Recent Articles

Why the Cost of Investment Advice is Still Too High

The proliferation of roboadvisors and ETFs that charge fees is hurting investors saving for retirement. Here's the skinny on the problems More 

Wall Street Stands Strong in the Midst of Terror

Monday started the week off on the right foot, but with Tuesday's update on industrial production and Wednesday's Fed minutes reinforcing the likelihood of a rate liftoff next month, the rally will be short-lived. More 

Wall Street Navigates Volatility as Rate Hike Nears

The psychology of the market remains out of whack as a December rate hike nears. Meanwhile, investors take shelter behind the volatility. More 

Wall Street Dips as Rate Hike Case Strengthens

All was quiet on Wall Street during Veteran's Day, as investors paid attention to soft economic data out of China coupled with huge retail sales. All while keeping one eye on the Fed's rate hike ambitions. More 

Stocks Drop on Biotech Blues

The markets took another turn for the worst as Citron Research calls out a former Wall Street darling as possibly the Enron of biotech. More 

Portfolio Report Card: A $1.75 Million Account Sunk by Heavy Cost

When reviewing your overall investment portfolio check through your mutual fund holdings for costs and stock overlap. It can cost you money More 

Should You Invest in Market Neutral ETFs?

I was recently asked by a reader named M.M. about the benefits of investing in market neutral funds. Choosing among these ETFs is tricky, but here are tips on how to invest. More