Monthly Archive: June 2009

Jun
18
2009

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How Safe is Your Nest Egg?

In this entry, I make references to “bonds”.  But not all bonds are created equally.  In this case, I am referring to safe, government bonds, not risky, high yield (high risk!) corporate debt. Few things are more fascinating for me, than rifling through other people’s private investment statements. It’s not that I climb people’s backyard …

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Jun
12
2009

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How We Beat the Market

With Warren Buffett’s wisdom as our guide, we’ve beaten the pants of most mutual funds with our investment club. In this article, I share our successes–while showing you how to avoid the failures we’ve had.  Surprisingly, a high degree of common sense can help you beat the professionals at their own game.   This is one way …

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Permanent link to this article: http://andrewhallam.com/2009/06/how-we-beat-the-market/

Jun
07
2009

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Investment Club Defies the Odds

I’m the first to admit that our investment club has had a tremendous amount of luck going for us. As of this writing, we’re halfway through 2009, and if we can beat the S&P 500 index this calendar year, it will be our seventh year in a row of doing so. You can read about …

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Permanent link to this article: http://andrewhallam.com/2009/06/investment-club-defies-the-odds/

Jun
05
2009

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Protected: Purchase Order – 5 JUN 2009

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Permanent link to this article: http://andrewhallam.com/2009/06/purchase-order-5-june-2009/

Jun
05
2009

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Indexed Portfolio Flexes Its Muscles During the Economic Downturn

acuitybalanced

Imagine walking up to your financial advisor with your newfound knowledge on the superiority of index funds over actively managed funds. In short, you want to swap your actively managed funds (which pay your advisor very well) for passively managed index funds (which don’t pay your advisor very well). But she says, “Oh, indexes don’t …

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Permanent link to this article: http://andrewhallam.com/2009/06/indexed-portfolio-flexes-its-muscles-during-the-economic-downturn/

Permanent link to this article: http://andrewhallam.com/2009/06/50-06-09-harrys-account-revealed/

Jun
04
2009

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Astute Employers Can Save Millions for Their Employees

If you worked for an organization like Google, they could protect you from making the biggest financial mistake of your life. Here’s an article by Mark Dowie in the San Francisco magazine. (December 2006) The best investment advice you’ll never get: For 35 years, Bay Area finance revolutionaries have been pushing a personal investing strategy that …

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Permanent link to this article: http://andrewhallam.com/2009/06/astute-employers-can-save-millions-for-their-employees/

Jun
01
2009

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Investment Advisors Convince 95% of Americans to Settle for Less

Mutual funds fall into two categories:  active and passive.  While most investors, sadly, fall for salesmanship. Long term, after taxes and fees, a diversified portfolio of index funds stands the highest statistical chance of beating a diversified portfolio of actively managed mutual funds.  No academic study refutes that.  But the average investor is fooled by …

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Permanent link to this article: http://andrewhallam.com/2009/06/investment-advisors-convince-95-of-americans-to-settle-for-less/