Investment Options: US Stocks
“Is the market up or down today?” A question like this implicitly refers to the US stock market, not the market for German government bonds or crude oil futures, because when people think of investments …
Investment Options: US Treasury Bonds
This is the latest post in a series covering investment selection. Each post covers an asset class, highlighting selection factors to consider and listing filtered investment options. Bonds have become […]
Investment Options: US Real Estate
This is the latest post in a series covering investment selection. Each post covers an asset class, highlighting selection factors to consider and listing filtered investment options. Based on the […]
Online Investment Advisors: Asset Allocations
The other day, I introduced three online investment services and evaluated them versus a target date fund. As promised, this post goes a little deeper into the asset allocations recommended […]
Value and Momentum: January 2014
One strategy we use to improve performance beyond Basic Strategy is to tilt client portfolios toward asset classes that are more attractive based on value and momentum measures. Value measures […]