11, 2010
NEW! Vanguard's Broken Discipline: The Buy & Hold Model
Yesterday, my buddy Paul showed this Vanguard interactive chart. Vanguard was trying to show...
posted Mar 05, 2010
The Legacy of Louis
We are not in science class in 1900 any more. There is a better way to manage stock market rick and allocate client assets...
posted Feb 22, 2010
Help You Sell
NEW! Fiduciary rule raises major questions for robo-advisors
The US Department of Labor (DoL) recently ruled that the fiduciary standard would be extended to apply to advisors who provide advice on retirement plans such as IRAs and 401ks.
posted Jun 16, 2016
NEW! Market Watch/Jim Cramer
Jim Cramer doesn't beat the matket
posted May 16, 2016
NEW! The Single-Best Rule For Retirement, 401(k) Advice
The Single-Best Rule For Retirement, 401(k) Advice
posted May 04, 2016
NEW! The Average Stock In the S&P 500 Index May Be Down More Than You Think
The Average Stock In the S&P 500 Index May Be Down
posted Feb 17, 2016
NEW! How Stories Drive the Stock Market
Stories to help explain the market
posted Jan 28, 2016
NEW! The Real Cost of Owning A Mutual Fund
The Real Cost of Owning A Mutual Fund
posted Oct 25, 2014
NEW! Exclusive - There Will Not Be A Stock Market Crash
There Will Not Be A Stock Market Crash
posted Aug 13, 2014
NEW! 3 Market Warning Signs Predict 20 Stock Tumble
Over the past 45 years, the stock market has lost more than 20% each time three warning signs flashed simultaneously.
posted Aug 13, 2014
NEW! Is the Fed Fueling a Giant Stock Market Bubble?
Not only has the S&P 500 fully recovered from the financial crisis, it's a staggering 30% higher than the peaks of the Internet and housing bull markets.
posted Aug 13, 2014
NEW! Is the Fed Fueling a Giant Stock Market Bubble?
Not only has the S&P 500 fully recovered from the financial crisis, it's a staggering 30% higher than the peaks of the Internet and housing bull markets.
posted Aug 13, 2014
NEW! A Fund-Company Chief Embraces Technical Analysis
The 2007-09 Meltdown Made Wasatch Funds President Sam Stewart a Believer in Chartism
posted May 05, 2014
NEW! A Warning On Multiple IRA Rollovers
A Warning On Multiple IRA Rollovers
posted Mar 25, 2014
NEW! As Sanctions Start, Russia Feels A Sting
As Sanctions Start, Russia Feels A Sting
posted Mar 24, 2014
NEW! phyllis-borzi-tightens-the-noose-on-401k-providers
phyllis-borzi-tightens-the-noose-on-401k-providers
posted Mar 12, 2014
NEW! Mutual Funds Far Outperform Mutual Fund Investors
Mutual funds are smarter than you
posted Mar 08, 2014
NEW! Have Investors Learned Anything?
Have Investors Learned Anything?
posted Mar 03, 2014
NEW! Stock Charts Suggest This Rally Is For Real
If the breakout holds for the next day or two then we must give the bulls the nod and expect another leg up
posted Feb 26, 2014
NEW! How Often Does S & P 500 Have 10% & 20% Negative Price Moves?
Comparison of valuation and expectations for Apple, Microsoft and Google
posted Dec 10, 2013
The Shocking Truth About Wall Street Stock Recommendations
It is difficult to get a man to understand something, when his salary depends on his not understanding it.
posted Oct 18, 2013
If You're a Bond Investor, Beware of the Seesaw
Interest rates and the damage done (after the fact) to bond mutual funds
posted Oct 18, 2013
Mutual Funds Erase Financial Crisis From History
Mutual Funds Erase Financial Crisis From History Article
posted Oct 18, 2013
ETF's: A Good Bet?
7-16-13 Washington Post Article
posted Oct 18, 2013
NEW! Mutual Funds Erase Financial Crisis From History
Mutual Funds Erase Financial Crisis From History Article
posted Sep 13, 2013
NEW! If You're a Bond Investor, Beware of the Seesaw
Interest rates and the damage done (after the fact) to bond mutual funds
posted Jul 22, 2013
NEW! ETF's: A Good Bet?
7-16-13 Washington Post Artical
posted Jul 16, 2013
NEW! The Shocking Truth About Wall Street Stock Recommendations
It is difficult to get a man to understand something, when his salary depends on his not understanding it.
posted Jul 16, 2013
NEW! Selling The Home Brand - A look Inside J.P. Morgan
Selling The Home Brand - A look Inside J.P. Morgan
posted Mar 18, 2013
Are You Collecting Mutual Finds?
Are You Collecting Mutual Finds?
posted Mar 18, 2013
Why RSP beats SPY -Equal Weighted S&P 500 & The Apple Impact
Why RSP beats SPY -Equal Weighted S&P 500 & The Apple Impact
posted Mar 18, 2013
Diversification Does Not Guarantee Safety
Diversification Does Not Guarantee Safety
posted Mar 18, 2013
Want Differentiation and Success Advice
Want Differentiation and Success Advice
posted Mar 18, 2013
Bad Financial Advice Will Multiply As Good Advisors Become Scarce
Bad Financial Advice Will Multiply As Good Advisors Become Scarce
posted Mar 18, 2013
Hopes for 2013
Hopes for 2013
posted Mar 18, 2013
The Lesson Of Best Buy Stock
The Lesson Of Best Buy Stock
posted Mar 18, 2013
Less Future/More Present
Less Future/More Present
posted Mar 18, 2013
(2012) Can't Debate - October is Huge for Stocks
(2012) Can't Debate - October is Huge for Stocks
posted Mar 18, 2013
ETFs Taking 57% Of Mutual Fund Flows This Year
ETFs Taking 57% Of Mutual Fund Flows This Year
posted Mar 18, 2013
Keep What You Have Now
Keep What You Have Now
posted Mar 18, 2013
The NFL Replacement Official Of Your 401K
The NFL Replacement Official Of Your 401K
posted Mar 18, 2013
The Wisdom Of Crowds In US Stocks
The Wisdom Of Crowds In US Stocks
posted Mar 18, 2013
Back to School Money Questions - Can You Lose Money When You Invest?
Back to School Money Questions - Can You Lose Money When You Invest?
posted Mar 18, 2013
Back to School Money Questions - How Do You Invest Money For Other People?
Back to School Money Questions - How Do You Invest Money For Other People?
posted Mar 18, 2013
Back to School Money Questions - Why Don't We Do Cool Things?
Back to School Money Questions - Why Don't We Do Cool Things?
posted Mar 18, 2013
Back to School Money Questions - Do You Make More Money Than My Friends Dad?
Back to School Money Questions - Do You Make More Money Than My Friends Dad?
posted Mar 18, 2013
Back to School Money Questions
Back to School Money Questions
posted Mar 18, 2013
Back to School Money Questions - Part 2
Back to School Money Questions - Part 2
posted Mar 18, 2013
Back to School with 401K
Back to School with 401K
posted Mar 18, 2013
Goodbye London - Hello Presidential Election
Goodbye London - Hello Presidential Election
posted Mar 18, 2013
401K Investing Should Be Easy
401K Investing Should Be Easy
posted Mar 18, 2013
Do Your Trust-Your 401K
Do Your Trust-Your 401K
posted Mar 18, 2013
It's Time to Fire Your Portfolio Manager
It's Time to Fire Your Portfolio Manager
posted Mar 18, 2013
The Right 401k Advise Questions
The Right 401k Advise Questions
posted Mar 18, 2013
401K Storm Warning
401K Storm Warning
posted Mar 18, 2013
Unengaged in Retirement Planning
Unengaged in Retirement Planning
posted Mar 18, 2013
3 Elements of 401k Advice
3 Elements of 401k Advice
posted Mar 18, 2013
Make Your 401k Decisions Now
Make Your 401k Decisions Now
posted Mar 18, 2013
Alligators and Your 401k
Alligators and Your 401k
posted Mar 18, 2013
Invest- Don't Save In Your 401k
Invest- Don't Save In Your 401k
posted Mar 18, 2013
Little Chance of 401k Performance Last Year
Little Chance of 401k Performance Last Year
posted Mar 18, 2013
Supply and Demand
Supply and Demand
posted Mar 18, 2013
Top Two Retirement Plan Advice Tools
Top Two Retirement Plan Advice Tools
posted Mar 18, 2013
Financial Media Can't Help Your 401K
Financial Media Can't Help Your 401K
posted Mar 18, 2013
The Insiders are Selling Heavily
An Article from Market Watch
posted Mar 18, 2013
NEW! Advisors Cling to Failed Strategies
Advisors Cling to Failed Strategies
posted Dec 05, 2012
NEW! Back to School
8-31-12 Do You Make More Money than My Friend's Dad?
posted Sep 20, 2012
NEW! Best and Good for your 401K
6/20/12 Best and Good for your 401K
posted Jun 20, 2012
NEW! The Right 401k Advise Questions
6-18-12 The Right 401K Advise Questions
posted Jun 20, 2012
NEW! 401K Storm Warning
6/1/12 401K Storm Warning
posted Jun 20, 2012
Little Chance of 401k Performance Last Year
Blog 3-19-12 Little Chance of 401k Performance Last Year
posted Mar 21, 2012
Focus On Your 401k Risk Now - blog 3-13-12
Focus On Your 401k Risk Now - 3-13-12
posted Mar 13, 2012
Why Buy and Hold Doesn't Work Anymore
CNN/Money - Why Buy and Hold Doesn't Work Anymore
posted Mar 13, 2012
3-6-12/Supply and Demand for Your 401(k) Part II
Stock market and economic predictions are never offer any meaningful value. Even if you know of someone who correctly predicted the stock or bond market movement over a short period of time, you will only find that out after-the-fact. And that same person will never admit to you how many times their stock market predictions were dead wrong.
posted Mar 06, 2012
Advisor Convicted of Theft for Selling an Annuity
Advisor Convicted of Theft for Selling an Annuity
posted Mar 05, 2012
A truly embarrassing chart for Wall Street Stock Analysts
A truly embarrassing chart for Wall Street Stock Analysts
posted Mar 03, 2012
NEW! Top Two Retirement Plan Advise Tools
Given weak returns over the last 13 years, it's worth considering technical analysis as a guide to clients' “offensive” and “defensive” stock-market maneuvers
posted Feb 27, 2012
NEW! How to know if you really beat the market
Commentary: ETF returns provide a true picture of portfolio results
posted Feb 23, 2012
NEW! Company Stocks in a 401(k) - blog 2-16-12
Company retirement plan sponsors clearly want employees to own as much company stock as possible in their individual company retirement plan accounts. Offering company stock to company retirement plan participants is completely legal, and it gives the company the opportunity to have as much of its outstanding stock in “friendly hands” as possible.
posted Feb 17, 2012
NEW! The Return of Lee Munson
Ten years ago, a young, swaggering stock broker was plied with alcohol by a New York Observer reporter at the peak of the market madness and the apex of his confidence
posted Feb 17, 2012
NEW! A Truly Embarrassing Chart for Wall Street Stock Analysts
Only 5% of ratings on companies in the S&P 500 are sell ratings.
posted Feb 15, 2012
NEW! Insiders are Selling Heavily
Corporate insiders are now selling their companies’ stock at a rate not seen since late last July.
posted Feb 10, 2012
NEW! Scary Parallel Between Now and Last Summer
In his morning note, UBS guy draws a strong parallel between the market now and last summer. Let's hope it's not an omen.
posted Feb 10, 2012
NEW! Supply and Demand in your 401k 12-15-2011 blog
Unless the U.S. stock markets go straight up for the last two weeks of December, the investment year of 2011 is going to end up as unprofitable for most individual company 401(k) retirement plan participants.
posted Dec 15, 2011
NEW! Ric's blog 11-30-11 Stocks Soar. What does it mean for you?
Stocks Soar. What does it mean for you?
posted Nov 30, 2011
NEW! Can My 401(k) Plan Sponsor Give Investment Tips?
New rules allow it with conflict-of-interest safeguards
posted Nov 12, 2011
NEW! Monkey's Hate to Lose
Once a company retirement plan participant sees a “high water” mark on their company retirement plan account statement, they “own” that amount of money. That amount of money is “theirs” and they don’t want to lose it.
posted Nov 11, 2011
NEW! Thousands of wirehouse reps to be shown the door in next five years
Thousands of wirehouse reps to be shown the door in next five years
posted Nov 11, 2011
NEW! Growing Opportunities for Advisors in the Retirement-Plan Business
Now, even company retirement-plan “brokers of record” can provide investment advice to individual company retirement-plan participants
posted Nov 11, 2011
NEW! Why Wall Street Can't Handle the Truth
Longtime bank analyst Mike Mayo tells the inside story of why it's so hard to yell 'sell' in a crowded room—and lays out how Wall Street needs to change to avoid the next financial collapse..
posted Nov 11, 2011
NEW! Modern Portfolio Theory is Wrong
Modern Portfolio Theory is Wrong
posted Nov 11, 2011
NEW! Ameriprise workers sue over company's own 401(k) funds
A group of workers at Ameriprise Financial Inc. have filed suit in federal court against their employer, alleging the company placed their 401(k) contributions in proprietary funds, ringing up $20 million in excessive costs.
posted Sep 30, 2011
NEW! ETFs at Last: The Future of 401(k)s

posted Jul 08, 2011
NEW! Secular Bear Markets
Why We Beleive we are in a Secular Bear Market
posted Jun 17, 2011
NEW! Patch Artical
Newest Contribution to Patch
posted Jun 07, 2011
NEW! Timely Talk
April 2011 Issue
posted Apr 18, 2011
NEW! Loyalty Lacking when it Comes to Wealthy Clients

posted Mar 28, 2011
"The Missed Rally"
The stock market hit bottom in March 2009, and when it started to move up...
posted Nov 04, 2010
"Have You Herd? Your Adviser Is Scared to Set You Straight"
On a weekend that is all about dressing up as somebody else, consider whether your financial adviser has been masquerading all along...
posted Nov 01, 2010
"The Market Timing Myth"
For years, the investment industry has tried to scare clients into staying fully invested in the stock market at all times...
posted Oct 14, 2010
"Making Retirement Savings Last"
Insurers and plan sponsors want the government to make it easier to offer annuities in 401(k) plans...
posted Oct 01, 2010
"Fund Managers in '08: 'We Stunk'"
One of the best-known mutual-fund managers minced no words...
posted Sep 27, 2010
"Retirement Savers Delay Getting Financial Advice"
Most retirement savers would rather spend an hour of free time at the gym...
posted Sep 21, 2010
"Advisers Create Sideline Business as Money Managers"
A growing number of financial advisers who have developed tactical investment strategies...
posted Sep 21, 2010
"Investors are Still Behaving Badly"
Every year the research firm Dalbar does a study that tries to quantify the impact...
posted Sep 13, 2010
"How Mutual Fund Managers Are Like Cigarette Makers"
...A recent Morningstar study found that expenses were the most dependable predictor of fund performance...
posted Aug 24, 2010
"Total Return or Total Disappointment?"
In real terms, when did the US market permanently regain the high reached in 1929?
posted Aug 17, 2010
"Secular Bears Tend to be Long Events"
Are you betting on the return of buy and hold strategy?...
posted Aug 16, 2010
"More Plans Offering Self-Directed Brokerage Accounts as an Option"
Defined contribution plans are adding self-directed brokerage accounts as a way of giving participants more choices...
posted Aug 09, 2010
NEW! "Random Musings about Forecasting and Decision-Making"
The strangest thing about the forecasting world is not that it is a dismal science (which it is)...
posted Aug 09, 2010
"Tail Risk, Smooth Returns and Investory Democracy"
Risk Comes from Not Knowing What You're Doing...
posted Jul 19, 2010
"Those Get-Rich Rebalancing Schemes"
How rebalancing added over 2% to the returns of a simple ETF portfolio...
posted Jul 06, 2010
"Five Myths About Asset Allocation"
There is no perfect allocation and no absolute protection in a bear market...
posted Jul 06, 2010
"Whither Asset Allocation"
There's been no shortage of speculation over whether asset allocation strategy still works...
posted Jun 22, 2010
"For Analysts, Things Are Always Looking Up"
For years, the rap on Wall Street securities analysts was that they were shills...
posted Jun 14, 2010
"Doomed to Repeat?"
As a student of markets history, why I never buy and hold - and why you shouldn't, either...
posted Jun 07, 2010
"History Paints a Bleak Picture"
Eerie parallels between current and previous major bear markets...
posted Jun 04, 2010
"Five-Star Mutual Funds Don't Live up to Their Past"
Tim Courtney decided he'd had enough. In meeting after meeting earlier this year...
posted May 28, 2010
"2010's Coming Stock Market Crash: 1987 All Over Again"
In two tumultuous weeks in October 1987, the stock market shed nearly one-third of its value...
posted May 19, 2010
NEW! "Market Timing is Good"
"Market timing" are dirty words to most enlightened investors. Here's why you should make them your mantra...
posted Apr 26, 2010
NEW! "Employees Ignoring Their 401(k) Plans"
This article points out that people desperately need help with their 401(k). What you learned in NMP is the ticket.
posted Apr 22, 2010
NEW! "Investment Advice for Participants: Prohibited Transactions and Level Fee Advice"
This is the second in a series of bulletins regarding the Department of Labor's (DOL) regulation on...
posted Apr 20, 2010
NEW! "401(k) Plans Offer More Ways to Trade"
A common complaint about 401(k) plans is that their investment options can be limited...
posted Apr 20, 2010
NEW! "Why Clients Distrust Advisors"
The crumbling of Wall Street institutions coupled with the wealth carnage of the past...
posted Apr 07, 2010
NEW! Why Buy-and-Hold is out, ETFs & Trend Following is in!
Long-term buy-and-hold investors don't seem too happy, especially after the recent market crash...
posted Apr 06, 2010
Buy and Hold
Here is an interesting take on “buy and hold” from a value investor. Look what would have happned if you held the top 25 stocks of 1999.
posted Mar 29, 2010
NEW! In Praise of Buy and Hold
In Praise of Buy and Hold. This is an article from Forbes making somewhat of a case for “inertia investing.” This is an excellent summary of the case for buy and hold. Know the enemy. Keep your friends close, your enemies closer.
posted Mar 29, 2010
NEW! "Consumer Confidence & Bank Lending Plunge"
The markets got a shock last Tuesday when the Conference Board announced that its widely followed Consumer Confidence...
posted Mar 03, 2010
NEW! "Economy Continues to Recover, but Slowly"
Most economists and market analysts agree that the US economy has been through the worst of the recession.
posted Mar 02, 2010
NEW! "The Hidden Cost of Mutual Funds"
Portfolio managers can rack up steep expenses buying and selling securities, but that burden isn't reflected in a fund's standard expense ratio.
posted Mar 02, 2010
NEW! "Nailing Downside Risk"
A Model called the Truncated Levy Flight builds on Mandebrot's work to accurately capture the market's fat tails.
posted Mar 02, 2010
"The Cruel Math of Big Losses"
This year’s robust stock-market advance has done a lot to bolster investors’ psyches. Too bad many people’s portfolios still haven’t recovered from year… more.
posted Feb 11, 2010
The New You
"Why gathering big-time 401(k) assets..." makes Top 10
The top 20 RIABiz articles in 2010 and why they were so important to readers...
posted Dec 27, 2010

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