January 22, 2020

What a difference a year makes. On Christmas Eve 2018, the S&P 500 closed sharply down, bringing its peak-to-trough losses to 19.8% – just shy of the 20% loss that defines a bear market. Even many of the best stock funds were clobbered. You had to look hard to find any optimistic market watchers that winter.

In contrast, with the S&P 500 up a stunning 29% in the year just ended, most market gurus are expecting good tidings in 2...

December 18, 2019

If you're looking to upgrade your portfolio in the new year, you'd be wise to look first at Vanguard – the proprietor of low-cost, high quality funds. The best Vanguard funds tend to have similar qualities. They're inexpensive. They're easy to understand. And when they're managed funds, they're managed well.

Jack Bogle, who the world lost about a year ago, will long be remembered for his passionate advocacy of low-cost investin...

December 7, 2019

Morningstar is in the middle of revamping its fund analysts' methodology. Can they beat the indices?

November 19, 2019

Investors in even the best bond funds that Wall Street has to offer might be in for a difficult 2020.

Much of the bond market, in my view, is in a bubble – just as tech stocks were in 1999. And bubbles always end badly.

Consider that in November 2019, $12.5 trillion was invested globally in bonds that have negative yields. That's down from a peak of $17 trillion in August, but that's still an absurd amount of money invested glob...

November 11, 2019

Investors, as a whole, actually earn less than the funds that they invest in. Here’s how to avoid that fate.

October 11, 2019

Four of the biggest online brokers just cut their commissions to $0 per transaction. Be careful, or you could be a big loser.

September 5, 2019

Let’s face it: The stock market is infuriating. Valuations are high, global growth is slow, and President Donald Trump’s trade war with China has brought elevated volatility to stocks. Meanwhile, bonds, the only sensible alternative, are at near-record high prices and thus offer puny yields.

What’s an investor to do? One partial remedy is to increase your investment in health care stocks.

Health care, which comprises more than 1...

August 13, 2019

Why you should consider investing in this terrific fund now.

July 16, 2019

Don’t buy the chorus of "This time is different."

June 19, 2019

T. Rowe Price (TROW) employs more than 600 investment professionals who manage nearly $1.1 trillion for investors in 49 countries. But when you visit the Baltimore headquarters, you still get a feel of the firm as a small, collegial group that enjoys working together.

The secret to T. Rowe Price’s success, in my view, is its sterling corporate culture. This is a company with character. The average investment pro has 22 years of...

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© 2017 Tweddell Goldberg Wealth Management

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