Is It Time for You to Invest Unconventionally?

The evidence says yes! Key Takeaways Research shows that investors in actively managed equity funds have earned only half of what they could have earned by investing in the unmanaged S&P 500. Conventional investing limits your returns due to the need for predictions, adverse investor behavior, media bias and the social element. Evidence-based investing is […]

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Top Five Lessons I’ve Learned about Investing

Always be skeptical, focused, fact-based, cost-conscious and diversified. Key Takeaways After 30 years in business and after years as a NASD arbiter, I’ve learned a several key lessons that I use every day in my practice. Successful investors always maintain a healthy level of skepticism; they don’t rely on hunches and keep a close eye […]

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Do Investors Get Their Money’s Worth from Hedge Funds?

Don’t forget to factor in costs when evaluating your investments, especially hedge funds. Key Takeaways A recent study indicates that the average hedge fund return was less than the return of the unmanaged S&P 500 index over a 15-year period. The median fees structure is a 1.5 percent management fee PLUS 20 percent of returns […]

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It’s All In The Wiring

Humans just aren’t programmed to be disciplined about their money. But there are five key steps you can take to become a more successful and consistent investor. Key Takeaways Too frequently we invest emotionally rather than rationally and reacting to our emotions can hurt our results. Focus on what you can control—not on what you […]

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What’s Fly Fishing Got to Do with Investing?

More than you might think. Key Takeaways Good fishermen are like good investors: They’re always trolling for opportunities. They use a wide variety of tactics and rely on proven science to make informed decisions. Just like great anglers always have a line in the water, successful investors always have their capital deployed somewhere. Patience is […]

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IRS Reverses Long-Standing Position on One-Rollover-per-Year Rule

The IRS has indicated that it will follow the recent Tax Court decision in Bobrow v. Commissioner, which held that a taxpayer may make only one tax-free, 60-day rollover between IRAs within each 12-month period, regardless of how many IRAs he or she maintains. However, the IRS will not apply this new interpretation to any […]

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401(k) Plan Fees – Do you know what they are costing you?

Key Takeaways Despite disclosure rules adopted in 2012, 401(k) fees are still very murky and often overlooked by retirement plan participants. Hidden, seemingly innocuous fees can add up to hundreds of thousands of lost dollars over time. Employers are required to have fiduciary responsibility over their company’s retirement plans, including full disclosure of fees, expenses […]

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