Funds

PUT SOME OF YOUR INVESTMENTS ON AUTOPILOT

November 15, 2013

PUT SOME OF YOUR INVESTMENTS ON AUTOPILOT

THE TARGET-DATE FUND APPROACH:

> Rebalance between stocks and bonds

> Buy when prices drop

> Sell when prices rise

Takes the emotion out of investing

CONSIDER QUANTS

October 18, 2013

CONSIDER QUANTS

Consider adding mutual funds run by reputable and leading edge quantitative research and strategy firms.

Two masters of the art:

– Cliff Asness of AQR Capital Management
– Andrew Lo of MIT and AlphaSimplex Group

ASK YOURSELF IF YOU SHOULD BE INVESTED WITH AN ACTIVE MANAGER OR A PASSIVE INDEX FUND

February 8, 2013

The Underperformance Gap: 

  • Most investors do substantially worse than the mutual funds they invest in
  • Investors sell funds that underperform for 2-3 years
  • Investors switch to funds with several years of outperformance
  • Sell low/ buy high strategy is sure fire recipe for subpar results

If you can’t tolerate sticking with a manager who isn’t doing well, even if they have a great long term record- then go with a passive index fund. If you are willing to stick with a manager you believe in- stay actively invested.  

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AMODEO & BENZ: MINIMIZING YOUR TAX PAIN

December 14, 2012

Regardless of what happens with the “fiscal cliff”, the economy, markets or the deficit, you name it, you are looking at climbing tax rate over the next few years. Our guests this week are two pros who can help you plan ahead with a tax-efficiency plan. Christine Benz is Director of Personal Finance and Senior Columnist for Morningstar.com, where she gives sound advice on just about everything having to do with managing your finances. Our other guest is Robert Amodeo, Head of Municipals at Western Asset Management, who was named Municipal Manager of the Year by Institutional Investor Magazine in 2011. The taxman cometh, so you’d better be ready. Continue Reading »

Amy O’Brien & Ingrid Dyott

July 6, 2012

CONSIDER CHRISTINE BENZ’S SOCIALLY RESPONSIBLE FUND RECOMMENDATIONS

“Balanced sector diversification with fairly strong long-term results”
Benz’s Recommendations:

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