Index Investing Popularity is Flashing a Caution Sign

Since index investing in the stock market was invented, its popularity has risen and fallen in cycles that closely match bull and bear markets.   In 2014, stock index investing’s popularity surpassed its prior peak from 2008 and is thus flashing…

Our Top 4 Must Reads from November 2014

This month’s edition features articles that focus on the growing dissatisfaction of having foreign investments in your portfolio, how economic slumps in the past have influenced our progress, and the data-driven process of forecasting recessions. One of the links this…

Our Top 4 Must Reads from October 2014

Ranking near the top of our day-to-day tasks is the research we do for our investment strategy. Within this process, we discover many thought-provoking pieces that communicate a topic in a unique or unconventional way.  Many of these articles we…

How to Not Worry About a Falling Stock Market

Too many investors become anxious when the stock market is falling and excited when the stock market is rising.   Unfortunately that is why the average investor dramatically under performs the broad markets as they sell after prices have fallen and…

Can You Help Me Rollover My Old 401(k)?

“Can you help me roll over my old 401(k)?” It’s a question that comes up often, but the answer isn’t always simple.  Many of our clients come to us with old 401(k), 403(b), 457 and Simple IRA accounts from previous…

Is the US Stock Market Expensive?

“We are about to enter the greatest bull market in 85 years.” CNBC 6/8/14 “Bull Has Legs to Run Another 10 Years.” Bloomberg 6/23/14 Anyone remember the book Dow 36,000 published in 1999 shortly before the dot-com bubble burst?    Fifteen…