Which country will outperform? Here’s why it shouldn’t matter.
Investment opportunities exist all around the globe, but the randomness of global stock returns makes it exceedingly difficult to figure out which markets are likely to be outperformers. How should investors deal with this kind of uncertainty?
The 50-year battle for a better way to invest
Mac McQuown recruited me to help create the very first indexed portfolio in 1971. I was 24 years old and living in San Francisco, where more people my age were following the Grateful Dead than the stock market.
The US tech stock bubble – what next?
The US stock market has been the place to be in recent years: while the UK’s FTSE All Share is up 91%, the S&P 500 has returned a huge 341% in the past decade, led in the main by the giant technology companies. As the US represents 54.5% of the global stock market, the MFP portfolios have all benefitted from this growth.
The cost of trying to time the market
It’s not unusual to hear me say that timing the markets doesn’t work. Instead, I recommend creating an investment plan that’s designed to meet your individual goals and sticking with it. (With regular reviews, of course, to make sure your plan is still on track to deliver what matters to you most.)
The Top 7 Factors that affect your Financial Independence
The Top 7 Factors that affect your Financial Independence are listed below: How much you invest – Commit to investing How often you invest –
How much impact does the President have on markets?
“Over decades, it’s American innovation that succeeds, no matter what politicians do.” — David Booth, November 6,
Why investing can be like changing lanes
In Markets as in Traffic, Impulsive Moves May Not Help You Get Ahead. When markets are rough, it’s tempting to want to make a quick change…
The Value Story
When It’s Value vs. Growth, History Is on Value’s Side Historically, value stocks have outperformed growth stocks in the US, though recently that hasn’t…
A Market Top-Heavy with Tech Firms
Large and In Charge? Giant Firms atop Market Is Nothing New A top-heavy stock market with the largest 10 shares accounting for over 20%…
The Uncommon Average – How 10% investment returns are really achieved
Since 1926 the US stock market has returned 10% on year on average. But that doesn't mean that each year the returns have been 10%.
Staying informed about the evolving financial landscape
Remember that saying about March coming in like a lion and out like a lamb? Unfortunately, the coronavirus is highly unlikely to dissipate that quickly.
Taking a New View on Coronavirus
You know times are strange when you’re hearing from everyone – from the government to your local grocer – on what to do about the coronavirus.
Don’t panic. This too shall pass.
Another epic global panic attack Yesterday – 9th March – was the eleventh anniversary of the crescendo of global panic that marked the bottom…
Why you don’t need to fear the coronavirus
On Friday 17th January – after a spectacular 37% run that started the day after Christmas 2018 – the Standard & Poor’s 500-Stock Index closed at 3,329.
After the Woodford scandal, can we trust ‘Best Buys’ anymore?
We all know the story of the meteoric rise and dramatic fall of the now infamous Neil Woodfood, fund manager and co-founder of Woodford…
Keep on sticking with your globally diversified investment portfolio
If we asked you to hold your breath or stop blinking, how long could you do it? A minute, maybe two? Now, what if we asked how long you could go…
4 perils of market timing during political uncertainty
We've got unbelievable political uncertainty at the moment so what does this mean for your investments or your retirement savings?
Risk tolerance: How to measure it and what it really means
If you've taken advice from a financial adviser or you read the financial papers, you'll hear something talked about, which is called risk tolerance.
Investing explained: Asset allocation
A commonly used term - but what does it really mean? So, asset allocation. It's so ingrained in how we manage our clients' investment portfolios,
The investing dilemma for retirees, with Professor Elroy Dimson
Plan to spend your final pound on your final day on Earth The dilemma for impending retirees and retirees is this: that an ideal financial plan…