Dollar-cost averaging is a technique that many investors have used to build substantial long-term wealth. Often, it works by setting aside a fixed amount of money every month for investment into a mutual fund. Vahan Janjigian, one of the Authors … Read more
Leave a CommentOne of the more important things individual investors should be sure of is the amount of money that they can really afford to keep invested. In this video, Vahan Janjigian, one of the Authors of the Forbes/CFA Institute investment course, … Read more
Leave a CommentMany investors have been using Modern Portfolio theory to maximize return in their portfolios while reducing risk, but they often either aren’t sure what that means or aren’t even aware of the thinking that is informing their portfolio construction. To … Read more
2 CommentsThe 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
Leave a CommentDarren Schuringa, CFA, who recently published a white paper on investing in master limited partnerships (MLPs) with his colleagues at Yorkville Capital Management, stopped by our office to discuss their findings. Darren previously worked as a partner and senior portfolio … Read more
Leave a CommentWhat’s longevity risk? For many investors, it’s one of the most potent potential harms to their retirement security. Simply put: retirees are living longer and interest rates are creeping lower, leading to a significant risk that they will outlive their … Read more
Leave a CommentWe were interested to hear the insights of someone who sits at the intersection of media and finance, so we called Taesik Yoon, CFA, the editor of Forbes Investor. Taesik has been at Forbes for more than 10 years and … Read more
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