There are few investors with a better long-term track record than David Swensen, the chief investment officer of Yale's endowment since 1985 (approximately 13.5% annualized). So when Swensen sits down to talk about how he achieved his long-term investment success and about how he views today's investment risks and opportunities, I listen with full attention.
Happy Halloween. The next few days will surely provide a few tricks, and treats, depending on the thickness of your wallet. Here are a few tricks and treats to look for in your candy bag:Happy Halloween. The next few days will surely provide a few tricks, and treats, depending on the thickness of your wallet. Here are a few tricks and treats to look for in your candy bag:
Nathaniel Weixel of The Hill gives us five things to know about Trump's recent decision to end payments to insurers meant to help low-income people afford their insurance. I can personally confirm four of these things.
The leaves are starting to change and the flood waters have receded, so it must be time for our review of the third quarter. The deep dive this quarter is into the proposed Trump tax framework and how it may affect you over the coming decade, and more.
Equifax was broken into this summer. Unless you are about to get a new identity through the Federal Witness Protection Program, or you do not live in the US, it is time to protect yourself. Here are five things you can do now to better protect yourself against identity theft:
The Wall Street Journal's Jason Zweig writes "The burden of finding someone who will act in your best interest is on you. That means asking an adviser the right questions (and listening for the best answers). I encourage you to clip or print out this column and bring it to your next meeting with your financial adviser."
Saving for college may seem to be one of the most important, and difficult challenges facing the modern parent. But it may be nothing compared to the challenge of moderating your child's use of social media and smartphones.
Outgoing director of the US Office of Government Ethics, Walter Schaub, discusses the blatant disregard of long-accepted ethics norms given by President Donald Trump and his appointees, and the need for more "teeth" in the ethics program, in today's New York Times editorial page:
1Neither asset allocation nor diversification guarantee a profit or protect against a loss in a declining market. They are methods used to help manage investment risk. 2Mutual funds and exchange-traded funds are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the investment company, can be obtained directly from the fund company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.