• Another First on CNBC, Thanks to Rick Santelli

    Rick Santelli, CNBC’s commentator on interest rates, is the father of the “tea party” after his rant in 2009 against the government bailouts. Now he is a new supporter of my Gross Output statistic. A few weeks ago, he said on the | Read More »

  • Sony Crisis Highlights Growing Demand for Cyber Security

    While the Federal Reserve helped kick off what’s shaping up to be a Santa Claus rally in the stock market this year, the last week also served as a strong reminder about the downside to the ever-increasing digital and connected | Read More »

  • The Biggest Surprises of the Year

    Every year has its surprises, and 2014 definitely is no exception. This year brought about what I call the “big four surprises.” I call them that because A) each was truly a big development that influenced the entire global market, | Read More »

  • International REIT Offers Diversification

    This week’s ETF Talk introduces an international real estate investment trust (REIT) fund, the Vanguard Global ex-U.S. Real Estate ETF (VNQI), which complements the domestic REIT we featured last week. While last week I suggested that domestic REITs might be a good | Read More »

  • How U.S. Small Caps Will Pay for My Son’s College Education

    I recently opened and funded a 529 College Savings Plan for my six-month old son. Suddenly, I realized I had a case study of an ideal investment advisory client: someone with a long-term investment horizon who doesn’t need to access | Read More »

  • This ETF is Designed to Shelter Your Portfolio

    As a real estate investment trust (REIT), VNQ’s investments are in the currently stable real estate market.

  • Setting up a Successful 2015

    Here’s my shortlist for things to ponder about the markets during the holidays.

  • Janet Santa is Coming to Town: A Christmas Gift for You

    In the face of another crisis on Wall Street, Fed Chair Janet Yellen eased investors’ fears in a news conference, saying that the U.S. economic recovery still needs support from Fed stimulus.

  • Tis the Season for Dividend Increases

    Next to profits, dividend increases are the mother’s milk when it comes to investing.

  • For Discerning Investment Returns, Look to the S&P 500’s Aristocrats

    Launched in 2005, Standard & Poor’s developed this index as a way to mimic an investment strategy that some sophisticated dividend investors had been employing successfully for decades.

  • Vanguard Offers Low-Fee Bond Fund

    BSV is the smallest fund of all of those we have addressed in our series.

  • Wet and Wild in California, and the Markets

    Policymakers in Washington, at central banks around the world and even just regular investors tend to react to circumstances they can’t control.

  • Is a Stock Market Correction Due?

    After five years of double-digit percentage profits on Wall Street, a correction is due, and I would not be surprised to see it happen in 2015. What could trigger it?

  • Managing Risk with Stop Losses and Options

    You’ve probably noticed the sharp snapback in the stock market during the last few weeks. What you should be thinking about is: what have you done about it? You may be thinking that you’re fine because you’re investing in the | Read More »

  • The Trend is Your Friend, Once Again

    For U.S. stock market investors, the long-term bull market trend launched in 2009 has certainly been friendly.

  • Russia’s Putin Is Erecting Economic Barriers with the West

    Russia’s President Vladimir Putin brazenly used his Dec. 4 speech to his nation’s parliament and government ministers to blame the West for the fallout from his choices to intervene militarily against neighboring Ukraine, to precipitate a humanitarian crisis in Crimea and to clash with his nation’s trade partners.

  • Vanguard Offers Value with this Fund

    VTV pursues a large-cap value investing approach that tracks the performance of an index that measures the investment return of large-capitalization value stocks.

  • China Puts the Smackdown on the United States

    According to the International Monetary Fund, when you measure national economic output in “real” terms of goods and services, this year China will produce $17.6 trillion vs. the United States, which will produce $17.4 trillion.

  • New Government Statistic Predicts Boom Ahead

    Gross Output, a broader measure of U.S. economic activity published by the Bureau of Economic Analysis, advanced to nearly $30.9 trillion in the second quarter of 2014, a 4.8% jump in real terms (annualized).

  • Online Shopping Trifecta Options Reap Big Rewards This Holiday Season

    Last week, we closed the books on November, and it was clearly a winning month for stocks, with all three of the major indices putting in mid-single-digit gains — quite the reversal from the September-to-mid-October sell-off!