This week on Money For the Rest of Us Plus we revisit the process to assist investors to transition from one portfolio structure to another, including if one is holding cash. The key is to overcome regret aversion and loss aversion. We look at how to do that. We also look at the fear of rising interest rates and why is it so great and would the outcomes be that bad. Finally, we look at the cost of hedging a stock portfolio as a member evaluates a hedge fund strategy does exactly … [Read more...]
MNY122 Plus: Reconciling Different Market Views and Target Date Funds
This week on Money For the Rest of Us Plus we look at negative market outlooks from Crestmont Research and Real Vision TV and explore how to reconcile those bearish views with neutral investment conditions that suggest investors should keep their asset allocation in line with their long-term targets. We also look at target date funds and what to look for when investing in them. The episode length is 23 minutes. … [Read more...]
MNY121 Plus: Indexing and the Use of Leverage When Investing
This week on Money For the Rest of Us Plus we look at potential indicators for when indexing reaches a tipping point in that it has gotten too popular and active management makes more sense. We also look at the prudent use of leverage when investing including when buying a home. Finally, we review the impact on Doubleline Total Return Bond fund of the passing of one of their senior investment professionals. The episode length is 18 minutes. … [Read more...]
MNY120 Plus: Investing In Business Development Corporations
This week on Money For the Rest of Us Plus we look at characteristics of business development corporations and whether they are goods investments. The episode also discusses institutional money market funds and provides an update on David's peer-to-peer lending investments. The episode length is 20 minutes. … [Read more...]
MNY119 Plus: Municipal Bonds, RoboAdvisors and Market Losses
This week on Money For the Rest of Us Plus we look at the different recommendations a member received from three roboadvisors and how they compare to the Hub's model portfolios. We also look at how long it takes various asset classes to get back to even after they suffer a maximum drawdown. Finally, we explore how to evaluate municipal bonds on a tax equivalent yield basis. The episode length is 20 minutes. … [Read more...]
MNY118 Plus: Stock Market Returns Around Presidential Elections
This week on Money For the Rest of Us Plus we look at what returns have been for the U.S. stock market during the election cycle. We also look how whether the U.S. is in an recession or not has influenced the outcome of the election. Other topics in the episode include: What happens when a mutual fund closes to new investors, Why investors should use limit orders when trading, Why caused the ETF crash in the early trading minutes of August 24, 2015, Are Stable Value Funds a good … [Read more...]
MNY117 Plus: Alternative Investments and Antifragility
This week on Money For the Rest of Us Plus we review the imputed interest rate sensitivity (i.e. duration) of various asset classes and why hedge fund like strategies are not sensitive to changes in interest rates. We then look at options for non-accredited individual investors to invest in liquid alternative strategies. We also revisit what it means to be antifragile and how can one implement a barbell investment strategy that combines both aggressiveness and paranoia. As part of our … [Read more...]
MNY116 Plus: Gold-backed Currencies, Self-Directed IRAs and Age-Adjusting Portfolios
This week on Money For the Rest of Us Plus we look at whether the ruble and yuan are backed by gold as some claim. Also, what does it mean to be on the gold standard? We also answer a member's question regarding owning gold in a tax-deferred retirement account. Finally, we discuss how to adjust one's allocation as they age or approach a specific event such as the need to pay for college. The episode length is 21 minutes. … [Read more...]
MNY115 Plus: Valuations, Brokerage Collapses and Lazy Portfolios
This week on Money For the Rest of Us Plus we look at U.S. stock market valuations using the Fed Model which compares earnings yield to ten-year treasury bonds. It shows the market is 75% undervalued. We also look at why that notion is absurd, but why we shouldn't ignore relative valuations measures that utilize interest rates. We also look at what would happen if the brokerage firm where you have your assets collapses. We revisit lazy portfolios as we answer a member's asset allocation … [Read more...]
MNY114 Plus: Is Indexing Too Big, Currency Hedging and Bid/Ask Spreads
This week on Money For the Rest of Us Plus we look at the size of the indexing market and discuss whether there are too many indexers and not enough active managers. We also look at why hedging Canadian and Australian equity exposure actually increases volatility. I discuss what is a reasonable bid-ask spread when purchasing an ETF. And finally, we look at Canadian REITs and MLPs. The episode length is 26 minutes. … [Read more...]
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