Investors who have long-term outlooks and the temperament to hold less-liquid securities, can take advantage of the opportunities presented in illiquid markets by scooping up stocks and bonds at discount prices.
The SEC has been concerned about exactly this scenario caused by the mismatch between a fund offering its shareholders daily access to their money while a significant proportion of its assets are illiquid (i.e. cannot be sold quickly without affecting price).
Modern billionaires approach charitable giving in unconventional ways.
The challenge for investors becomes how to analyze the future of industries that produce and rely on fossil fuels, along with assessing the viability of renewable energy sources.
In a typical Chapter 11 bankruptcy reorganization, all parties suffer (except the lawyers). Creditors take a significant “haircut” on the amount owed and the owners’ investment is effectively wiped out.
According to CB Insights, there are 143 unicorns with a combined value of $508 billion. Lately, observers have become concerned there might be a “valuation adjustment” similar to the bursting of the dot-com bubble in these private tech companies.
Skip buying “Star Wars” gear and instead establish or make a gift to a young person’s 529 College Savings Plan account.
Reality TV has come to Wall Street. This drama is centered on Valeant Pharmaceuticals, and the players are activist investors led by the self-important Bill Ackman, gobs of other hedge funds and short-sellers.
Fund investors endured harrowing plunges in 2015. Absent a year-end rally, returns will be disappointingly modest.
Investors who can block out the emotional influences that frequently swirl about the markets can significantly improve their investment results.
The road to reaching long-term outperformance is bumpy, but that doesn’t make these short-term periods of weakness any easier to take.
The overwhelming evidence shows that, to retain purchasing power through your retirement, say perhaps the next 20 years, a significant commitment to the stock market is safer than retreating to cash or bonds.
The college represents the most important investment a student will make, so you want to maximize your expected return by carefully weighing all the factors.
The recent volatility in the stock market has exposed problems with the fast-growing Wall Street products called exchange-traded funds.
Regardless of the market’s short-term gyrations, stock values 20 years from now should be considerably higher than today.
For the vast majority of investors, bear-market funds just don’t make sense.
We’re biologically wired to avoid losses at any cost, and the bad memories of 2008 are still fresh. So it is perfectly understandable that investors are having a visceral reaction and feeling a great deal of anxiety. By the same token, we believe investors must overcome these biases in order to succeed.
Commodities are in the midst of a nasty bear market, with prices spiraling lower.
Greece shoulders most of the blame for its third trip to the brink of default in five years, but it takes two to tango and Greece had a most willing accomplice: the lenders themselves.
Plenty of voices are chiming in with ideas on what to do with the state’s $2.14 billion reserves. So, here is another suggestion—make a sizable contribution to the Indiana Pension Stabilization Fund to help offset the woefully underfunded Indiana State Teachers’ Retirement Fund.
