February 4, 1997 |
In the wrong hands, market timing falls somewhere between occultism, wishful thinking and fortunetelling. In the right hands, it stimulates thinking about cycles of market spikes and plunges.
December 9, 1994 |
Paul Merriman is a Seattle money manager who shows all the signs of having too much money and too much time to think about what to do with it all. Since he's also a creative thinker and a family man, he often comes up with investment ideas that are grandiose, employ every tax angle and arcane investment product and benefit his heirs. His latest "big and preposterous" (in his words) plan does all of the above and may hold some seeds of advice that the rest of us can use.
September 29, 1994 |
In the pursuit of just about any savings and investment goal, time can be a formidable ally. With enough time on your side, you don't need to be a wizard at picking stocks or other securities to amass a large nest egg. You don't need any skill in timing the markets. You don't even need a large amount of capital to start out with.
September 26, 1998 |
Some mutual fund investors will find it more expensive to quickly trade in and out of funds, thanks to a change announced Friday by Charles Schwab & Co.
August 5, 1997 |
"Small companies" may bring up the image of family-run operations that make up the backbone of America, but many of the publicly held firms that comprise that sector are neither stable nor reliable. Advisors often suggest "small-capitalization" mutual funds as a long-term investment and a good way to diversify an investment portfolio. But investors must be prepared for extreme short-term volatility. In fact, just in the last year, the small-company fund sector has seen very wide swings.
August 16, 2008 |
Foreign stocks had been the shining stars in many U.S. investors' portfolios from 2003 through 2007. This year, they're beginning to look like black holes. With the global economic outlook fading and the dollar rebounding, Americans' foreign holdings are suffering a double-whammy. If you haven't checked your portfolio lately, you may be in for a shock. The average foreign stock mutual fund has plunged 18.1% year to date, according to Morningstar Inc. That's more than double the 8.