Recent Posts by Ned Moore

Why Retirees Should at Least Consider a Financial Adviser

Even those who think they have their retirement planning in hand can use someone to keep them from making a costly mistake (From the Wall Street Journal) My question is about financial advisers. Specifically: Do I need one? I know that such help is important, but.... Read More...
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Quiz: Half of all Stocks Do What?

Or, Why Stocks Probably won't make you Rich Everyone has heard about the secretary who hit it big on Wal-Mart stock, or the day trader who made a fortune from his couch. Who among us hasn't wondered if they might be able to pick out a big winner? Although disappointing, it should probably come as…
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Our New Risk Assessment Questionnaire!

Feel free to take this quiz. Its free and quick and easy to use. Find out what your personal risk tolerance is by answering some multiple choice questions. https://risktolerancequiz.com/risk/assessment/213880520959bc25baa85b6/ Note: The Grable & Lytton Risk Assessment Questionnaire was created in 1999 by Dr. John Grable and Dr. Ruth Lytton. It has been in continuous use…
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Is “Smart Beta” Really Smarter?

Let’s face it, index-based mutual funds and Exchange Traded Funds (ETFs) can be pretty boring.  Since their job is merely to match index returns, not beat them, they are mostly left to compete on costs which, no offense to Sam Walton, is just not that exciting.  But they are popular. Just two companies, Vanguard and....Read…
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The Tortoise and the Hare

Compounding: The Most Powerful Factor Are you satisfied with your investing results over the last 20 years? If you were exposed to the market, you likely did reasonably well, despite the two hiccups in 2000 and 2008.  However, those who invested broadly during the prior 20 years likely did much better: Read More...
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The Way Wall Street says to Invest may be Dead

Bernstein told its clients the widely-followed portfolio formula used by retirement funds is obsolete, warning that investors will need to be more active to meet their objectives in the future. The so-called 60/40 rule, emerging during the 1950s, aimed to provide solid returns, diversification and the benefits of lower volatility across market cycles. But the…
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Canary in the Garage?

Correlation Madness Super Bowl Folly May 17th saw the year’s worst day for the stock market so far, as the Dow Jones and S&P 500 each lost 1.8%, and the Nasdaq plunged 2.6%, its biggest one-day loss since the 'Brexit' vote last June. The drop snapped a Nasdaq streak of 171 sessions without a greater…
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A New Dawn for Active Investment Managers?

As market gets shakier, passive funds might not be the best bets. Spring is a season of hope and uncertainty. Will the corn crop grow tall this year? Can Zac Efron resuscitate Baywatch? But nowhere is hope and uncertainty felt more keenly than among Wall Street’s stockpickers, who are emerging from a winter of discontent…
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Better Disciplined than Smart?

It's Just Human Nature Why really smart people still make stunningly bad investment decisions As recently as 2015, Bill Ackman’s Pershing Square Capital was rated as one of the world's top 20 Hedge Funds. Barely two years later Ackman’s well-heeled clientele is smarting from a crushing $4 billion loss... Read more...
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