Category Archives: Newspaper

Unrewarded Risk

Wall Street often disregards the statistically sound results of years of study by the financial academics. Perhaps this is because much of the profit of Wall Street is based on ideas that are in opposition to the findings of academia. … Continue reading

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Is Perception Reality?

Before I continue the discussion on understanding investment risk, I feel compelled to intervene with thoughts regarding last week’s responses to the Jackson Speaks section of this publication. The question proposed, “Do you think the public is being gouged at … Continue reading

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Understanding Investment Risk

When it comes to investment risk, two facts are true for everyone! Everyone takes investment risk, but risk doesn’t necessarily mean return. You might be saying to yourself either, “I don’t take investment risk,” or “I like risk, it means … Continue reading

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Media Driven Market

Every study I have ever read comparing individual portfolio returns to the market always says the same thing regardless of who performs it. Individual portfolios in the market, “on average,” never perform as well as the market itself. The data … Continue reading

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Your Broker’s Interest May Not Be Yours

Merrill Rule Caveat Emptor – Your Broker’s Interest May Not Be Yours January 31, 2006, a new Securities and Exchange Commission (SEC) ruling went into effect allowing broker-dealer’s to further confuse the public regarding objective investment advice. The measure that … Continue reading

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