Angst in America

This is a rather sobering view of the state of America’s “Retirement Readiness” by John Mauldin of Mauldin Economics. One-in-three Americans have absolutely $0 in retirement savings, and 87% of us have less than $300,000. Read the full article here >>

The Nature of Robo-Advisors’ Portfolios

A very interesting article/study by Stephen Huxley and John Kim, which concludes: “The evidence suggests that the portfolios they recommend for “moderate” investors are neither significantly better nor worse than the S&P 500 Index. However, there is a common theme that all the robos share in terms of performance – their short-term nature. In terms of allocations among asset classes, their portfolios correlate most strongly with equity portfolios designed for short-term, one- to three-year holding periods rather than portfolios designed for longer time horizons.” Read the entire article here >>

5 Good Dividend ETFs

Charles Sizemore sums up some of the best Dividend ETF offerings. Read the full article here >>

Tactical Funds Fail (again) to Beat a Passive Portfolio

Luke Delorme updates some research from 2012 and finds that Tactical funds consistently under-performed a ‘simple’ Vanguard index fund.  Read the full article here >>

Bogle’s “Folly” Turns 40!

40 years ago, John Bogle introduced the first index fund, to the disdain of Wall Street and its agents. 40 years later, the index fund has become the most successful investment vehicle in history, proving Samuelson’s 1974 observation that: “A respect for evidence compels me to incline toward the hypothesis that most portfolio managers should go out of business – take up plumbing, teach Greek, or help produce the annual GNP by serving as corporate executives.” Read the entire article here >>

How to Win the Loser’s Game: Must See TV!!

This is a series of FANTASTIC videos named after Charles Ellis’ ground-breaking book “How to Win the Loser’s Game.” You do not want to miss it!! Click here to watch the series >>