Archive for the 'Investing' Category

Rebalancing my portfolio (Part I)

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Do money managers earn their keep?

CNN Money’s “Ask the Expert” column takes on professional money managers.
The basic question is whether a science teacher should ditch his collection of mutual funds for a professional money manager that will take 2% of assets as his fee. The Expert says it’s likely that he’ll lose out since he’ll be paying 1% more annually [...]

4 Steps to Premium Dividends

I love the advice of the Motley Fool. They are usually spot on when talking up value stocks (though they thankfully abandoned growth stocks after the tech bubble). However, they sometimes forget they are talking to a lay audience.
The advice that they give is impeccable. However, not everyone has the ability, or time, to not [...]

A Weekend Conversation

“Ugh, my financial advisor called, it’s time for my yearly ‘check-up’”
“That’s good he makes you do it every year, even if it’s just more revenue for him.”
“Yeah, I should go, it’s at least less painful than the dentist”
“And just as important, can I ask you a question? Is he a ‘fee-only’ advisor?”
“I have no idea. [...]

Marriage and Net Wealth

In honour of the day, I thought I’d point out an article that says that married people build wealth faster than single or divorced people.
[P]eople who walk down the aisle and stay hitched accumulate nearly twice as much wealth as those who are single or divorced.
Economist Jay Zagorsky of OSU’s Center for Human Resource Research, [...]

5 Ways to Idiot-Proof Your IRA

The Motley Fool (which I love for general advice but not necessarily for stock picking) has a commentary on idiot-proofing your IRA.
While the list is not exhaustive, following these five ideas will go a long way to pumping up returns for retirement.
* Stop ignoring the little things
* Don’t overpay The Man
* Avoid overdosing on accounts
* [...]

Squirm, baby, squirm

One of the reasons I love listening to Bloomberg Radio on XM is that I love to hear analysts squirm. Some of the hosts are particularly good at putting the screws to analysts that do ridiculous things. This morning they had on a UBS analyst that cut his price target on Google this morning after [...]

Is the Apple too shiny?

One of the stock values that I understand the least is Apple. While I would have loved to have owned a stock that has tripled in each of the last two years, the valuation now simply does not make sense to me.
I’m guessing that the P/E of 54 is due to the growth of the [...]

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