logo small

Blog | The Portfolio Doctor

The Portfolio Doctor

My blog provides valuable insights into Nobel Prize-winning financial strategies for investors. By utilizing decades of worldwide peer-reviewed capital markets research and analysis, I demonstrate how to build better investment portfolios with lower risks. I also examine common financial media misinformation and how investors can make better financial decisions.

Going to Space to See the Big Picture

An article that was recently published in the Wall Street Journal exposes a very unique technology tool that hedge funds use to determine future prices. A company called Planet Labs, Inc. has launched tiny, shoe-box sized satellites into orbit around earth with the mission of gathering data on “economically sensitive” spots like retailers’ parking lots, oil storage tanks and farmland. By analyzing the images they get back from these pint sized space machines data hungry hedge funds can offer clients “signals”—predictions on how prices will move for certain stocks. This analysis includes revenue predictions for big box stores based on changes in the number of cars in their lots and forecasts for oil inventories based on the height of floating lids in oil tanks.

Continue Reading

Print Email

The Importance of Teaching Children About Money

Parents look to raise their children to become responsible adults and capable of making prudent decisions throughout their lives. But for many children, lessons in money management and financial literacy fall by the wayside. This is unfortunate, because as adults they will need these skills to make important decisions about money and finances.

Continue Reading

Print Email

Essential Elements of a Successful Family Wealth Transfer

It is inevitable; we get older every day. The time to begin the planning for the next generation is now. The complexities of the family and the amount of money moving to the next generation can help determine how much time and effort will be required to ensure success for future generations. The creation of wealth bares a new set of responsibilities. If you would like the transfer of your wealth to benefit the next generation, then you need to consider involving your family early. Each person’s goals, values, and ambitions might not align, but this is a time to find common ground. For success it will be important for each generation to understand each other’s perspectives; square peg, round hole – futile.

Continue Reading

Print Email

Taking a Closer Look at Fund Performance

In a world where we are bombarded with media hype about different stock picks, get rich quick schemes and claims that some managers have a crystal ball for how to beat the market, a wise investor is one who blocks out the white noise and pays attention to facts and science. A recent article written by Philipp Meyer-Brauns, PhD, an associate at Dimensional Fund Advisors, looks at reporting on mutual fund performance and reveals that there is often not enough perspective given to all of the factors that one must take into account when determining true performance.

Continue Reading

Print Email

Finding peace of mind when planning for retirement

Why do people get anxious about planning for retirement? The anxiety comes from different places—it can be the complexity of the planning process, the uncertainty of the outcomes, or the different parts that have to come together in order to make a cohesive plan work.

Then there’s the fear of making a mistake. In our experience in working with clients, this is the most common cause of anxiety. There are no do-overs when it comes to retirement planning. That fact can often place significant pressure on individuals and raise their anxiety about the entire process.

Continue Reading

Print Email

Strategies for Minimizing Taxes and Keeping more of Your Investment Returns

You may have heard a common investment expression “It’s not what you make that counts. It’s what you keep.” Minimizing taxes from investment activities is important because it’s one of the few aspects of investing that an investor can gain significant control over. Paying attention to the tax consequences of investing can substantially increase long-term wealth and increase spendable income. This article will address various investment strategies and products for minimizing taxes.

Continue Reading

Print Email

Responsibilities of a Qualified Retirement Plan Sponsor

A qualified retirement plan can provide many benefits for an employer and its employees. In order for the plan to run smoothly so that its usefulness can be maximized, the employer should be aware of the ongoing responsibilities related to the administration of the plan.

Once procedures have been established, the plan can function to its potential and remain within the qualification guidelines of the Internal Revenue Code ("IRC") and the fiduciary requirements of the Employee Retirement Income Security Act ("ERISA"). This newsletter will examine the basic responsibilities of the plan sponsor of a qualified plan.

Continue Reading

Print Email

Active vs. Passive: Man or the Market?

Many academics consider the active-vs.-passive debate settled. Yet, despite the strong evidence supporting a passive approach, many investors still assume that skillful active management can increase returns, net of costs. In this three-part series, Brad Steiman offers fresh insight on the debate and provides content that advisors may find useful in their communication efforts. Part 1 features questions relating to the theoretical aspects of market efficiency and active manager performance. In subsequent columns, he will explore the implementation of active and passive strategies, and feature additional questions and comments submitted by readers.

Continue Reading

Print Email

CONNECT WITH US ON SOCIAL MEDIA!