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December 22, 2018

The plunge in stock prices means it is time to earn the equity risk premium. Here is a reminder of this critical fundamental financial concept of investing.

The risk premium is what you get paid for owning a risky asset.

A rubric of modern portfolio theory, taught at all...

August 25, 2018

Legendary singer, Aretha Franklin succumbed to pancreatic cancer at the age of 76 on August 16, 2018, and she was accorded funeral rites usually reserved for heads of state. But the diva who famously demanded respect, sadly, died without a will.

Her estate is subject to...

August 4, 2018

1. If you have a child or grandchild, for the first time, you can now pay tuition for kindergarten through 12th grade at private, public or religious schools with money saved in tax-advantaged 529 college savings accounts.

2. Thanks to the Tax Cuts And Jobs Act (TCJA),...

March 2, 2018

Economic data showing mild inflation amid rising employee compensation, along with reassuring testimony before Congress by the new Federal Reserve chair, was overshadowed by stock market volatility this past week.

While worries about a trade war dominated headlines, new...

February 24, 2018

Rising bond yields historically haven't been bad for stocks.

While you may see stories in the financial press saying otherwise, the facts show that periods marked by rising bond yields have often coincided with bull markets in stocks.

The red arrows point to five period...

February 17, 2018

After a 37-page indictment alleging a criminal conspiracy directed by the Russian government to meddle in the 2016 U.S. presidential election was posted at about 1 p.m. E.S.T. on Friday by the U.S. Justice Department, faith in the nation, as measured by the stock marke...

February 16, 2018

With stocks surging one moment and plunging the next, it's good to remember that, from 1926 through 2016, a portfolio diversified across stocks, bonds and cash averaged a 9.6% annual return, with a better risk-reward ratio than any one of the four investments with larg...

February 15, 2018

From its all-time closing high two weeks earlier, investors on Friday had corrected their valuation of stocks in the Standard & Poor's 500 index by 11.8% before rallying about 3% and closing at 2619.55.

From the all-time closing high of 2872.87 on Friday, Jan. 26 to Fri...

February 8, 2018

If you had the power to predict which one of 12 types of investments representing wide range of assets was going to be No. 1 every year for each of the 15 years from 2002 through 2016, you would have averaged a 29.9% annual return.

Of course, no one has the power to pre...

February 3, 2018

Interest rates rose on inflation fears, cratering stocks for the week. On Friday, the Standard & Poor's 500 stock index plunged by 2.1%, capping a 3.9% drop for the week, the biggest weekly loss in two years.

It was a week of big financial news: Janet Yellen exited as c...

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