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Links Page
(Updated 6/9/08)
Here is a list of links that I have found useful.
1929 Crash
This article asks the question, “Can 1929 Happen Again?” and describes how the current investment environment makes another 1929 scenario unlikely. Click HERE.
Frank Armstrong
Frank Armstrong has posted much of his book The Informed Investor online. There are 24 chapters. So be prepared to spend multiple sittings reading them all. Click HERE.
Behavioral Economics
This long article discusses the academic debate between Efficient Market Theory and Behavioral Economics. Click HERE.
This article reveals that investor’s fund trading results in poor returns. Click HERE.
Budgeting
MSN Money has two articles HERE and HERE.
CD Ladder
The Net Asset Value (NAV) of Intermediate-term bond funds fluctuate with interest rates. An alternative is to build a “Ladder”. This article shows you how to get comparable returns while keeping your principal at a stable value using CDs. Click HERE.
Charts
Handy charting sites to view any period. Click HERE and HERE.
While most chart sites do not include reinvested dividends when displaying fund returns, this one does. Click HERE.
Coffeehouse Investor
The website of Bill Schultheis. Bill has some of good articles on investing using ‘slice and dice’ and index mutual funds. Click HERE.
Core and Explore
Many investors may find that buying and holding index funds to be too boring. The solution? Keep the majority (the core) of your portfolio in index funds and use only a small portion to add a little spice (the explore). Paul Farrell calls it his “Two-Brain” strategy. Click HERE.
Dart Throwing
To show how chance can play a role in the stock market, a dart-tossing monkey managed to outperform the vast majority of Internet-related mutual funds during 1999. Click HERE.
ETF’s and CEF’s
These sites provide information on Exchange Traded Funds (ETF’s) and Closed-End Funds (CEF’s):
www.etfconnect.com
ETF Center at Yahoo Finance
Growth Stocks vs. Value Stocks
This article is excerpted from Common Sense on Mutual Funds by John Bogle. Click HERE.
Historical Returns
A wide variety of asset classes at gummy-stuff.org. Click HERE.
More asset classes. Right-click THIS LINK to download a pdf file.
Index Funds
This article compares how the different index providers construct their Style ETF’s. Click HERE.
Large-Cap Stocks vs. Small-Cap Stocks
This article is excerpted from Common Sense on Mutual Funds by John Bogle. Click HERE.
Message Boards
One of the best message boards that discuss investing is the Bogleheads. There, you will find the Boglehead authors as well as Larry Swedroe and Rick Ferri answering questions. Click HERE.
Morningstar Category Returns
A list of many different asset classes and their returns from year-to-date to 5 years. Click HERE.
Retirement Planning
Here is a series of articles that discribes the various issues in retirement planning. Click HERE.
Saving
This inspiring story shows you don’t need to earn a lot of money in order to save a large sum. Click HERE.
Slice and Dice
These two articles explain the theory and benefits of ‘slice and dice’. Click HERE and HERE.
Tax Strategies in Retirement
This article explores where and when to withdraw funds from taxable and tax deferred accounts. Click HERE.
Taxable Equivalent Yield Calculator
Considering a municipal bond or money market? Use this calculator to compute whether the equivalent taxable yield is greater or smaller than the tax-free yield. Click HERE.
Yield Curve
Smartmoney has an article explaining the yield curve and how it may be used to predict the economy. Click HERE.
More Links
These links give you a plethora of more links.
Reading Room from Altruist Financial Advisors
Investor Home
Gummy Stuff
Money 101
Reference Library at the Bogleheads Forum
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