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So many investors have been bailing out of actively managed mutual funds and piling into index and quasi-index funds via exchange-traded funds (ETFs) that, as Bloomberg Business Week points out, we’ve reached the point where there are now “more cartons than eggs.” That...

The “modern REIT era” dates back to legislation passed in 1960. In the last half century, the sector has evolved from being a small unloved (deservedly at times), misunderstood and volatile investment alternative into an almost-mainstream category. In recognizing their...

Humans are hard-wired to seek good and avoid bad—it’s one of our critical survival

mechanisms. It serves well in day-to- day activities, however, it can be a hazardous investment strategy.

Most folks simply characterize “bad” stocks, mutual funds or markets as those that...

The sad truth is that roughly two-thirds of all actively managed mutual funds fail to beat their benchmarks. Most investors are better off sticking with funds that simply try to mimic an index; their typically low costs give them a big edge over most actively managed f...

In the 1930s, Benjamin Graham, the father of security analysis, likened investing in stocks to doing business with a manic-depressive. Little has changed over the decades.

Indeed, stocks have been wackier than usual lately. In October 2007, the stock market began its wo...

China and other emerging nations need more raw materials—ranging from oil to copper to lumber to grains. As these countries’ economies continue to grow at a rapid clip, they’re stepping up their purchases of commodities. Commodity prices, particularly for oil and gold,...

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