Home

Forgot?

Financial Inbox

May 22, 2015
Successful ETF Investing

Successful ETF Investing
Subscribe Today

May 22, 2015
Weekly ETF Report

The ‘New Normal’ Won’t Last Stocks in the S&P 500 are at new, all-time highs. The push to this point hasn’t been really robust, though, as evidenced by the fact that year to date, SPX is only up 3.3%. Still, we can’t deny the evidence that stocks have made the move to new highs, and that’s a good thing. What we can say, however, is that we shouldn’t fool ourselves into thinking that somehow this represents a “new normal” of sorts for the markets. The fact is that financial markets go up, and financial markets go down. You already knew that, of course, but in this era of central bank-stimulated equity values, it’s easy to think that maybe the new normal is for markets to just keep grinding higher. As we enter into a long, Memorial Day weekend, I want you to think about a couple of things. First, think about the immense sacrifice on the part of the men and women who gave their lives for this country via their military service. Then, think about the freedom that we all have, which includes the freedom to do what we choose with our money. In one tangential respect, making good choices with your money is a way of honoring those who paid the ultimate price for our freedom. I say that because it is incumbent upon us all to make good decisions in the best interest of ourselves, our families, our society and our country. You see, when you invest […]

May 15, 2015
Successful ETF Investing

Successful ETF Investing
Subscribe Today

May 15, 2015
Weekly ETF Report

MoneyShow Musings from the Front Lines I just returned home from the Las Vegas MoneyShow, an annual trek that I feel both honored and privileged to take part in. One of the things I like most about attending the MoneyShow is what I learn from the attendees. It is through “taking the pulse” of individuals who attend the show that I can get a great read on what the general mood is among investors, what they are most concerned about right now and how and where they are positioning their money. The most dominant theme/takeaway for me this year was the apparent lack of investor exposure to international equities. Now, for the past six months or so, I’ve been writing about how I thought international equities were going to outperform U.S. equities in 2015. That notion has thus far proved prescient, as stocks in broad-based international exchange-traded funds (ETFs) such as the iShares MSCI EAFE Index (EFA) are up 12.5% year to date, compared with stocks in the S&P 500, which are up just 3.2%. Despite this outperformance, many investors I spoke with seem reluctant to take out their fiscal passports and go where the performance resides. This is a mistake that I do not want my readers to make. Right now, the tailwinds in place driving European, Chinese, Japanese and emerging market equities are far stronger than those at home. In fact, by comparison, there are many more headwinds than tailwinds facing the United States. The main headwind for […]

Free Content »

Why Investors Shouldn't Get Complacent with the Market Highs

May 22, 2015

The ‘New Normal’ Won’t Last Stocks in the S&P 500 are at new, all-time highs. The push to this point hasn’t been really robust, though, as evidenced by the fact that year to date, SPX is only up 3.3%. Still, we can’t deny the evidence that stocks have made the move to new highs, and that’s a good thing. What we can say, however, is that we shouldn’t fool ourselves into thinking that somehow this represents a “new normal” of sorts for the markets. The fact is that financial markets go up, and financial markets go down. You already knew that, of course, but in this era of central bank-stimulated equity values, it’s easy to think that maybe the new normal is for markets to just keep grinding higher. As we enter into a long, Memorial Day weekend, I want you to think about a couple of things. First, think about the immense sacrifice on the part of the men and women who gave their lives for this country via their military service. Then, think about the freedom that we all have, which includes the freedom to do what we choose with our money. In one tangential respect, making good choices with your money is...

Recent Video alerts
Successful ETF Investing
Subscriber Tools »

Welcome to Successful ETF Investing

Investors have become complacent. Stocks are near all-time highs. Volatility is low. It's almost like investors are blind to the three coming catastrophes that can crash the market 30% or more in 2013:...
Current Recommendations
Fund Allocation
abc
25%
def
25%
ghi
25%
jkl
25%
Name Ticker Date Buy Price Stop Price
number 1 abc 08/30/2009 19.74 17.74
number 2 def 10/13/2009 19.72 17.72
number 3 ghi 05/15/2009 19.35 17.35
number 4 jkl 03/30/2009 20.08 17.08