In recent posts (part I and part II), we covered some of the ways people try to determine how their investments have been doing, and how mismatched measures can generate misguided views. Determining your portfolio’s Time-Weighted Rate of Return (TWR) is one way to reach a relatively accurate sense of how your portfolio is doing compared to its most appropriate benchmarks during particular periods of time. One good two-part series deserves...

As we mentioned in a recent post, Taking a Twitter Tonic,  it’s important to be selective about the financial news you choose to peruse. That said, there are islands of sensible advice out there as well. We try to share as many of them as we can in our own blog and social media posts. We also are honored when we are invited to participate in useful forums like Fund...

Didn’t we have enough of this last year? If there’s a silver lining to another winter’s worth of wild weather, it’s that it might be taking our minds off the market’s current squalls. That’s good, because studies have shown that our brains react to scary financial news as if our very lives are at stake, which is usually an ill-advised overreaction. Fortunately, I’ve got some advice on how to remain informed...