Recent Articles in Preferred Portfolios and Investments

Update: Hedge Funds: Promises of Greater Returns With Less Risk
Feb 20, 2015

What's the reality that hedge fund investors experience and how does that stack up compared with fund investing.

Updated Model Portfolio Recommendations
Feb 12, 2015

Mutual fund and exchange-traded fund recommendations for active and index portfolios

Evaluating a Widely Used Mutual Fund Family Ranking System
Feb 11, 2015

Identifying major flaws in highly touted fund survey

Will Higher Interest Rates Slam Stocks?
Feb 9, 2015

Analyzing the arguments and reasoning for lower stock prices once interest rates rise

Update: Robert Shiller's 10-Year Average Price-Earnings Ratio Says Stocks Overvalued
Feb 3, 2015

A look inside his analysis (and something I tipped readers off to in April 2009)

With the Continued Out Performance of the U.S. Stock Market, Where to Invest Now?
Jan 16, 2015

Are interest rates falling again a return of deflationary worries from 2008?

Updated Mutual Fund Model Portfolio and Latest Changes
Nov 21, 2014

What funds and allocations to use to minimize risk while earning decent long-term returns

Evaluating Health Savings Account (HSA) Investment Options
Nov 12, 2014

Comparing an annuity to mutual funds in an HSA

Update: The Next Bear Market is Right Around the Corner…
Oct 17, 2014

So says a leading mutual fund advisor is his recent newsletter

 

Getting Cash Invested in Stocks and Other Investments
Sep 25, 2014

Dealing with Stock Market Fears, Inertia and Dow 17,000

Assessing Fund Diversification When Approaching Retirement
Sep 19, 2014

Understanding what makes a portfolio “unbalanced” and “riskier” than necessary

Picking Your Own Stocks Versus Investing Through Funds
Aug 7, 2014

Some folks can do better investing in individual stocks, right?

Index Fund Investing: Addressing Fact versus Fiction
Jul 18, 2014

What is the truth about investing in index funds?

Is Investing in Commercial Real Estate a Better Alternative to Holding Bonds?
Jun 24, 2014

The Attractiveness of 12 Percent Annualized Returns Compared to Low Bond Yields

 

U.S. Stocks are Expensive. U.S. Stocks are Cheap.
Jun 3, 2014

Divergent views on the U.S. stock market’s valuation and which view is most likely correct

What Changes are Occurring in Emerging Market Stock Markets?
May 23, 2014

Implications for U.S. and Global Stock Markets

An Updated View of Likely Stock Market Returns
Apr 10, 2014

Leading Investment Newsletter Alters U.S. and Overseas Stock Allocations

Are Stocks Overpriced After Having Climbed Sharply for Five Years?
Apr 4, 2014

An examination of current stock valuations versus historic norms

Scary Parallels to Dow Jones Industrial Average 1928-29 Chart and Now?
Feb 13, 2014

An analysis of similar charts and what it may mean for a high current U.S. stock market

If You Don't Have Fears About Stock Market Investing, You're Probably Not Normal!
Feb 11, 2014

How to overcome stock investing worries and what investments to use

Hardly Anybody Likes Investing in Emerging Market Stocks in 2014
Jan 30, 2014

Large recent underperformance and currency woes scaring off investors

Investing Made (Pretty Darn) Simple
Dec 23, 2013

Has analysis paralysis set in? Tired of examining mutual funds, ETFs and other options? This simple one page chart can get your money invested intelligently in a snap!

Updated Actively Managed and Index Fund Recommendations
Dec 19, 2013

Leading no-load fund investing newsletter updates its stock and bond fund recommendations

Update: Gold Rush: Why Folks Were Recently Lining Up at Coin Dealers
Dec 19, 2013

What it means for current and future gold prices, the economy and stock prices

Where are the Best Places to Invest Your Money Now?
Dec 12, 2013

Dealing with soaring stock prices and unattractive bond investments

Update: Gold Versus U.S. Stocks Over the Past Two Generations
Dec 11, 2013

How has gold performed in recent decades and what may the future bring?

Investing Money Outside of Retirement Accounts
Dec 10, 2013

Good investment choices for shorter-term and longer-term money

Update: Buy the Manager, Not the Fund
Nov 22, 2013

Vanguard closed its Primecap fund but there are other smart ways to access this leading growth stock fund manager

Can Financial Advisors Access Better Funds Unavailable to You?
Oct 31, 2013

Separating the hype from reality in assessing advisor/institutional funds

 

International Fund Run by Numerous Leading Fund Managers Continues Out Performance
Oct 22, 2013

What are the strengths and weaknesses of this offering and should you invest?

What Rate of Return are you Likely to Earn from U.S., Foreign, and Emerging Market Stocks and Bonds?
Sep 10, 2013

An updated view of likely future returns under different economic scenarios

Vanguard Introduces Two New International Bond Index Funds
Aug 26, 2013

Should you invest in bonds globally to help your portfolio’s returns and reduce risks?

Advisor Argues that Large Vanguard Fund Has Too Many Cooks in the Kitchen
Aug 14, 2013

Warns that mediocre index-following results consequence of many managers and higher costs

Stock Market Divergences: Why is the U.S. Stock Market Outperforming Emerging Markets Among Others?
Jul 12, 2013

What do such divergences mean for future stock prices around the world?

What Do U.S. Stock Dividend Payments Tell Us About Current Stock Price Levels?
Jul 2, 2013

How much are corporations stretching to increase dividend payments?

Investing in U.S. Mutual Funds if you Live Outside the U.S. or are not a U.S. Citizen
Jun 14, 2013

Some overseas investors and non-citizens can tap into U.S. mutual funds but funds differ

 

Update: Bonds for the Long Run?
Jun 13, 2013

A new analysis suggests investing in stocks is riskier over long periods than previously thought...

A Potential Construction Flaw in Index Funds has led to New Generation Index Funds
Jun 12, 2013

What are the pros and cons of the latest index funds and should you invest in them?

Recommend Mutual Funds by Asset Class for Longer-Term Investors
May 1, 2013

Leading advisory firms updates its list of their best liked funds

Update: Worried About Inflation and Government's Devaluing Currencies and Running Up Large Debts?
Apr 23, 2013

What's a far superior investment to buying gold and a better inflation-hedge? A fund you likely haven't considered...