Personal Finance
13 Posts
Looking to become a better investor? Well, you may want to try catching a wave or two. In a recent Time Magazine interview titled “Why Stocks Are Dead (And Bonds Are Deader),” PIMCO’s co-chief investment officer, Bill “The Bond King” … Read more
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In 2011, Morningstar introduced a rating system in the United States that is intended to supplement the star methodology, which is based solely on risk and return. This additional rating offers guidance to investors about the likely future investment performance … Read more
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The relationship that investors have with their investment advisers can be one of the most important determinants of success. We wanted someone to speak about what forms a healthy adviser/investor relationship, so we invited Kathy O’Connor, CFA, chairman of the … Read more
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After January 1, 2013, the U.S. tax regime will change, and potentially quite dramatically. We expect higher taxation, but apart from the 3.8% health care surtax on net investment income for higher-income households, we still don’t know the full scope … Read more
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Are you more like a stock or a bond? Chances are this question has never occurred to you. But it’s one you’ll need to answer when you use the concept of human capital to diversify and build your wealth. Wealth … Read more
Leave a CommentWe heard some reports that municipal bonds may be defaulting more frequently than has been reported, but we also heard some controversy about those findings. We called Kurt Van Kuller, CFA to add some clarity to the reporting. Kurt is a … Read more
Leave a CommentOne thing fashion and investment strategies have in common is that they are susceptible to fads, short-lived moments of intense collective enthusiasm. The 1970s had bell-bottoms and the Nifty Fifty; the ’80s, Mohawks and precious metals; the late ’90s, Tamagotchi … Read more
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