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Against Efficient Market Theory

December 4, 2013

The debate continues between efficient market theorists and those who are less sure about market efficiency, between passive or index investors and active investors. It’s easy to find support for the efficient market/passive investing side. They now dominate the academic and financial media worlds. Here’s an interesting essay by someone who identifies himself as a […]

Are Stocks Overvalued?

December 3, 2013

The U.S. stocks indexes are about 150% or more above their lows of 2009. That recovery is increasing the number of people worrying that stocks are too highly valued or even in a bubble with two 50% or greater declines occurring since 2000, people are more on the lookout for big declines than they were […]

Taking a Financial Health Day

December 1, 2013

Most of you are familiar with the concept of a mental health day, when a person takes a day off from work to relax and recharge. Most of us need a financial health day to increase our financial independence and well-being. There are many relatively simple, easy steps people need to take to improve their […]

Year-End Tax Planning for 2013-2014

December 1, 2013

We can do real year-end tax planning this year. In the last few years, year-end planning has been difficult because so many provisions of the law were set to expire at the end of each year, and Congress worked on the law through the holiday seasons. But with most provisions of the tax law settled […]

Tarnishing the Efficient Market Theory

November 20, 2013

You’ll find lots of entertaining and enlightening things in the latest quarterly shareholder letter from GMO, the large institutional investment manager. Co-Founder of the firm, Jeremy Grantham, enjoys criticizing this year’s co-winner of the Nobel Prize for Economics, Eugene Fama, for the efficient market theory and all that follows from it. Grantham says the theory […]

The Best Stock Index Valuation Indicator

November 19, 2013

After the stock surge of 2013, stocks suddenly aren’t cheap and a lot of people are wondering if they are overvalued or in bubble territory. There are a number of indicators of stock market valuation, but they aren’t infallible. Stock markets can stay undervalued or overvalued for a long time after the indicators trigger an […]

Social Security for 2014 Set

October 31, 2013

The announcement of the latest Consumer Price Index locks in the Social Security numbers for 2014. Retirement benefits will rise 1.5% (compared with a 1.7% increase for 2013), and taxes on salaries and self-employment income will rise by by 2.9%, with the top income subject to the tax being $117,000. Details are here. While the […]

The Generational Social Security Rip Off

October 23, 2013

A couple of years ago we had a movement ranting about income inequality among the best and worst-paid in the U.S. The new movement, being pioneered by billionaire former hedge fund manager Stanley Druckenmiller, is to focus on the inequality between older and younger generations. Specificially, Druckenmiller talks about his generation and previous ones receive […]

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