Where to invest $1,000,000

Where to Invest $1,000,000 – Depending on Who You Ask

Posted Leave a commentPosted in Investing, Personal finance, Web finds

Bloomberg recently published another article titled “Where to Invest $1,000,000 right now“, where six different experts provided six different opinions on where they would invest the million. Not surprisingly, the experts they asked tended to recommend investing in assets their companies sold or serviced (for example, the one who said investing in Vietnamese property was […]

Top Single Country International ETFs

Top Single Country International ETFs

Posted 1 CommentPosted in Lists

By assets, ETF investors largely seem to prefer to buy very broad market exposure at very low cost. When Vanguard launched their first China-only ETF earlier this year, I noted that US ETF investors have about 10x more allocated to Chinese stocks through the portion of broad emerging market ETFs allocated to China than through […]

Top 100 International Smart Beta ETFs

Top International Smart Beta ETFs

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I probably like the term “smart beta” even better than most other professional investment advisors, not to mention more than most average investors, but all “smart beta” really means is owning the profits of stocks in proportion to something other than the overall size / market value of those stocks. In other words, a smart […]

Reading her diary: the financial habits of working women

Reading her diary: peeking into the financial habits of working women

Posted Leave a commentPosted in Personal finance, Web finds

I admit one of my greatest challenges as a financial planner is understanding the feelings and priorities of clients who don’t look at money the same way I do. I am very much a numbers-driven person, and let cold, dry calculations drive my investment and personal finance decisions and recommendations more than most. My preference […]

Top Actively Managed ETFs

Top Actively Managed ETFs by Assets

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One of the most common misconceptions I hear about exchange traded funds (ETFs) is that they are all passively managed, market cap weighted index trackers. While that would describe many of the largest and most popular ETFs, especially the original low-cost trackers of the S&P 500 index, there are an increasing number of actively managed […]

Long term stock returns vs bond returns by country

13 Thought-provoking charts from “Stocks for the Long Run”

Posted Leave a commentPosted in Books, Charts

I recently re-read the 5th edition of Jeremy Siegel‘s classic book Stocks for the Long Run, and thought it would be worth snapping the following 13 thought-provoking charts for reference.  Of course, this is just my summary, and I expect to continue having to refer back to the book for more re-reads. Chart 1: US […]