People often refer to index-based investing as “passive” investing. Some view that label as a negative – as if that investment style is somehow weak, unsophisticated, or the refuge of the lazy. I disagree completely. And I’ll tell you why.
As we discussed last time, it’s just not realistic to hope to stay ahead of inflation’s slow but persistent drain without assuming some risk. For investors whose first goal is to preserve capital, a growth strategy is the appropriate response, … Continue reading
Three exchange traded fund (ETF) sponsors – State Street, Vanguard, and BlackRock – control more than 80% of the massive ETF market. Each can claim advantages. State Street has the two biggest ETFs: SPY and GLD. BlackRock was first to … Continue reading
Dollars are pouring into social media investing. Even Facebook’s botched IPO, aka “Faceplant” hasn’t stopped the inflow of money chasing the next big thing. Of course, there’s an ETF (exchange traded fund) for social investing, called SOCL, which has already … Continue reading
Any discussion about deficit spending can quickly turn into an animated finger pointing festival. We all know that the US spends more than comes in via tax revenue, but who’s spending it all? Who are the spenders and who are … Continue reading
Each of my 25+ years in the investment industry has reinforced one key idea it's impossible to predict the future, but essential to prepare for it.
This blog discusses developments in the economy, politics, and the markets, all from the perspective of what matters most to individual investors. Don't look for wild predictions, urgent stock picks, or hot deals. Instead, expect clear, practical ideas on investing and wealth preservation that help investors make responsible financial plans.