Investments - Topics

How should the savings-to-investing mix shift as retirement gets closer? Why do correlations between unrelated assets jump toward one during a crash? Why do index funds also own the worst companies in the index? How do you build a bond ladder and why bother? What does rebalancing cost in taxes and when is it worth it? Junk bonds yielding 8 percent: how often does that math work out? Target date funds handle allocation and rebalancing for you — what is the catch? Wealth feels different when most of it is locked in a retirement account Picking individual stocks sounded fun until I compared my returns to an index fund Why does a large order move the price even when nobody knows who is buying? Where to hold each investment inside taxable and retirement accounts What does a 7-year duration actually mean for the money you lent? Stocks and bonds fell together last year — where did portfolio diversification go? How many funds does a portfolio need before it is just clutter? Rebuilding a portfolio from cash after a divorce or a job loss A concentrated position in one company is the hardest problem in wealth management What happens to your shares when a company is added to the S&P 500? What is contango and how does it quietly eat a commodity fund's return? How do you separate skill from luck in a five-year track record? Core and satellite: how much of a portfolio belongs in index funds? How does a fund of funds justify a second layer of fees? Who picks the benchmark and can a manager choose one that flatters the record? Saving for a house in three years and investing for thirty years are different jobs What do I do with my investments during a crash — sell vs hold vs buy more? Diversifying feels like admitting I do not know which stock will win My portfolio has twelve holdings and I could not tell you the correlation between any two Is a house part of your wealth if you have to live in it? I stopped checking my portfolio daily and my returns did not change but my sleep did Dollar-cost averaging every month beats waiting for the perfect entry point Setting an asset allocation I can hold through a 30 percent drop Why do the best-performing funds of one year disappoint the next? What is inside a structured note that makes it both safer and harder to price?