Roger Nusbaum | TalkMarkets | Page 17
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Roger Nusbaum brings 30 years of investment industry experience into his newest role as ETF Strategist at AdvisorShares. For many years the Random Roger blog has focused on portfolio construction, behavioral finance, the need for innovative retirement solutions and ETF thought leadership related ...more

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Closing The Books On 2015
An advisor, needs to prevent clients from doing themselves in out of emotion or any other unintentionally self-destructive behavior. An individual investor needs to manage this for themselves, which is doable with a whole lot of self-awareness.
There Is Nothing That Must Be Traded
The person whose strategy was to buy and hold and actually did it through the great recession, continuing to add to their savings along the way, is likely just fine.
Understanding Covered Call CEFs
Yields can be quite high because of the leverage that CEFs often use as well as returning capital, when necessary to maintain a payout.
Managing ETF Liquidity
Over the years certain ETFs have had problems with pricing in the face of extreme market events.
Not Every Holding Should Go Up
Long term financial plan success is more dependent on savings rates and spending habits than investment success. If an investor beats the market every year but only saves $2000 per year then they are likely to come up short.
Of Major League Baseball & Your Financial Future
No one will care more about your retirement more than you.
Myopia & Market Function
Knowing how markets work and then being able to remember how they work will hopefully provide an opportunity to prevent emotion from creeping in to process and giving in.
Back To Bodie And The 10/90 Portfolio?
A crucial component of retirement planning is determining the proper asset allocation which includes allowing for the possibility of being ahead of the game and allocating accordingly just as should be done when behind the game.
Yieldcos Or Yieldnos?
As I have been saying for years, the manner in which investors access yield will need to change and a little more volatility will probably be part of the bargain.
Done In By Biases?
Dividend investing is valid but is not infallible, no strategy is infallible. Occasionally something bad will happen with valid strategies that then causes panic or a throwing in of the towel at the absolute wrong time.
Say Goodbye To The 4% Rule?
The job of an advisor is to is to help devise a realistic plan ( a person with no savings have very little shot of retiring in ten years with 70% replacement income) and when appropriate err on the side of caution.
Bear Market Coming? Bear Market Here?
If your strategy involves taking defensive action around a breach of the 200 day moving average (DMA) you probably should have taken some action by now as the S&P 500 has been below that trend line for about a month.
Learning From Target Date Funds Without Actually Using Them
Target Date funds are designed to offer a core solution that adjusts asset allocation in line with its target date.
Stop Order Drawbacks
Quite a while back there was a popular strategy with stop orders that involved putting a stop order 8% away from the market under every stock in the portfolio. This never made sense to me.
Time Is On Your Side, Yes It Is
Your strategy is unlikely to be the best performer in a given year but that is not a prerequisite for success
Putting Adaptability To Work
There are of course plenty of actively managed ETFs and traditional funds that will attempt to manage the bond market for you which is a valid route as there will be managers who successfully navigate the market if/when rates rise.
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