This page contains a variety of investment knowledge worthy of sharing. I frequently discuss these articles with my clients.
I also recommend “Ritholtz’s Read”, a daily email compiled by Barry Ritholtz of Ritholtz Wealth Management. Ten articles to get a better perspective on investments.
Before You Pay for Financial Advice, Read This Guide (New York Times, June 2017)
The 21 Questions You’re Going to Need to Ask About Investment Fees (New York Times, Feb 2017)
The 19 Questions to Ask Your Financial Adviser (Wall Street Journal, August 2017)
The Special Trick to Find the Right Financial Adviser (Wall Street Journal, September 2017)
S&P’s Index vs. Active Analysis (SPIVA): What percentage of mutual funds outperform the market?
Is Efficient-Market Theory Becoming More Efficient? (The Economist, May 2017)
Investing Hot Shots Can’t Time, Either (Bloomberg Gadfly, Sep 2017)
Decreasing Effectiveness of Financial Models to Predict Stock Prices (CFA Institute, Nov 2017)
Beat the Field by Shooting Par (CFA Institute, June 2017)
The Mental Mistakes that Active Investors Make (Meir Statman, WSJ, Feb 2019)
The Thrill of Uncertainty (Collaborative Fund, Jan 2018)
Ten Insights from Berkshire Hathaway Weekend (Behavioral Value Investor, May 2017)
Poor Charlie’s Almanack (Charlie Munger’s book available through Amazon)
Where is Your Faith? (Daniel P. Egan, Feb 2018)
Why Asset Allocation is so Important (The Irrelevant Investor, June 2017)
Setting the Record Straight on Asset Allocation (CFA Institute, February 2012)
Stock Prices are a Proxy for our Beliefs about the Future (The Reformed Broker, May 2018)
The Books that your Fund Managers Read (Livemint, Oct 2017)
Surprising Good News About Demographics and the Stock Market (WSJ, Feb 2018)
The Wall Street Math Hustle (Nov 2018)
Seven Essential Money Questions Sure to Start a Conversation (New York Times, Aug 2016)
The Dangers of “Pay on Death” and “Transfer on Death” Accounts (Fox+Mattson, Sep 2017)
Ways To Stay Invisible From Society If You Have Money (Financial Samurai, Sep 2017)
Your Tolerance for Investment Risk Is Probably Not What You Think (WSJ, Sep 2017)
10 Ways to Keep Your Family’s Personal Information Safe (Creative Planning)
Explaining the Recent Failure of Value Investing (Baruch Lev and Anup Srivastava Oct 2019)
The Smart Beta (R)evolution (DoubleLine Capital, Q3 2019)
Fundamentals of Efficient Factor Investing (CFA Institute Nov 2017)
Stock Market Anomalies (Wall Street Journal, May 2017)
Harvard Management Company Factor-Based Asset Allocation Model (Oct 2017)
Your Complete Guide to Factor-Based Investing (Book available through Amazon)
How Long Can a Good Mutual Fund Underperform it’s Benchmark? (Morningstar, March 2018)
The Hidden Cost of Mutual Funds: 12b-1 Fees (Nerd’s Eye View, March 2017)
The Annuity 99% of Clients Should Avoid Jane Bryant Quinn (Feb 2016)
A Comprehensive Guide to Exchange-Traded Funds (ETFs) (CFA Institute, May 2015)
The Pervasive, Head-Scratching, Risk-Exploding Problem With Venture Capital (Institutional Investor, September 2020)
Private Equity: Overvalued and Overrated? (American Affairs Journal, Spring 2018)
Private Assets Are the New Hedge Funds (Bloomberg Gadfly, Sep 2017)
Stanford Endowment CEO Urges Caution on Private Equity (Bloomberg, June 2017)
In China, a Three-Digit Score Could Dictate Your Place in Society (Wired, Dec 2017)
How Abenomics has transformed Japan (MoneyWeek, Feb 2018)
How to Buy Gold (Bottom Line, Feb 2017)
The New Gold Rush is All About Vaults (Bloomberg, June 2017)
The Wow Project (Tom Peters, Fast Company, May 1999)
Graduates – Be True Patriots (Michael Bloomberg, May 2017)
Never Walk By a Mistake (The Art of Manliness, Oct 2017)
The Power of (Admitting Your) Mistakes (Umair Haque, Nov 2017)
The 10 Things That Require Zero Talent (Jeremy Callahan on LinkedIn, May 2016)