- From March 2009 to March 2014, stocks returned 26% a year, as measured by the Wilshire 5000. Based...
- The $33 billion Harvard portfolio is the largest endowment fund in the world. Harvard relies on its...
- The WSJ writes Charles Ellis is “widely regarded as the dean of the investment-management industry...
- A number of online brokers provide free online tools for portfolio construction and management. One...
- Research from Bain & Co. found 75% of all private equity funds could “legitimately be ‘top...
- The table below lists the five largest Dow bull markets as of August 14, 2014 (source: WSJ). ...
- Is a U.S. stock/bond mix sufficient for most people to reach their retirement goals? Morningstar...
- Financial advisors typically recommend a portfolio contain 6-12 months of cash savings to cover...
- The table below shows annualized returns for the period 1974-2013 for different categories of U.S....
- As of June 2014, the TIPS marketplace was valued at just under $1 trillion, representing ~ 8% of...
- Individuals own ~ 72% of all U.S. municipal debt; individual ownership exceeds any other financial...
- From the beginning of 2013 through the first five months of 2014, the MSCI Frontier Markets Index...
- Since the 2008 stock market collapse, investors have been dumping money into alternative funds. The...
- The purpose of an HSA account is to have access to pre-tax dollars to pay for medical expenses or...
- There is no standard definition of a small cap stock. The methodology used deciding what stocks are...
- Several sources now provide sophisticated online services to help decide when and how to claim...
- Including the lump-sum present value (PV) of all future Social Security benefits plus home equity...
- As of May 2014, 421 (or 84%) of the S&P 500 companies paid dividends. Excluding the 2007-2009...