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Is Pamela Yellen Misleading Her Followers?

Tuesday, April 29th, 2014

I have seen Pamela Yellen’s books before, but never really paid attention to them until I read this piece by Allan Roth. Yellen is known for her “Bank on Yourself” books, a strategy that utilizes whole life insurance (UGH!). Yellen is very outspoken when it comes to traditional financial advisors (on that we can agree). […]

Useless Quote of the Day

Monday, July 8th, 2013

Today’s quote of the day comes to us from the latest Kirk Karlgaard column in Forbes. This is the opening paragraph to his piece: In early 1966 the Dow topped 1000 for the first time. In August 1982 the Dow was at 777. The apparent 22.3% loss in value over 16.5 years is actually much […]

Comparing the Monthly Performance of Three S&P 500 ETFs

Wednesday, September 26th, 2012

I thought it might be interesting to look at the monthly performance of three different exchange-traded funds that track the S&P 500 Index (iShares S&P 500 Index ETF (IVV), SPDR S&P 500 Index ETF (SPY), and Vanguard S&P 500 Index ETF (VOO)). The newest ETF of the bunch is Vanguard’s VOO, which has monthly return […]

John Bogle: Invest in Index Funds and Diversify…

Monday, August 20th, 2012

I read this NY Times article about John Bogle over the weekend. Pretty good piece. I found this part of the article interesting: …he says, long-term investors must hold stocks, because risky as the market may be, it is still likely to produce better returns than the alternatives. “Wise investors won’t try to outsmart the […]

Annual Review of the AFM iShares Retirement Portfolio

Wednesday, April 18th, 2012

I have been tracking a retirement portfolio for several years here at AFM. It’s split 30/20/50 between domestic stocks, international stocks, and fixed income, respectively. The domestic stock portion is invested evenly in the 10 sector exchange-traded funds that make up the Dow Jones Total Market Index. The international stock portion was invested in the […]

Interesting Ways to Look at Return and Volatility 1991 – 2011

Monday, March 26th, 2012

How’s that for a catchy title? I have monthly total returns for the S&P 500 (S&P 90 prior to February 1957) going all the way back to January 1926. However, I only have the Barclay’s Aggregate Bond Index (formerly known as the Lehman Aggregate Bond Index) going back to January 1991. Anyhow… I thought it […]

Year to Date Total Returns for S&P 500 and Other Benchmarks (July 2011)

Saturday, July 30th, 2011

Well, another month goes into the history books. As you can see from the graphic I have put together (click on the graphic below to bring up a PDF version), it wasn’t a very good month. This most likely had to do with the looming debt ceiling deadline. July marked the third month in a […]

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