RECENT PROGRAMS

PORTFOLIO DIVERSIFICATION’S FAILURE TO PROTECT IN BEAR MARKETS CALLS FOR A NEW STRATEGY

February 12, 2021

Part 1 of 2
Talk to most investment professionals and they will tell you that portfolio diversification is the key to successful investing and that asset allocation among multiple asset classes, not individual security selection, accounts for as much as 100% of investment returns. Being broadly diversified among different asset classes is supposed to give you strong exposure to market rallies and protection in down markets as non-correlated assets zig when others zag and soften the downside impact.
Continue Reading »

ROYCE SPECIAL EQUITY FUND’S LEGENDARY CHARLIE DREIFUS EXPLAINS HIS “WINNING BY LOSING LESS” STRATEGY

February 5, 2021

One of the most notable characteristics of the last decade was the wide divergence in market performance. We have reported many times on the narrow group of superstars, mainly large-cap U.S. tech stocks and the much wider universe of laggards, value and small-cap stocks in particular. 
Continue Reading »

2021’S FINANCIAL TO-DO LIST WITH MORNINGSTAR’S PERSONAL FINANCE GURU, CHRISTINE BENZ

January 22, 2021

Blast off! Stock markets are setting records, with tech stocks leading the charge once again. “Don’t fight the Fed” should now encompass “don’t fight the Treasury, fiscal stimulus, vaccinations and investor demand for ‘real’ (after inflation) returns.” The Wall Street Journal reports that the “S&P 500 rose 14.3% from Election Day through Inauguration Day, its best performance on record for that period.” (The Wall Street Journal “Stocks Climb To Records, Led By Tech Sector” 1/21/21)
Continue Reading »

THE PANDEMIC ERA REQUIRES RETHINKING FINANCIAL PLANS SAYS PERSONAL FINANCE GURU CHRISTINE BENZ

January 15, 2021

COVID-19 has affected just about every aspect of our professional and personal lives, including the state of our finances.   Continue Reading »

NOBEL LAUREATE ECONOMIST ROBERT SHILLER EXPLAINS THE NARRATIVES DRIVING STOCK AND REAL ESTATE PRICES

January 8, 2021

We have a special treat for you. Robert Shiller, a Nobel Prize winning economist, a pioneer in the field of behavioral finance, long-time Yale professor, financial innovator and prolific author. Shiller is also the co-creator of the widely cited gauge of U.S. housing prices, the Case-Shiller Home Price Index, and creator of the cyclically adjusted PE ratio known as the Cape Ratio which is a price-earnings ratio for the S&P 500 based on average inflation-adjusted earnings from the previous ten years. Because it includes ten years of earnings many consider it to be a more reliable gauge of market value.
Continue Reading »

Back to Top