Investing with an eye toward promoting social, political, or environmental concerns (or at least not supporting activities you feel are harmful) doesn’t mean you have to forgo pursuing a return on your money. The concept of putting your money where your mouth is first gained widespread attention during the 1970s, when such highly charged political…

“Sell in May, go away” wasn’t a winning strategy last month. Investors regained interest in Nasdaq stocks, giving the index its strongest gains since February. The Russell 2000, which along with the Nasdaq had been pummeled in April, also managed to eke out a positive performance in May. Meanwhile, by the end of the month,…

  Market Month: April 2014

Jim Parker of Dimensional Fund Advisors (DFA) delivers another timely article about the secret of smart investing – this time quoting Warren Buffett on what it takes to achieve long-term investment success: Not Rocket Science by Jim Parker When the media raises the subject of beating the market through astute stock picking, the name Warren…

The Markets Equities recovered from January’s losses in fine style. The Nasdaq continued to lead the pack year-to-date, but by the end of the month the S&P 500 had set a fresh all-time closing high. The small caps of the Russell 2000 also had a strong month, leaving the Dow industrials the only one of…

Exchange traded funds (ETFs) offer many benefits to investors, including low expense ratios, greater tax efficiency and the ability to trade during market hours.  However, it is this ability to trade ETFs like stocks which make them particularly attractive to investors who employ market timing strategies.  A recent study suggests that the use of ETFs…

The Markets Domestic equities had a mixed week. The small-cap stocks of the Russell 2000 managed to reclaim positive territory for the year while the Nasdaq continued to lead the pack year-to-date. The large caps didn’t fare quite as well, though the S&P 500 has now managed to erase all but 12 points of the…

Strategies for Coping with Market Volatility

The Markets Stability ball: A congressional accord on the debt ceiling plus fresh reassurance about Fed policy seemed to outweigh lackluster economic news, helping domestic equities follow through on the previous week’s late rally. The Nasdaq’s week was its best since late October, while the Russell 2000’s gain was the best for any of the…

Overview Standoffs, sequestration, shutdown, and suspense in Washington supplied the wall of worry that equities markets are said to be so fond of climbing. And climb it they did. The Dow, S&P 500, and small-cap Russell 2000 explored record territory for much of the year. Investors spent most of 2013 toggling between rejoicing at the lack…

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