Opinion
Opinion: Investors Conquered Fees but Not Their Own Behavior
Investors have beaten the money managers. Their next adversary will be even more difficult: themselves.
Investor Confidence in Stocks Rightly Declines: Opinion
As the Dow Jones Industrial Average, S&P 500 Index and Nasdaq Composite Index all set new marks last week, there were no shortage of studies released that crunched data going back to the 1920s to prove that purchasing stocks when indexes hit record highs generates better risk-adjusted returns than simple buy-and-hold strategies.
Opinion: Schwab’s Zero Commission Decision Challenges Its RIA Clients
There’s a showdown looming between financial advisers and the custodians that safeguard their clients’ money.
Millennials’ Portfolios Should Start to Leave Home: Nir Kaissar
For brighter retirement prospects, go abroad, millennials.
Barry Ritholtz: SEC’s New ‘Best Interest’ Rule Is Far From Best for Investors
There is much to be said for the fiduciary standard of care for investors, meaning that those in the business of selling investment advice and services put the interests of their customers first.
‘Dumb Money’ in ETFs Isn’t So Dumb After All: Eric Balchunas
Retail investors in exchange-traded funds have found a smart strategy to deal with the never-ending stream of market drama inspired by President Donald Trump: Ignore it.
Opinion: Trump Seeks Tighter Rein on Agencies Like the SEC
One of the great unresolved questions in American law is whether the president can control the decisions of the “independent” agencies, like the Securities and Exchange Commission, the Federal Reserve Board and the Federal Trade Commission.The Donald Trump administration has just moved in the direction of saying that the answer is yes.
Selfie Deaths Are Like Stock-Market Crashes: Barry Ritholtz
Today’s missive covers three of our favorite subjects: innumeracy, psychology and investing. It comes to us courtesy of an article in Outside magazine discussing “the epidemic behind selfie deaths: 259 people died between 2011 and 2017.”
How Much Does A (Comprehensive) Financial Plan Actually Cost?
It is a simple question: how much does it cost to get a comprehensive financial plan?
JPM Coin Is the Wildest Big Bank Idea in Many Years: Opinion
It’s been a month since JPMorgan issued a press release announcing JPM Coin, and everyone is as confused now as they were then.
A Manager’s Past Performance Matters More Than Ever: Vasant Dhar
A common disclaimer in the investment business is that “past performance is not indicative of future results.” This is consistent with the Theory of Finance which argues that obvious advantages disappear quickly in a competitive market.
