Posts Tagged ‘how not to invest’

Sin and Profit

Sin and Profit

By The Banker | Blog Posts, Investing, Personal Finance, Wall Street

Jason Zwieg at the WSJ provides interesting data today on the relative returns of ‘socially irresponsible investing’ (my own phrase). I recently wrote that I could not recommend to a friend any ‘socially responsible’ mutual fund. My reasons: 1. Funds like this tend to have relatively high costs (especially compared to index funds, which I [&hellip

Stupid Smart People

Stupid Smart People

By The Banker | Blog Posts, How Not To Invest, Investing, Personal Finance, Texas

Note: A version of this post appeared in the San Antonio Express News My wife and I headed East on I-10 recently to visit our New York City friends Jay and Nina – another married couple and their kids – who now live in Houston. The conversation over the weekend turned toward their personal finances [&hellip

Not A Fan Of Socially Responsible Funds

Not A Fan Of Socially Responsible Funds

By The Banker | Blog Posts, Investing, Personal Finance, Texas, Wall Street

A version of this post ran in the San Antonio Express News. I want to be wealthier. I also want to be a good person. A friend – someone who also wants these two things – recently asked if I could recommend a good, reasonable-cost, ‘socially responsible’ mutual fund. My answer: Nope. I can’t. Now, [&hellip

Ask an Ex-Banker: Algorithmic Trading

Ask an Ex-Banker: Algorithmic Trading

By The Banker | Ask an Ex-Banker, Blog Posts, How Not To Invest, Investing, Personal Finance, Texas, Wall Street

A version of this post appeared in the San Antonio Express News Dear Mike, I spotted something on algorithmic trading on your blog, and finance and investment are a bit of a hobby of mine. I am sending you a press release about a Canadian trader who has worked out a successful trading technique based [&hellip

Guest Post - Annuities Are Expensive

Guest Post – Annuities Are Expensive

By Lars Kroijer | Blog Posts, How Not To Invest, Insurance, Investing, Personal Finance

Annuities are an important and sometimes dominant part of the investment portfolio for millions of savers.  While in certain instances there is a requirement for pension scheme participants that they put a part of their pension savings into an annuity, others decide to have them because they find great comfort from having a secured cash [&hellip