TWEDDELL GOLDBERG
WEALTH MANAGEMENT

I don’t think that the recent market rumblings are signaling the onset of a bear market. But stocks are richly priced, and we’re overdue...

Virtually every reader who has called or e-mailed me in the past two years has talked about one or more of the following: Vanguard,...

Several clients have asked me recently whether they should sell some stock funds. “Isn't the market too high?” they ask. No question, the...

So many investors have been bailing out of actively managed mutual funds and piling into index and quasi-index funds via exchange-traded...

Get used to it: The years of generous, low-risk returns are over for bonds. Almost all investors still need to own bonds because they...

After badly trailing U.S. stocks for most of the past decade, foreign stocks are suddenly on fire. Is now the time to load up on them, or...

The “modern REIT era” dates back to legislation passed in 1960. In the last half century, the sector has evolved from being a small...

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,...

The sad truth is that roughly two-thirds of all actively managed mutual funds fail to beat their benchmarks. Most investors are better...

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