Good Advice, or Advice that Sounds Good?
On the ethics of personal-finance journalism: A guest column for the American Press Institute’s Donald W. Reynolds National Center for Business Journalism
The markets on Public Radio
Give-and-take on the financial markets between Jason and Public Radio’s Kai Ryssdaal. You can hear it here:
Bubble Trouble: The Role of Media in Investment Reporting
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.
Market news on Public Radio
Jason wraps up the week’s investing news with Public Radio’s David Brancaccio. You can hear it here:
Performance Review: Part 3
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.
Performance Review: Part 2
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.
Performance Review: Part 1
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.
Don\'t Get Me Wrong
07/01/2000: Money Magazine, Vol. 29 No. 7
When should a fund manager--or an investor--admit a mistake?
Zero-coupon bonds are a good way to lock in a rate of return. Just be prepared for a rocky ride.
Do health-care funds make sense?
Depends who you ask--but if it's a financial journalist, think twice.
The risk is not in our funds, but in ourselves
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.
1974 and 1999: History Turned Upside-Down
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.
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]
08/01/1999: 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.)
Fools and their money
Reaction is swift, strong (and more than a little foolish) to Zweig's Money column criticizing the Motley Fool.
05/01/1999: Money Magazine, Vol. 29 No. 5
Don\'t believe the hype about Internet stocks and funds.
“Wall Street: The Sexy New Beat”
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.
Mutual Bet: Beating the Odds?
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:
Is Your Mom a Hedge Fund?
06/12/2012: WSJ Online: Total Return blog
What does it mean when `households` invest in government bonds?
Are Individual Investors Fleeing Stocks? Nope
06/27/2012: WSJ Online: Total Return blog
A look beneath the headlines about small investors getting out of the stock market.
Are Retail Investors `Fleeing` Stocks?
08/27/2012: WSJ Online: Total Return blog
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