Investing 101 Archives

Investing 101

Where Did I Put My Investments?

April 9, 2025 — By Victor Haghani and James White [note]This is not an offer or solicitation to invest, nor are we tax experts and nothing herein should be construed as tax advice. Past returns are not indicative of future performance. Thank you to Larry Bernstein, Larry Hilibrand, Doug Lucas, Bill Montgomery and Mike Piper for their many insightful comments and suggestions. Of course, all errors are our own.[/note]ESTIMATED READING TIME: 7 min. What's the best way to distribute

Investing 101

Portfolio Rebalancing: Free Lunch or Empty Calories?

March 26, 2025 — By Victor Haghani and James White [note]This is not an offer or solicitation to invest, nor are we tax experts and nothing herein should be construed as tax advice. Past returns are not indicative of future performance. Thank you to Professors John Campbell and Nick Barberis for pointing us to relevant areas of the academic literature, and to Jeff Rosenbluth and Larry Hilibrand for their comments.[/note]ESTIMATED READING TIME: 8 min. As market prices change over

Investing 101

How Much Insurance is Right For You?

February 21, 2025 — Insurance is top of mind for many American families right now. All around the country, those without insurance are likely wondering if they should get it, and those with insurance are bracing for higher premiums and may be contemplating whether it’s cost-effective to keep it.

Investing 101

How to avoid a common investment mistake

February 1, 2025 — If you hear a professional investor talk about a trade that taught them a lot, prick up your ears. Usually, this is code for “a time I lost an absolutely colossal amount of money”, and you are in for one of the better stories about how nance works at the coalface.

Investing 101