Category Archives: Investments

Insurance Products Should Not be a Four Letter Word When it Comes to Retirement Income Planning

The Wall Street Journal had a recent article that I think was detrimentally incomplete even taking into account that it is 1,000 words on a subject that can take years to master.  The article, “You Need a Plan to Boost Retirement Income” by Jeff D. Opdyke highlights three asset vehicles/classes that he thinks should take

Why Value Investing Works – The Myth of Efficient Markets

Why Value Investing Works – The Myth of Efficient Markets

Eugene Fama is generally credited with creating the academic model of Efficient Markets in his Phd. thesis at University of Chicago. At its very basic, the weak form of Efficient Market Hypothesis states that the securities prices reflect ALL publicly available information. The semi-strong form of EMH further states that any new public information is

My New Dividend Investment Portfolio

Early last month I learned that due to employer constraints I was going to be forced to alter  my beloved perpetual income machine, which was essentially a dividend investment account.  The point of the machine was to find undervalued (defined below) stocks which were part of the Dividend Aristocrat Index, a stock index which tracks