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 04/19   Financial advice for the not so richBrokers 
 04/19   Index funds trade too muchStingy Investing 
 04/12   When the messenger is worth shootingThrift 
 04/12   Financial advisor feesZweig 
 04/12   Buffett's tax planTaxes 
 04/12   China's steelmakers into shadow bankingWorld 

Frugal News

Financial advice for the not so rich
04/19/14   11:02 PM ESTBrokers
"For a couple of years now, a number of entrepreneurs have been racing to solve the same problem: the financial services industry's persistent inability to provide personalized advice and appropriate investments at a reasonable price to customers who are not rich."
More Brokers: Norbert's gambit
The best brokers

Index funds trade too much
04/19/14   9:54 PM ESTStingy Investing
"The problem is, most index funds are too active. Sure, specialty index funds must trade stocks frequently in an effort to track small segments of the market. But some of the biggest and most beloved indexes trade too often."
More Stingy Investing: Newspaper stock, really?
A big day for value investors

When the messenger is worth shooting
04/12/14   6:01 PM ESTThrift
"In addition to being ineffective and boring, the lessons of financial literacy curriculums often end up sounding patronizing and obvious. Check your credit report. Rebalance investments. Budget. The fact that most people don't bother to do these things is taken as a sign of their financial illiteracy."
More Thrift: Our number-one tax shelter
Frugal life leaves rich legacy

Financial advisor fees
04/12/14   5:44 PM ESTZweig
"The Wall Street Journal's two top personal finance journalists, Jonathan Clements and Jason Zweig, both now at The Wall Street Journal tackle the three greatest financial challenges facing Americans. [video]"
More Zweig: Retiring on your own terms
Consuelo interviews Jason Zweig

Buffett's tax plan
04/12/14   5:43 PM ESTTaxes
"Allowing companies to split into separate parts, tax-free, is a long-accepted practice. But now it seems that practice has been twisted into a very effective tax-dodge."
More Taxes: Boost after-tax returns
Moguls shelter wealth forever

China's steelmakers into shadow banking
04/12/14   5:41 PM ESTWorld
"What's happening in China's steel industry illustrates not only how painful the economy's inevitable slowdown will be, but also how the country's complicated tangle of debts are straining the connective tissue of supply chains, endangering the whole system."
More World: Slice of life
Bill Gates interview

Fund risk rating reform
04/05/14   1:59 PM ESTHallett
"More importantly, the rating doesn.t adequately inform investors about the risks that lie ahead during the next credit market freeze or when the PIMCO managers show their humanity and get some of their bets wrong. PIMCO is following the rules. But assessing this as a low risk fund simply shows the inadequacy of the status quo that so many fund companies have argued to maintain."
More Hallett: Making sense of experts' picks
Smart beta needs to come out of the closet

Boost after-tax returns
04/05/14   1:56 PM ESTTaxes
"If you happen to be an investor, you're no doubt looking for ways to increase your returns. Look no further than your own tax return. If you can achieve tax savings related to your investments, this will increase your after-tax returns. So, consider the following ideas when filing your tax return this year."
More Taxes: Moguls shelter wealth forever
Accidental tax break

Stock promoters make inroads
03/22/14   11:09 PM ESTCrime
"Several finance websites have published articles by guest contributors who were allegedly paid to promote the stocks they were writing about, raising ethical concerns."
More Crime: Optimism and credibility of stock spam
Concrete Equities fraud

How much did your house cost?
03/22/14   11:00 PM ESTReal Estate
"In the case of the Irish property market, it would appear that mortgaged households have considerable difficulty in accurately recalling the actual house price paid for their property."
More Real Estate: Canada's mixed blessing
Why home prices change

When hedge funds lobby
03/15/14   5:57 PM ESTGovernment
"The worrying thing is that the Ackmans and Westhuses of this world have discovered what you might call the Buffett Arbitrage. Rather than investing in advertising or capital stock, they invest instead in lobbying, with the aim of getting very specific legislation passed which will make them very rich."
More Government: Now with less democracy
Job creation plan won't create a single job

Stock picking skills of SEC employees
03/02/14   1:12 PM ESTAcademia
"These results raise questions about potential rent seeking activities of the regulator's employees."
More Academia: The shorting premium
Volatility and mutual fund manager skill

Making sense of experts' picks
03/02/14   1:11 PM ESTHallett
"Among the flurry of recommendations, it's important to keep a few things in mind in the spirit of sound portfolio construction."
More Hallett: Smart beta needs to come out of the closet
Should you follow your fund's star

The Glidepath Illusion
03/02/14   1:09 PM ESTArnott
"Rob Arnott explains why target-date funds fail to either maximize wealth or minimize uncertainty about future income."

Now with less democracy
02/23/14   12:55 PM ESTGovernment
"Quebec is vowing to act fast and make changes that would give the corporate boards of locally-headquartered companies more power to reject hostile takeovers."
More Government: Job creation plan won't create a single job
Confessions of a Quantitative Easer

The growing case against ETFs
02/23/14   12:44 PM ESTIndexing
"Whether you are racing, cruising, stopping or crashing, safe driving comes down to a mix of equipment and personnel. The same can be said for mutual funds and exchange-traded funds, and while there is growing consensus that ETFs are the better vehicle, there's growing evidence that the people using them may not be so skilled behind the wheel. That's a real issue because a number of studies seem to indicate that the 'better' investment vehicle isn't delivering better results"
More Indexing: Why do ridiculous portfolios outperform?
Dilbert's investing gift

Survivorship bias
02/16/14   7:58 PM ESTStingy Investing
"Focusing solely on the winners can lead to a dangerously skewed view of the world. It's a particularly acute problem in the markets, where luck often plays an important role. Problem is, the market tends to bury its failures, which slip out of both sight and mind. Investors who don't account for them may find their decisions swayed by survivorship bias. It's a factor that fund investors should be particularly wary of."
More Stingy Investing: Disappointing balanced index funds
Market timing by indexers

Disappointing balanced index funds
02/16/14   7:52 PM ESTStingy Investing
"New investors should think seriously about opting for low-fee balanced funds like those offered by Mawer, Steadyhand, and PH&N. They represent good picks for active investors. Regrettably, there are relatively few balanced options that are worth recommending to index investors."
More Stingy Investing: Market timing by indexers
A bargain from Tweedy

Smart beta needs to come out of the closet
02/08/14   7:55 PM ESTHallett
"Some suggest that Smart Beta blurs the line between active and passive management. But it's clear to me that Smart Beta is simply active management in disguise."
More Hallett: Should you follow your fund's star
Check out your advisor

Market timing by indexers
02/08/14   7:50 PM ESTStingy Investing
"The investing world is awash in simple mechanical strategies that promise prosperity. But they all suffer from a fundamental problem: They're well suited to robots, but humans control the cash. Finding a sound strategy is less than half the challenge for most people. If they can't stick with it, then it's not very useful."
More Stingy Investing: A bargain from Tweedy
Three easy ways to mimic the best

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