How to Minimize the Damage From the Current Sell-Off
If you're like me, you've gotten several calls from clients about the market's poor performance. How to protect their portfolios? Start with rebalancing.
3 Ways to Tell if a Stock Has Hit Bottom
As Ben Graham said, it's better to buy after a decline, but how do you tell if a stock has finished declining?
Generating Returns While Protecting Portfolios From a Crash
Because stocks have continued to trend higher for so long, there is a growing sentiment that the other shoe may be about to drop.
Why the IA 35?
While I’m not a fervent believer in the “Great Man” theory of history, I do believe that individuals make a big difference in the history of the world, of nations and of families.
Under the Hood: Stock Market Valuation, Pt. 2—Shiller and Tobin
Concluding our discussion of stock market valuation tools, we look at Robert Shiller’s CAPE and James Tobin’s Q Ratio.
Berkshire’s Munger Addresses Life After Buffett
Berkshire Hathaway Vice Chairman Charlie Munger uses the firm's shareholder letter to address "the elephant in the room."
Finding Investing Alpha by Selective Stock Picking
Why I'm beginning to use some selective stock picking (think energy company Halliburton) to deliver alpha for clients, carefully following the wisdom of Benjamin Graham.
What Pro Sports Drafts Teach About Investing
Sports are not merely recreational but educational, according to Research Affiliates analysts, who derive some insights from the experience of baseball and soccer franchise owners.
Bogle’s 6 Best Books for Investors
What do investing gurus read when they need some guidance? Here's what Vanguard founder John Bogle recommends.
Buffett’s 7 Best Books for Investors: 2013
What do investing gurus read when they need some guidance?