Taxable shareholders should avoid buying shares of a fund in front of a large distribution. The last thing you want is to buy into a fund and pay taxes on a distribution you did not enjoy in any way.
Humans act on biases in irrational and predictable ways, often leading to poor decisions.
Reviews Ben Carlson’s “obvious truths” about investing in times of relative calm
Don’t buy when he’s selling or sell when he’s buying.
Weather forecasting and investing are both probabilistic endeavors.
With bailout support and shackles both expiring next August, I’m afraid we’ve seen this movie before.
Because passive funds do not choose stocks based on performance potential, Lund asserts they lack a financial incentive to ensure that each of the companies in their very large portfolios is well run.
Even the hardest workers and best decision makers among us will fail to succeed consistently without luck.
My colleagues and I at Kirr Marbach & Co. see parallels between now and the technology stock mania of the late 1990s.
Amazon forever changed the way America shops, to the detriment of traditional brick-and-mortar retailers.
Now that the Department of Labor’s fiduciary rule is effective, does that mean you can relax your vetting process? Absolutely not, as it’s been proven time and again it’s impossible to legislate ethical behavior.
Unlike the original aim of EB-5, many projects that qualify would have happened anyway. Access to cheap financing just increases profits of developers.
Making your bed will also reinforce the fact that little things in life matter. If you can’t do the little things right, you will never do the big things right.
The tale of Hostess’ demise and rise from the ashes is a fascinating case study of iconic brands, mismanagement and how private equity/buyout firms can make mind-boggling sums in the blink of an eye.
We think smaller-cap stocks are poised to do better, as they tend to have less international exposure and pay higher effective tax rates.
For a possible solution, let’s turn to Italian banker Lorenzo de Tonti, who in the 1600s proposed a “tontine” to Louis XIV as a way for the French king to finance his wars.
PGA superstar Phil “Lefty” Mickelson may be called to testify in the insider trading trial of sports-bettor William “Billy” Walters.
Fans of Berkshire Hathaway CEO Warren Buffett eagerly await the last Saturday in February for his annual letter to shareholders to be posted. With U.S. stocks and political divisions running at record levels, Buffett offered some cool-headed historical perspective and timeless investment advice in his 2016 letter. According to Buffett, “One word sums up our […]
The DJIA is the default, shorthand answer to the question, “What did the market do today?”
Playing to win involves an intensification of effort and continual risk taking. The equivalent for playing not to lose is conservatism and trying to avoid costly mistakes.
