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Media & Marketing Director
High School Basketball Coach
University of Cincinnati Graduate
Center of Fiduciary Studies Graduate

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02/12/2010

Check out Mark Matson on “The Call” with Larry Kudlow.  Great segment with superb points about markets and investing.

Video posted at 2:57 PM (2 years ago) | Permalink

One word - Premium.  That is what the Three Factor Model is about.  If you are going to invest in the market, invest in asset categories or sections of the market that add premium to a portfolio.  Market/Size/Value.  Watch the video for an explanation.

Video posted at 2:11 PM (2 years ago) | Permalink

» The $3 Trillion 401(k) Rip-Off

Click the title to read an article by Dan Solin discussing the mismanagement of 401k assets by investment providers and plan sponsors.  Many plan sponsors have no idea that they are personally liable for the investment decisions they make on behalf of their participants.  It’s very easy: diversify globally, stay prudent and rebalance yet the lack of providers out there offering this type of vehicle makes it very hard to accomplish.

Link posted at 5:17 PM (2 years ago) | Permalink

How is it possible that someone like Jim Cramer can get things so wrong and still have people listen to their advice?  Quote from Navigating the Fog of Investing movie from an old proverb: He who predicts the future lies, even if he is telling the truth.

How is it possible that someone like Jim Cramer can get things so wrong and still have people listen to their advice?  Quote from Navigating the Fog of Investing movie from an old proverb: He who predicts the future lies, even if he is telling the truth.

Posted at 11:42 AM (2 years ago) | Permalink

» Seven Shocking Tips to Boost Your Returns by 400% (or More) - DailyFinance

Every investor needs a coach in order to be prudent and stay disciplined while investing in the market. This article by Dan Solin adds great support. Definitely worth a read.

Link posted at 12:18 PM (2 years ago) | Permalink

Here is a great clip of Alan Greenspan discussing the unpredictability of markets and the economy.

Video posted at 1:53 PM (2 years ago) | Permalink

This graphic is very interesting and telling.  Let’s put this in perspective.  There are currently roughly 8,400 stocks in the US market.  If you exclude the Top 10% of performers each year (840 stocks this year), your return suffers 3.4% annually.  

What this means is that if you go back to 1926 and invest $10,000 in all US stocks and compound annually with no additional investment, you end up with $17.3 million.  If you try to pick the best performing stocks (of which there is no data supporting anyone’s ability to do so) and you miss the Top 10% of performers each year, your $10,000 investment only grows to $1.2 million.  You miss out on $16 million!  If you miss the Top 25% of performers each year, your return drops to -1% per year.  I don’t think the math is needed for that one.  Stock picking is a risky proposition.  I wouldn’t try it.

This graphic is very interesting and telling. Let’s put this in perspective. There are currently roughly 8,400 stocks in the US market. If you exclude the Top 10% of performers each year (840 stocks this year), your return suffers 3.4% annually.

What this means is that if you go back to 1926 and invest $10,000 in all US stocks and compound annually with no additional investment, you end up with $17.3 million. If you try to pick the best performing stocks (of which there is no data supporting anyone’s ability to do so) and you miss the Top 10% of performers each year, your $10,000 investment only grows to $1.2 million. You miss out on $16 million! If you miss the Top 25% of performers each year, your return drops to -1% per year. I don’t think the math is needed for that one. Stock picking is a risky proposition. I wouldn’t try it.

Posted at 10:18 AM (2 years ago) | Permalink

08/07/2009

This is the classic example of, “If it’s too good to be true, it probably isn’t true.”  As you can see from the graphic, financial fraud is increasingly being committed over the past couple of years in the US.  As investment products become more and more exotic and overpromising, so to comes exposure to fraud.  There are no magic beans when it comes to investing, etc.  Own the market, stay disciplined and rebalance.  It’s as simple as that.  

Be careful out there.

This is the classic example of, “If it’s too good to be true, it probably isn’t true.” As you can see from the graphic, financial fraud is increasingly being committed over the past couple of years in the US. As investment products become more and more exotic and overpromising, so to comes exposure to fraud. There are no magic beans when it comes to investing, etc. Own the market, stay disciplined and rebalance. It’s as simple as that.

Be careful out there.

Posted at 10:12 AM (2 years ago) | Permalink

This must be some sort of parallel universe where one self proclaimed financial guru (destroyer of wealth) is touting the financial abilities of a former baseball player turned self proclaimed financial guru (idiot). Oh no, wait a minute, it’s just a clip of Jim Cramer touting Lenny Dykstra. Now I get it. Role tape.

Video posted at 11:13 AM (2 years ago) | Permalink