Value Stocks Are Hot -- But Most Investors Will Burn Out
February 16, 2013: The Wall Street Journal
The great value investor Jean-Marie Eveillard explains what makes value investing so hard: pain.
http://online.wsj.com/article/SB10001424127887324432004578306153331261978.h...
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Another Big Holder Balks at Dell LBO
February 13, 2013: The Wall Street Journal
T. Rowe Price says Michael Dell`s buyout bid undervalues Dell Inc. (With Telis Demos, David Benoit and Ben Worthen.)
http://online.wsj.com/article/SB10001424127887324880504578300090035992424.h...
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Investor Aims High With Price For Dell
February 11, 2013: The Wall Street Journal
A look at Southeastern Asset Management`s valuation of Dell Inc. (With Sharon Terlep, David Benoit and Telis Demos.)
http://online.wsj.com/article/SB10001424127887323696404578296410475291922.h...
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A `Bucket List` for Better Diversification
February 09, 2013: The Wall Street Journal
A look at `differsification,`or how to protect your portfolio in different economic scenarios.
http://online.wsj.com/article/SB10001424127887324906004578292200253111008.h...
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It`s Hard to Limit U.S. Stock Exposure
February 02, 2013: The Wall Street Journal
Do the investors barging into high-yield bonds realize that their performance closely tracks the stock market?
http://online.wsj.com/article/SB10001424127887323926104578277852612918328.h...
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College Endowments Show Weak Returns
February 01, 2013: The Wall Street Journal
The average endowment fund lost money in the year ending June 2012 even though both stock and bond markets were up. (With Ruth Simon.)
http://online.wsj.com/article/SB10001424127887324610504578276360954805602.h...
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Buffett Made a Play for Big Board
January 29, 2013: The Wall Street Journal
The backstory behind Warren Buffett`s discussions to purchase NYSE Euronext in 2012.
http://online.wsj.com/article/SB10001424127887323829504578269750549659738.h...
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How Apple`s Fall Bit Bondholders, Too
January 26, 2013: The Wall Street Journal
People who thought they were buying short-term bonds ended up paying an arm and a leg for Apple stock as it plunged.
http://online.wsj.com/article/SB10001424127887323854904578263941939124314.h...
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How to Owe Capital-Gains Taxes Without Even Trying
January 19, 2013: The Wall Street Journal
The rare phenomenon of `corporate inversions` can lead investors to incur taxable capital gains when they don`t even sell stock.
http://online.wsj.com/article/SB10001424127887323783704578249841775885514.h...
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Inside the Self-Driving Index Funds That Finish First
January 12, 2013: The Wall Street Journal
A look at the simple, cheap, high-performing index funds in the Thrift Savings Plan for federal employees.
http://online.wsj.com/article/SB10001424127887324442304578235892062924114.h...
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How Huge Returns Mess With Your Mind
January 05, 2013: The Wall Street Journal
What makes compound returns so hard for many people to understand, and what to do about that.
http://online.wsj.com/article/SB10001424127887323689604578221783598474120.h...
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At Long Last, Could the Dividend Revolution Be Here?
December 29, 2012: The Wall Street Journal
Companies should consider returning to the way dividends were paid in the 19th century -- variably but generously.
http://online.wsj.com/article/SB10001424127887323291704578199632820722650.h...
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The 107-Year-Old Stock Picker
December 22, 2012: The Wall Street Journal
A profile of Irving Kahn, the oldest surviving student of Benjamin Graham.
http://online.wsj.com/article/SB10001424127887324731304578193323337104806.h...
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U.S. Stocks: Look Out Below?
December 15, 2012: The Wall Street Journal
Economist Robert Gordon argues that the U.S. economy is doomed to a future of slow growth. Is he right?
http://online.wsj.com/article/SB10001424127887324296604578179470910812286.h...
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Berkshire, in Rarity, to Buy Shares
December 13, 2012: The Wall Street Journal
Warren Buffett buys $1.2 billion in Berkshire Hathaway stock from a private investor. (With Erik Holm and Laura Saunders.)
http://online.wsj.com/article/SB10001424127887324481204578175163858501142.h...
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Are You Brilliant, or Lucky?
December 08, 2012: The Wall Street Journal
Why are investors pouring money into actively managed bond funds despite the massive evidence that bond index funds will do better?
http://online.wsj.com/article/SB10001424127887323316804578165143799397184.h...
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Fund Managers Lift Results With Timely Trading Sprees
December 06, 2012: The Wall Street Journal
A Page One analysis of the practice of window-dressing or marking the close, by which portfolio managers drive up stock prices just before the end of a quarter. (With Tom McGinty.)
http://online.wsj.com/article/SB10001424127887324205404578147190736344284.h...
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No Easy Money in Munis
December 01, 2012: The Wall Street Journal
A flood of money fleeing higher tax rates has driven up the prices of municipal bonds.
http://online.wsj.com/article/SB10001424127887324020804578151410698929272.h...
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Should You Bottle Up Your Money in `Baby Bonds`?
November 24, 2012: The Wall Street Journal
A look at bonds with tiny, $25 denominations and fat yields of up to 7.4%.
http://online.wsj.com/article/SB10001424127887324712504578133470673710586.h...
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Make the Tax Man Wait!
November 17, 2012: The Wall Street Journal
Should you sell your winning stocks before capital-gains taxes go up?
http://online.wsj.com/article/SB10001424127887324595904578123052465026368.h...
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Winning It by Trimming It
November 10, 2012: The Wall Street Journal
With the stock market up so sharply, it pays to rebalance systematically.
http://online.wsj.com/article/SB10001424127887324073504578108963196064662.h...
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Warren Buffett: Read All About Him
November 08, 2012: WSJ Online: Total Return blog
Two new books add to the collection of volumes about Buffett.
http://blogs.wsj.com/totalreturn/2012/11/08/warren-buffett-read-all-about-h...
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Why Buy and Hold Feels Dead
November 07, 2012: WSJ Online: Total Return blog
Why, when a patient approach to diversification has worked well, do so many people think it has failed?
http://blogs.wsj.com/totalreturn/2012/11/07/why-buy-and-hold-feels-dead/
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Why Buy and Hold Is Still Gold
November 06, 2012: WSJ Online: Total Return blog
A look at the leaky logic that underlies some of the beliefs about `tactical` allocation.
http://blogs.wsj.com/totalreturn/2012/11/06/why-buy-and-hold-is-still-gold/
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How Practical Is `Tactical`?
November 03, 2012: The Wall Street Journal
`Tactical Asset Allocation` funds are being promoted as the cure for market crashes. Look before you leap.
http://online.wsj.com/article/SB10001424052970204707104578095052760641218.h...
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Can You Trust Your Stockjobber?
October 30, 2012: WSJ Online: Total Return blog
A look back at how people invested from 1690 to 1720 suggests that human nature changes much less than we would like to admit.
http://blogs.wsj.com/totalreturn/2012/10/30/can-you-trust-your-stockjobber/
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In a Low-Rate World, Everything Is a Real-Estate Play
October 27, 2012: The Wall Street Journal
Real-estate investment trusts are hot, and just about everything imaginable is turning into a REIT.
http://jasonzweig.com/speeches/online.wsj.com/article/SB10001424052970204005004578080882499199060.html
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Gold: Do We Hear `36,000`?
October 24, 2012: WSJ Online: Total Return blog
A new book calls for gold to hit $10,000 an ounce. Does that sound familiar?
http://blogs.wsj.com/totalreturn/2012/10/24/gold-do-we-hear-36000/
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The Winner for Investors Is...
October 20, 2012: The Wall Street Journal
How much are stock returns affected by which party is in the White House?
http://jasonzweig.com/speeches/online.wsj.com/article/SB10000872396390444592704578066683295046230.html
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The Managed Rankings of ETF Managed Portfolios
October 15, 2012: WSJ Online: Total Return blog
A look at how the firms that assemble exchange-traded funds can tinker with rankings to make their portfolios look better.
http://blogs.wsj.com/totalreturn/2012/10/15/the-managed-rankings-of-etf-man...
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When Cheap Funds Cost Too Much
October 13, 2012: The Wall Street Journal
How to shop wisely among the increasingly popular `ETF managed portfolios.`
http://jasonzweig.com/speeches/online.wsj.com/article/SB10000872396390444657804578050501097576018.html
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Dividends: Start Screaming
October 13, 2012: The Wall Street Journal
Get ready for taxes to take a bigger bite out of your dividend income -- and what investors might be able to do about it.
http://jasonzweig.com/speeches/online.wsj.com/article/SB10000872396390444657804578052472320753336.html
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Conflict of Interest? Moi?
October 06, 2012: The Wall Street Journal
What will the first examination of conflicts on Wall Street in a decade turn up?
http://online.wsj.com/article/SB10000872396390443493304578038811945287932.h...
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There`s Nothing New Under the Sun
October 02, 2012: WSJ Online: Total Return blog
The financial crisis of 2008-2009, or the financial crisis of 1890?
http://blogs.wsj.com/totalreturn/2012/10/02/theres-nothing-new-under-the-su...
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Fee Deflation: ETF Costs Dwindle, but Don`t Disappear
September 29, 2012: The Wall Street Journal
As expense ratios approach zero, investors need to watch a range of other costs.
http://jasonzweig.com/speeches/online.wsj.com/article/SB10000872396390444752504578024433853129780.html
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Church of England to Bankers: Repent!
September 27, 2012: WSJ Online: Total Return blog
`Human sin is a reality that has to be taken account of` -- especially in the financial industry.
http://blogs.wsj.com/totalreturn/2012/09/27/church-of-england-to-bankers-re...
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Borrowing Against Yourself
September 22, 2012: The Wall Street Journal
Before you take out a margin loan on your brokerage account, remember that you shouldn`t borrow unless you`re prepared to lower your other risks.
http://online.wsj.com/article/SB10000872396390443890304578010353679971398.h...
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Protecting Your Bucket
September 15, 2012: The Wall Street Journal
What`s in the `Buckets of Money` that well-known financial planner Ray Lucia recommends?
http://online.wsj.com/article/SB10000872396390444433504577651651830164914.h...
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The Anti-Bernanke`s Early Warning on Quantitative Easing
September 13, 2012: WSJ Online: Total Return blog
As the Federal Reserve loosens policy again, the long-ago warnings of Melchior Palyi might be worth heeding.
http://blogs.wsj.com/totalreturn/2012/09/13/the-anti-bernankes-early-warnin...
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Want to Buy a Private Stock?
September 08, 2012: The Wall Street Journal
Private companies, for the first time in decades, can pitch their securities to the general public -- just as new studies document the financial illiteracy of the general public.
http://online.wsj.com/article/SB10000872396390443589304577637790108826970.h...
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Profits Came in Lower Than Expected? Hip, Hip, Hooray!
September 01, 2012: The Wall Street Journal
In the latest twist, Wall Street greets bad earnings news and good news for stocks.
http://online.wsj.com/article/SB10000872396390444772804577623391308969570.h...
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The Jackson Hole Speech People Should Long Remember
August 31, 2012: WSJ Online: Total Return blog
A call for resimplifying financial regulations in the age of complexity.
http://blogs.wsj.com/totalreturn/2012/08/31/the-jackson-hole-speech-people-...
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Are Debtors` Prisons Coming Back?
August 28, 2012: WSJ Online: Total Return blog
A look back at the history of punishment for delinquent borrowers.
http://blogs.wsj.com/totalreturn/2012/08/28/are-debtors-prisons-coming-back...
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Finish the Fed Limerick!
August 27, 2012: WSJ Online: Total Return blog
There once was a man named Bernank....
http://blogs.wsj.com/totalreturn/2012/08/27/finish-the-fed-limerick/
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Are Retail Investors `Fleeing` Stocks?
August 27, 2012: WSJ Online: Total Return blog
Not exactly.
http://blogs.wsj.com/totalreturn/2012/08/27/are-retail-investors-fleeing-st...
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Will These Royal Yields Rule?
August 25, 2012: The Wall Street Journal
The enormous income yields on royalty trusts may be too good to last.
http://online.wsj.com/article/SB10000872396390444082904577609291984902960.h...
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When Will the Retail Investor Call It Quits? (Again)
August 23, 2012: WSJ Online: Total Return blog
How much do short-term trading difficulties matter to long-term investors?
http://blogs.wsj.com/totalreturn/2012/08/23/when-will-the-retail-investor-c...
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Are Diamonds an ETF`s Best Friend?
August 07, 2012: WSJ Online: Total Return blog
Before long, there may be an ETF that is pegged to gem-quality diamonds.
http://blogs.wsj.com/totalreturn/2012/08/07/are-diamonds-an-etfs-best-frien...
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When Laws Twist Markets
August 04, 2012: The Wall Street Journal
The latest effort by Congress to bolster U.S. financial markets and create jobs leads to a boom in British soccer clubs and Caribbean tax havens.
http://online.wsj.com/article/SB10000872396390443545504577567213170814048.h...
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When Will Retail Investors Call It Quits?
August 02, 2012: The Wall Street Journal
The latest trading glitch drives another nail into the coffin of many individual investors` enthusiasm for stocks.
http://online.wsj.com/article/SB10000872396390443545504577563511537138938.h...
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The Flash Glitch and the Long-Term Investor
August 02, 2012: WSJ Online: Total Return blog
How much does -- and should -- the latest disturbance from high-frequency trading bother investors?
http://blogs.wsj.com/totalreturn/2012/08/02/the-flash-glitch-and-the-long-t...
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Breaking Up Is Hard to Do
July 28, 2012: The Wall Street Journal
How well would the Glass-Steagall Act work if it were revived?
http://online.wsj.com/article/SB10000872396390444840104577553192043480890.h...
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Should Crimes of Capital Get Capital Punishment?
July 27, 2012: WSJ Online: Total Return blog
A look at the history of the death penalty for financial wrongdoing.
http://blogs.wsj.com/totalreturn/2012/07/27/should-crimes-of-capital-get-ca...
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Stupid Investing Tricks
July 24, 2012: WSJ Online: Total Return blog
Why people investing on 30-year horizons move their money around based on the latest one-day fluctuations.
http://blogs.wsj.com/totalreturn/2012/07/24/stupid-investing-tricks/
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Why We`re Driven to Trade
July 21, 2012: The Wall Street Journal
What makes thinking about the longer-term future so hard?
http://online.wsj.com/article/SB10000872396390444097904577538924031591882.h...
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High Rates? Are You Delirious?
July 14, 2012: The Wall Street Journal
A look at the Cornerstone funds, which give investors their own money back and call it `yield.`
http://online.wsj.com/article/SB10001424052702303644004577525083204389036.h...
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Should You Go to an Adviser or an Advisor?
July 05, 2012: WSJ Online: Total Return blog
The law spells it one way; most practitioners spell it another.
http://blogs.wsj.com/totalreturn/2012/07/05/should-you-go-to-an-adviser-or-...
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The Art of Financial Crisis
July 03, 2012: WSJ Online: Total Return blog
In the Great Depression, Weimar Germany and Renaissance Italy, powerful art sprang from economic hard times. What about now?
http://blogs.wsj.com/totalreturn/2012/07/03/the-art-of-financial-crisis/
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New Ways to Weigh an Adviser
June 30, 2012: The Wall Street Journal
It`s high time financial advisers measured their own performance, not just the returns of funds. But it`s trickier than it sounds.
http://online.wsj.com/article/SB10001424052702304830704577495152435192704.h...
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I, Robot, Am a Stupid Trader
June 29, 2012: WSJ Online: Total Return blog
A British artist launches a computerized fund that invests on the basis of irrational human beliefs.
http://blogs.wsj.com/totalreturn/2012/06/29/i-robot-am-a-stupid-trader/
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Generation Why?
June 27, 2012: WSJ Online: Total Return blog
A plea for financial marketers to knock it off with the Generation X, Gen Y and millennial stuff.
http://blogs.wsj.com/totalreturn/2012/06/27/generation-why/
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Are Individual Investors Fleeing Stocks? Nope
June 27, 2012: WSJ Online: Total Return blog
A look beneath the headlines about small investors getting out of the stock market.
http://blogs.wsj.com/totalreturn/2012/06/27/are-individual-investors-fleein...
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BlackRock Fund Manager to Leave
June 22, 2012: The Wall Street Journal
Energy-fund manager Dan Rice will leave BlackRock, the firm announces.
http://online.wsj.com/article/SB10001424052702304441404577480972731325232.h...
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Housing Recovery? Not So Fast
June 20, 2012: WSJ Online: Total Return blog
How sure should we be that the real-estate market has turned the corner?
http://blogs.wsj.com/totalreturn/2012/06/20/housing-recovery-not-so-fast/
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A Fund Manager`s Home Cooking
June 16, 2012: The Wall Street Journal
BlackRock energy-fund manager Dan Rice steps aside after his side businesses come to light.
http://online.wsj.com/article/SB10001424052702303410404577468622975187312.h...
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How Green Is BlackRock Fund Manager`s Family Business?
June 15, 2012: WSJ Online: Total Return blog
The unusual environmental impacts of BlackRock manager Dan Rice`s outside interests.
http://blogs.wsj.com/totalreturn/2012/06/15/how-green-is-blackrock-fund-man...
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BlackRock: The Fund Manager and the Family Business
June 15, 2012: WSJ Online: Total Return blog
More details on the potentially conflicting interests of BlackRock money manager Dan Rice.
http://blogs.wsj.com/totalreturn/2012/06/15/blackrock-the-fund-manager-and-...
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Was Willie Sutton Wrong?
June 14, 2012: WSJ Online: Total Return blog
Why bother to rob banks anymore when they aren`t where the money is?
http://blogs.wsj.com/totalreturn/2012/06/14/was-willie-sutton-wrong/
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Is Your Mom a Hedge Fund?
June 12, 2012: WSJ Online: Total Return blog
What does it mean when `households` invest in government bonds?
http://blogs.wsj.com/totalreturn/2012/06/12/is-your-mom-a-hedge-fund/
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Are Bond Rates on a Road to Nowhere?
June 09, 2012: The Wall Street Journal
The `bond vigilantes` who used to bring discipline to interest rates have been run out of town.
http://online.wsj.com/article/SB10001424052702303296604577454431047267896.h...
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Can `Skin in the Game` Pose Conflicts?
June 02, 2012: The Wall Street Journal
A look at BlackRock energy-fund manager Dan Rice and the energy company run by his family.
http://online.wsj.com/article/SB10001424052702304821304577438511630586748.h...
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Could Computers Protect the Market From Computers?
May 26, 2012: The Wall Street Journal
With one electronic meltdown after another in today`s high-speed markets, is human oversight outmoded?
http://online.wsj.com/article/SB10001424052702304065704577426092877288770.h...
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Debauching the Currency: What It Looks Like
May 25, 2012: WSJ Online: Total Return blog
An artist imagines what the U.S. dollar will look like when it gets degraded.
http://blogs.wsj.com/totalreturn/2012/05/25/debauching-the-currency-what-it...
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Is `You` a Good Investment?
May 19, 2012: The Wall Street Journal
As Facebook goes public, investors need to bear in mind that loving a company is one thing. Loving the stock is entirely another.
http://online.wsj.com/article/SB10001424052702303879604577412610568852458.h...
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The JOBS Act Goes Global
May 17, 2012: WSJ Online: Total Return blog
As Congress attempts to create jobs in the U.S., companies in India get the first boost.
http://blogs.wsj.com/totalreturn/2012/05/17/the-jobs-act-goes-global/
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Dimons in the Rough, and Other Bad J.P. Morgan Puns
May 15, 2012: WSJ Online: Total Return blog
Headline writers, please try harder.
http://blogs.wsj.com/totalreturn/2012/05/15/dimons-in-the-rough-and-other-b...
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Polishing the Dimon Principle
May 12, 2012: The Wall Street Journal
Never forget the words of Richard Feynman: `You must not fool yourself -- and you are the easiest person to fool.`
http://online.wsj.com/article/SB10001424052702304543904577398173827749672.h...
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Buffett Is Out Of Step
May 07, 2012: The Wall Street Journal
What does the underperformance of Berkshire Hathaway say about the financial markets?
http://online.wsj.com/article/SB10001424052702304020104577386402893189014.h...
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Should Robots Replace Regulators?
May 05, 2012: The Wall Street Journal
With regulators vastly outnumbered by the humans they oversee, could machines do a better job?
http://online.wsj.com/article/SB10001424052702304020104577384211255978898.h...
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A Flaming Buy? Natural Gas Won`t Stay Low Forever
April 28, 2012: The Wall Street Journal
Natural gas is very close to being given away. Investors should sniff opportunity.
http://online.wsj.com/article/SB10001424052702303990604577369832446507656.h...
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Crowdsourcing a Debt-Crisis Solution
April 26, 2012: WSJ Online: Total Return blog
What policymakers could learn from regular folks about how to get the debt and deficit under control.
http://blogs.wsj.com/totalreturn/2012/04/26/crowdsourcing-a-debt-crisis-sol...
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Suze Orman Parts Ways with Newsletter
April 24, 2012: WSJ Online: Total Return blog
After calling him `ethical` and `a genius,` Suze Orman ditches her former partner, Mark Grimaldi.
http://blogs.wsj.com/totalreturn/2012/04/24/suze-orman-parts-ways-with-news...
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And Buffett`s Successor Is...
April 21, 2012: The Wall Street Journal
Amid the sheer guesswork about who will succeed Warren Buffett at Berkshire Hathaway, can numbers tell us anything?
http://online.wsj.com/article/SB10001424052702304331204577355901445439744.h...
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Searching for the First `Bubble`
April 19, 2012: WSJ Online: Total Return blog
The history and derivation of the word `bubble,` and what investors can learn from it.
http://blogs.wsj.com/totalreturn/2012/04/19/where-did-bubbles-bubble-up/
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Between the Lines of the JOBS Act
April 18, 2012: WSJ Online: Total Return blog
Will the new law be a boon for Main Street or Wall Street?
http://blogs.wsj.com/totalreturn/2012/04/18/between-the-lines-of-the-jobs-a...
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In New Funds, Old Flaws
April 14, 2012: The Wall Street Journal
Exchange-traded notes sound like exchange-traded funds, but their fees -- and behavior -- can be nothing alike.
http://online.wsj.com/article/SB10001424052702303624004577341823640668892.h...
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The China Crackdown
April 12, 2012: WSJ Online: Total Return blog
U.S. regulators hit hard at alleged cases of securities fraud by Chinese-based companies.
http://blogs.wsj.com/totalreturn/2012/04/12/the-china-crackdown/
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Howard Schow, R.I.P.
April 10, 2012: WSJ Online: Total Return blog
What made the founder of PRIMECAP such a successful investor?
http://blogs.wsj.com/totalreturn/2012/04/10/howard-schow-r-i-p/
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A Few More Punishments We`d Like to See
April 09, 2012: WSJ Online: Total Return blog
As a rogue trader is sentenced to death in China, suggestions on other penalties that might clean up the financial markets.
http://blogs.wsj.com/totalreturn/2012/04/09/a-few-more-punishments-wed-like...
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The Dividend-Fund Dilemma
April 07, 2012: The Wall Street Journal
Do the investors who have poured billions of dollars into dividend-oriented funds understand the risks?
http://online.wsj.com/article/SB10001424052702304072004577326221868111132.h...
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Why Investors Can`t Escape `Risk`
April 06, 2012: WSJ Online: Total Return blog
What the derivation and history of the word `risk` can tell us about the hazards of investing.
http://blogs.wsj.com/totalreturn/2012/04/06/why-investors-cant-escape-risk/
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Keys to Thinking About Keynes
April 03, 2012: WSJ Online: Total Return blog
Why do people judge Keynes the investor based on their views about Keynes the economist?
http://blogs.wsj.com/totalreturn/2012/04/03/keys-to-thinking-about-keynes/
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Keynes -- Stock-Picker Extraordinaire
March 31, 2012: The Wall Street Journal
The economist John Maynard Keynes, new research shows, was one of the most remarkable investors of the 20th Century.
http://online.wsj.com/article/SB10001424052702304177104577313810084976558.h...
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Why China Loves Gold
March 30, 2012: WSJ Online: Total Return blog
The 2000-year-old precedent for hoarding of gold by China`s central bank.
http://blogs.wsj.com/totalreturn/2012/03/30/why-china-loves-gold/
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Congress Pays, the Public Pays
March 29, 2012: WSJ Online: Total Return blog
As Congress finally restricts (somewhat) its freedom to trade securities on inside information, the taxpayers foot the bill.
http://blogs.wsj.com/totalreturn/2012/03/29/congress-plays-the-public-pays/
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`Jumbo Shrimp,` Meet `Sophisticated Investor`
March 28, 2012: WSJ Online: Total Return blog
What would George Carlin think of the idea that the markets are full of sophisticated investors?
http://blogs.wsj.com/totalreturn/2012/03/28/jumbo-shrimp-meet-sophisticated...
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The U.S. House Cleans House (a Bit)
March 27, 2012: WSJ Online: Total Return blog
Congress balances its own books for the first time in years.
http://blogs.wsj.com/totalreturn/2012/03/27/the-u-s-house-cleans-house-a-bi...
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What Would Graham Say About Goldman?
March 20, 2012: WSJ Online: Total Return blog
In the ruckus over conflicts of interest at Goldman Sachs, a look back at the views of Benjamin Graham.
http://blogs.wsj.com/totalreturn/2012/03/20/what-would-graham-say-about-gol...
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Just 1% Away From the S&P`s All-Time High
March 19, 2012: WSJ Online: Total Return blog
As the stock market nudges toward its record levels of five years earlier, no one is celebrating.
http://blogs.wsj.com/totalreturn/2012/03/19/just-1-away-from-the-sps-all-ti...
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`Junk` ETFs: Tread Lightly
March 17, 2012: The Wall Street Journal
Has the enormous growth of high-yield ETFs distorted the market for junk bonds?
http://online.wsj.com/article/SB10001424052702303863404577285501263960594.h...
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What Brokers Call Clients Behind Their Backs
March 16, 2012: WSJ Online: Total Return blog
Why is anyone surprised that bankers at Goldman Sachs call clients `muppets`?
http://blogs.wsj.com/totalreturn/2012/03/16/muppets-suckers-and-guppies-wha...
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Rough Sledding: Clinging to Stocks
March 10, 2012: The Wall Street Journal
Lessons on buy-and-hold investing from Daniel Dent, fund manager and Iditarod competitor.
http://online.wsj.com/article/SB10001424052970203961204577271670091239232.h...
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The Financial Wisdom of G.K. Chesterton
March 06, 2012: WSJ Online: Total Return blog
What the master of English prose can teach us about the follies of economic forecasting.
http://blogs.wsj.com/totalreturn/2012/03/06/the-financial-wisdom-of-g-k-che...
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Dow 1,339,410: The Latest Milestone
March 03, 2012: The Wall Street Journal
As the Dow Jones Industrial Average passes 13000, a closer look at what the levels of stock indexes mean.
http://online.wsj.com/article/SB10001424052970204571404577257373285657442.h...
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Why There Has Never Been a Better Time to Be an Investor
March 01, 2012: WSJ Online: Total Return blog
The first stock I ever bought, and what the stock market of 1976 tells us about today.
http://blogs.wsj.com/totalreturn/2012/03/01/has-there-ever-been-a-better-ti...
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Is There Gold in Them There Bills?
February 28, 2012: WSJ Online: Total Return blog
To benefit from `money printing` by central banks, you could buy gold.` Or you could buy the company that does the money printing.
http://blogs.wsj.com/totalreturn/2012/02/28/is-there-gold-in-that-there-pap...
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Is `Derisking` Even Riskier?
February 25, 2012: The Wall Street Journal
When you `de-risk` your portfolio, be sure you aren`t just replacing old risks with new ones.
http://online.wsj.com/article/SB10001424052970204778604577243302119518244.h...
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When Your DNA Dings Your ROI
February 22, 2012: WSJ Online: Total Return blog
New research in genoeconomics finds that variations in DNA explain much of the likelihood of making common investing mistakes.
http://blogs.wsj.com/totalreturn/2012/02/22/when-your-dna-dings-your-roi/
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So Who Commented on the Volcker Rule?
February 20, 2012: WSJ Online: Total Return blog
A look at the numbers and variety of comment letters on the proposed banking reform.
http://blogs.wsj.com/totalreturn/2012/02/20/so-who-commented-on-the-volcker...
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Simple Index Funds May Be Complicating the Markets
February 18, 2012: The Wall Street Journal
Are index funds and ETFs making all financial assets dangerously interconnected?
http://online.wsj.com/article/SB10001424052970204059804577229201842045734.h...
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Eurotrashing: The Latest Sales Pitch
February 16, 2012: WSJ Online: Total Return blog
Direct marketers are starting to exploit the woes of the Eurozone.
http://blogs.wsj.com/totalreturn/2012/02/16/eurotrashing-the-latest-sales-p...
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The Financial Crisis Will Be Over When...
February 13, 2012: WSJ Online: Total Return blog
...Americans finally re-embrace one of the virtues that made the country great: thrift.
http://blogs.wsj.com/totalreturn/2012/02/13/the-financial-crisis-will-be-ov...
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This Is Your Brain on a Hot Streak
February 11, 2012: The Wall Street Journal
What leads investors to fixate on the market\'s short-term return as if it were predictive of the long-term future?
http://online.wsj.com/article/SB10001424052970204642604577215133261921346.h...
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Insider Bill Passes With New Backers
February 10, 2012: The Wall Street Journal
The STOCK Act to curb insider trading on Capitol Hill moves forward after a series of articles in The Wall Street Journal. With Michael Rothfeld.
http://online.wsj.com/article/SB10001424052970203646004577213022335207102.h...
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A Dickens of a Reminder
February 07, 2012: WSJ Online: Total Return blog
On Charles Dickens` 200th birthday, a look back at the financial wreckage he witnessed when he toured the U.S. in 1842.
http://blogs.wsj.com/totalreturn/2012/02/07/a-dickens-of-a-reminder/
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Mark Zuckerberg: CEO for Life?
February 06, 2012: WSJ Online: Total Return blog
Facebook`s IPO prospectus dwells on management tenure and compensation. Investors should, too.
http://blogs.wsj.com/totalreturn/2012/02/06/mark-zuckerberg-ceo-for-life/
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Facebook and the St. Petersburg Paradox
February 04, 2012: The Wall Street Journal
How much should investors be willing to pay for a company whose growth prospects seem almost unlimited?
http://online.wsj.com/article/SB10001424052970204662204577200862677176998.h...
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Who Are You Calling Birdbrain?
February 02, 2012: WSJ Online: Total Return blog
Our exclusive interview with the racing pigeon that was just auctioned for $328,000.
http://blogs.wsj.com/totalreturn/2012/02/02/who-you-calling-birdbrain/
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Facebook Prospectus: The Word Cloud
February 01, 2012: WSJ Online: Total Return blog
What does the relative frequency of words used in the prospectus for Facebook`s pending IPO say about its prospects? You decide.
http://blogs.wsj.com/totalreturn/2012/02/01/facebook-prospectus-the-word-cl...
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Are Pension Forecasts Way Too Sunny?
January 28, 2012: The Wall Street Journal
For many pension plans to meet their projections, the stock market needs to grow at nearly 14% a year. Dream on.
http://online.wsj.com/article/SB10001424052970203363504577185440666871560.h...
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Can You Sum Up Your Investing Philosophy in 10 Words?
January 27, 2012: WSJ Online: Total Return blog
Famous investors -- and regular readers -- boil their beliefs down to 10 words or less.
http://blogs.wsj.com/totalreturn/2012/01/27/can-you-sum-up-your-investing-p...
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`We`re No. 1,` Says Suze Orman`s Newsletter Guru. Is He Right?
January 25, 2012: WSJ Online: Total Return blog
A look at the complicated rationale used by Mark Grimaldi to claim a No. 1 performance ranking for his newsletter.
http://blogs.wsj.com/totalreturn/2012/01/25/were-no-1-says-suze-ormans-news...
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Suze Orman Zaps Newsletter Returns
January 23, 2012: WSJ Online: Total Return blog
The money diva takes down reported results after questions from The Wall Street Journal.
http://blogs.wsj.com/totalreturn/2012/01/23/suze-orman-zaps-newsletter-retu...
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Should Suze Orman`s Newsletter Partner Be Pumping His Ratings?
January 23, 2012: WSJ Online: Total Return blog
A look at how the money diva`s partner represented his Morningstar ratings.
http://blogs.wsj.com/totalreturn/2012/01/23/should-suze-ormans-newsletter-p...
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Meet Suze Orman`s Newsletter Guru
January 21, 2012: The Wall Street Journal
Is the investing partner of personal-finance diva Suze Orman really No. 1 in performance?
http://online.wsj.com/article/SB10001424052970203750404577173344073389960.h...
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Auditing the Auditors
January 19, 2012: WSJ Online: Total Return blog
What can investors do to guard against sloppy accounting?
http://blogs.wsj.com/totalreturn/2012/01/19/auditing-the-auditors/
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NYSE to Brokers: Hey, No Gambling in the Casino!
January 18, 2012: WSJ Online: Total Return blog
The New York Stock Exchange sternly reminds its members that `certain gambling activities` are `strictly prohibited.`
http://blogs.wsj.com/totalreturn/2012/01/18/nyse-to-brokers-hey-no-gambling...
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One Cure for Accounting Shenanigans
January 14, 2012: The Wall Street Journal
When 11% of the companies in the S&P 500-stock index have used the same auditing firm for at least a half-century, isn`t it high time that accountants had term limits?
http://online.wsj.com/article/SB10001424052970203721704577159062085026058.h...
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The Case Against Shareholder Rights
January 12, 2012: WSJ Online: Total Return blog
Does ownership have its privileges?
http://blogs.wsj.com/totalreturn/2012/01/12/the-case-against-shareholder-ri...
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Corporate Pensions Are in Trouble, Too
January 12, 2012: WSJ Online: Total Return blog
Pension-funding shortfalls will take a bite out of companies` earnings.
http://blogs.wsj.com/totalreturn/2012/01/12/corporate-pensions-are-in-troub...
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Inefficient, Schminefficient
January 11, 2012: WSJ Online: Total Return blog
What evidence is there that markets other than blue-chip stocks are easier to beat? Not much.
http://blogs.wsj.com/totalreturn/2012/01/11/inefficient-schminefficient/
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Will New Tools Help Small Shareholders Topple Giants?
January 07, 2012: The Wall Street Journal
Social networks are arising that might give individual investors new powers at corporate annual meetings.
http://online.wsj.com/article/SB10001424052970204331304577144920619220332.h...
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How Weird Is Ron Paul`s Portfolio
January 05, 2012: WSJ Online: Total Return blog
Another round in the debate over the gold-laden investment portfolio of presidential candidate Ron Paul.
http://blogs.wsj.com/totalreturn/2012/01/05/how-weird-is-ron-pauls-portfoli...
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Ready to Try On Mr. Buffett`s Shoes
January 03, 2012: The Wall Street Journal
How did Ted Weschler, Warren Buffett`s new investing deputy, get the job? (Co-written with Steve Eder.)
http://online.wsj.com/article/SB10001424052970203686204577116853073660824.h...
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Lawmakers Lose in Markets
December 30, 2011: The Wall Street Journal
Amid the insider-trading scandal on Capitol Hill, are itchy-fingered members of Congress any good at trading? (With Brody Mullins and Tom McGinty.)
http://online.wsj.com/article/SB10001424052970203899504577126940157408980.h...
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Now That`s Performance Art
December 24, 2011: The Wall Street Journal
How hedge funds pump up performance -- and fees -- in the year-end ritual of `window dressing.`
http://online.wsj.com/article/SB10001424052970203686204577116352886527644.h...
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The Ron Paul Portfolio
December 21, 2011: WSJ Online: Total Return blog
A look at the investments of presidential candidate Ron Paul, whose portfolio certainly practices what he preaches.
http://blogs.wsj.com/totalreturn/2011/12/21/the-ron-paul-portfolio/
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Kicking the Can Down the Road
December 21, 2011: WSJ Online: Total Return blog
An essay on the phrase that suddenly has become the universal way to describe the lack of progress on the world`s financial problems.
http://blogs.wsj.com/totalreturn/2011/12/21/kicking-the-can-down-the-road/
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Can Annual Reports Save Lives?
December 17, 2011: The Wall Street Journal
In one of the oddest outcomes of the financial crisis, U.S. securities regulators are now in the business of policing human rights in Africa.
http://online.wsj.com/article/SB10001424052970203733304577102412994084008.h...
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Keeping Up With the Wangs
December 14, 2011: WSJ Online: Total Return blog
Judging your investment success by your wealth relative to other people has spread to China.
http://blogs.wsj.com/totalreturn/2011/12/14/keeping-up-with-the-wangs/
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Why a Financial-Transaction Cost Could Backfire
December 13, 2011: WSJ Online: Total Return blog
Imposing a transaction tax or `Tobin tax` on high-frequency traders sounds like a great idea. But it won`t work.
http://blogs.wsj.com/totalreturn/2011/12/13/why-a-financial-transaction-tax...
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How Small Investors Can Get Stomped
December 10, 2011: The Wall Street Journal
In markets dominated by computers, humans get cheap trades most of the time -- and explosively bad trades every once in a while.
http://online.wsj.com/article/SB10001424052970204319004577088732068907626.h...
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Wasted Away in Margaritaville
December 09, 2011: WSJ Online: Total Return blog
The latest investing scam: tequila shares.
http://blogs.wsj.com/totalreturn/2011/12/09/wasted-away-in-margaritaville/
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What Surveys Don`t Know About You
December 07, 2011: WSJ Online: Total Return blog
Do those surveys of how much consumers will spend during holiday shopping season mean anything?
http://blogs.wsj.com/totalreturn/2011/12/07/what-surveys-dont-know-about-yo...
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Congress Pushing Curb on Trading
December 06, 2011: The Wall Street Journal
In the wake of The Wall Street Journal`s articles on insider trading on Capitol Hill, will Congress reform its rules? With Brody Mullins and Tom McGinty.
http://online.wsj.com/article/SB10001424052970204083204577082751846890664.h...
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There Is No `New Normal` Economy
December 05, 2011: WSJ Online: Total Return blog
A detailed look at history shows all the hype about the `new normal` is nonsense.
http://blogs.wsj.com/totalreturn/2011/12/05/there-is-no-new-normal-economy/
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Enron, 10 Years After
December 05, 2011: WSJ Online: Total Return blog
On the 10th anniversary of Enron`s bankruptcy, what are the lessons for investors? An interview with a former senior Enron manager.
http://blogs.wsj.com/totalreturn/2011/12/05/enron-10-years-after/
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What Price Smooth Sailing?
December 03, 2011: The Wall Street Journal
A look at `stable-value` funds in retirement plans.
http://online.wsj.com/article/SB10001424052970204397704577074520504909852.h...
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High-Frequency Scalping
December 02, 2011: WSJ Online: Total Return blog
How, in the world of high-frequency trading, it can suddenly cost 26% of your money to buy a stock.
http://blogs.wsj.com/totalreturn/2011/12/02/high-frequency-scalping/
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Is Microsoft Mega-Cheap?
December 01, 2011: WSJ Online: Total Return blog
How cheap is the giant company?
http://blogs.wsj.com/totalreturn/2011/12/01/is-microsoft-mega-cheap/
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Who Needs Financial Planners, Anyway?
November 29, 2011: WSJ Online: Total Return blog
New analysis of demographic data shows who is most likely to use financial advice.
http://blogs.wsj.com/totalreturn/2011/11/29/who-needs-financial-planners-an...
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Why Bankers Should Be Grateful for Occupy Wall Street
November 26, 2011: The Wall Street Journal
A look at the history of intellectual and popular hostility to Wall Street.
http://online.wsj.com/article/SB10001424052970203764804577060062028463068.h...
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A Mini-Boom in Financial Planners Going Bust
November 23, 2011: WSJ Online: Total Return blog
As the recession keeps hitting home, bankruptcies among financial planners -- not just their clients -- are on the rise.
http://blogs.wsj.com/totalreturn/2011/11/23/a-mini-boom-in-financial-planne...
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Can Birds Plan for Retirement?
November 22, 2011: WSJ Online: Total Return blog
New experiments in animal behavior show that Eurasian jays (Garrulus glandarius) can defer gratification for days on end.
http://blogs.wsj.com/totalreturn/2011/11/22/can-birds-plan-for-retirement/
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The Supercommittee as a Risk Factor
November 21, 2011: WSJ Online: Total Return blog
As the government struggles to get the U.S. debt and deficit under control, companies have started pointing to it as a `risk factor` in their financial statements.
http://blogs.wsj.com/totalreturn/2011/11/21/the-supercommittee-as-a-risk-fa...
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Safe at Home? Not in a 401(k)
November 19, 2011: The Wall Street Journal
When the markets get shaky, investors add more money to their own company`s stock.
http://online.wsj.com/article/SB10001424052970204517204577046450495612744.h...
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The Rise and Fall of Bill Miller
November 18, 2011: The Wall Street Journal
What lessons can investors learn from the spectacular record and sudden decline of Legg Mason`s Bill Miller?
http://online.wsj.com/article/SB10001424052970204517204577044570430299472.h...
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Ay Caramba, Central Bankers!
November 18, 2011
The higher a government`s bond yields go, the less its citizens trust the central bank.
http://blogs.wsj.com/totalreturn/2011/11/18/ay-caramba-central-bankers/
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The Wrong Guru for Occupy Wall Street
November 15, 2011: WSJ Online: Total Return blog
Why has the protest movement latched onto Henry Ford`s ideas?
http://blogs.wsj.com/totalreturn/2011/11/15/the-wrong-guru-for-occupy-wall-...
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What Buffett`s Mentor Thought of IBM
November 14, 2011: WSJ Online: Total Return blog
With Warren Buffett buying a stake in IBM, a look back at his teacher Benjamin Graham`s view of the company decades earlier.
http://blogs.wsj.com/totalreturn/2011/11/14/what-buffetts-mentor-thought-of...
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Caging Raging Contagion
November 12, 2011: The Wall Street Journal
With markets around the world moving in lockstep, which investments offer some semblance of diversification?
http://online.wsj.com/article/SB10001424052970203537304577032422699909192.h...
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The Extraordinary Popular Delusion of Believing What You Read
November 11, 2011: WSJ Online: Total Return blog
Some of the best stories in Charles Mackay`s classic book `Extraordinary Popular Delusions and the Madness of Crowds` are just that: stories.
http://blogs.wsj.com/totalreturn/2011/11/11/the-extraordinary-popular-delus...
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The Vulnerable Older Investor
November 10, 2011: WSJ Online: Total Return blog
A new survey shows the alarming risks of fraud faced by aging investors.
http://blogs.wsj.com/totalreturn/2011/11/10/the-vulnerable-older-investor/
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Real Estate: The Long Road Back
November 08, 2011: WSJ Online: Total Return blog
How long will it take the psychology of the housing market to recover? History suggests it could take years more.
http://blogs.wsj.com/totalreturn/2011/11/08/real-estate-the-long-road-back/
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The Extraordinary Popular Delusion of Bubble Spotting
November 05, 2011: The Wall Street Journal
It turns out the author of `Extraordinary Popular Delusions and the Madness of Crowds`was an apologist for a bubble that unfolded before his very eyes.
http://online.wsj.com/article/SB10001424052970204621904577017960729384948.h...
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The Credit Union Stampede
November 04, 2011: WSJ Online: Total Return blog
With `Occupy Wall Street` fomenting anger against banks, Americans are shifting money to credit unions.
http://blogs.wsj.com/totalreturn/2011/11/04/the-credit-union-stampede/
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For Muni Investors, November May Be a No-No
November 04, 2011: WSJ Online: Total Return blog
Research suggests that municipal bonds tend to be unduly cheap in November and December.
http://blogs.wsj.com/totalreturn/2011/11/04/for-muni-investors-november-may...
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Fund Data Gone Wild
November 03, 2011: WSJ Online: Total Return blog
Sometimes, websites report wildly divergent statistics on what mutual funds hold in their portfolios.
http://blogs.wsj.com/totalreturn/2011/11/03/fund-data-gone-wild/
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A Modest Proposal
November 01, 2011: WSJ Online: Total Return blog
What if market forecasters were held accountable for the accuracy of their predictions?
http://blogs.wsj.com/totalreturn/2011/11/01/a-modest-proposal/
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Quantitative Easing: The Wayback Version
October 31, 2011: WSJ Online: Total Return blog
A look at Federal intervention in the capital markets, from 1866.
http://blogs.wsj.com/totalreturn/2011/10/31/quantitative-easing-the-wayback...
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In Real Estate, Simple Wins
October 29, 2011: The Wall Street Journal
A look at so-called tenancy-in-common deals, a real-estate wrinkle gone bad.
http://online.wsj.com/article/SB10001424052970204505304577004122808408172.h...
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This Is Your Brain on Gains
October 28, 2011: WSJ Online: Total Return blog
A new study in neuroeconomics helps explain why we learn more from positive surprises than from negative ones.
http://blogs.wsj.com/totalreturn/2011/10/28/this-is-your-brain-on-gains/
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Watching the Watchdog
October 25, 2011: WSJ Online: Total Return blog
The Consumer Financial Protection Bureau, even before it opens its doors, is drawing scrutiny.
http://blogs.wsj.com/totalreturn/2011/10/25/watching-the-watchdog/
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Why There Was No `Occupy Wall Street`200 Years Ago
October 24, 2011: WSJ Online: Total Return blog
The gap between rich and poor was much smaller than today, even in the period that sparked a revolution.
http://blogs.wsj.com/totalreturn/2011/10/24/why-there-was-no-occupy-wall-st...
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When Funds Lend Stock, Who Gains?
October 22, 2011: The Wall Street Journal
Is your mutual fund or ETF getting the most out of its securities-lending operations for you?
http://online.wsj.com/article/SB10001424052970203752604576645442999588006.h...
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Correlation Quackery
October 20, 2011: WSJ Online: Total Return blog
The latest lame argument from crybaby stockpickers: They can`t do well when correlations are high.
http://blogs.wsj.com/totalreturn/2011/10/20/correlation-quackery/
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ETFs on the Hot Seat
October 19, 2011: WSJ Online: Total Return blog
Tune in to Congressional hearings on ETFs.
http://blogs.wsj.com/totalreturn/2011/10/19/etfs-on-the-hot-seat/
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Investor, Take This Test
October 18, 2011: WSJ Online: Total Return blog
An alternative to the dopey `risk-tolerance` questionnaires that financial advisers foist on their clients.
http://blogs.wsj.com/totalreturn/2011/10/18/investor-take-this-test/
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Why We Can`t Let Go of Our Losers
October 15, 2011: The Wall Street Journal
The neuroeconomics of trying to dump an investment you`ve lost money on.
http://online.wsj.com/article/SB10001424052970204774604576631302847124750.h...
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If It Looks Like a Bear...
October 08, 2011: The Wall Street Journal
Who says a 20% market decline is the definition of a bear market?
http://online.wsj.com/article/SB10001424052970204294504576617271308863848.h...
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Shareholders, Don`t Buy In to Buybacks
October 01, 2011: The Wall Street Journal
Share-repurchase programs sound like a great idea, but many destroy value instead of adding it.
http://online.wsj.com/article/SB10001424052970203405504576603124202273828.h...
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Buffett Spots Fresh Bargain: Shares in His Own Company
September 27, 2011: The Wall Street Journal
A look at Berkshire Hathaway`s announcement of a share-repurchase program. (With Jonathan Cheng.)
http://online.wsj.com/article/SB10001424052970204831304576594582853871222.h...
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Why Buying on the Dips Isn`t All It`s Cracked Up to Be
September 24, 2011: The Wall Street Journal
How easy is it to come out ahead by buying stocks whenever the market drops?
http://online.wsj.com/article/SB10001424053111904563904576589134168081092.h...
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Is Gold Cheap? Who Knows? But Gold-Mining Stocks Are
September 17, 2011: The Wall Street Journal
It`s hard, if not impossible, to tell what gold is worth. But you can value gold-mining stocks, and they are cheap.
http://online.wsj.com/article/SB10001424053111904491704576575051077746110.h...
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A Disciplined and Driven `Connect-the-Dots` Investor
September 14, 2011: The Wall Street Journal
An in-depth look at Warren Buffett`s new hire, Ted Weschler. (With Steve Eder.)
http://online.wsj.com/article/SB10001424053111903532804576569142588655126.h...
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Berkshire`s New Hire Bears Shades of Buffett
September 13, 2011: WSJ Online
A first look at Ted Weschler, the money manager hired by Warren Buffett to run part of Berkshire Hathaway`s portfolio. (With Mary Pilon.)
http://online.wsj.com/article/SB10001424053111904265504576566933743013152.h...
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Berkshire Adds Depth to Bench
September 13, 2011: The Wall Street Journal
Who is Warren Buffett`s new deputy manager, Ted Weschler? (With Serena Ng.)
http://online.wsj.com/article/SB10001424053111904353504576566372894483578.h...
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Buffett`s New Stock Picker Gives Madoff Gag Gifts
September 12, 2011: WSJ Online: MarketBeat blog
Warren Buffett`s latest hire has a sense of humor.
http://blogs.wsj.com/deals/2011/09/12/buffetts-new-stock-picker-gives-madof...
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Why a Legendary Market Skeptic Is Upbeat About Stocks
September 10, 2011: The Wall Street Journal
An interview with Vanguard founder John C. Bogle.
http://online.wsj.com/article/SB10001424053111904103404576560913892680574.h...
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Flash Tax: Why Levies on High-Speed Trading Won`t Work
September 03, 2011: The Wall Street Journal
Transaction taxes have a long history -- of failing to serve their purpose.
http://online.wsj.com/article/SB10001424053111903895904576545093200230366.h...
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How the Halo Effect Puts a Shine on Apple and Buffett
August 27, 2011: The Wall Street Journal
Which companies benefit from a warm glow cast over them by charismatic CEOs?
http://online.wsj.com/article/SB10001424053111904009304576532861636564194.h...
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Gold Even Reigns on the Stock Market
August 23, 2011: The Wall Street Journal
A brief shining moment: SPDR Gold Shares (GLD) becomes the world`s largest exchange-traded fund.
http://online.wsj.com/article/SB10001424053111904279004576524890803937206.h...
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Too Flustered to Trade: A Portrait of the Angry Investor
August 20, 2011: The Wall Street Journal
Years of lousy returns have turned investors into horrified bystanders.
http://online.wsj.com/article/SB10001424053111904070604576518584290614602.h...
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Stocks Are Cheaper, But They Aren`t Cheap
August 06, 2011: The Wall Street Journal
Fear is the best fertilizer for future bull markets.
http://online.wsj.com/article/SB10001424053111903885604576490351626676830.h...
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Unwitting Angels: When Fund Investors Become Bankers
July 30, 2011: The Wall Street Journal
Is your mutual fund suddenly in the business of bailing out bad debtors with your money?
http://online.wsj.com/article/SB10001424053111903635604576476460016084304.h...
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Forget About Black Swans, the One Floating Ahead Is Neon
July 23, 2011: The Wall Street Journal
Some risks are so blindingly obvious -- like, say, a decay in the quality of U.S. creditworthiness -- that investors close their eyes to them.
http://online.wsj.com/article/SB10001424053111904233404576462410143674364.h...
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The Debt Crisis: If Treasury Bonds Aren`t Safe, What Is?
July 16, 2011: The Wall Street Journal
With new doubts about Uncle Sam`s debts, a look at what the new safe havens might be.
http://online.wsj.com/article/SB10001424052702304223804576448204190940120.h...
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Is the Market Half-Empty or Half-Full?
July 09, 2011: The Wall Street Journal
Market pundits still insist on quoting the returns of the stock market without dividends.
http://online.wsj.com/article/SB10001424052702304793504576434102752272650.h...
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Why You Shouldn`t Buy Those Quarterly Earnings Surprises
July 02, 2011: The Wall Street Journal
How impressed should you be when you hear that earnings at most companies beat the consensus forecast? Not very.
http://online.wsj.com/article/SB10001424052702303763404576419783497869132.h...
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Banking on Yourself: Is It Ever OK to Raid Your 401(k)?
June 25, 2011: The Wall Street Journal
Sometimes.
http://online.wsj.com/article/SB10001424052702304231204576405902730644780.h...
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How Much Will `Floating Rate` Funds Really Float?
June 18, 2011: The Wall Street Journal
Floating-rate or bank-loan funds are hot, but they have changed in ways investors need to understand.
http://online.wsj.com/article/SB10001424052702304453304576391900432920670.h...
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Here`s One Way to Beat the Market
June 04, 2011: The Wall Street Journal
How some managers, including Jim Cramer, get to say they outperform: by comparing themselves to a benchmark with one hand tied behind its back.
http://online.wsj.com/article/SB10001424052702304563104576363892725584866.h...
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What Will It Take for Companies to Unlock Cash Hoards?
May 28, 2011: The Wall Street Journal
Companies have more cash than they know what to do with. It`s a shame so much of it is overseas.
http://online.wsj.com/article/SB10001424052702303654804576349282770703112.h...
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Own Government Bonds? Here`s Something Else to Fret About
May 21, 2011: The Wall Street Journal
The coming of `financial repression` could mean painfully low returns for a painfully long time.
http://online.wsj.com/article/SB10001424052748704083904576335420994526968.h...
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Hedging Your Home Value: The Greatest Idea Never Sold
May 14, 2011: The Wall Street Journal
The urgency -- and puzzling difficulty -- of protecting against falling real-estate values.
http://online.wsj.com/article/SB10001424052748704681904576321550230318740.h...
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How Long Will the Tax Break on Municipal Bonds Last?
May 07, 2011: The Wall Street Journal
Will Congress make tax-free bonds taxable?
http://online.wsj.com/article/SB10001424052748704810504576307233579693982.h...
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Buffett Looking Out of Step
May 07, 2011: The Wall Street Journal
In a market addicted to the Fed\'s free money, would you rather own Berkshire Hathaway or Cannabis Science, Inc.?
http://online.wsj.com/article/SB10001424052702304020104577386402893189014.h...
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How Inflation-Protected Funds Get to Inflate Their Yields
April 30, 2011: The Wall Street Journal
The oddity that enables TIPS funds to report report `yields` three times higher than those of the bonds they hold.
http://online.wsj.com/article/SB10001424052748704473104576293063576172904.h...
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Hi Ho, Silver: Some Fund Investors Could End Up Tarnished
April 23, 2011: The Wall Street Journal
The hazards of buying a silver fund at a premium to its net asset value.
http://online.wsj.com/article/SB10001424052748704889404576277294113826806.h...
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Bonds Shrug Off Revised Outlook
April 19, 2011: The Wall Street Journal
As Standard & Poor`s downgrades the credit rating of the U.S., what is likely to happen?
http://online.wsj.com/article/SB10001424052748704821704576271362149081014.h...
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Why So Many Blue-Chip Investors Are Still Singing the Blues
April 16, 2011: The Wall Street Journal
What has been keeping great companies from producing great stock returns?
http://online.wsj.com/article/SB10001424052748703648304576265163363258614.h...
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The Next Google -- or the Next Debacle?
April 09, 2011: The Wall Street Journal
Regulators are loosening the rules under which private companies can reach out to investors. Watch out.
http://online.wsj.com/article/SB10001424052748704843404576251010355249124.h...
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Insider Trading: Why We Can`t Help Ourselves
April 02, 2011: The Wall Street Journal
What blinded Warren Buffett to the conflicts of interest going on under his very nose?
http://online.wsj.com/article/SB10001424052748704530204576236922024758718.h...
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Will New Rules on Fees Slow Down Eager-Beaver Brokers?
March 26, 2011: The Wall Street Journal
How the ``markups`` on stocks and bonds can skin you out of up to 5% of your money.
http://online.wsj.com/article/SB10001424052748703696704576222814056970904.h...
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Meet `Future You.` Like What You See?
March 26, 2011: The Wall Street Journal
New `virtual reality` techniques could help solve the age-old problem of saving for retirement.
http://online.wsj.com/article/SB10001424052748703410604576216663758990104.h...
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Some Investors Are Betting That Japan Will Rise Again
March 19, 2011: The Wall Street Journal
In the wake of the devastating tsunami, should you invest?
http://online.wsj.com/article/SB10001424052748703512404576208940806123886.h...
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These Rookie Regulators Have Got Moxie -- and Not Much Else
March 12, 2011: The Wall Street Journal
Could tens of thousands of investment advisers be regulated by a handful of law students in Oxford, Miss.?
http://online.wsj.com/article/SB10001424052748703327404576194690259075696.h...
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That`s Oil, Folks: Why You Don`t Need More in Your Portfolio
March 05, 2011: The Wall Street Journal
Should you rush to buy energy stocks or funds?
http://online.wsj.com/article/SB10001424052748704076804576180510277088354.h...
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Once Bitten, Twice Bold: Look Who`s Buying Stocks Now
February 26, 2011: The Wall Street Journal
Meet the sheepish bulls: people who got out of the stock market when it crashed and who are tiptoeing back in after it has risen.
http://online.wsj.com/article/SB10001424052748704692904576166290382532296.h...
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Why Investors Can`t Get More Cash Out of U.S. Companies
February 19, 2011: The Wall Street Journal
Tax regulations are so peculiar that U.S. companies would rather borrow money than bring it home from abroad.
http://online.wsj.com/article/SB10001424052748703803904576152492475125636.h...
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How Now, 36,000 Dow? The Ominous Undertone of Rallies
February 12, 2011: The Wall Street Journal
The folks who brought us``Dow 36,000`` at the peak of the last bull market now warn of a bear market.
http://online.wsj.com/article/SB10001424052748704329104576138271281667798.h...
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Keynes: He Didn`t Say Half of What He Said. Or Did He?
February 11, 2011: WSJ Online: MarketBeat blog
Where is the proof that John Maynard Keynes ever said, `The market can remain irrational longer than you can stay solvent`?
http://blogs.wsj.com/marketbeat/2011/02/11/keynes-he-didnt-say-half-of-what...
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Exchanges Pushed by a Need for Speed
February 10, 2011: The Wall Street Journal
Stock exchanges have long been not just in the business of trading securities but controlling information.
http://online.wsj.com/article/SB20001424052748703716904576134662389503974.h...
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Preferred Stock: Are Those Juicy Yields Worth the Extra Risk?
February 05, 2011: The Wall Street Journal
The pursuit of high income has its pitfalls.
http://online.wsj.com/article/SB10001424052748704570104576124330896347642.h...
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A Chance to Veto a CEO`s Bonus
January 29, 2011: The Wall Street Journal
Will a `say on pay` slow the growth in executive compensation?
http://online.wsj.com/article/SB10001424052748703399204576108680208010522.h...
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Super Bowl Indicator: The Secret History
January 28, 2011:WSJ Online: MarketBeat blog
Every January, market forecasters trot out the Super Bowl Indicator again, pretending that it has predictive power. Don`t any of them know it was deliberately conceived as a farce?
http://blogs.wsj.com/marketbeat/2011/01/28/super-bowl-indicator-the-secret-...
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Will Small Investors Ever Warm Up to Stocks Again?
January 22, 2011: The Wall Street Journal
A look at what it might take to get individual investors back into the stock market.
http://online.wsj.com/article/SB10001424052748704115404576096060508814434.h...
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Why Regulators Can`t Keep `Safe` Bond Funds from Sinking
January 15, 2011: The Wall Street Journal
What makes rule violations that are obvious in hindsight so hard to spot in foresight?
http://online.wsj.com/article/SB10001424052748704637704576082043188855226.h...
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Why the Fuss Over Facebook Doesn`t Make It a Home Run
January 08, 2011: The Wall Street Journal
Is it worth trying to get in on the ground floor of the Facebook IPO?
http://online.wsj.com/article/SB10001424052748704055204576068230611823242.h...
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Will New Rules Help Investors Win Disputes With Brokers?
December 18, 2010: The Wall Street Journal
If you think your financial adviser treated you unfairly, getting satisfaction can be an ordeal.
http://online.wsj.com/article/SB10001424052748703395904576025933033375032.h...
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Granny and Clyde: When Seniors Scam Seniors
December 18, 2010: The Wall Street Journal
A look at the disturbing incidence of elderly financial advisers ripping off elderly clients. With Mary Pilon.
http://online.wsj.com/article/SB10001424052748704098304576021600313140180.h...
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Look Before You Reap: Tax-Loss Harvesting Can Backfire
December 11, 2010: The Wall Street Journal
Selling at a loss for the tax break can be trickier than it looks.
http://online.wsj.com/article/SB10001424052748703727804576011482935521922.h...
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Will Shaking Up the Watchdogs Take a Bite Out of Crime?
December 04, 2010: The Wall Street Journal
What to watch for as states take over regulating many financial advisers from the federal government.
http://online.wsj.com/article/SB10001424052748703350104575652883949651588.h...
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Are Index Funds on Track to Become Even Harder to Beat?
November 27, 2010: The Wall Street Journal
New techniques that should increase the efficiency of index funds.
http://online.wsj.com/article/SB10001424052748704008704575638583030174768.h...
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Why Your Stock Portfolio Is Acting Like a Commodity Basket
November 20, 2010: The Wall Street Journal
What makes common stocks behave like sugar and crude oil?
http://online.wsj.com/article/SB10001424052748703531504575624702180462406.h...
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Who`s Advising Your Adviser?
November 20, 2010: The Wall Street Journal
Some of the organizations that train financial advisers put the ``vice`` in ``advice.`` With Mary Pilon.
http://online.wsj.com/article/SB10001424052748703688704575621032867952168.h...
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Are ETFs a Menace -- Or Just Misunderstood?
November 13, 2010: The Wall Street Journal
Do exchange-traded funds pose a ``systemic risk``?
http://online.wsj.com/article/SB10001424052748704865704575610833659564558.h...
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The Man Who Called the Financial Crisis -- 70 Years Early
November 06, 2010: The Wall Street Journal
A look at economist Melchior Palyi, who predicted how regulatory hubris and bungled credit ratings could lead to a financial crisis.
http://online.wsj.com/article/SB10001424052748704405704575596382345085258.h...
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Congress Has Active Investors
November 06, 2010: The Wall Street Journal
Some of the most itchy-fingered investors in America are members of Congress. With Tom McGinty and Brody Mullins.
http://online.wsj.com/article/SB10001424052748704405704575596632929737388.h...
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Have You Herd? Your Adviser Is Scared to Set You Straight
October 30, 2010: The Wall Street Journal
Do financial advisers rebalance their clients` accounts -- or unbalance them?
http://online.wsj.com/article/SB10001424052702304879604575582540743655262.h...
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Buffett: Combs Is a ``100% Fit``
October 27, 2010: The Wall Street Journal
Who is Todd Combs, the new co-manager of Berkshire Hathaway`s investment portfolio? (With Serena Ng, Susan Pulliam and Gregory Zuckerman.)
http://online.wsj.com/article/SB10001424052702303341904575576373008860754-s...
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Manias and Meddlers: The Secret Past of the Chinese Stock Market
October 23, 2010: The Wall Street Journal
Government-controlled market bubbles in China date back more than a century, and in the past they didn`t end well.
http://online.wsj.com/article/SB10001424052702304354104575568251451512656.h...
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What Conflict of Interest? How Power Blinds Us to Our Flaws
October 16, 2010: The Wall Street Journal
Why do members of Congress and their aides think there`s nothing wrong with the perception of insider trading on Capitol Hill?
http://online.wsj.com/article/SB10001424052748704049904575554224110186824.h...
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The Credentials Racket
October 16, 2010: The Wall Street Journal
Those fancy initials after your financial adviser`s name might not be as impressive as they seem. With Mary Pilon.
http://online.wsj.com/article/SB10001424052748703927504575540582361440848.h...
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Congress Staffers Gain From Trading in Stocks
October 11, 2010: The Wall Street Journal
Another in our series of investigative articles about insider trading on Capitol Hill. With Brody Mullins and Tom McGinty.
http://online.wsj.com/article/SB20001424052748703431604575522434188603198.h...
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ETF Wars: the Deflation Scenario Investors Should Cheer
October 09, 2010: The Wall Street Journal
Price competition arrives in earnest for the fund investor.
http://online.wsj.com/article/SB10001424052748703927504575540343224624412.h...
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The Bond `Bubble`: Are Small Investors Taking Too Big a Bet?
October 02, 2010: The Wall Street Journal
Is it the little guy or the so-called ``smart money``who is taking the risk of rising interest rates?
http://online.wsj.com/article/SB20001424052748704029304575526172764480294.h...
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The Market War Between Traders and Investors Heats Up
September 25, 2010: The Wall Street Journal
Have high-frequency traders hijacked the stock market, and what can anybody do to stop them?
http://online.wsj.com/article/SB10001424052748703793804575511990102886132.h...
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Unlikely Superstar: How a Forgotten Fund Got Hot in a Hurry
September 18, 2010: The Wall Street Journal
The meteoric rise of the Permanent Portfolio says more about investors than about investments.
http://online.wsj.com/article/SB10001424052748704858304575497662644720960.h...
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Inflation? Deflation? It`s All About `Meflation`
September 11, 2010: The Wall Street Journal
Wall Street`s pundits and salepeople all want you to make a bet on either inflation or deflation. That forecasting game takes your eye off what really matters.
http://online.wsj.com/article/SB10001424052748704505804575483811411612060.h...
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Downside Protection Has Its Downsides
September 04, 2010: The Wall Street Journal
What your insurance agent might not tell you about equity-indexed annuities.
http://online.wsj.com/article/SB10001424052748703431604575468212487332270.h...
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Ticker Shock: When a Catchy Stock Symbol Lures Investors
August 14, 2010: The Wall Street Journal
You would never buy a stock just because you liked its ticker symbol. Or would you?
http://online.wsj.com/article/SB10001424052748703723504575426001633028456.h...
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Screen Savers: Will Online Financial Planning Catch On?
August 07, 2010: The Wall Street Journal
Could your next financial planner be a batch of online software and a web conference?
http://online.wsj.com/article/SB10001424052748703988304575413422740203834.h...
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A Fund Fee That Keeps on Taking
July 31, 2010: The Wall Street Journal
Can the Securities and Exchange Commission reform 12b-1 marketing fees in mutual funds without making the whole mess even worse?
http://online.wsj.com/article/SB10001424052748704532204575397822332984234.h...
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Another Can`t Miss Deal That Can Miss Spectacularly
July 24, 2010: The Wall Street Journal
A look under the hood of `secondary-market income annuities.`
http://online.wsj.com/article/SB10001424052748704249004575385140963405252.h...
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For Investors, Shaking Up Is Hard to Do
July 17, 2010: The Wall Street Journal
What happens when an individual investor goes on a crusade against an underperforming company?
http://online.wsj.com/article/SB10001424052748704913304575371370117600364.h...
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Get Ready for a Cataclysmic Market Crash! (Or Maybe Not)
July 10, 2010: The Wall Street Journal
Some forecasters are calling for the Dow to drop all the way to 1000. What would it take for them to be right?
http://online.wsj.com/article/SB10001424052748704799604575356840533734182.h...
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Hazardous Waters: Should Investors Bet on Rising Risk?
July 03, 2010: The Wall Street Journal
Trying to make money off volatility is all the rage -- a likely sign that volatility is about to wane.
http://online.wsj.com/article/SB10001424052748704699604575342911446889540.h...
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Consumers Get a Watchdog Agency
June 26, 2010: The Wall Street Journal
New legislation creates the Consumer Financial Protection Bureau. (With Mary Pilon.)
http://online.wsj.com/article/SB10001424052748704569204575329130754875618.h...
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The Demise of the IPO -- and Some Ideas on How to Revive It
June 25, 2010: The Wall Street Journal
Where have all the initial public offerings of stock gone?
http://online.wsj.com/article/SB10001424052748704569204575328784069347058.h...
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So That`s Why Investors Can`t Think for Themselves
June 19, 2010: The Wall Street Journal
New research in neuroeconomics shows that going along with the crowd is intrinsically rewarding...even if it`s wrong.
http://online.wsj.com/article/SB10001424052748703438604575314932570154178.h...
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The 11-Year Itch: Still Stuck at Dow 10000
June 12, 2010: The Wall Street Journal
Could the long slog of the stock market turn out to be a replay of 1966 through 1982?
http://online.wsj.com/article/SB10001424052748704463504575300693236099872.h...
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Hey, Money Managers, Stop Putting the Squeeze on Investors
June 05, 2010: The Wall Street Journal
How the investment business should restructure its services to provide clients a fair shake.
http://online.wsj.com/article/SB10001424052748704080104575286580479578498.h...
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Back to the Future: Lessons from the Flash Crash of 1962
May 29, 2010: The Wall Street Journal
May 6, 2010 was not the first time the stock market had a mysterious meltdown.
http://online.wsj.com/article/SB10001424052748703957604575272791511469272.h...
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Why One Legendary Investor Is More Worried Than Ever
May 22, 2010: The Wall Street Journal
The great value investor Seth Klarman explains why being smart in one dimension may no longer be enough.
http://online.wsj.com/article/SB10001424052748704167704575258442772338282.h...
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When ‘Stop-Loss’ Trades Backfire on Investors
May 15, 2010: The Wall Street Journal
A technique intended to keep you safe can put you in danger when you least expect it. A news story with Mary Pilon and Karen Blumenthal.
http://online.wsj.com/article/SB10001424052748703950804575242942496526282.h...
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Volatility Is Your Friend
May 15, 2010: The Wall Street Journal
Strategies that can turn market crashes into opportunities. (A news story with Kelly Greene, Laura Saunders, Anne Tergesen and Jane Kim.)
http://online.wsj.com/article/SB10001424052748703950804575242574125990754.h...
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Holding Brokers to a Higher Standard
May 15, 2010: The Wall Street Journal
Why won`t Congress require brokers to have a fiduciary duty toward clients?
http://online.wsj.com/article/SB10001424052748704414504575244621048180014.h...
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When the Global Debt Shuffle Hits Home
May 08, 2010: The Wall Street Journal
What the Greek crisis and the market swoon are telling us.
http://online.wsj.com/article/SB10001424052748704292004575230601932486166.h...
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Lenders Want Their Money from Chinese Milk Supplier
May 05, 2010: The Wall Street Journal
With millions of cash gone and its executives missing, what happened at China Milk? A news story with Carolyn Cui.
http://online.wsj.com/article/SB10001424052748704866204575224763824551400.h...
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For Bill on Lawmaker Trading, Delay Is Long and Short of It
May 05, 2010: The Wall Street Journal
A bill that would restrict insider trading by members of Congress is going nowhere in Congress. A news story with Brody Mullins.
http://online.wsj.com/article/SB10001424052748704866204575224631314927058.h...
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Lawmakers Bet on Fall in Stocks
May 04, 2010: The Wall Street Journal
Even as they criticized leverage and short-selling, members of Congress used leverage to short-sell U.S. markets during the financial crisis. A Page One news story with Tom McGinty and Brody Mullins.
http://online.wsj.com/article/SB10001424052748703871904575216491495135642.h...
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How the Little Guy Can Prey on Executive Pay
May 01, 2010: The Wall Street Journal
Can you turn the tables on CEOs and their fat paychecks?
http://online.wsj.com/article/SB10001424052748704093204575216562459639530.h...
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Full Disclosure: Most Risks Hide in Plain Sight
April 24, 2010: The Wall Street Journal
Would better disclosure have discouraged investors from buying from Goldman Sachs?
http://online.wsj.com/article/SB10001424052748704388304575202280469112698.h...
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Watch Out for Hidden Tax Traps Inside ETFs
April 17, 2010: The Wall Street Journal
A look at the tricky tax rules on commodity and currency ETFs.
http://online.wsj.com/article/SB10001424052702304628704575186433316749798.h...
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A Perk of Power: Trading in Companies You Oversee
April 10, 2010: The Wall Street Journal
Unlike just about everybody else, members of Congress can trade whatever and whenever they want.
http://online.wsj.com/article/SB10001424052702304703104575174124009720464.h...
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Time to Take Stock of the Recent Market Rallies
April 03, 2010: The Wall Street Journal
When stocks go up, your enthusiasm needs to go down.
http://online.wsj.com/article/SB10001424052702304871704575160190948059722.h...
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Consuelo Mack WealthTrack
April 02, 2010: Consuelo Mack WealthTrack
A joint interview on public television, with Charles D. Ellis, on the lessons of the crash.
http://wealthtrack-appletv.blip.tv/file/3435887/ ; http://wealthtrack.com/previous_04-02-2010.php
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What Makes a Good Investor?
March 31, 2010: Blue Marble Research
An audio interview with Vinny Catalano of Blue Marble Research.
http://www.bluemarbleresearch.com/btsb/Zweig.mp3
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Why Fund Managers’ Hot Performance Isn’t So Hot
March 27, 2010: The Wall Street Journal
Have markets suddenly gotten easy to beat?
http://online.wsj.com/article/SB10001424052748703416204575145703078176296.h...
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What`s in a Name: If It’s ‘China,’ a Pick-Me-Up
March 20, 2010: The Wall Street Journal
Why sticking ‘China’ onto a stock’s name makes it go up.
http://online.wsj.com/article/SB10001424052748704534904575131700104302706.h...
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Why You Should Get a Bigger Slice of Earnings
March 13, 2010: The Wall Street Journal
When will companies fork over higher dividends to investors?
http://online.wsj.com/article/SB10001424052748703447104575117712727580250.h...
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Tech Companies Won, Investors Lost
March 10, 2010: The Wall Street Journal
Ten years on, the lesson of the Internet bubble: Uncertainty is good.
http://online.wsj.com/article/SB10001424052748704145904575111952082691926.h...
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A Star Trader Who Rarely Ever Traded
March 06, 2010: The Wall Street Journal
What investors can learn from Jack Laporte of T. Rowe Price.
http://online.wsj.com/article/SB10001424052748704869304575103471269923964.h...
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Brokers Win, Investors Lose Key Reform
February 27, 2010: The Wall Street Journal
Why isn’t Congress holding brokers to a higher standard of fiduciary duty?
http://online.wsj.com/article/SB10001424052748703940704575089413832399630.h...
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High Yields Aren’t Always a Good Thing
February 20, 2010: The Wall Street Journal
The fat dividends on closed-end funds can get skinny in a hurry.
http://online.wsj.com/article/SB10001424052748704269004575073781963001438.h...
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Behavioral Finance: What Can Investors Learn from Their Mistakes?
February 16, 2010: CFA Institute
A video discussion, with Gregory Seals of the CFA Institute, on the pitfalls of risk perception, where investors went wrong, and how Wall Street needs to change. (Free registration required.)
http://www.cfawebcasts.org/modules/catalog/CourseDetails.aspx?ProductGroupI...
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High Trading Is Bad News for Investors
February 13, 2010: The Wall Street Journal
Why investors, including big institutions, keep acting like traders.
http://online.wsj.com/article/SB10001424052748704337004575059960489864970.h...
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Will We Ever Again Trust Wall Street?
February 06, 2010: The Wall Street Journal
What would it take for burned investors to return to the markets?
http://online.wsj.com/article/SB10001424052748704878904575031442147996562.h...
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Placing Your Investing Chips in the Right Countries
January 30, 2010: The Wall Street Journal
Is the global map of your portfolio lopsided?
http://online.wsj.com/article/SB10001424052748704343104575033103904554046.h...
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Will New Rules Tame the Wall Street Tiger?
January 23, 2010: The Wall Street Journal
How financial regulation might be redesigned with the lessons of history in mind.
http://online.wsj.com/article/SB10001424052748703822404575019423049886674.h...
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Why Many Investors Keep Fooling Themselves
January 16, 2010: The Wall Street Journal
How come even “experts” have foolishly high expectations for stock returns?
http://online.wsj.com/article/SB10001424052748704381604575005291706758502.h...
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Inefficient Markets Are Still Hard to Beat
January 09, 2010: The Wall Street Journal
Markets may not be efficient, but that doesn`t make beating them easy.
http://online.wsj.com/article/SB10001424052748703535104574646530815302374.h...
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Does Golden Pay for the CEOs Sink Stocks?
December 26, 2009: The Wall Street Journal
Why it makes so little sense to pay tens of millions of dollars to corporate bosses.
http://online.wsj.com/article/SB10001424052748704718204574615950355411042.h...
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The Financial Year in Review
December 25, 2009: Public Radio
A roundtable discussion with Tess Vigeland of Public Radio`s Marketplace.
http://marketplace.publicradio.org/display/web/2009/12/25/mm-2009yearinrevi...
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Will 12b-1 Fees Ever Stop Bugging Investors?
December 19, 2009: The Wall Street Journal
What should the U.S. Securities and Exchange Commission do about mutual-fund marketing fees?
http://online.wsj.com/article/SB10001424052748704247504574604291928484478.h...
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Remembrances: Christopher H. Browne, 1946-2009: A Career of Finding Value
December 16, 2009: The Wall Street Journal
An obituary for a leading value investor.
http://online.wsj.com/article/SB10001424052748703438404574598442025375858.h...
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Reach for Stock Yield, and You Might Just Get Bitten
December 12, 2009: The Wall Street Journal
The difference between fixed income and dividend income, and why it matters.
http://online.wsj.com/article/SB10001424052748704201404574590030886119694.h...
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Why Turning the Page on a CEO Isn`t Always a Panacea
December 05, 2009: The Wall Street Journal
A look at the belief that corporate destiny is controlled by the boss.
http://online.wsj.com/article/SB10001424052748703735004574575880529756434.h...
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Are You Too Late for the Junk-Bond Party?
November 28, 2009: The Wall Street Journal
In pursuit of income, should you bail out of money-market funds and CDs to buy high-yield bonds?
http://online.wsj.com/article/SB10001424052748704498804574562032390248404.h...
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More Stocks Do Not Always Make a Portfolio Safer
November 21, 2009: The Wall Street Journal
New research reveals a surprise: Some portfolios are riskier with 20 or 30 stocks than they were with just one.
http://online.wsj.com/article/SB20001424052748704533904574548003614347452.h...
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How to Ignore the Yes-Man in Your Head
November 14, 2009: The Wall Street Journal
Why confirmation bias is such a problem for investors, and what to do about it.
http://online.wsj.com/article/SB10001424052748703811604574533680037778184.h...
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Are ETFs Causing an Emerging-Markets Bubble?
November 07, 2009: The Wall Street Journal
Is too much ``mindless money`` inflating the prices of stocks in the developing world?
http://online.wsj.com/article/SB125754825097734691.html
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Behind Buffett’s Decision, a Lesson from a Mentor
November 04, 2009: The Wall Street Journal
What Mr. Graham taught Mr. Buffett about cash.
http://online.wsj.com/article/SB125730420370927171.html
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Can Angel Investors Earn Heavenly Returns?
October 31, 2009: The Wall Street Journal
It`s a very good time to become a mini-venture capitalist. It`s also a good time to think twice before you do.
http://online.wsj.com/article/SB125694047773419513.html
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Staying Calm in a World of Dark Pools and Dark Doings
October 24, 2009: The Wall Street Journal
What should investors make of insider trading, `flash` orders and `dark pools`?
http://online.wsj.com/article/SB125633417039504555.html
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Is Buy and Hold Dead?
October 22, 2009: Morningstar
An interview with Morningstar`s Christine Benz.
http://news.morningstar.com/articlenet/article.aspx?id=312390&t1=1257558702
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Take off the Blinders When It Comes to Fees
October 17, 2009: The Wall Street Journal
Why individual and professional investors alike pay too little attention to how much they pay for money management.
http://online.wsj.com/article/SB125572931566890799.html
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Teach Yourself to Be a Better Investor
October 15, 2009: Morningstar
An interview with Morningstar’s Christine Benz
http://news.morningstar.com/articlenet/article.aspx?id=311658
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Don`t Let a Market Crash Hit You at the Finish Line
October 10, 2009: The Wall Street Journal
Does the risk of owning stocks really decline over time?
http://online.wsj.com/article/SB125513033586977149.html
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Drought of Credit Hampers Recovery
October 09, 2009: The Wall Street Journal
A Page One news story (with Tom Lauricella and Conor Dougherty) on how hard it has become for businesses and consumers to manage their debts and to obtain new capital.
http://online.wsj.com/article/SB125494200332471373.html
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Transferring Wealth via the Bank of Mom and Dad
October 03, 2009: The Wall Street Journal
Today`s low interest rates make some estate-planning techniques unusually attractive.
http://online.wsj.com/article/SB125452042817860431.html
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Keeping Bad Brokers from Fading into the Background
September 26, 2009: The Wall Street Journal
Should the disciplinary record of brokers disappear two years after they leave the field?
http://online.wsj.com/article/SB125391647701442179.html
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Painless Spending Can Hurt Pocketbooks
September 25, 2009: Public Radio
A chat with Tess Vigeland of Public Radio`s ``Marketplace`` on the psychology of credit cards.
http://marketplace.publicradio.org/display/web/2009/09/25/mm-checks/
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Don`t Trip in Your Search for Higher Bond Yields
September 19, 2009: The Wall Street Journal
How to avoid the coming trouble in bond funds.
http://online.wsj.com/article/SB125330719871723837.html
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Should a Shrinking Dollar Worry You?
September 12, 2009: The Wall Street Journal
What can American investors do to protect themselves from the declining value of the dollar?
http://online.wsj.com/article/SB125271048869905007.html
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Buy-and-Hold Is Dead. Long Live Buy-and-Hold
September 11, 2009: The Wall Street Journal Online
If buy-and-hold is dead, then what is alive?
http://online.wsj.com/article/SB125268187666503403.html#mod%3DWSJ_hps_MIDDL...
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Why Do Investors Sit Tight in 401(k)?
September 05, 2009: The Wall Street Journal
A look at sitting bulls: the 401(k) investors who buy stocks and then never sell.
http://online.wsj.com/article/SB125209938267387389.html
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Why Investors Need to See the Light and Slow Down
August 29, 2009: The Wall Street Journal
After one of the biggest market rallies in history, now is no time to get more aggressive.
http://online.wsj.com/article/SB125149410400267863.html
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Can the Supreme Court Undress High Fund Fees?
August 15, 2009: The Wall Street Journal
A new case offers the chance to improve the way fund boards set expenses.
http://online.wsj.com/article/SB125029100014533353.html
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Data Mining Isn’t a Good Bet for Stock-Market Predictions
August 08, 2009: The Wall Street Journal
What butter production in Bangladesh tells us about stock returns in the U.S.
http://online.wsj.com/article/SB124967937642715417.html
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What’s Under the “Emerging” Curtain
July 25, 2009: The Wall Street Journal
Emerging markets are hot. Will they stay hot?
http://online.wsj.com/article/SB124846985120879989.html
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Using the Lottery Effect to Make People Save
July 18, 2009: The Wall Street Journal
How a combination of a lotto ticket and a CD has helped raise savings among the working poor.
http://online.wsj.com/article/SB124786612839159989.html
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You’ve Got Blackmail II: AOL Responds
July 15, 2009: The Wall Street Journal Online
AOL says it will stop billing people for services they did not order and do not want.
http://blogs.wsj.com/wallet/2009/07/15/youve-got-blackmail-ii-aol-responds/
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Does Stock Market Data Really Go Back 200 Years?
July 11, 2009: The Wall Street Journal
What many investors don`t know about stock returns `since 1802.`
http://online.wsj.com/article/SB124725925791924871.html
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You`ve Got Blackmail: The AOL Account that Wouldn`t Die
July 02, 2009: The Wall Street Journal Online
How does someone get billed for services he didn`t order and doesn`t want?
http://blogs.wsj.com/wallet/2009/07/02/youve-got-blackmail-the-aol-account-...
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The Time to Tame Inflation is Before It Strikes
June 27, 2009: The Wall Street Journal
Why Treasury Inflation Protected Securities still make sense.
http://online.wsj.com/article/SB124605287991763101.html
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About Time: Regulation Based on Human Nature
June 20, 2009: The Wall Street Journal
At long last, behavioral economics comes to Washington.
http://online.wsj.com/article/SB124545477468032915.html
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Remembrances: Peter L. Bernstein, 1919-2009
Risk-Management Pioneer and Best-Selling Author Never Stopped Insisting Future Is Unknowable
June 13, 2009: The Wall Street Journal
An obituary for the investment philosopher Peter Bernstein.
http://online.wsj.com/article/SB124486041357112031.html#mod%3Dtodays_us_opi...
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Is Vanguard Sailing in Uncharted Seas?
June 13, 2009: The Wall Street Journal
What was behind the fund company`s bid for the iShares ETFs?
http://online.wsj.com/article/SB124483951556110891.html
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Wall Street Clearance Sale Leaves Few Bargains
June 06, 2009: The Wall Street Journal
With the market recovering, where can investors find good values?
http://online.wsj.com/article/SB124423818488390157.html
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Is Your Fund Pawning Shares at Your Expense?
May 30, 2009: The Wall Street Journal
A peek into the shadowy world of securities lending.
http://online.wsj.com/article/SB124363555788367705.html
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If You Think the Worst Is Over, Take Benjamin Graham’s Advice
May 23, 2009: The Wall Street Journal
In the market rebound, the worst investments have had the best returns. Don`t get carried away.
http://online.wsj.com/article/SB124302634866648217.html
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Should Managed Futures Be in the Cards for You?
May 16, 2009: The Wall Street Journal
Making money in commodities is not quite as easy as it looks.
http://online.wsj.com/article/SB124242429895325075.html
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For Mother’s Day, Give Her Reins to the Portfolio
May 09, 2009: The Wall Street Journal
What men could learn about investing from women.
http://online.wsj.com/article/SB124181915279001967.html
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CEOs Need to Bring Investors Along for the Ride
May 02, 2009: The Wall Street Journal
Some simple suggestions for reforming executive compensation.
http://online.wsj.com/article/SB124121294473578541.html
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How Group Decisions End up Wrong-Footed
April 25, 2009: The Wall Street Journal
Why does committee decision-making so often go awry?
http://online.wsj.com/article/SB124061065847354263.html
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Will Leveraged ETFs Put Cracks in the Market Close?
April 18, 2009: The Wall Street Journal
A look at whether leveraged ETFs may be responsible for higher market volatility.
http://online.wsj.com/article/SB124000593149930309.html
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Investors Face Tough Duel When Fighting Brokers
April 11, 2009: The Wall Street Journal
Why arbitration can be so arbitrary from the investor`s point of view.
http://online.wsj.com/article/SB123939571440409313.html
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Is Your Investing Personality in Your DNA?
April 04, 2009: The Wall Street Journal
What the emerging science of genoeconomics can tell us about investing.
http://online.wsj.com/article/SB123879381940987845.html
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This Is Your Brain on Investment Advice
March 31, 2009: The Wall Street Journal Online
A blog post on the neuroscience of taking financial advice from an `expert.`
http://blogs.wsj.com/wallet/2009/03/31/this-is-your-brain-on-investment-adv...
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The Fight Over Who Will Guard Your Nest Egg
March 28, 2009: The Wall Street Journal
Will brokers ever agree to be held to a higher `fiduciary` standard of caring for clients?
http://online.wsj.com/article/SB123819596242261401.html
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Did Your College Savings Plan Blow up on You?
March 21, 2009: The Wall Street Journal
How 529 plans delivered just the wrong kind of education to their investors.
http://online.wsj.com/article/SB123758112211598861.html
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Corporate-Cash Umbrellas: Too Big for This Storm?
March 14, 2009: The Wall Street Journal
As Benjamin Graham warned long ago, some companies keep too much cash for your own good.
http://online.wsj.com/article/SB123698238718924581.html
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Inside the Madoff Scandal
March 12, 2009: The Wall Street Journal Online
An online video investigation of Bernard L. Madoff`s Ponzi scheme.
http://online.wsj.com/video/inside-the-madoff-scandal-chapter-one/81AB0844-...; http://online.wsj.com/video/inside-the-madoff-scandal-chapter-two/27203456...
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A Sign of the Times: The New Meaning of ‘Asset Management’
March 12, 2009: The Wall Street Journal Online
A blog post on the latest wrinkle in asset management.
http://blogs.wsj.com/wallet/2009/03/12/a-sign-of-the-times-the-new-meaning...
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‘Rebalancing’ Your Portfolio Can Be a Tough Ride
March 07, 2009: The Wall Street Journal
Selling some of whatever`s gone up and buying some of whatever`s gone down is a good idea. But it can`t work miracles.
http://online.wsj.com/article/SB123637573235256849.html
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Putting the Bear Market into Perspective
March 06, 2009: WSJ Online: The Wallet
How bad is this decline in stock prices? Very bad. But that doesn\'t mean you shouldn`t buy.
http://blogs.wsj.com/wallet/2009/03/06/putting-the-bear-market-into-perspec...
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Tempest-Tossed? Take Some Control
March 04, 2009: The Wall Street Journal
Instead of plunging in and out with both feet, take some baby steps.
http://online.wsj.com/article/SB123612913479324703.html
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How Managing Risk with ETFs Can Backfire
February 28, 2009: The Wall Street Journal
Why the hottest investments around -- leveraged ETFs -- are too hot for just about anybody.
http://online.wsj.com/article/SB123578237239398181.html
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After the Crash, Stocks May Face Long Road Back
February 26, 2009: The Wall Street Journal
The markets will recover, but that recovery will probably take longer than many investors imagine.
http://online.wsj.com/article/SB123561056456077505.html
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As Stock Losses Loom, Don’t Throw a ‘Hail Mary’
February 21, 2009: The Wall Street Journal
Why desperate investors do desperate things, and how to avoid joining in.
http://online.wsj.com/article/SB123518055107638381.html
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1930s Lessons: Brother, Can You Spare a Stock?
February 14, 2009: The Wall Street Journal
Just in case we are in for a repeat of the Great Depression, it can`t hurt to look back and see which stocks did best in the worst of times.
http://online.wsj.com/article/SB123456259622485781.html
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Friday the 13th Phobia? For Investors, It`s Usually a Good Day
February 13, 2009: WSJ Online: The Wallet
Superstitions aside, what do the data show?
http://blogs.wsj.com/wallet/2009/02/13/friday-the-13th-phobia-and-investin/
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Financial Crisis Has an Upside: ‘The Joy of Schadenfreude’
February 12, 2009: The Wall Street Journal Online
A blog post on the neuroscience of seeing the rich suffer.
http://blogs.wsj.com/wallet/2009/02/12/wall-street-crisis-schadenfreud/
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Pay Collars Won’t Hold Back Wall Street’s Big Dogs
February 07, 2009: The Wall Street Journal
Why the attempts to cap pay on Wall Street can\'t work.
http://online.wsj.com/article/SB123396963383059235.html
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Should You Buy Municipal Bonds Individually or in a Fund?
February 03, 2009: The Wall Street Journal Online
A blog post on how to tell how you should own munis.
http://blogs.wsj.com/wallet/2009/02/03/should-you-buy-municipal-bonds-indiv...
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Muni-Bond Bargains: The Devil’s in the Details
January 31, 2009: The Wall Street Journal
Municipal bonds have been left for dead in the market, but you must shop wisely.
http://online.wsj.com/article/SB123336269167335403.html
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Why Market Forecasts Keep Missing the Mark
January 24, 2009: The Wall Street Journal
How just ten days out of 29,694 made all the difference, and why the prophets of doom don`t often profit.
http://online.wsj.com/article/SB123275782424412007.html
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Smart Money Takes a Dive on Alternative Assets
January 17, 2009: The Wall Street Journal
How the world`s largest -- and supposedly smartest -- investors got suckered on private equity and hedge funds.
http://online.wsj.com/article/SB123215608809092459.html
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Where Ezra Merkin Lost His Way
January 10, 2009: The Wall Street Journal
How a famed value investor ended up ensnared in Bernie Madoff`s Ponzi scheme.
http://online.wsj.com/article/SB123154725747869771.html
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Investing Experts Urge ‘Do as I Say, Not as I Do’
January 03, 2009: The Wall Street Journal
Even the best investing minds find taking even the best advice easier said than done.
http://online.wsj.com/article/SB123093692433550093.html
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Financial Pressure Is a Family-Room Topic, Too
December 27, 2008: The Wall Street Journal
How families can manage the stress of financial losses and economic pressures.
http://online.wsj.com/article/SB123033755903236445.html
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Pay Attention to That Window Behind the Curtain
December 20, 2008: The Wall Street Journal
A look at the perennial problem of year-end `windowdressing` by fund managers.
http://online.wsj.com/article/SB122973369481523187.html
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How Bernie Madoff Made Smart Folks Look Dumb
December 13, 2008: The Wall Street Journal
Why `sophisticated investor` is such an oxymoron.
http://online.wsj.com/article/SB122912266389002855.html
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Giving Your Portfolio a Year-End Face Lift
December 06, 2008: The Wall Street Journal
Some ways to turn a market crash to your advantage.
http://online.wsj.com/article/SB122851603042483909.html
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Stocks Are Less of Your Net Worth Than You Think
November 29, 2008: The Wall Street Journal
Thoughts on tallying up the toll that the market decline has taken on your net worth.
http://online.wsj.com/article/SB122790995714865339.html
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Has the Pessimism Gone Too Far?
November 26, 2008: The Wall Street Journal Online
A blog post that looks at the bear market in historical perspective.
http://blogs.wsj.com/wallet/2008/11/26/give-thanks-for-this/
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What a Bear Market Might Teach Us
November 25, 2008: The Wall Street Journal Online
A blog post on how hard times might change America for the better.
http://blogs.wsj.com/wallet/2008/11/25/what-a-bear-market-might-teach-us/
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Jeremy Grantham Speaks: Must-See TV for Investors
November 24, 2008: WSJ Online: The Wallet
A rare interview with a wise investor.
http://blogs.wsj.com/wallet/2008/11/24/jeremy-grantham-speaks-must-see-tv-f...
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1931 and 2008: Will Market History Repeat Itself?
November 22, 2008: The Wall Street Journal
Where is the bottom? Should you bail out before it is too late?
http://online.wsj.com/article/SB122731594413349829.html
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Can the Dow Go Lower? I Hope So
November 20, 2008: The Wall Street Journal Online
A blog post on why investors should welcome, rather than fear, a further market decline.
http://blogs.wsj.com/wallet/2008/11/20/can-the-dow-go-lower-i-hope-so/
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Joe Investor, the Markets Are All Yours Now
November 15, 2008: The Wall Street Journal
The `smart money` has turned tail and run away, creating value for anyone with cash and courage.
http://online.wsj.com/article/SB122671161003230223.html
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Journey to the Center of Warren Buffett`s Mind
November 14, 2008: WSJ Online: The Wallet
A review of Alice Schroeder`s book `The Snowball.`
http://blogs.wsj.com/wallet/2008/11/14/journey-to-the-center-of-warren-buff...
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Getting a Frazzled Mr. Market to Settle Down
November 08, 2008: The Wall Street Journal
A proposal on how companies could moderate the volatility in their share prices.
http://online.wsj.com/article/SB122609665696209643.html
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The Other Reason for Warren Buffett’s Success
November 01, 2008: The Wall Street Journal
Mr. Buffett is not just better than other market players. He also plays a different game entirely.
http://online.wsj.com/article/SB122548632193589047.html
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Capitulation: When the Market Throws in the Towel
October 25, 2008: The Wall Street Journal
What is market ``capitulation``? Does it make sense? Does it even exist?
http://online.wsj.com/article/SB122488709542968173.html
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Take a Deep Breath, Turn off the TV, Calm Yourself
October 18, 2008: The Wall Street Journal
Advice and techniques for controlling fear in a fearsome time.
http://online.wsj.com/article/SB122428810219346585.html
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What History Tells Us About the Market
October 11, 2008: The Wall Street Journal
An essay for the Weekend section of The Wall Street Journal on the real -- and illusory -- parallels between 2008 and 1932.
http://online.wsj.com/article/SB122368241652024977.html
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For Investors, Dealing with a Loss of Control
October 07, 2008: The Wall Street Journal
How uncertainty and panic mess with your investing mind.
http://online.wsj.com/article/SB122333709375409655.html
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Summon Your Courage and Buy Stocks
October 04, 2008: The Wall Street Journal
Investors should remember that when current prices go down, future returns go up.
http://online.wsj.com/article/SB122308219778104291.html
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The Depression of 2008? Don’t Count on It
September 30, 2008: The Wall Street Journal
Will this recession get as bad as the Great Depression? That would be very bad.
http://online.wsj.com/article/SB122272238714287459.html
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Wall Street Lays Egg with Its Nest Eggs
September 27, 2008: The Wall Street Journal
Those who give advice do not always take it.
http://online.wsj.com/article/SB122246399496280083.html
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Of Market Knights and Fairy Tales
September 20, 2008: The Wall Street Journal
Stocks are not about to have a magical recovery.
http://online.wsj.com/article/SB122186784815658973.html?mod=yahoo_free
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Why the Obvious Isn’t Inevitable (How to Handle a Market Gone Mad)
September 16, 2008: The Wall Street Journal
The future is often least knowable when it seems most certain.
http://online.wsj.com/article/SB122152121190739301.html
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Should You Fear the Ostrich Effect?
September 13, 2008: The Wall Street Journal
Bulls and bears aren`t alone in the menagerie; we`re all ostriches now.
http://online.wsj.com/article/SB122125886256030143.html
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If You Bet on the Election, Don`t Use Real Money
September 06, 2008: The Wall Street Journal
Is there anything to the ``Presidential Cycle``?
http://interactive.wsj.com/article/SB122065839024405687.html?mod=Markets27_...
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With Buybacks, Look Before You Leap
August 30, 2008: The Wall Street Journal
It`s not always good news when companies buy back their shares
http://online.wsj.com/article/SB122005273251785043.html
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Psyching Yourself up to Let Losers Go
August 23, 2008: The Wall Street Journal
When you buy and hold, you don`t have to use a death grip
http://online.wsj.com/article/SB121944445208164839.html
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What to Do When Your Fancy ETF Goes RIP
August 02, 2008: The Wall Street Journal
The coming wave of closures in the ETF business
http://online.wsj.com/article/SB121762993353705851.html
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Is It Time to Tiptoe Back into Financial Stocks?
July 26, 2008: The Wall Street Journal
No, and here`s why
http://online.wsj.com/public/article_print/SB121700939198285307.html
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How to Control Your Fears in a Fearsome Market
July 19, 2008: The Wall Street Journal
Discoveries in neuroscience that can help investors think more clearly
http://online.wsj.com/article/SB121642720591866951.html
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Stop Worrying, and Learn to Love the Bear
July 12, 2008: The Wall Street Journal
The upside of down markets
http://online.wsj.com/article/SB121582067258747665.html
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Why to Steer Clear of the New Gold Rush
April 01, 2008: Money Magazine
Stampeding into commodities right now is one of the stupidest things an investor could do.
http://www.jasonzweig.com/uploads/4.08Commodities.pdf
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Why Is It So Hard to Save?
March 01, 2008: Money Magazine
New research in neuroeconomics explores how the investing brain sizes up the long-term future.
http://www.jasonzweig.com/uploads/3.08Brain&Time.pdf; http://money.cnn.com/2008/02/29/pf/intelligent2_mar.moneymag/index.htm
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Why You Don`t Want to Invest like an Expert
February 01, 2008: Money Magazine
The way some finance professors manage their money offers valuable lessons—in what not to do.
http://money.cnn.com/2008/01/28/pf/dont_expert.moneymag/?postversion=200801...; http://www.jasonzweig.com/uploads/2.08ThoseWhoCantDo.pdf
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Do The Right Thing and Make Money
January 01, 2008: Money Magazine
The Good and Bad of Ethical Investing: Socially responsible funds deliver decent returns.
http://money.cnn.com/2007/12/19/pf/funds/ethical_investing.moneymag/index.h...; http://www.jasonzweig.com/uploads/1.08SociallyResponsible.pdf
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How to Lose $9 Trillion in a Bull Market
December 01, 2007: Money Magazine
That`s what bad timing cost investors over the past 25 years. But you can learn to avoid a similar fate.
http://www.jasonzweig.com/uploads/12.07MissingTrillions.pdf; http://money.cnn.com/2007/11/29/pf/bull_market_timing.moneymag/index.htm?p...
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Inside the Mind of the Older Investor
November 01, 2007: Money Magazine
As the brain ages, it perceives risk differently. That can make you money -- or cost you a bundle.
http://www.jasonzweig.com/uploads/11.07Aging.pdf
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Are You a Better Investor?
October 01, 2007: Money Magazine
Over the past 35 years, investing has become simple, cheap and convenient. Now it`s a snap to build your wealth -- or destroy it.
http://www.jasonzweig.com/uploads/10.07LessonsOf35Years.pdf
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Your Money and Your Brain
September 01, 2007: Money Magazine
An excerpt on the neuroeconomics of greed and fear from Jason Zweig`s new book.
http://www.jasonzweig.com/uploads/9.07NeuroeconomicsExcerpt.pdf; http://money.cnn.com/2007/08/14/pf/zweig.moneymag/index.htm?postversion=20...
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Master of the Imperfect Mind
September 01, 2007: Money Magazine
An interview on behavioral finance with the Nobel Prize-winning psychologist Daniel Kahneman.
http://www.jasonzweig.com/uploads/9.07Kahneman.pdf; http://money.cnn.com/2007/08/23/pf/zweig_kahneman.moneymag/index.htm?postv...
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How Many Stocks Should You Own?
September 01, 2007: Money Magazine
The answer is a lot more, and a lot fewer, than you probably think.
http://www.jasonzweig.com/uploads/9.07Many.pdf
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What`s Luck Got to Do with It?
August 01, 2007: Money Magazine
An interview with fund manager Bill Miller of Legg Mason Value Trust.
http://money.cnn.com/2007/07/17/pf/miller_interview.moneymag/index.htm; http://www.jasonzweig.com/uploads/8.07Miller.pdf
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Markets Where Only Fools Rush In
August 01, 2007: Money Magazine
Why emerging markets are not a `no-brainer.`
http://money.cnn.com/2007/07/24/pf/funds/emergingmarkets.moneymag/index.htm; http://www.jasonzweig.com/uploads/8.07EmergingMkts.pdf
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Why We Stay Home and Why It`s a Bad Idea
July 01, 2007: Money Magazine
It`s human nature to feel at ease with what`s familiar. But in investing, comfort can cost you a lot of money.
http://money.cnn.com/magazines/moneymag/moneymag_archive/2007/07/01/1001166...; http://www.jasonzweig.com/uploads/7.07HomeBias.pdf
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Buy. Hold. Profit. Give Back.
July 01, 2007: Money Magazine
Ariel Capital`s John Rogers built an outstanding record investing in a few `great ideas` for the long run. Then he had his own idea: to launch a school to teach inner-city kids about money.
http://money.cnn.com/2007/06/19/pf/rogers_interview.moneymag/index.htm; http://www.jasonzweig.com/uploads/7.07Rogers.pdf
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The Right Way to Handle a Surprise
June 01, 2007: Money Magazine
Why a one-penny shortfall in earnings makes Wall Street go crazy, and how to keep yourself sane.
http://money.cnn.com/magazines/moneymag/moneymag_archive/2007/06/01/1000339...; http://www.jasonzweig.com/uploads/6.07Surprise.pdf
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The Man Who Explained It All
June 01, 2007: Money Magazine
Bill Sharpe`s pioneering theory on the interplay between investment risk and return won him a Nobel Prize. Now he wants to help you use his work to make better financial decisions.
http://money.cnn.com/2007/05/21/pf/sharpe.moneymag/index.htm; http://www.jasonzweig.com/uploads/6.07Sharpe.pdf
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You Can Handle a Crash Better than You Think
May 01, 2007: Money Magazine
Why the fear of losing money usually feels worse than actually losing it.
http://money.cnn.com/magazines/moneymag/moneymag_archive/2007/05/01/8405624...; http://www.jasonzweig.com/uploads/5.07Expectation.pdf
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Mr. Worst-Case Scenario
May 01, 2007: Money Magazine
Robert Shiller called the tech stock crash just as NASDAQ peaked. Where does he think the real estate market is headed now? Uh-oh.
http://money.cnn.com/2007/04/09/real_estate/shiller.moneymag/index.htm; http://www.jasonzweig.com/uploads/5.07Shiller.pdf
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Still Scolding After All These Years
April 01, 2007: Money Magazine
Vanguard founder Jack Bogle talks about what he has learned about investing and about getting a new lease on life with a heart transplant.
http://money.cnn.com/2007/03/20/pf/funds/bogle.moneymag/index.htm?postversi...; http://www.jasonzweig.com/uploads/4.07Bogle.pdf
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Bottoms-Up Analysis
April 01, 2007: Money Magazine
What the ultimate liquid asset -- wine -- can teach us about investing. (With Asa Fitch.)
http://money.cnn.com/magazines/moneymag/moneymag_archive/2007/04/01/8403604...; http://www.jasonzweig.com/uploads/4.07Wine.pdf
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When You Wish Upon a Star
March 01, 2007: Money Magazine
A new study says Morningstar`s ratings do indeed predict performance. The reason may surprise you.
http://money.cnn.com/magazines/moneymag/moneymag_archive/2007/03/01/8400908...; http://www.jasonzweig.com/uploads/3.07Morningstar.pdf
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Scholar of the Boomers` Future
February 28, 2007: Money Magazine
Olivia Mitchell has thought as deeply as anyone about this generation`s retirement. Her take: Tune out the most dire forecasts. You may be in for a pleasant surprise.
http://money.cnn.com/2007/01/30/magazines/moneymag/mitchell.moneymag/index....; http://www.jasonzweig.com/uploads/3.07Mitchell.pdf
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Winning the Home Run Hitter`s Game
February 01, 2007: Money Magazine
An argument for swinging for the investment fences from Ralph Wanger, the legendary manager of the Acorn Fund.
http://money.cnn.com/magazines/moneymag/moneymag_archive/2007/02/01/8398729...; http://www.jasonzweig.com/uploads/2.07Wanger.pdf
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Why the January Effect Is Just Slush
January 01, 2007: Money Magazine
The idea that small stocks beat big ones in January melts away once you examine it closely.
http://money.cnn.com/2006/12/18/magazines/moneymag/zweig_janeffect.moneymag...; http://www.jasonzweig.com/uploads/1.07JanEffect.pdf
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We Talked to Chuck
January 01, 2007: Money Magazine
Charles Schwab shares his thoughts on what makes investors succeed and what makes entrepreneurs tick.
http://money.cnn.com/magazines/moneymag/moneymag_archive/2007/01/01/8397411...; http://www.jasonzweig.com/uploads/1.07Schwab.pdf
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Why You Should Ignore Stock Prices
December 01, 2006: Money Magazine
A look at the baffling question of why the price of an average share of stock has not budged in decades.
http://www.jasonzweig.com/uploads/12.06Splits.pdf
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How to Beat Hedge Funds
December 01, 2006: Money Magazine
Why the typical investor is better off without a hedge fund.
http://www.jasonzweig.com/uploads/12.06HedgeFds.pdf
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Buffett Solves His Cash Crisis
May 07, 2006: CNN.com
Buying an Israeli private company signals that Warren Buffett will look overseas for great companies at good prices.
http://money.cnn.com/2006/05/07/news/newsmakers/buffett0507/index.htm
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A 117% Gain in a Year?
April 01, 2006: Money Magazine
The champion of a stock-picking contest shows how to game the system -- and why you can never trust short-term returns
http://www.jasonzweig.com/uploads/4.06HypedReturns.pdf
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Is Your Fund Pro Finally a Prince?
March 01, 2006: Money Magazine
New research claims that the average mutual fund has beaten the market. The research is wrong.
http://www.jasonzweig.com/uploads/3.06ActiveVsIndex1.pdf; http://www.jasonzweig.com/uploads/3.06ActiveVsIndex2.pdf
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The Thrill Is Wrong
February 01, 2006: Money Magazine
A survey of the new field of neuroeconomics, showing how expecting to make money is more intense than experiencing it.
http://money.cnn.com/2006/01/09/funds/fundguide_zweig_money_0602/index.htm; http://www.jasonzweig.com/uploads/2.06Neuroeconomics1.pdf; http://www.jasonzweig.com/uploads/2.06Neuroeconomics2.pdf
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Just Do It
January 01, 2006: Money Magazine
Believe it or not, there is a science of procrastination and a lot you can learn about not putting things off. Read this today, not tomorrow.
http://www.jasonzweig.com/uploads/1.06Procrastination.pdf
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What a Mutual Fund Is Worth to You
November 01, 2005: Money Magazine
A new measure of fund expenses shows that you may be paying far more than you think.
http://www.jasonzweig.com/uploads/11.05Expenses.pdf
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Stupid Number Tricks
October 01, 2005: Money Magazine
What the science of risk perception has to teach investors.
http://www.jasonzweig.com/uploads/10.05RiskPerception.pdf
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Ten Lukewarm Funds to Buy Now!
July 01, 2005: Money Magazine
New research shows why the hottest funds do not generate the most wealth for investors.
http://www.jasonzweig.com/uploads/7.05LukewarmFunds.pdf
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How Losing Less Can Cost You More
June 01, 2005: Money Magazine
Why stop-loss orders are often better for brokers than for investors
http://www.jasonzweig.com/uploads/StopLoss6.05.pdf
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The Oracle Speaks
May 01, 2005: cnn.com
Warren Buffett speaks to the faithful at Berkshire Hathaway\'s annual meeting.
http://money.cnn.com/2005/05/01/news/fortune500/buffett_talks/index.htm
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Mergers Are Hot. You Should Stay Cool.
April 01, 2005: Money Magazine
Some rules on how to invest, and how not to invest, in takeover stocks.
http://www.jasonzweig.com/uploads/4.05M&A.pdf
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The Soul of an Investor
February 25, 2005: Money Magazine
Jack Hurst is not famous, and he does not run a billion-dollar fund. But he may be the most amazing money manager I\'ve ever met.
http://money.cnn.com/2005/02/25/magazine/magin_hurst_0503/index.htm; http://www.jasonzweig.com/uploads/3.05JackHurst1.pdf; http://www.jasonzweig.com/uploads/3.05JackHurst2.pdf
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A Nasty 401(k) Surprise
January 01, 2005: Money Magazine
If you hold most of your stocks inside a retirement plan, you could be handing Uncle Sam more than his fair share of taxes.
http://money.cnn.com/pr/subs/magazine_archive/2005/01/INT.html; http://www.jasonzweig.com/uploads/1.05Tax401k.pdf
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Swept Away by Index Funds
December 01, 2004: Money Magazine
Is fundamental indexing the answer to a fundamental problem?
http://www.jasonzweig.com/uploads/12.04.Fundamental.pdf
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A Tale of Two Washingtons
November 01, 2004: Money Magazine
What you can learn from the drastically different ways Washington Mutual and Expeditors International of Washington communicate with investors
http://www.jasonzweig.com/uploads/11.04Washingtons.pdf
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Your Money: Signs that your heart rules your head
October 01, 2004: The Times of London
In this interview with the London Times, Jason discusses how emotion and reason interact when you invest.
http://business.timesonline.co.uk/article/0,,8214-1322092,00.html
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The Watchdog That Didn`t Bark
October 01, 2004: Money Magazine
Ever since 2003 -- when New York State attorney general Eliot Spitzer exposed chronic corruption in the mutual fund business -- legislators, regulators and the media have been spewing out plans to fix the way funds are run. Is there a better way?
http://money.cnn.com/2004/09/14/funds/freeintro_funds_watchdog_0410/index.h...; http://www.jasonzweig.com/uploads/10.04FundDirectors.pdf
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Peter`s Uncertainty Principle
October 01, 2004: Money Magazine
Peter Bernstein may know more about investing than anyone alive. And the most important thing he knows is this: He has no idea what the future will bring.
http://money.cnn.com/2004/10/11/markets/benstein_bonus_0411/index.htm; http://www.jasonzweig.com/uploads/11.04PBernstein1.pdf; http://www.jasonzweig.com/uploads/11.04PBernstein2.pdf
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The dark side of the muni
September 21, 2004: Money Magazine
Municipal bonds seem safe, but buying or selling them is fraught with peril. Protect yourself.
http://money.cnn.com/2004/08/20/funds/funds_muni_0409/; http://www.jasonzweig.com/uploads/9.04Munis.pdf
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The way of the calm investor
August 01, 2004: Money Magazine
Follow these five steps and you`ll make better investment decisions -- and agonize less over them.
http://money.cnn.com/2004/07/27/markets/stocks_calm_0408/index.htm; http://www.jasonzweig.com/uploads/8.04Calm1.pdf; http://www.jasonzweig.com/uploads/8.04Calm2.pdf
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The Higher Wisdom of Warren
July 01, 2004: Money Magazine
Buffett has a lot more to teach than merely how to beat the market.
http://www.jasonzweig.com/uploads/7.04Buffett.pdf
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There`s no stock like home
June 17, 2004: Money Magazine
How should you diversify the risks of owning your house?
http://money.cnn.com/2004/05/17/real_estate/investment_prop/freeintro_homed...; http://www.jasonzweig.com/uploads/6.04RealEstate.pdf
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Tie me down and make me rich
May 22, 2004: Money Magazine
Investing on autopilot is a powerful way to build wealth. So why is it so hard to persuade people to do it?
http://money.cnn.com/2004/04/22/funds/funds_automatic_0405/index.htm; http://www.jasonzweig.com/uploads/5.04DollarCostAvg.pdf
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What Warren Buffett wants you to know
May 03, 2004: 2:58 PM EDT
How do you learn from a master? Start by listening to what he has to say. (A summary of Warren Buffett and Charles Munger’s remarks at Berkshire Hathaway’s 2004 annual meeting.)
http://money.cnn.com/2004/05/03/pf/buffett_qanda/index.htm
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Warren Buffett, rock star
May 01, 2004: 11:24 AM EDT
A mosh pit of millionaires -- MONEY's Jason Zweig reports from the Berkshire annual meeting.
http://money.cnn.com/2004/05/01/pf/buffett_meeting/index.htm
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Folksy fun at Buffett meeting
May 01, 2004: 11:37 AM EDT
The faithful flock to Omaha for Q&A with investor. Rock star Buffett sings, shows off boxer shorts. (A live report from the 2004 annual meeting of Warren Buffett’s Berkshire Hathaway Inc.)
http://money.cnn.com/2004/05/01/pf/buffett_day_two/index.htm
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Bullish on China?
May 01, 2004: TIME Magazine
Investments abound, but beware the hype.
http://www.time.com/time/magazine/article/0,9171,1101040503-629372,00.html
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The Vanguard chronicles
April 23, 2004: Money Magazine
Red-hot growth is testing the quirky, quasi-religious culture of this mutual-fund icon.
http://money.cnn.com/2004/03/23/markets/freeintro_vanguard_0404/
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Mutual funds: What will it take to restore investor confidence?
April 01, 2004: AIMR (CFA Institute) webcast
Jason moderated this panel discussion with Don Phillips of Morningstar, John Markese of the American Association of Individual Investors, John Gavin of SEC Insight, and Michael Murray of Kestrel Consulting.
http://www.aimrdirect.org/cpe/what.cfm?test_id=402
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The Rip Van Winkle portfolio
March 19, 2004: Money Magazine
Is it possible to invest so reliably that you won`t have to change anything for 20 years? It`s worth a try.
http://money.cnn.com/2004/02/19/retirement/freeintro_20yearportfolio_0403/i...; http://www.jasonzweig.com/uploads/3.04RipVanWinkle.pdf
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The Election Effect?
March 01, 2004: TIME Magazine
History says that stocks tend to rally as elections near. But don`t bet on it.
http://www.time.com/time/magazine/article/0,9171,1101040308-596158,00.html
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The good, the bad and the ugly
February 09, 2004: Money Magazine
Which fund companies put investors first? Find out in Money`s exclusive survey. By Jason Zweig with Adrienne Carter and Cybele Weisser, MONEY magazine
http://money.cnn.com/2004/01/09/funds/ultimateguide_survey_0204/index.htm; http://www.jasonzweig.com/uploads/2.04FundEthics1.pdf; http://www.jasonzweig.com/uploads/2.04FundEthics2.pdf
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Good Advice, or Advice that Sounds Good?
January 01, 2004
On the ethics of personal-finance journalism: A guest column for the American Press Institute’s Donald W. Reynolds National Center for Business Journalism
http://www.businessjournalism.org/content/3194.cfm
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Putnam: The greed machine
December 21, 2003: Money Magazine
The problem is not just scandalous trading. It`s putting profits first and investors last. By Adrienne Carter, Amy Feldman and Jason Zweig, Money magazine
http://money.cnn.com/2003/11/21/funds/fundsfire_investing_putnam_0310/index...; http://www.jasonzweig.com/uploads/12.03Putnam1.pdf; http://www.jasonzweig.com/uploads/12.03Putnam2.pdf
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The trouble with timing
December 01, 2003: Money Magazine
We\'re always told to buy low and sell high. Sounds simple and it makes sense. So why is such an easy rule so hard to follow? (Note: Full online access to this article is available only to MONEY Magazine subscribers.)
http://premium.money.cnn.com/pr/subs/magazine_archive/2003/12/INT-01.html; http://www.jasonzweig.com/uploads/12.03TroubleTiming.pdf
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Land of the Rising Stocks
December 01, 2003: TIME Magazine
Japan`s equity market has stopped inflicting pain. Is it now ripe for a significant gain?
http://www.time.com/time/magazine/article/0,9171,557070,00.html
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Ben Is Back: Lessons and Ideas from Benjamin Graham
December 01, 2003
This presentation summarizes the life and living legacy of Benjamin Graham, author of “The Intelligent Investor.” What can we still learn today from the greatest investment thinker who ever lived? Jason discusses the enduring lessons that every investor can – and should -- learn from Graham. (Note: AIMR charges a fee for access to this webcast).
http://www.aimrdirect.org/cpe/what.cfm?test_id=376
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Funds you can trust
November 23, 2003: Money Magazine
Amid the ongoing scandals in the fund industry, there are things you can do to avoid getting burned.
http://money.cnn.com/2003/10/23/funds/10_commands_zweig/; http://www.jasonzweig.com/uploads/11.03FundTrust1.pdf; http://www.jasonzweig.com/uploads/11.03FundTrust2.pdf; http://www.jasonzweig.com/uploads/11.03FundTrust3.pdf
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Is Your Fund Too Dirty to Hold?
November 03, 2003
What should you do if you own a mutual fund being investigated in the trading scandal? An interview with Public Radio’s Bob Moon, which you can listen to here:
http://marketplace.publicradio.org/shows/2003/11/03_mpp.html
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How To Protect Your Money
November 01, 2003: TIME Magazine
What to do with mutual funds that may be affected by the trading scandal.
http://www.time.com/time/magazine/article/0,9171,1006153,00.html
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Funds under fire
November 01, 2003
An interview on KPCC talk radio (Pasadena, CA) on how investors should react to the mutual-fund scandal.
http://www.scpr.org/programs/airtalk/listings/2003/11/airtalk_20031103.shtm...
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The Great Fund Rip-Off
October 01, 2003: Money Magazine
The charges by Eliot Spitzer of special deals and fast trading are just the beginning. As the scandal widens, how can you keep your money safe?
http://money.cnn.com/best/magazine_archive/2003/10/LED-01.html; http://www.jasonzweig.com/uploads/10.03FundTiming1.pdf; http://www.jasonzweig.com/uploads/10.03FundTiming2.pdf
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Benjamin Graham, the Human Brain, and the Bubble
October 01, 2003: “Boom and Bust,” a volume of guest essays published by the European Asset Management Association (see pp. 160-164 in the PDF link below, or 145-149 in the print edition)
This article combines the insights of Ben Graham with the newest discoveries in neuroscience to shed light on the manic-depressive market of the past few years.
http://www.jasonzweig.com/uploads/BenGrahamEAMA.pdf
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Benjamin Graham and The Intelligent Investor
September 06, 2003: Minnesota Public Radio
Jason talks with Stephanie Curtis of Minnesota Public Radio’s “Sound Money” about revising Graham’s masterpiece and why it remains so relevant today. You can listen to the interview here:
http://soundmoney.publicradio.org/programs/2003/09/06/
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Rethinking Income
September 01, 2003: Money Magazine, Vol. 32 No. 9
Do You Really Need That Monthly Income To Make Ends Meet Or Are You Just Looking For Safety? For Many Investors, The Problem Of Falling Rates Is Not As Dire As It Seems
http://money.cnn.com/best/magazine_archive/2003/09/ALT-01.html; http://www.jasonzweig.com/uploads/9.03RetirementIncome1.pdf; http://www.jasonzweig.com/uploads/9.03RetirementIncome2.pdf
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ABCs of Fund Fees
September 01, 2003: TIME Magazine
Investors face an alphabet soup of shares. Here\'s how to sort them out.
http://www.time.com/time/magazine/article/0,9171,1101030811-472851,00.html
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The Intelligent Investor (Public Radio)
August 14, 2003
Jason talks about how he edited the new edition of Benjamin Graham’s classic, “The Intelligent Investor,” and why the book is still relevant. You can listen to the interview, with Public Radio’s Cheryl Glaser, here:
http://marketplace.publicradio.org/morning_report/2003/08/14_mmr.html
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The markets on Public Radio
August 08, 2003
Give-and-take on the financial markets between Jason and Public Radio’s Kai Ryssdaal. You can hear it here:
http://marketplace.publicradio.org/shows/2003/08/08_mpp.html
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R+U Lucky?
August 01, 2003: F7Money Magazine, Vol. 32 No. 8
Some guys do have all the luck. Here\'s how to join them
http://money.cnn.com/best/magazine_archive/2003/08/SUC-02.html; http://www.jasonzweig.com/uploads/8.03Luck.pdf
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Looking For a Bounce
July 01, 2003: TIME Magazine
Wall Street is flogging preferred stocks. Be careful what you buy.
http://www.time.com/time/magazine/article/0,9171,1101030707-461853,00.html
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Lessons From The Greatest Investor Ever
July 01, 2003: Money Magazine, Vol. 32 No. 7
As The New Edition Of The Intelligent Investor Shows, Ben Graham Never Goes Out Of Style
http://money.cnn.com/best/magazine_archive/2003/07/MASA-01.html; http://www.jasonzweig.com/uploads/7.03BenGraham1.pdf; http://www.jasonzweig.com/uploads/7.03BenGraham2.pdf; http://www.jasonzweig.com/uploads/7.03BenGraham3.pdf
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Get Rich Slowly
July 01, 2003: TIME Magazine (book excerpt)
The Intelligent Investor (1949), by financial giant Benjamin Graham, is more relevant than ever, in a new edition updated with analysis by Jason Zweig.
http://www.time.com/time/magazine/article/0,9171,463093,00.html; http://www.jasonzweig.com/uploads/TIME1.pdf; http://www.jasonzweig.com/uploads/TIME2.pdf; http://www.jasonzweig.com/uploads/TIME3.pdf
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What Would Jesus Buy?
May 01, 2003: TIME Magazine
Can an investor become more righteous, and richer, by avoiding \"unholy\" stocks?
http://www.time.com/time/magazine/article/0,9171,1101030519-451000,00.html
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Momentum Mori
May 01, 2003: Money Magazine, Vol. 32 No. 5
What should we make of Garrett Van Wagoner?
http://money.cnn.com/best/magazine_archive/2003/05/INVE-01.html
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Bubble Trouble: The Role of Media in Investment Reporting
May 01, 2003
At the annual meeting of the Association for Investment Management & Research, a panel of journalists discussed the influence of the stock market bubble on their reporting. Jason moderated the panel, consisting of: Herb Greenberg, columnist, TheStreet.com and Fortune; Hilary Kramer, business news analyst, Fox News; Dagen McDowell, senior writer, TheStreet.com; and Andrew Willis, markets columnist, The Toronto Globe and Mail.
http://www.cfainstitute.org/pressroom/fjnews/fjJJA03.html#11
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Is Your Brain Wired to Make You Rich? The Neuroscience of Financial Decision-Making
March 01, 2003: Hoover Institution
This speech, which Jason presented at the Hoover Institution at Stanford University, is a shorter and simpler version of a talk he gave earlier to the CFA Institute in 2002 [see May 14, 2002]. It’s an overview of how the human brain goes about making investment decisions – complete with colorful graphics of neurons firing away. [See also October, 2002.]
http://jasonzweig.com/speeches/brain2003.ppt
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The neuroscience of investing
January 01, 2003: CNN "Moneyline" with Lou Dobbs
An overview of the neural pathways your brain uses to make decisions about money.
http://cnnstudentnews.cnn.com/transcripts/0301/10/mlld.00.html
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Get Smart About Sectors
December 01, 2002: Money Magazine, Vol. 31 No. 13
There\'s a right way and a wrong way to use focused funds.
http://money.cnn.com/best/magazine_archive/2002/12/FUN.html; http://www.jasonzweig.com/uploads/12.02Sectors.pdf
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Time-Zone Traders
November 01, 2002: Money Magazine, Vol. 31 No. 12
Some folks are gaming discrepancies in mutual fund pricing, much to the detriment of fundholders.
http://money.cnn.com/best/magazine_archive/2002/11/INVB.html; http://www.jasonzweig.com/uploads/11.02FundTiming.pdf
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Are you wired for wealth?
October 01, 2002: Money Magazine
What goes on inside your brain when you invest? Here’s how the latest breakthroughs in neuroscience can help make you smarter – and richer. [See also May 14, 2002 and March 18, 2003.]
http://money.cnn.com/2002/09/25/pf/investing/agenda_brain_short/index.htm; http://www.jasonzweig.com/uploads/10.02Neuroeconomics1.pdf; http://www.jasonzweig.com/uploads/10.02Neuroeconomics2.pdf; http://www.jasonzweig.com/uploads/10.02Neuroeconomics3.pdf
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Market news on Public Radio
September 13, 2002
Jason wraps up the week’s investing news with Public Radio’s David Brancaccio. You can hear it here:
http://marketplace.publicradio.org/shows/2002/09/13_mpp.html
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How Should I Invest Now?
September 01, 2002: Money Magazine, Vol. 31 No. 9
How do I pick a fund?
http://money.cnn.com/best/magazine_archive/2002/09/NEEC.html
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Can We Still Rely On Index Funds?
September 01, 2002: Money Magazine, Vol. 31 No. 9
Yes. The case for matching the market--instead of trying to beat it--is as strong as ever.
http://money.cnn.com/best/magazine_archive/2002/09/INDEX.html; http://www.jasonzweig.com/uploads/9.02IndexFunds.pdf
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What\'s a Stock Worth Today?
August 01, 2002: TIME Magazine
Focused on the future, WorldCom\'s pet analyst went astray. A past master tells us how to avoid that trap. (What Ben Graham could have taught Jack Grubman.)
http://www.time.com/time/magazine/article/0,9171,1101020805-332061,00.html
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Murphy Was an Investor
July 01, 2002: Money Magazine, Vol. 31 No. 7
Why does it seem that whatever can go wrong will go wrong?
http://money.cnn.com/best/magazine_archive/2002/07/FUN.html; http://www.jasonzweig.com/uploads/7.02MurphysLaw.pdf
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How to Avoid the Next Stock Bomb
July 01, 2002: TIME Magazine
Tips on picking stocks safely in a time of scandal.
http://www.time.com/time/magazine/article/0,9171,1002808-2,00.html
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What Fund Investors Really Need To Know
June 01, 2002: Money Magazine, Vol. 31 No. 6 Special Double Issue/Invest To Win
Our Exclusive Study Of Mutual Fund Returns Shows Which Ones Really Made Money For Investors And Which Ones Took Shareholders For A Costly Ride
http://money.cnn.com/magazines/moneymag/moneymag_archive/2002/06/01/323312/...; http://www.jasonzweig.com/uploads/6.02InvestorReturns1.pdf; http://www.jasonzweig.com/uploads/6.02InvestorReturns2.pdf; http://www.jasonzweig.com/uploads/6.02InvestorReturns3.pdf
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The Trust-No-One Investing Plan
June 01, 2002: TIME Magazine
Corporate scandals got you scared of stocks? Try bonds, whose returns aren\'t as low as you think.
http://www.time.com/time/magazine/article/0,9171,1101020624-263036,00.html
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New Cause for Caution on Stocks
May 01, 2002: TIME Magazine
Fresh research challenges the historical rate of return on equities. Look to bonds for more balance.
http://www.time.com/time/magazine/article/0,9171,1101020506-234145,00.html
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Money and the Mind: How Neuroscientists Are Cracking the Code of Investment Behavior
May 01, 2002
Jason explains the exciting new insights into financial decision-making that are coming from groundbreaking research in neuroscience. This presentation, to the annual meeting of the Association for Investment Management & Research, outlines the roles that different parts of the human brain play in estimating probabilities, assessing risk and reward, and integrating emotion with reason. [See also October, 2002, and March 18, 2003]
http://jasonzweig.com/speeches/Brain2002.ppt
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Inside the world\'s largest fund
April 01, 2002cnn.com
In control of $80 billion, Magellan manager Bob Stansky wants to beat the market -- but he\'s no gunslinger.
http://money.cnn.com/2002/01/11/funds/q_stansky/index.htm
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Online chat at Morningstar.com
March 01, 2002: www.morningstar.com
Among other things, Jason discusses investment risk, diversification, index funds, market timing, and how the mutual fund industry should get its act together. (Note: free registration required.)
http://news.morningstar.com/doc/article/0,1,13727,00.html
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Mind over Money
March 01, 2002: PBS
In this broadcast on PBS’ “Nightly Business Report,” Jason discusses how to apply the principles of behavioral finance to become a better investor.
http://www.nightlybusiness.org/transcript/2002/trnscrpt032902.htm
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The Future Of Fidelity
February 01, 2002: Money Magazine, Vol. 31 No. 2 Special Funds Issue
With $873 Billion In Assets, Fidelity Is Already The Colossus Of The Mutual Fund Business. But Its Ambitions Don't Stop There.
http://money.cnn.com/best/magazine_archive/2002/02/FID.html
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Give Us Our Dividends
February 01, 2002: TIME Magazine
Technology companies like Microsoft and Cisco are piling up cash. Shouldn`t they pay some of it out to shareholders?
http://www.time.com/time/magazine/article/0,9171,1101020218-201887,00.html
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What\'s Eating You
December 01, 2001: Money Magazine, Vol. 30 No. 13 Special Double Issue
How to cope with investing risk after September 11th, when everything seems uncertain.
http://money.cnn.com/best/magazine_archive/2001/12/FUN.html; http://www.jasonzweig.com/uploads/12.01Risk1.pdf; http://www.jasonzweig.com/uploads/12.01Risk2.pdf
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How September 11th hit funds
November 22, 2001: Money Magazine
Some top fund managers relate their experiences on a tragic day.
http://money.cnn.com/2001/10/22/funds/q_tendays_main/index.htm
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The Aftermath of September 11th: Endurance and Optimism in the Culture and History of Wall Street
November 01, 2001: Museum of American Financial History
In this panel discussion sponsored by the Museum of American Financial History and moderated by Myron Kandel of CNN, Jason puts the trauma of terror in a historical and psychological context. Hint: the people who said “Everything has changed” were wrong.
http://www.financialhistory.org/nov15trans.htm
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What can we learn from history?
September 21, 2001: www.cnn.com and Money Magazine
In the wake of September 11th, history holds an important lesson: Disasters don`t have a lasting impact on stocks.
http://money.cnn.com/2001/09/21/investing/zweig/index.htm; http://www.jasonzweig.com/uploads/11.01Disaster.pdf
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Here Come the Bogleheads
September 01, 2001: Money Magazine, Vol. 30 No. 9
On A Sunny Summer Weekend, Dozens Of Strangers Gather To Hear Jack Bogle Preach Vanguard\'s Investing Gospel. Don\'t They Have Anything Better To Do?
http://money.cnn.com/best/magazine_archive/2001/09/VAN.html; http://www.jasonzweig.com/uploads/9.01Bogleheads1.pdf; http://www.jasonzweig.com/uploads/9.01Bogleheads2.pdf
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“I don't know, I don't care”
August 29, 2001: 4:44 p.m. ET
Indexing lets you say those magic words.
http://money.cnn.com/2001/08/29/investing/Zweig/index.htm
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Index funds on PBS
July 31, 2001
Jason talks about the pros and cons of index funds in an interview with Betsy Karetnick of PBS’s “That Money Show.” View the video here:
http://www.pbs.org/wnet/moneyshow/makeover/071301.html
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Is the S&P 500 Rigged?
July 13, 2001: Money Magazine
The ultimate market measure has been turned inside out -- and may never be the same again. Investors beware.
http://money.cnn.com/2001/06/13/zweig_on_funds/zweig_on_funds/; http://www.jasonzweig.com/uploads/7.01S&P500.1.pdf; http://www.jasonzweig.com/uploads/7.01S&P500.2.pdf
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Wall Street\'s Wisest Man
June 01, 2001: Money Magazine, Vol. 30 No. 6
Getting rich off stocks is simple, says Charles Ellis. Here\'s how.
http://money.cnn.com/best/magazine_archive/2001/06/FUN.html; http://www.jasonzweig.com/uploads/6.01Ellis.pdf
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Reading Them For The Right Reasons
June 01, 2001: Money Magazine, Vol. 30 No. 6
MONEY's Jason Zweig thinks you'd be nuts not to read Jeremy Siegel's and Robert Shiller's stock market books. But he thinks you'd be even nuttier to take their every word as gospel.
http://money.cnn.com/best/magazine_archive/2001/06/books.html
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“Fat Tails, Thin Ice”
June 01, 2001: Morningstar
In this speech, the keynote address to the 2001 Morningstar Investment Conference, Jason talks about how financial planners misunderstand and misuse the lessons of history: They cite academic studies “proving” investment theories without ever reading them; they extrapolate past data without questioning the quality and durability of the numbers; and they fail to communicate investment risk in terms clients can understand. Jason offers suggestions on how to do better.
http://datalab.morningstar.com/Midas/Home/ArticlesResearch/DL_Article_FatTa...
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Do you sabotage yourself?
May 01, 2001: Money Magazine, Vol. 30 No. 5
Daniel Kahneman has done more than anyone else to explain why most of us make so many mistakes as investors--and what we can do about it.
http://money.cnn.com/magazines/moneymag/moneymag_archive/2001/05/01/301274/...; http://www.jasonzweig.com/uploads/5.01Kahneman1.pdf; http://www.jasonzweig.com/uploads/5.01Kahneman2.pdf; http://www.jasonzweig.com/uploads/5.01Kahneman3.pdf
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Splitsville
March 01, 2001: Money Magazine, Vol. 30 No. 3
Can investors really make money buying stocks because they split?
http://money.cnn.com/best/magazine_archive/2001/03/FUN03.html; http://www.jasonzweig.com/uploads/3.01Splits.pdf
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Give diversity a chance
February 14, 2001: money.com
A lot of individual investors hate spreading their bets. But it works.
http://money.cnn.com/2001/02/14/zweig_on_funds/zweig_on_funds/
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How many stocks do you need?
January 30, 2001: money.com
Probably a lot more than you think, if you want a diversified portfolio.
http://money.cnn.com/2001/01/30/zweig_on_funds/zweig_on_funds/
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Who's recommending your stock?
January 10, 2001: money.com
New research dishes dirt on Wall Street analysts. Plus: Tips for daytraders (if you must play that game).
http://money.cnn.com/2001/01/10/zweig_on_funds/zweig_on_funds/
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Will The Janus Way Go Astray?
January 01, 2001: FORTUNE Magazine
MONEY magazine's mutual fund columnist Jason Zweig gets under the hood of Janus' magical money machine.
http://www.fortune.com/fortune/investing/articles/0,15114,390122,00.html
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Investing on PBS
January 01, 2001: PBS
A chat with Betsy Karetnick of PBS’s “That Money Show” about what went wrong for investors in 2000 and how to put those lessons to work. View the video here:
http://www.pbs.org/wnet/moneyshow/makeover/011201.html
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A Matter of Expectations
January 01, 2001: Money Magazine, Vol. 30 No. 1 Special Forecast Issue
How much will stocks return in the future? Even forecasts that don\'t pan out have lessons for investors.
http://money.cnn.com/best/magazine_archive/2001/01/FUN.html; http://www.jasonzweig.com/uploads/1.01Expectations.pdf
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New Year\'s Play
December 01, 2000: Money Magazine, Vol. 29 No. 13 Special Double Issue
Can you make big bucks on small stocks by buying in December?
http://money.cnn.com/best/magazine_archive/2000/12/FUN.html; http://www.jasonzweig.com/uploads/12.00JanEffect.pdf
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If Your Clients Know as Much as You Do, How Can You Keep Them?
December 01, 2000
In this speech, Jason warned that money managers needed to build an emotional bond with their investors before it was too late. All too many fund companies rely on hot performance and marketing gimmicks, instead of building trust by managing risk and investing for the long term. With the benefit of hindsight, it seems a shame that more people in the fund industry didn’t take this speech (to the Association for Investment Management & Research) more seriously.
http://jasonzweig.com/speeches/
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The Trouble With Humans
November 01, 2000: Money Magazine, Vol. 29 No. 12
A look at the neuroscience of investing: Why rats and pigeons might make better investors than people do.
http://money.cnn.com/magazines/moneymag/moneymag_archive/2000/11/01/290855/...; http://www.jasonzweig.com/uploads/11.00Neuroeconomics.pdf
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Mutual Funds
November 01, 2000: PBS
An interview with Betsy Karetnick of PBS’s “That Money Show” on the basics of investing in mutual funds. View the video here:
http://www.pbs.org/wnet/moneyshow/makeover/111700.html
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Don\'t Fly Blind
October 01, 2000: Money Magazine, Vol. 29 No. 10
How to find out what your fund company isn\'t telling you
http://money.cnn.com/best/magazine_archive/2000/10/FUN.html; http://www.jasonzweig.com/uploads/10.00Disclosure.pdf
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Hunting eggs
September 14, 2000: money.com
How to diversify away the risk of too much company stock.
http://robots.cnnfn.com/2000/09/14/mailbag/mailbag/index.htm
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Be your own fund manager
August 14, 2000: money.com
Think you're worth five stars? Here's how to put yourself to the test.
http://robots.cnnfn.com/2000/08/14/mailbag/mailbag/index.htm
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Performance Review: Part 3
August 01, 2000: money.com
I've been answering your questions in Mutual Fund Mailbag for just about a year now, and I think I've gotten things mostly right. Just to be sure, though, I've asked some of the investing world's top minds for their two cents. In this three-part series, I square off with Vanguard's John Bogle, efficient-market theorist William Bernstein, and finance professor Terrance Odean on the issues you've written in most about. This week: Odean slaps me upside the head.
http://robots.cnnfn.com/2000/08/01/mailbag/mailbag/index.htm
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Mutual Competition
August 01, 2000: Money Magazine, Vol. 29 No. 8
Are the new rivals to traditional funds – like folios and exchange traded funds (ETFs) -- a better bet?
http://money.cnn.com/best/magazine_archive/2000/08/FUN.html; http://www.jasonzweig.com/uploads/8.00ETFsAndFolios.pdf
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Performance Review: Part 2
July 25, 2000: money.com
I've been answering your questions in Mutual Fund Mailbag for just about a year now, and I think I've gotten things mostly right. Just to be sure, though, I've asked some of the investing world's top minds for their two cents. In this three-part series, I square off with Vanguard's John Bogle, efficient-market theorist William Bernstein, and finance professor Terrance Odean on the issues you've written in most about. This week: Bernstein gives me a bashing.
http://robots.cnnfn.com/2000/07/25/mailbag/mailbag/index.htm
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Performance Review: Part 1
July 18, 2000: money.com
I've been answering your questions in Mutual Fund Mailbag for just about a year now, and I think I've gotten things mostly right. Just to be sure, though, I've asked some of the investing world's top minds for their two cents. In this three-part series, I square off with Vanguard's John Bogle, efficient-market theorist William Bernstein, and finance professor Terrance Odean on the issues you've written in most about. This week: Bogle beats me up.
http://robots.cnnfn.com/2000/07/18/mailbag/mailbag/index.htm
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Don\'t Get Me Wrong
July 01, 2000: Money Magazine, Vol. 29 No. 7
When should a fund manager--or an investor--admit a mistake?
http://money.cnn.com/best/magazine_archive/2000/07/FUN.html; http://www.jasonzweig.com/uploads/7.00Longleaf.pdf
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Ground Zero
June 29, 2000: money.com
Zero-coupon bonds are a good way to lock in a rate of return. Just be prepared for a rocky ride.
http://robots.cnnfn.com/2000/06/29/mailbag/mailbag/index.htm
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Investing for retirement and income
June 06, 2000: CNN
In this appearance on CNN’s “In the Money,” Jason recommends some mutual funds and strategies to improve retirement security.
http://www.cnn.com/TRANSCRIPTS/0006/05/itm.00.html
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Back to school: websites for more advanced investors
June 06, 2000: money.com
We're all getting pretty good at investing these days. Here are some websites to help you get to the next level.
http://robots.cnnfn.com/2000/06/06/mailbag/mailbag/index.htm
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The Best Investor You\'ve Never Heard Of
June 01, 2000: Money Magazine, Vol. 29 No. 6
From A Nondescript Apartment In Des Moines, Joseph Rosenfield--A Longtime Pal Of Warren Buffett-- Has Turned $11 Million Into $1 Billion. Who Is He, And How Did He Do It?
http://money.cnn.com/best/magazine_archive/2000/06/IOW.html; http://www.jasonzweig.com/uploads/6.00JoeRosenfield1.pdf; http://www.jasonzweig.com/uploads/6.00JoeRosenfield2.pdf
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Index funds
June 01, 2000: IndexFunds.com
Should you have all your money in index funds? Jason debates the editor of IndexFunds.com on whether actively-managed mutual funds serve any legitimate purpose at all:
http://www.indexfunds.com/archives/articles/staff_20000616_from_the_message...
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How Women Can Out-Invest Men
June 01, 2000: Money Magazine, special summer issue
Many men -- and even some women -- think men are better at investing than women. However, they are probably wrong.
http://www.jasonzweig.com/uploads/6.00Women.pdf
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When index funds don't work
May 24, 2000: money.com
Passive investing almost always beats active management. There are cases, though, when it just doesn't add up. (See also July 18, 2000.)
http://robots.cnnfn.com/2000/05/24/mailbag/mailbag/index.htm
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The first step
May 18, 2000: money.com
Good investing isn't rocket science. Here's a plan to get you started that can last a lifetime.
http://robots.cnnfn.com/2000/05/18/mailbag/mailbag/index.htm
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To buy, or to build
May 11, 2000: money.com
How many stocks make up a diversified portfolio? The debate rages on, but there are some rules you can live by. (See also July 25, 2000.)
http://robots.cnnfn.com/2000/05/11/mailbag/mailbag/index.htm
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Prodigal son
May 08, 2000: money.com
Many investors have strayed in search of tech-sized returns, but repentant sinners can get back on the true path. (See also August 1, 2000.)
http://robots.cnnfn.com/2000/05/08/mailbag/mailbag/index.htm
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Investing internationally
May 01, 2000: CNN
In this appearance on CNN’s “In the Money,” Jason discusses using mutual funds to invest overseas with safety.
http://www.cnn.com/TRANSCRIPTS/0005/08/itm.00.html
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Fun funds
April 28, 2000: money.com
Mutual funds marketed to children aren't bad, but there are better ways to turn on your kids to investing.
http://robots.cnnfn.com/2000/04/28/mailbag/mailbag/index.htm
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Alphabet soup
April 18, 2000: money.com
B shares, C shares--even Q shares. Which class of fund should you buy?
http://robots.cnnfn.com/2000/04/18/mailbag/mailbag/index.htm
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High concentration
April 11, 2000: money.com
The Vanguard Growth Index fund has nearly half of its assets in just 10 stocks. How much is too much?
http://robots.cnnfn.com/2000/04/11/mailbag/mailbag/index.htm
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Chart Burn
April 01, 2000: Money Magazine, Vol. 29 No. 4
The \"mountain charts\" in fund ads can be confusing.
http://money.cnn.com/best/magazine_archive/2000/04/FUN.html; http://www.jasonzweig.com/uploads/4.00ChartBurn1.pdf; http://www.jasonzweig.com/uploads/4.00ChartBurn2.pdf
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Do health-care funds make sense?
March 10, 2000: money.com
Depends who you ask--but if it's a financial journalist, think twice.
http://robots.cnnfn.com/2000/03/10/mailbag/mailbag/index.htm
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The Star System
March 02, 2000: Money Magazine, Vol. 29 No. 3
Are you sure you know what those Morningstar ratings really mean?
http://money.cnn.com/best/magazine_archive/2000/03/fun.html; http://www.jasonzweig.com/uploads/3.00Morningstar.pdf
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Questioning your faith
March 02, 2000: money.com
Should you abandon those once-great value funds?
http://robots.cnnfn.com/2000/03/02/mailbag/mailbag/index.htm
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The case for boring bonds
February 17, 2000: money.com
What good is 6% a year when you can make 6% an hour?
http://robots.cnnfn.com/2000/02/17/mailbag/mailbag/index.htm
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Splitsville
February 11, 2000: money.com
Are two nickels ever worth 12 cents? You can play that game with stocks, but not with funds.
http://robots.cnnfn.com/2000/02/11/mailbag/mailbag/index.htm
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Do the Experts Get the Future Right? Does Anybody?
February 01, 2000: Money Magazine, Vol. 29 No. 2
Before you put all your money in that tech fund, consider how far off our expectations have been over the past decade. Jason Zweig With additional reporting by Erica Garcia
http://money.cnn.com/best/magazine_archive/2000/02/fun.html; http://www.jasonzweig.com/uploads/2.00DoExperts.pdf
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Diversification overrated? Not a chance
January 26, 2000: money.com
Jason takes issue with an article in Worth Magazine questioning the value of diversifying your investments.
http://robots.cnnfn.com/2000/01/26/mailbag/mailbag/index.htm
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Dumbed down too far
January 18, 2000: money.com
Lifecycle funds offer instant diversification, but they have their drawbacks.
http://robots.cnnfn.com/2000/01/18/mailbag/mailbag/index.htm
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Diversity training
January 06, 2000: money.com
You can't know when tech stocks will end their bull run. But you should start preparing now.
http://robots.cnnfn.com/2000/01/06/mailbag/mailbag/index.htm
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Did You Beat the Market?
January 01, 2000: Money Magazine, Vol. 29 No. 1 Special Forecast Issue 2000
Most investors who say they do are just kidding themselves.
http://money.cnn.com/best/magazine_archive/2000/01/fnd0101.html; http://www.jasonzweig.com/uploads/1.00DidYouBeat.pdf
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Carrying the load
December 21, 1999: money.com
Jason cuts through some financial jargon and gives the straight dope on mutual fund charges.
http://robots.cnnfn.com/1999/12/21/mailbag/mailbag/index.htm
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Tying yourself to the mast
December 14, 1999: money.com
As the market gets more and more volatile, Jason gives practical tips on how to avoid the often-irresistible call of panic buying and selling.
http://robots.cnnfn.com/1999/12/14/mailbag/mailbag/index.htm
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Why buy bonds?
December 03, 1999: money.com
These days, everybody seems to be filling their portfolio with nothing but stocks. Jason explains why this can be a risky strategy.
http://robots.cnnfn.com/1999/12/03/mailbag/mailbag/index.htm
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The Tyranny of Style
December 01, 1999: Money Magazine Vol. 28 No. 12 Special Double Issue
Is a mutual fund's label more important than its returns?
http://money.cnn.com/best/magazine_archive/1999/12/fun.html
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How much turnover is too much?
November 24, 1999: money.com
Jason gives readers an easy way to evaluate fund portfolio turnover, and sheds some light on mutual fund share splits. (See also July 18, 2000.)
http://robots.cnnfn.com/1999/11/24/mailbag/mailbag/index.htm
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The risk is not in our funds, but in ourselves
November 19, 1999: money.com
Jason counsels a reader that the best way to measure risk is not by looking at betas and standard deviations, but by taking a hard look in the mirror.
http://robots.cnnfn.com/1999/11/19/mailbag/mailbag/index.htm
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Is a green fund a good fund?
November 11, 1999: money.com
Jason weighs in on the merits of socially-responsible mutual funds.
http://robots.cnnfn.com/1999/11/11/mailbag/mailbag/index.htm
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Don't try this with your 401(k)
November 04, 1999: money.com
Why loading up your retirement plan with shares in even a high-flying employer is a dangerous thing to do.
http://robots.cnnfn.com/1999/11/04/mailbag/mailbag/index.htm
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Looking Out for No. 1
November 01, 1999: Money Magazine, Vol. 28 No. 11
With fund returns, what you see is not always what you will get.
http://money.cnn.com/best/magazine_archive/1999/11/fnd11019.html; http://www.jasonzweig.com/uploads/11.99ChasingPerformance.pdf
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To weight or not to weight?
October 28, 1999: money.com
Jason advises a reader who wonders if he should weight certain sectors of the market more heavily than others, and debunks the idea that small cap stocks tend to outperform large caps over time.
http://robots.cnnfn.com/1999/10/28/mailbag/mailbag/index.htm
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Required reading
October 14, 1999: money.com
Jason recommends a shelf-full of good books for the novice investor.
http://robots.cnnfn.com/1999/10/14/mailbag/mailbag/index.htm
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All dressed up and no place to invest
October 07, 1999: money.com
Jason advises a reader who's managed to save a lot of money, but doesn't know where to invest it.
http://robots.cnnfn.com/1999/10/07/mailbag/mailbag/index.htm
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Bogle: Going But Not Forgotten
October 01, 1999: Money Magazine, Vol. 28 No. 10
No one would have expected John C. Bogle, iconoclastic founder of Vanguard funds, to go gentle into that good night. And he didn\'t. When top executives at Vanguard began pushing their feisty senior...
http://money.cnn.com/best/magazine_archive/1999/10/bogle.html; http://www.jasonzweig.com/uploads/10.99Bogle.pdf
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Behavioral Finance: What Good Is It, Anyway?
October 01, 1999: Harvard University
Behavioral finance – the study of investing psychology – is getting tons of attention. The trendiest money managers all say they use behavioral finance to exploit the mistakes of irrational investors. In this speech to a conference at the John F. Kennedy School of Government at Harvard University, Jason argues that behavioral finance is not a window onto the behavior of other people, but a mirror that shows our own shortcomings; we should use it not to take advantage of other stupid investors, but rather to make ourselves smarter investors.
http://www.jasonzweig.com/wip/documents/speeches/Behavior.doc
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1974 and 1999: History Turned Upside-Down
October 01, 1999
In this speech to the Foundation Financial Officers Group (a club for major institutional investors), Jason looked back exactly 25 years to late 1974 -- when the outlook for investing was the polar opposite of late 1999. With internet mania at its most euphoric, Jason warned that investors always get carried away at market extremes. This speech combines a historical viewpoint with insights from behavioral finance to create a perspective that may be useful even today.
http://jasonzweig.com/speeches/BipolarMarkets.doc
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Selling into Y2K
September 29, 1999: money.com
Should you sell your stocks to sidestep a possible Y2K computer meltdown? Some advice for the panic-stricken.
http://robots.cnnfn.com/1999/09/29/mailbag/mailbag/index.htm
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Which one of these funds is not like the others?
September 24, 1999: money.com
Jason answers a reader who wants to know about tools to evaluate how much overlap there is in his funds' holdings.
http://robots.cnnfn.com/1999/09/24/mailbag/mailbag/index.htm
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How many funds are enough?
September 17, 1999: money.com
Jason explains why most investors shouldn't own more than a handful of mutual funds.
http://robots.cnnfn.com/1999/09/17/mailbag/mailbag/index.htm
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How smart is buying cheap?
September 10, 1999: money.com
Jason explains why "cheap" stocks aren't always a good investment, and clears up some of the confusion around P/E ratios.
http://robots.cnnfn.com/1999/09/10/mailbag/mailbag/index.htm
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A Short Primer
September 03, 1999: money.com
If you absolutely, positively have to short the market, Jason shows you how.
http://robots.cnnfn.com/1999/09/03/mailbag/mailbag/index.htm
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Fund Wars
September 01, 1999: Money Magazine, Vol. 28 No. 9
A secret battle is raging between fund companies and financial planners--and you may be caught in the crossfire. (The first major article to point out that the fund industry was being infiltrated by fast-trading market timers who could hurt small investors.) Pat Regnier and Jason Zweig
http://money.cnn.com/best/magazine_archive/1999/09/war0901.html; http://www.jasonzweig.com/uploads/9.99FundTiming1.pdf; http://www.jasonzweig.com/uploads/9.99FundTiming2.pdf
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Day Trading
August 26, 1999: CNN
Transcript of a CNN broadcast in which Jason calls day trading “the most effective weapon ever devised to commit financial suicide.”
http://money.cnn.com/1999/08/26/fortune/fortune_funds/
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Should I trust my broker?
August 11, 1999: money.com
Jason answers a reader who wonders whether her broker's telling her the truth about expense ratios.
http://robots.cnnfn.com/1999/08/11/mailbag/mailbag/index.htm
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Cast a wide net
August 03, 1999: money.com
Jason explains the logic behind investing in a fund based on a total stock-market index like the Wilshire 5000.
http://robots.cnnfn.com/1999/08/03/mailbag/mailbag/index.htm
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False Profits
August 01, 1999: Money Magazine, Vol. 28 No. 8
You now have all the tools you need to pick your own pocket. (A critique of the stock-picking “strategies” of the Motley Fool.)
http://money.cnn.com/best/magazine_archive/1999/08/fnd08_fi.html; http://www.jasonzweig.com/uploads/8.99FalseProfits.pdf
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“Expert Q&A”
August 01, 1999: morningstar.com
In this online chat, Jason fields questions from Morningstar users about everything from stock-picking “systems” to index funds, how and why to use a broker, investing in corporate bankruptcies, saving for college, the fine points of bond funds, and the ethics of financial journalism. [Conversation 676: in the “Jump to #” box, enter 676]
http://socialize.morningstar.com/NewSocialize/asp/fullconv.asp
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In defense of diversification
July 28, 1999: money.com
Zweig answers critics who wonder why anyone would possibly want to invest in anything other than U.S. stocks.
http://robots.cnnfn.com/1999/07/28/mailbag/mailbag/index.htm
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Fools and their money
July 21, 1999: money.com
Reaction is swift, strong (and more than a little foolish) to Zweig's Money column criticizing the Motley Fool.
http://robots.cnnfn.com/1999/07/21/mailbag/mailbag/index.htm
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Are Index Funds a Tax Disaster Waiting to Happen?
July 20, 1999: money.com
In his online mailbox, Money Magazine's mutual funds columnist, Jason Zweig, has gotten several letters warning that index funds are ticking tax time bombs waiting to blow their shareholders to bits in the next market decline. Should you worry?
http://robots.cnnfn.com/1999/07/20/mailbag/mailbag/index.htm
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Mutual Fund Tax Bombs
July 01, 1999: Money Magazine, Vol. 28 No. 7
How to run up a $10,000 tax bill without even trying
http://money.cnn.com/best/magazine_archive/1999/07/fnd07_fi.html; http://www.jasonzweig.com/uploads/7.99TaxBomb.pdf
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Don\'t Sell Value Short
June 01, 1999: Money Magazine, Vol. 28 No. 6 Special Issue The MONEY 100
How would you like to be a highly intelligent, experienced, skilled professional--and come in to work every day and have somebody tell you that you\'re a moron?
http://money.cnn.com/best/magazine_archive/1999/06/mon06d_f.html; http://www.jasonzweig.com/uploads/6.99Value.pdf
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Baloney.com
May 01, 1999: Money Magazine, Vol. 29 No. 5
Don\'t believe the hype about Internet stocks and funds.
http://money.cnn.com/best/magazine_archive/1999/05/fnd05_fi.html; http://www.jasonzweig.com/uploads/5.99Baloney.com1.pdf; http://www.jasonzweig.com/uploads/5.99Baloney.com2.pdf
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Risks and Riches
April 01, 1999: Money Magazine, Vol. 28 No. 4
Over the full sweep of time, mutual funds have shown that they are probably the greatest contribution to financial democracy ever devised. But like every democratic structure, they are far from perfect.
http://money.cnn.com/best/magazine_archive/1999/04/risks.html; http://www.jasonzweig.com/uploads/4.99HistoryOfMutualFunds1.pdf; http://www.jasonzweig.com/uploads/4.99HistoryOfMutualFunds2.pdf
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Look Back and Learn
April 01, 1999: Money Magazine, Vol. 28 No. 4
Booms And Busts, Fashions And Binges, Have Been Part Of The Mutual Fund Experience Almost Since The Beginning.
http://money.cnn.com/best/magazine_archive/1999/04/mut04a_f.html
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“Wall Street: The Sexy New Beat”
April 01, 1999
What are the motivations -- and conflicts -- behind personal-finance journalism? Jason moderates a panel sponsored (and entitled!) by the Center for Communication on covering the financial markets.
http://www.cencom.org/INDEX.HTM/transcripts/transcripts/WallStreet.htm
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Flavor of the Month
March 01, 1999: Money Magazine
Are enhanced index funds (and 184% returns) too good to be true?
http://money.cnn.com/magazines/moneymag/moneymag_archive/1999/03/01/256200/...; http://www.jasonzweig.com/uploads/3.99EnhancedIndex.pdf
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Confessions of a Fund Pro
February 01, 1999: Money Magazine
A manager explains how the deck is stacked against you: a chat with the pathologically candid Ted Aronson. (The second link offers a more complete transcript.)
http://money.cnn.com/magazines/moneymag/moneymag_archive/1999/02/01/254531/...; http://money.cnn.com/1999/01/15/zweig_on_funds/zweig_on_funds/index.htm; http://www.jasonzweig.com/uploads/2.99Aronson1.pdf; http://www.jasonzweig.com/uploads/2.99Aronson2.pdf
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No Dumping
January 01, 1999: Money Magazine
Is your underperforming mutual fund manager the problem? Or are you? A look at why most people sell at the wrong time.
http://money.cnn.com/magazines/moneymag/moneymag_archive/1999/01/01/253680/...; http://www.jasonzweig.com/uploads/1.99NoDumping.pdf
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Performance Peek-a-Boo
December 01, 1998: Money Magazine
The BlackRock GNMA Fund shows how Wall Street conjures up mutual fund performance out of thin air.
http://www.jasonzweig.com/uploads/12.98PerformancePeekaboo.pdf
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Invest Globally -- Still
December 01, 1998: Money Magazine
Sure, the numbers are scary, but staying home is risky too. Why everyone should own an international fund.
http://money.cnn.com/magazines/moneymag/moneymag_archive/1998/12/01/251931/...; http://www.jasonzweig.com/uploads/12.98GoGlobal.pdf
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Tax Angles for Fund Investors
November 01, 1998: Money Magazine
Act now to lock in the losses and duck the distributions: a year-end guide.
http://money.cnn.com/magazines/moneymag/moneymag_archive/1998/11/01/250370/...
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A Plague of Mergers
November 01, 1998: Money Magazine
Fund mergers help management, but what about shareholders? How mutual funds could become more truly mutual.
http://money.cnn.com/magazines/moneymag/moneymag_archive/1998/11/01/250313/...; http://www.jasonzweig.com/uploads/11.98Mergers.pdf
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Diversification Pitfalls
October 01, 1998: Money Magazine
Even savvy investors can mess up a good portfolio -- and remember, you are one of the eggs in your own basket.
http://money.cnn.com/magazines/moneymag/moneymag_archive/1998/10/01/248898/...; http://www.jasonzweig.com/uploads/10.98YouAreAnEgg1.pdf; http://www.jasonzweig.com/uploads/10.98YouAreAnEgg2.pdf
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Fidelity Is Back
September 01, 1998: Money Magazine
Corporate profile of the fund giant, illustrating how it is placing a new emphasis on managing risk.
http://money.cnn.com/magazines/moneymag/moneymag_archive/1998/09/01/247700/...
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The Best Mutual Fund Family in America
August 01, 1998: Money Magazine
What makes the Longleaf Partners funds so different – and why aren’t more fund companies run the same way?
http://money.cnn.com/magazines/moneymag/moneymag_archive/1998/08/01/246600/...; http://www.jasonzweig.com/uploads/8.98Longleaf.pdf
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How to Use the News and Tune Out the Noise
July 01, 1998: Money Magazine
Evidence that investors who pay more attention to the latest news do not earn higher returns. In fact, they earn lower returns.
http://money.cnn.com/magazines/moneymag/moneymag_archive/1998/07/01/244543/...; http://www.jasonzweig.com/uploads/7.98UseTheNews.pdf
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The Team Players
June 01, 1998: Money Magazine
How groups of managers at Capital Research run the American Funds.
http://money.cnn.com/magazines/moneymag/moneymag_archive/1998/06/01/243353/...
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The Nonconformist
June 01, 1998: Money Magazine
A brief profile of swashbuckling money manager Ken Heebner.
http://money.cnn.com/magazines/moneymag/moneymag_archive/1998/06/01/243328...
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The Global Thinker
June 01, 1998: Money Magazine
A brief profile of money manager and investment thinker Gary Brinson.
http://money.cnn.com/magazines/moneymag/moneymag_archive/1998/06/01/243315/...
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Don`t Believe the Bull: Bond Funds Do Have a Place
June 01, 1998: Money Magazine
Why almost every investor can benefit from owning a bond fund.
http://money.cnn.com/magazines/moneymag/moneymag_archive/1998/06/01/243326/...; http://www.jasonzweig.com/uploads/6.98Bonds.pdf
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Proof that Chasing Hot Funds Will Make You Dizzy, Not Rich
May 01, 1998: Money Magazine
New research shows that the more fund investors move their money around, the less of it they have in the end.
http://money.cnn.com/magazines/moneymag/moneymag_archive/1998/05/01/241536/...; http://www.jasonzweig.com/uploads/5.98HotFunds.pdf
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Stocks or Funds?
April 01, 1998: Money Magazine
How to do decide whether (and where) mutual funds or individual stocks will work better for you.
http://money.cnn.com/magazines/moneymag/moneymag_archive/1998/04/01/240348/...
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Why Your Fund Manager May Work Better in the Dark
March 01, 1998: Money Magazine
A column arguing that more frequent disclosure of what a fund owns may not be a good thing.
http://money.cnn.com/magazines/moneymag/moneymag_archive/1998/03/01/238585/...; http://www.jasonzweig.com/uploads/3.98Disclosure.pdf
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Public Radio's "Marketplace"
February 01, 1998: “Marketplace”
An interview with David Brancaccio of Public Radio’s “Marketplace” on stock-market volatility and the importance of patience.
http://marketplace.publicradio.org/shows/1998/02/10_mpp.html
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How Funds Can Do Better
February 01, 1998: Money Magazine
Ten proposals to make mutual funds a better deal for their owners.
http://money.cnn.com/magazines/moneymag/moneymag_archive/1998/02/01/237250/...; http://www.jasonzweig.com/uploads/2.98HowFundsCanDoBetter.pdf
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Five Investing Lessons from America\'s Top Pension Fund
January 01, 1998: Money Magazine
How TIAA-CREF manages $210 billion for millions of teachers.
http://money.cnn.com/magazines/moneymag/moneymag_archive/1998/01/01/236875/...
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The 1997 Mutual-Fund Oscars
December 01, 1997: Money Magazine
This year\'s picks and pans in the fund business.
http://money.cnn.com/magazines/moneymag/moneymag_archive/1997/12/15/236098/...
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Is That New Fund a Hard-Boiled Survivor -- Or Humpty-Dumpty?
December 01, 1997: Money Magazine
How to tell if a newly-hatched mutual fund is naturally good or has been warmed up by incubation.
http://money.cnn.com/magazines/moneymag/moneymag_archive/1997/12/01/234648/...
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Watch out for the Year-End Fund Flimflam
November 01, 1997: Money Magazine
How do mutual fund managers so often manage to beat the market on the last day of the year? A look at the dirty little secret called windowdressing.
http://money.cnn.com/magazines/moneymag/moneymag_archive/1997/11/01/233104/...; http://www.jasonzweig.com/uploads/11.97Windowdressing.pdf
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The crash of 1987: a decade later
October 01, 1997: Public Radio’s “Marketplace”
On the tenth anniversary of the Crash of 1987, Jason talks with David Brancaccio of Public Radio’s “Marketplace” about investing for the long term in nervous markets. Transcript available here:
http://marketplace.publicradio.org/shows/1997/10/23_mpp.html
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The Best Funds for the Future
October 01, 1997: Money Magazine
Some thoughts on how to pick funds today with reasonable odds of outperforming tomorrow.
http://money.cnn.com/magazines/moneymag/moneymag_archive/1997/10/01/231796/...
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Staying the course through a crash
October 01, 1997: Public Radio’s “Marketplace”
On a day when the Dow Jones Industrial Average falls more than 554 points, Jason discusses how investors can stay focused on their goals. The transcript of this interview with Eric Roy of Public Radio’s “Marketplace” is available here (go to 1997 and click on October 27 – but note: this page loads very sloooooooooooooooooowly):
http://marketplace.publicradio.org/shows/index_archive.html
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Mutual Bet: Beating the Odds?
October 01, 1997: PBS
In this interview for PBS’s The News Hour with Jim Lehrer, Jason discusses the chronic underperformance of mutual funds: what causes it and what investors can do about it. Transcript available here:
http://www.pbs.org/newshour/bb/business/july-dec97/mutual_10-1.html
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Will Index Funds Blow up on You?
September 01, 1997: Money Magazine
A look at the arguments against indexing, and why they do not hold water.
http://www.jasonzweig.com/uploads/9.97IndexFunds.pdf
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How to Beat 77% of Fund Investors Year after Year
August 01, 1997: Money Magazine
A new argument about why most investors are better off in an index fund.
http://money.cnn.com/magazines/moneymag/moneymag_archive/1997/08/01/229758/...
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The Top Beach-Blanket Investing Books
July 01, 1997: Money Magazine
A short recommended reading list for investors on vacation.
http://money.cnn.com/magazines/moneymag/moneymag_archive/1997/07/01/228502/...; http://www.jasonzweig.com/uploads/7.97RequiredReading.pdf
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Bond Funds Are a Hit
June 01, 1997: Money Magazine
A buying guide and ownership manual for bond funds.
http://money.cnn.com/magazines/moneymag/moneymag_archive/1997/06/01/227207/...
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Putting Investors First
May 01, 1997
What should matter more to mutual funds: investment results or marketing success? In this speech -- to a group of fund executives at a dinner held in conjunction with the annual meeting of the Investment Company Institute – Jason warned that the fund industry was heading for disaster by trying to serve both masters. The speech infuriated the audience; several attendees stood up at the end and yelled that Jason had insulted their integrity. The trading scandal exposed in 2003 suggests that Jason’s doubts about their integrity were valid.
http://jasonzweig.com/speeches/Serving2Masters.doc
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Learn from the Big Bad Bear
May 01, 1997: Money Magazine
Lessons from veteran investors who survived the crash of 1973-1974.
http://money.cnn.com/magazines/moneymag/moneymag_archive/1997/05/01/225653/...
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Funds that Really Make Money for Their Investors
April 01, 1997: Money Magazine
An exploration of one of the most puzzling gaps in the investing world: why mutual fund investors make less money than the mutual funds they own.
http://money.cnn.com/magazines/moneymag/moneymag_archive/1997/04/01/224322/...; http://www.jasonzweig.com/uploads/4.97InvestorReturns1.pdf; http://www.jasonzweig.com/uploads/4.97InvestorReturns2.pdf; http://www.jasonzweig.com/uploads/4.97InvestorReturns3.pdf
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Fidelity Starts to Trade Its Turbocharged Returns for Sedanlike Stability
March 01, 1997: Money Magazine
Growing pains at the giant mutual-fund company.
http://money.cnn.com/magazines/moneymag/moneymag_archive/1997/03/01/222968/...
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Your Funds May Be Making You Rich...But You Are Also Getting Robbed
February 01, 1997: Money Magazine
An article documenting all the ways fund companies overcharge their investors, and how you can fight back.
http://money.cnn.com/magazines/moneymag/moneymag_archive/1997/02/01/221668/...; http://www.jasonzweig.com/uploads/2.97Expenses1.pdf; http://www.jasonzweig.com/uploads/2.97Expenses2.pdf; http://www.jasonzweig.com/uploads/2.97Expenses3.pdf
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When the Stock Market Plunges...Will You Be Brave, or Will You Cave?
January 01, 1997: Money Magazine
An exploration of the psychology of investment risk.
http://money.cnn.com/magazines/moneymag/moneymag_archive/1997/01/01/220939/...; http://www.jasonzweig.com/uploads/1.97InvBehavior1.pdf; http://www.jasonzweig.com/uploads/1.97InvBehavior2.pdf; http://www.jasonzweig.com/uploads/1.97InvBehavior3.pdf
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Oscar Time for Funds: The Envelope, Please
December 01, 1996: Money Magazine
Awards for best and worst performance in an industry that is supposed to serve investors.
http://money.cnn.com/magazines/moneymag/moneymag_archive/1996/12/01/218830/...; http://www.jasonzweig.com/uploads/12.96FundOscars.pdf
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How to Build a Portfolio
December 01, 1996: Money Magazine
Advice on how to assemble a mutual-fund portfolio one building block at a time.
http://money.cnn.com/magazines/moneymag/moneymag_archive/1996/11/27/225071/...
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How You Can Avoid the Worst Year-End Mutual Fund Mistake: Giving Uncle Sam a Handout
November 01, 1996: Money Magazine
Tips on steering clear of big mutual-fund tax bills at the end of the year.
http://money.cnn.com/magazines/moneymag/moneymag_archive/1996/11/01/204008/...; http://www.jasonzweig.com/uploads/11.96BuyDividend.pdf
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Peering into the Past Does Not Tell You the Future of a Fund
October 01, 1996: Money Magazine
Why past performance is not an accurate guide to the returns a fund will earn after you buy it.
http://money.cnn.com/magazines/moneymag/moneymag_archive/1996/10/01/217536/...; http://www.jasonzweig.com/uploads/10.96HotFunds.pdf
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How to Find Substitutes for Some Old Favorites
September 01, 1996: Money Magazine
A guide to searching for a new place for your money when one fund closes or a manager jumps ship.
http://money.cnn.com/magazines/moneymag/moneymag_archive/1996/09/01/216111/...
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A Middle-of-the-Road Fund Will Make It Possible for You to Coast Past Bulls and Bears
September 01, 1996: Money Magazine
Why an apparently mediocre mutual fund can end up making you more money than a seeming superstar.
http://money.cnn.com/magazines/moneymag/moneymag_archive/1996/09/01/216156/...; http://www.jasonzweig.com/uploads/9.96WarmFunds.pdf
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Which Funds Are Too Hot
August 01, 1996: Money Magazine
A look at why so-called hot funds so often end up going cold.
http://money.cnn.com/magazines/moneymag/moneymag_archive/1996/08/01/215474/...; http://www.jasonzweig.com/uploads/8.96FundsOnFire1.pdf; http://www.jasonzweig.com/uploads/8.96FundsOnFire2.pdf; http://www.jasonzweig.com/uploads/8.96FundsOnFire3.pdf
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When to Take a Wild Ride on a New Fund Rocket
July 01, 1996: Money Magazine
Brand-new funds often go straight to the moon -- or crash. This is a guide on what you need to know before blasting off on one of them.
http://money.cnn.com/magazines/moneymag/moneymag_archive/1996/07/01/214172/...; http://www.jasonzweig.com/uploads/7.96NewFunds1.pdf; http://www.jasonzweig.com/uploads/7.96NewFunds2.pdf
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Should You Wish upon the Stars to Pick Funds?
July 01, 1996: Money Magazine
A column explaining how the Morningstar mutual-fund ratings work.
http://money.cnn.com/magazines/moneymag/moneymag_archive/1996/07/01/214159/...; http://www.jasonzweig.com/uploads/7.96Morningstar.pdf
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Why Socially Responsible Investing Is Not Quite As Heavenly As It Might Sound
June 01, 1996: Money Magazine
A column that raised questions about whether mutual funds can really appease your investing conscience.
http://money.cnn.com/magazines/moneymag/moneymag_archive/1996/06/01/213198/...; http://www.jasonzweig.com/uploads/6.96SRIFunds.pdf
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Why Investors Have No Reason to Fret over the Most Recent Fidelity Flap
June 01, 1996: Money Magazine
A short item explaining the significance of news about personal trading by portfolio managers.
http://money.cnn.com/magazines/moneymag/moneymag_archive/1996/06/01/213204/...
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How to Win with the New Fidelity Lineup
May 01, 1996: Money Magazine
Fidelity has shaken up its managers to boost performance. What do the changes mean for investors?
http://money.cnn.com/magazines/moneymag/moneymag_archive/1996/05/01/212063/...
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The Hottest Funds Are Too Big for Their Britches
April 01, 1996: Money Magazine
Ballooning mutual funds are great for the folks who run them, but they may be a bust for you. This article is an early look at the problem of how bigger funds produce smaller returns.
http://money.cnn.com/magazines/moneymag/moneymag_archive/1996/04/01/211179/...; http://www.jasonzweig.com/uploads/4.96AssetElephantiasis1.pdf; http://www.jasonzweig.com/uploads/4.96AssetElephantiasis2.pdf; http://www.jasonzweig.com/uploads/4.96AssetElephantiasis3.pdf
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A Fund Fee Shareholders Should Be Glad to See
April 01, 1996: Money Magazine
Why redemption fees are a good idea for long-term investors.
http://money.cnn.com/magazines/moneymag/moneymag_archive/1996/04/01/211187/...; http://www.jasonzweig.com/uploads/4.96RedemptionFees.pdf
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Why you should watch out for those sizzling funds that shout: “We’re No. 1!”
March 01, 1996: Money Magazine
How good is a fund? It depends mainly on when you start measuring its returns and when you stop.
http://money.cnn.com/magazines/moneymag/moneymag_archive/1996/03/01/210144/...; http://www.jasonzweig.com/uploads/3.96WereNo.1.pdf
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When to Desert a Fallen Idol
February 01, 1996: Money Magazine
Is your fund manager just in a slump, or has he turned into a chump? Here are some rules for knowing when to stay and when to walk away.
http://money.cnn.com/magazines/moneymag/moneymag_archive/1996/02/01/207706/...; http://www.jasonzweig.com/uploads/2.96WhenToSell.pdf
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Funds on Sale! Why now may be the time to open your wallet to closed-end funds.
February 01, 1996: Money Magazine
Amid the greatest bull market in history, closed-end funds are about as cheap as they have been in years. How to find top choices at terrific prices.
http://money.cnn.com/magazines/moneymag/moneymag_archive/1996/02/01/207702/...; http://www.jasonzweig.com/uploads/2.96ClosedEnds.pdf
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12 Deadly Fund Myths -- and How to Profit from Them
February 01, 1996: Money Magazine
Like the Ancient Greeks, fund investors believe in myths. Here we debunk the biggest and give you advice to make you a richer shareholder.
http://money.cnn.com/magazines/moneymag/moneymag_archive/1996/02/01/207716/...; http://www.jasonzweig.com/uploads/2.96FundMyths1.pdf; http://www.jasonzweig.com/uploads/2.96FundMyths2.pdf
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Why You Would Be Foolish to Count on a 10% Annual Return
January 01, 1996: Money Magazine
Lots of pundits say stocks will return an average of 10% forever into the future. They are wrong.
http://money.cnn.com/magazines/moneymag/moneymag_archive/1996/01/01/207656/...; http://www.jasonzweig.com/uploads/1.96Expectations.pdf
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The SEC Looks at Whether Vinik Broke the Rules
January 01, 1996: Money Magazine
A report on personal trading by Jeff Vinik, then the manager of Fidelity Magellan fund.
http://money.cnn.com/magazines/moneymag/moneymag_archive/1996/01/01/207655/...
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Meet America`s Most Reliable Fund Manager
December 01, 1995: Money Magazine
A profile of Shelby Davis that highlights the difference between short-term flash and long-term success.
http://money.cnn.com/magazines/moneymag/moneymag_archive/1995/12/01/207591/...; http://www.jasonzweig.com/uploads/12.95Davis1.pdf; http://www.jasonzweig.com/uploads/12.95Davis2.pdf
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Don\'t Get Caught in This Big Year-End Tax Trap
December 01, 1995: Money Magazine
How to avoid a common investing mistake, and some winners and losers.
http://money.cnn.com/magazines/moneymag/moneymag_archive/1995/12/01/207745/...
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Why You Should Not Take Personal Trading by Fund Managers Too Personally
November 01, 1995: Money Magazine
A look at the furor over fund managers who bought or sold the same stocks for their own accounts that they also picked in their mutual funds. (Note: This is one of the dumber articles I\'ve written.)
http://money.cnn.com/magazines/moneymag/moneymag_archive/1995/11/01/207341/...; http://www.jasonzweig.com/uploads/11.95PersonalTrading.pdf
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Why Do Mutual Funds Cost So Much?
June 01, 1995: Morningstar Investment Conference
In this speech, Jason told the history of rising expenses over the years and reviewed – then dismantled – the fund industry’s justifications for the ever-higher flood of costs. If you want to learn more about how high fund expenses are, how they got there, and what to do about them, you may find that this speech (given while Jason was the mutual funds editor at Forbes) remains a useful resource.
http://jasonzweig.com/speeches/Morningstar1995.doc
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4/23/2013
December 31, 1969
:
http://www.pbs.org/wgbh/pages/frontline/retirement-gamble/
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Efficient Frontier
May 20, 2013
Link to William J. Bernstein's "Efficient Frontier" online newsletter, where he serves up opinion that is, at one and the same time, both biting and mathematically rigorous, both challenging and fun to read. Full of righteous anger at the knaves and nincompoops who dish out most financial advice, Bernstein is an invigorating breath of fresh air.
http://www.efficientfrontier.com/
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Bogle Financial Markets Research Center
May 20, 2013
This site, featuring John C. Bogle's speeches and research papers, enables you to keep up with the latest thinking of the founder of the Vanguard Group. Jack Bogle is probably the best friend the individual investor has ever had, and the materials archived here are rich with insights into how the money management business really works and how you can take control of your own financial destiny.
http://www.vanguard.com/bogle_site/bogle_home.html
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Berkshire Hathaway shareholder letters
May 20, 2013
Link to Warren Buffett's annual letters to shareholders, 1977 to date. If you want to learn how to think logically and clearly about all the issues that confront investors -- from inflation to stock options to diversification to index funds to the true meaning of risk -- Buffett's brilliant letters are the first (and often the final) word. He will never steer you wrong, and the learning is free and without obligation.
http://www.berkshirehathaway.com/letters/letters.html
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