• Low-Cost Vanguard Attracts Billions in Assets

    Vanguard, one of the world’s largest mutual fund companies, also has carved out a strong niche as a provider of exchange-traded funds (ETFs) that fit the investment firm’s focus on keeping its management expenses low.

  • Global Growth Shakes up Investors

    On Tuesday, the IMF lowered its global growth forecast for 2015, while also issuing a warning about the risks posed by increasing geopolitical tensions, as well as by an equity market trading at what it described as “frothy” levels.

  • Thoughts on the Buck’s Bull Market

    Last Friday, the U.S. Dollar Index (which tracks the greenback against a basket of major trading partners’ currencies, including the euro, Japanese yen, British pound, Canadian dollar, Swedish krona and Swiss franc) leapt to a four-year high.

  • ISIS Terrorists Devastate Economies and Communities with Religious Persecution

    The barbaric reign of murder, violent religious persecution and other brutality waged by Islamic State of Iraq and Syria (ISIS) terrorists has caused tens of thousands of refugees to flee for their lives and gutted economic activity in the region.

  • Exploring the Soda Pain Point

    Coca-Cola (KO), PepsiCo (PEP) and Dr. Pepper Snapple Group collectively announced a move to reduce the “number of beverage calories per person” nationally by 20% by 2025.

  • Derek Jeter, Steve Forbes and Me: Gaining an Unforgettable Lesson

    I can relate to Derek Jeter. Over the long run, I have delivered a winning formula for financial success.

  • PowerShares Fund Screens Quality Holdings for You

    A typical ETF weights its holdings based on market capitalization, while a smart beta fund is weighted according to less visible, though still important, criteria.

  • The Shifting Tides of the Third Quarter

    To be a good surfer, you need to know how to read the sea. When it comes to your money, similar knowledge makes you a better investor.

  • Why You Should Invest Like Harvard

    the Harvard endowment generated an average of 11.4% over the past five years. Notwithstanding the challenges of the financial crisis, that’s not far off its long-term track record of 12.3%.

  • Dissent for Obama’s Middle East Policies Grows as Presidential Campaign Looms

    The approaching 2016 presidential election appears to be spurring former members of President Barack Obama’s cabinet to go public with their opposition to his Middle Eastern policies that allowed terrorist organizations to gain control of large sections of Iraq and Syria.

  • Souring Chinese Consumers Weigh on Alibaba Shares

    There’s been no shortage of commentary on the recent initial public offering (IPO) of Alibaba (BABA) shares.

  • Get Ready for the Big Krugman-Moore Debate!

    I have just confirmed the Dream Debate of the Century at FreedomFest: Paul Krugman has agreed to debate the Heritage Foundation’s chief economist Steve Moore on “How Best to Restore the American Dream.”

  • This Exchange-Traded Fund is All about Revenues

    Over time there is nothing better than investing in companies bringing in big bucks, and that’s precisely what the RevenueShares Large Cap Fund (RWL) has been designed to do.

  • Global Climate Change, ETF Style

    Over the weekend, we got several reports out of China that indicated that the world’s second-largest economy now is backsliding on its targeted growth rate in the 7.5% annual range. Then there’s the continued slowdown in Europe, which has put downward pressure on the region’s economy and on the equity markets of the European Union (EU).

  • The USA is Back on the Global Competitiveness Podium

    Each September, the Davos-based World Economic Forum holds the equivalent of the Olympic Games for global economies.

  • Fed’s Move to End Stimulus Aids Market Stability

    The Federal Reserve Bank’s recent announcement that it is on the verge of ending its unprecedented and controversial monetary stimulus program seemed to reassure investors and let the Dow Jones Industrial Average eke out mild gains each day during the past week.

  • The Growth of Regulation Means Pain for You and American Business

    Sad to say, if you take a longer-term view and look again at the regulatory environment, you’ll find it has been what an investor would call a growth industry, with the number of restrictions in the Code of Federal Regulations growing 28% since 1997 – that’s nearly 2% per year.

  • How Ordinary People Become Millionaires

    This week’s Barron’s tells the story of Stephanie Mucha, who at age 97 recently gave away $3 million to charity. Despite never earning more than $23,000 a year at a Medical Center in Buffalo, New York, she has a net worth of $6 million.

  • Sail Smoothly with This Smart Low-Volatility Fund

    Volatility, the potential for the market or a stock to swerve sharply in value, serves as a deterrent for many prospective investors.

  • A Trip Around the World with Four Key ETFs

    All we need to look at is four key ETFs that will tell us what need to know about what’s going on in the major markets around the globe.