Skip directly to content

News

Investors' Rocky Relationship With Hedge Funds

on Mon, 2013-06-03 22:07

Sophisticated private investors were the early investors in hedge funds, yet headlines would indicate that hedge funds are passe. Who is – or was – right here?

The puzzle is unraveled by Bob Rice in the June 1, 2013 Wall Street Journal oped.

 

The One Variable You Can Control - Fees

on Wed, 2013-05-29 14:53

In this oped from the Wall Street Journal, Burton Malkiel argues for indexing a portfolio. Lower fees are just one of his arguments. This debate has been going on for decades, and here's an interesting question: might it be just our human nature to hope OUR manager can be the one to beat the index?

http://online.wsj.com/article/SB10001424127887323475304578502973521526236.html

 

How often is the match not right?

on Tue, 2013-05-21 01:13

This Wall Street Journal article points out key distinctions in the confusing array of brokers, planners and advisors, even noting your age should also guide you in your selection of which type to consider.

How a Pick for a Financial Adviser Can Go Wrong

online.wsj.com

Let's say you have a health problem and you visit two or three internists. Chances are good you would receive a similar diagnosis and treatment from each doctor. But let's say you take a financial problem, or your retirement...

http://online.wsj.com/article/SB10001424127887323335404578446602501793898.html

When Families Need to Talk

on Sat, 2013-05-11 15:25

Have you ever wished your family could talk through the big issues like a parent's care or young adult's trouble? Here are a few tips for running a family meeting. Article is from the Wall Street Journal entitled 'When It's Tme to Huddle.'

http://online.wsj.com/article/SB10001424127887323820304578412811508678152.html?mod=WSJ_hpsMIDDLENexttoWhatsNewsSecond

Disparity in Index Fund Fees?

on Sat, 2013-05-04 11:00

Paying $5 per $10,000 or ten times that amount (!) subtracts from the returns you keep. Compounding can work both ways!

http://online.wsj.com/article/SB10001424127887324582004578457093069337584.html

Pages