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19 November 2012

Choosing an Investment Manager: Would You Have Fired Warren Buffett?

By Russell Campbell, CFA
Warren Buffett Pic

When should you think about firing your investment manager? There are many differences of opinion. Some suggest it makes sense to consider choosing a different investment manager after three years of underperformance. Although sometimes it makes sense to make changes … Read more

1 Comment
14 November 2012

The Difference Between Trading and Investing

By Robert Stammers, CFA

Do you really know what it means to be an investor? Many people who are active in the market don’t. They confuse having investments with being an investor, and the confusion can eat into their returns. In this video, Vahan … Read more

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13 November 2012

How Do You Choose a Broker?

By Robert Stammers, CFA

One of the more important drivers of success in investing can be the partners that you choose to help implement your investment plan. It this light, it can be very important to pick the right broker. Vahan Janjigian, one of … Read more

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12 November 2012

Does It Make Sense to Dollar-Cost Average?

By Robert Stammers, CFA

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

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9 November 2012

How Do You Determine Your Financial Position?

By Robert Stammers, CFA

One 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

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8 November 2012

Quantitative Methods: What Is Modern Portfolio Theory?

By Robert Stammers, CFA

Many 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 Comments
6 November 2012

Fixed-Income Strategy: What’s Jeffrey Gundlach Doing?

By David Schawel, CFA

Few bond fund managers attract as much attention as DoubleLine Capital’s Jeffrey Gundlach. His firm has seen its assets under management grow to more than $45 billion in just over two years since its founding. Although these assets span a … Read more

6 Comments
5 November 2012

Cash as Trash, Cash as King, and Cash as a Weapon

By Tom Brakke, CFA

“Cash is trash” goes the saying in the market these days. Cash in a bank account yields virtually nothing, and near-cash investment vehicles like money market funds and certificates of deposit offer the prospect of paltry returns. No wonder investors … Read more

10 Comments
22 October 2012

Mortgage REITs: Does Doubling the Leverage Make Them a Good Investment?

By David Schawel, CFA

Having recently passed the four-year anniversary of the Lehman Brothers collapse, it’s tempting to believe that our economy and capital markets have learned from their mistakes. After all, big banks are heavily scrutinized (see J.P. Morgan’s “London Whale” debacle), fancy … Read more

14 Comments
19 October 2012

How to Build a Good Relationship With Your Adviser

By Robert Stammers, CFA

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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All posts are the opinion of the author. As such, it should not be construed as investment advice, nor do the opinions expressed necessarily reflect the views of CFA Institute or the author’s employer.

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