We’re old school investment managers and think having the objective of underperforming the market by a little bit is the very definition of mediocrity. We reject the notion it’s foolish to even try to outperform.
At some point, you’re likely to face a competitor with vastly superior size, strength and resources. You’re the underdog, but if you’re willing to wage an unconventional battle, outwork your opponent and don’t fear social disapproval, victory can be yours.
Do you think the Indianapolis Colts will play in Super Bowl XLVIII on Feb. 2? Would you love to join them, but don’t want to shell out thousands of dollars and multiples of face value on StubHub? You can purchase an option granting you the right to purchase a ticket to the Super Bowl at face value, if the Colts qualify.
Mutual funds must conform to U.S. tax law to maintain their status, making this a tricky time of year for fund investors holding their shares in taxable accounts (i.e., not in 401(k) or IRA accounts).
Having a small “play money” portfolio can help fulfill your fantasy of making a quick killing without endangering your retirement funds.
An Indiana CollegeChoice 529 plan account is a gift that will last a lifetime, and, if you’re an Indiana resident, the state will pick up 20 percent of the cost.
Successful people’s paths are often littered with failures. It isn’t that they are immune to failure; it is how they react to and apply the lessons learned from their failures that ultimately leads to their success.
The primary impact of confidence on the economy is simple. If people think the economic future will be good, they’ll spend and invest. Thus, things will be good.
The Sept. 12 tweet read, “We’ve confidentially submitted an S-1 to the SEC for a planned IPO. This Tweet does not constitute an offer of any securities for sale.” Twitter thus made a very public announcement that it had made a private filing with the Securities and Exchange Commission. In 140 characters or fewer, Twitter instantly […]
Custodians of self-directed IRAs will permit a broader universe of investments, such as real estate and unregistered securities. Because it is unlikely the custodian will investigate whether the unregistered security or promoter are legitimate, you can see why fraud promoters love self-directed IRAs.
If you are confident the S&P 500 will be 20 percent higher a year from now, you might think an exchange-traded fund (ETF) whose objective is to provide two times or even three times the return of the S&P 500 would be just the ticket to earn 40 percent (two times) or 60 percent (three times). You couldn’t be more wrong.
As summer and the golf season fade, this is a good opportunity to reflect and see if there are lessons from the game applicable to other areas of life, like investing.
A college education is one of life’s most important and costly investments. But what should college graduates do after they’ve earned their diploma to protect and enhance their return on this monumental investment?
If you were a Martian who just landed on Earth, you would be hard-pressed to tell from recent alarmist headlines that U.S. stocks had posted their best first half since 1999 and that most economic indicators were also improving.
Wouldn’t it be great if there were an online platform offering an easy and engaging way to sharpen skills and improve knowledge so your student can hit the ground running when school starts? Khan Academy fits the bill.
Many investors are unaware of the significant risk that seemingly “safe” bonds pose to their portfolios.
Soccer in the United States has exploded in popularity among fans and participants. With the Indiana University men’s team winning its eighth national title last December and the Indy Eleven professional team getting ready to compete next April, soccer is only going to get bigger here. Unlike regular-season games, tournament games can’t end in a […]
Facebook’s initial public offering on May 17, 2012, was the most highly anticipated IPO since Google’s in 2004. As we know now, Facebook’s $38-a-share IPO turned out to be a fiasco from the moment NASDAQ catastrophically botched the opening of trading.
I’m old school when it comes to investing, so it baffles me that some professionals consider a tweet important to the investment decision-making process. But those 140 characters can do real damage when improperly used.
Gold serves as a “fear index,” measuring investors’ level of fear and anxiety. Investors view gold as a store of wealth offering protection from inflation, credit defaults and economic Armageddon. Gold soared from $300 per ounce in September 2001 to $1,900 per ounce in September 2011. That’s no coincidence. September 2001 was marked by the […]
