Charles Ellis: Emotions and Investment Decisions
There are two great roles for an advisor, one is to help individuals understand themselves and what their real financial purposes are and what their anxieties would be in anticipation so they can lay out a really sensible long term investment programme. The second is to hold hands and encourage staying the long term because […]
Burton Malkiel: how a financial adviser adds value to your investments
Burton Malkel, renowned author of ‘A Random Walk Down Wall Street’, says that the real value of a financial adviser lies not in their ability to pick the best fund manager, but to reinforce consistency, keep the investor on track and rebalance portfolios to ensure the correct risk profile is maintained.
The Documentary Film: Index Funds: The 12-Step Recovery Program for Active Investors
Index Funds: The 12-Step Recovery Program for Active Investors is now a full-length documentary! Watch Mark Hebner’s acclaimed book come to life on screen.
Passive Investing: The Evidence the Fund Management Industry Would Prefer You Not to See
A remarkable 54-minute film featuring some of the world’s top economists and academics and demonstrating: * how the claims of active fund managers to be able to beat the market are largely a myth * how costs are the biggest drag on performance – and why active costs more * how passive investing offers the […]
How The Really Smart Money Invests
Only in the last 10 to 20 years have we really understood where returns from stocks and investments come from, largely through the research of Eugene Fama and Kenneth French (both interviewed in this program). These two respected economists are in the forefront of a popular movement that takes the worry out of picking stocks. […]
The Power of Passive Investing
Craig Lazzara, CFA, Senior Director, S&P U.S. Equity Indices, meets with Rick Ferri, CFA, founder of Portfolio Solutions, to discuss what passive investing is and how it is useful to financial advisors and individual investors.
Michael Norton: How to buy happiness
http://www.minatrustfund.ca/ http://alumni.dal.ca/building-a-better-world/jemima-mackenzie-md04-lld40-medical-missionary/ The Dr. Mina Mackenzie Memorial Trust Fund is dedicated to improving the lives of disadvantaged people in India by providing opportunities for a better education and a richer life. The Fund was founded in the belief that as children are empowered to realize their potential they bloom, thus enriching the world we share. […]
The Importance of Ignoring the Noise of the Market
By CARL RICHARDS OCT. 13, 2014 Last week was uncomfortable for market watchers. The Dow dropped more than 200 points one day and surged more than 200 the next. Both moves were attributed to small, seemingly random things. The International Monetary Fund cut its global forecast, and the Federal Reserve released its meeting minutes. I’ll […]
What can you learn from Mr. Efficient Markets now?
It had all the appearance of a market anomaly. For 25 years the world’s leading academics in the field kept predicting that Eugene Fama was certain to win the Nobel Prize in economics. If this year wasn’t Fama’s year, the talk always went, it would come soon. In an efficient market like the one Fama […]