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- Risk: What Exactly Is It?
- Since, nobody can clearly see into the future, achieving an accurate assessment of risk and its related expected returns is a cornerstone of prudent investing. But first it is important to define what exactly is meant by "risk." Risk takes on many guises and can be different things to different...
- White papers 2003-08-08
- Earnings Growth and Stock Returns
- Many investors and financial commentators believe that high earnings growth rates and high rates of return are synonymous. This is false. What is true is that differences in earnings growth rates influence the breakdown of expected rates of return into their capital gain and dividend components. All else equal, a...
- White papers 2000-08-01
- REITs, Your Home, and the Asset-Allocation Decision
- Diversification across asset classes is an important component of an investment plan. It reduces risk. It is also important to diversify across asset classes that have low correlation. It is therefore a good diversifier of risk and should be considered when constructing an asset-allocation plan. Once a home-owning investor decides...
- White papers 2000-09-18
- Benefits of ETFs Debated at Asset Allocation Seminar
- This article tries to provide various benefits of ETFs. Some institutional investors expressed a concern that is a common reaction to the concept of the exchange-traded fund: that they are the tool of the speculator and market-timer. They claimed, as many have, that ETFs are not an investment product designed...
- White papers 2000-11-01
- The Risk of "Buying Performance"
- One of the thing an investment advisor employing a multi-asset class strategy has to look forward to is the occasional reminder from a client that someone else is "doing it better" In most cases, the advisor doing it better has done so with a much more concentrated strategy that just...
- White papers 2000-12-07
- Diversifying Your Portfolio with International Equities
- Many investors and financial advisors advocate minimal exposure abroad, claiming that U.S. multinationals provide adequate diversification abroad. Still others say that the United States and foreign markets historically have very high levels of correlation, particularly during bear markets, when one needs the benefits of diversification most as a result, it...
- White papers 2002-09-27
- Total Stock Market Funds Are NOT a Shortcut to Asset Class Diversification
- There are many good reasons for investing the stock portion of investment portfolio in a "Total Stock Market" fund. These funds offer simplicity, low cost, and tax efficiency. They also tend to outperform the majority of actively managed mutual funds over virtually any period measured. Many investors do not have...
- White papers 2002-11-26
- Exchange Traded Funds : A White Paper
- This paper gives description about Exchange Traded Funds ETFs, the index investments that are a cross between exchanges listed corporate securities and open-ended mutual funds. ETFs have names such as "Spiders" and "Diamonds." While ETFs are competing with mutual funds, they have a very different history and operational structure. It...
- White papers 2003-01-01
- Modern Portfolio Theory
- One of the major concepts that most investors should be aware of is the relationship between the risk and the return of a financial asset. It is common knowledge that there is a positive relationship between the risk and the expected return of a financial asset. In other words, when...
- White papers 2003-01-01
- Hidden Trading Costs ETF Investors Should Know About
- A question, which often arises, is how does a small investor know he is getting the best price when he buys or sells an exchange-traded fund ETF. The truth is that brokers may quite legally complete a trade at less-than-optimal prices and pocket the difference, and the investor may never...
- White papers 2000-07-31
- Bond Index Funds - A Synopsis
- The main highlight of this article is bond index funds. The first bond index fund was in the early conceptual stages in 1985. Some of its advantages include: consistent performance, Index funds enjoy lower operating expenses, tough to beat the market in bonds, diversification. However, it suffers from severe limitations....
- White papers 2000-06-30
- Diversifying Internationally - Safe and Sensible
- It is very essential that one diversify his/her portfolio globally. It will provide financial profile with not only increased stability, but very possibly higher yields with less risk. Without a healthy allotment of international stocks, the porfolio is not as diversified as it should be. The most recent statistics also...
- White papers 2000-07-25
- Diversification with Inherent Assets in Mind
- Chances are, the successful individual investor keeps these basic ideas in mind for the long haul: be disciplined, save and invest as much as possible, be mindful of taxes, don't get caught up in the latest market mania fashion trend, and keep investments broadly diversified. The goal of diversification is...
- White papers 2001-02-26
- Why Invest Overseas At All?
- Before one buy an international index fund, he/she might ask whether it makes sense to invest overseas at all. Although this is a complicated question, it seems pretty clear that the increased diversification and opportunity provided by overseas equities argue strongly for their inclusion in most portfolios. The idea behind...
- White papers 2001-04-25
- Extrapolate Past Returns Into The Future
- To summarize: spectacular returns require that prices start at very distressed levels, a time when most people are afraid to invest in equities. Only bold and disciplined investors benefit. Also, very high prices must reflect both a very low perception of risk and low expected returns.
- White papers 2003-01-01
- Too Much Diversification Can be a Bad Thing
- This article explains an attempt to build a well-diversified portfolio of passively managed investments where investors can diversify their portfolio to the point where it will hurt them rather than help them. This is an attempt to diversify away all risk is a trap. This article also suggests investors some...
- White papers 2003-08-13
- Exchange Traded Funds
- This white paper addresses Exchange Traded Funds ETFs, the index investments that are a cross between exchange listed corporate securities and open-ended mutual funds. While ETFs are now competing with mutual funds, they have a very different history and operational structure. It is important for investors to know the difference...
- White papers 2000-02-24
- Comparing Different Tax Sheltered Investment Accounts
- Investors have a variety of options when looking to invest their money in tax-sheltered retirement accounts. For investors with more limited income, the traditional IRA allows for immediate tax deductions. Unlike the traditional IRA, however, income on the Roth IRA is never taxed. Finally, for self-employed individuals, Keough and SEP...
- White papers 2000-04-19
- Recent Portfolio Theory - Advice in a Multifactor World
- A bewildering array of new portfolio theories confronts the investor as he tries to put together an investment strategy. This article touches on some of the more important studies, and ultimately comes to a number of conclusions that should come as no surprise to index investors. It has been suggested...
- White papers 2000-06-07
- Risk And Expected Return
- From the executive summary: ‘Every investor has a basic understanding of the nature of risk and reward. The relationship is positively correlated viz. in order to attract investors to take more risk they must expect higher returns. The key word is expected. If the higher expected returns were guaranteed, there...
- White papers 2001-11-20
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