Value Stocks: An idea whose time has passed?

Value Stocks: An idea whose time has passed?

An unusual phenomenon has been taking place in the stock market the last several years. You see, the high-flying stocks of popular “growth” companies have been outperforming those of beaten down “value stocks.”

The fact is, value stocks have historically outperformed growth stocks, both in the U.S. and abroad, and they have done so on a pretty consistent basis and … Read more

Brian PerryBrian Perry

Is Stock Picking Dying Because There Are Fewer Stocks?

Financial researcher Larry Swedroe offers several reasons you may not be getting the returns you’ve enjoyed in the past, and he challenges Jason Zweig’s assertion in the Wall Street Journal that it’s because there are fewer stocks to choose from. Plus, 4 Ways To Reduce RMD Taxes – what are QCDs and QLACs, anyway? And, can you retire at 60 … Read more

Guest:  Larry Swedroe Larry Swedroe

Podcast #122
q3

Third Quarter Market Review [Webcast]

Emerging markets and international developed stocks came out on top last quarter. In this short market recap, Joe Anderson, CFP® takes a look back at what happened in Q3.

  • Market Summary
  • World Market Performance
  • World Asset Classes
  • US Stocks
  • International Developed Stocks
  • Emerging Markets
  • Country Performance
  • Commodities
  • Fixed Income
  • Global Diversification
Read more

Your Money, Your Wealth Hr. 2

Larry Swedroe joins Bobby Gahvari, CFP® and Joe Anderson, CFP® to talk about the latest in the markets. Larry explains why oil prices have dropped and why it’s not a bad thing. He also gives advice on whether or not to time the market. Joe and Bobby finish off this hour by discussing how retirement has changed in the last … Read more

Guest:  Larry Swedroe Larry Swedroe

Your Money, Your Wealth Hr. 1

Are we about to enter a Bear Market? With the Chinese markets, the price of Bonds, rising interest rates and the cost of oil going down, what does all this mean for you and how can you take advantage of it? Joe and Al give you the information you need & suggest critical steps to take toward financial success.


3:09 … Read more

mike bernier

How Many Stocks Should I Have in my Portfolio?

Mike Bernier, CFP® tells you how many stocks you should have in your portfolio.


Transcription:

“Hi, I’m Mike Bernier, CERTIFIED FINANCIAL PLANNER™ with Pure Financial Advisors, and welcome to the Question of the Week. This week’s question is: How many stocks should I hold in my portfolio?

There’s not one correct answer to this question, some believe 20 or 30 … Read more

Mike BernierMike Bernier
Stocks

Why You Should Stay in Stocks in 2016

One bad trading day is not the year.


The stock market has wavered recently.

A lackluster year just ended, and this year has started inauspiciously. You may be wondering … should you really be invested in stocks right now?

Yes, you should be.

In moments like these, investors should not panic and overreact to the headlines. Instead, they should take … Read more

Special Update: 2015 Stock Market Performance

Now that 2015 is in the rear-view mirror, let’s take a look at some of the factors that influenced markets last year. Though markets closed essentially flat, it’s important to realize what a small miracle that is given the many challenges that markets faced in 2015. For the year, the S&P 500 lost 0.73%, the Dow lost 2.23%, and the … Read more

Your Money, Your Wealth Hr. 2

Joe and Al discuss a recent MarketWatch article about 7 demands you should be making of your portfolio. Toward the end of the show, find out how to prepare for the worst financially so that you can bounce back quickly and enjoy the retirement lifestyle you worked your whole life for.


4:11 “You never really know how things are going … Read more

Your Money, Your Wealth Hr. 1

What is the fiduciary standard and why is it so important?  Find out the pros and cons of fiduciaries and how they affect you. Also, special guest Larry Swedroe joins the show to explain why dividend paying stocks may not be your best investment. Like other popular strategies, dividend paying stocks could lead to negative expected returns in the future. … Read more

Guest:  Larry Swedroe Larry Swedroe