Muscular Investing December 27, 2018 at 04:20 AM
Advisers are just as bad at predicting the prices of gold and bonds as they are at forecasting equities, if not worse. • Whenever financial gurus are especially confident in their guesses about the market, the assets tend to move in exactly the opposite way... Read More
Muscular Investing December 25, 2018 at 04:20 AM
When professional advisers and newsletter editors are most bullish about the market, the Dow and the Russell 2000 go down, not up. • When they’re most bearish, large caps and small caps go up, not down... Read More
Muscular Investing December 20, 2018 at 04:00 AM
How does Hulbert know the weight financial advisers are recommending on the stock market and other asset classes? • He subscribes to their newsletters and websites, and then averages their percentage allocations... Read More
Muscular Investing December 18, 2018 at 04:30 AM
After decades of editing the Hulbert Financial Digest, Mark Hulbert is now debunking financial advisers’ guesses... Read More
Muscular Investing December 13, 2018 at 04:15 AM
Some 529-type college savings plans are so restrictive that no more than two portfolio changes per year are possible. • If you’re willing to do a little extra footwork, you may be able to adapt your portfolio to market conditions a bit more often — without market timing... Read More
Muscular Investing December 11, 2018 at 08:20 AM
After examining the investment choices a 529 plan offers, consider fees only as the second most important factor. • Don’t get hung up on a difference of 0.1 or 0.2 percentage point between one program’s fees and another’s... Read More
Muscular Investing December 10, 2018 at 03:40 AM
Selecting a college savings plan from the scores that are out there is daunting, even for financial professionals. • Most ‘529-type’ tax-deferred programs are very restricted in their reallocation opportunities and don’t include a full set of global asset classes... Read More
Muscular Investing December 06, 2018 at 06:45 AM
There are scores of different tax-free savings programs for college — and even K–12 private-school tuition, in some areas and plans. That’s a great way to cut taxes, but most of the accounts have limited investment choices and restrictive trading opportunities... Read More
