Investing Education

Discover a wealth of investing information, articles, tips and advice for how to intelligently manage your risk and increase your returns.

SmartStops Featured Articles

The 6 Biggest Mistakes Ordinary Investors Make

"What's the biggest threat to achieving financial independence?  Your own brain!"   Nobel-winning prize theory and research from psychologists (Kanheman & Tversky)  led to the beginnings of what is now called behavioral finance, with Thaler bringing that into the...

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Why Protect? Limits of Diversification from State Street

Great white paper by State Street Global Advisors that highlights the limits of diversification and the importance of risk protection:    "Good downside protection can benefit portfolios in several ways. Studies, such as that by Bhansali and Davis (2010), have shown...

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Asset Allocation is in Serious Decline

As the CIO of Sungarden Fund Mgmt writes:  "MPT works well in strong markets and over periods of declining interest rates.  This decade will likely see the turning point of that story, and I suspect that many financial planning firms will fight that trend, as they did...

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Comparing Tradestops vs SmartStops

There are a number of key differences between SmartStops.net and Tradestops.com.  In fact, one of our subscribers after using Tradestops for awhile, told us -  "you get us out much sooner then Tradestops".   Here are some of the key comparisons: 1. Recently, a lot of...

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The 6 Biggest Mistakes Ordinary Investors Make

"What's the biggest threat to achieving financial independence?  Your own brain!"   Nobel-winning prize theory and research from psychologists (Kanheman & Tversky)  led to the beginnings of what is now called behavioral finance, with Thaler bringing that into the...

read more

Aviva finds sell-side research to be flawed – October 2017

Survey of 342 analysts by Aviva Investors found sell-side research to be flawed, short term and incomplete. “Sell-side research has a significant influence on investors’ decision-making. But our study shows this research is often flawed,” wrote Euan Munro, CEO of...

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Why Protect? Limits of Diversification from State Street

Great white paper by State Street Global Advisors that highlights the limits of diversification and the importance of risk protection:    "Good downside protection can benefit portfolios in several ways. Studies, such as that by Bhansali and Davis (2010), have shown...

read more

Asset Allocation is in Serious Decline

As the CIO of Sungarden Fund Mgmt writes:  "MPT works well in strong markets and over periods of declining interest rates.  This decade will likely see the turning point of that story, and I suspect that many financial planning firms will fight that trend, as they did...

read more

Wealth management’s future in 3 words

"There are serious consequences for firms that do not embrace the latest tech tools..." says Kelli Keough, the global head of digital wealth management for JPMorgan Chase.  "All financial advisors must implement digital tools in their practice or they will lose...

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How to stop getting ill from the Stock Market

SmartStops Comment:  Good article pointing out the importance when it comes to investing to not letting your emotions go on a rampage.   As the author Ritholtz points out:   "Understanding what is and isn’t in your control can go a long way toward avoiding the sorts...

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WARNING! Time to protect your Investments!

Now don't say no one's warned you about an upcoming stock market correciton. It's inevitable. So are you going to protect your gains or what?! https://www.bloomberg.com/news/articles/2017-11-29/goldman-warns-highest-valuations-since-1900-mean-pain-is-coming

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Are Markets Rational or not?

SmartStops comment:   Glad to see Richard Thaler win the 2017 Nobel Prize for documenting the way people's behavior actually does not conform to economic models that portray them as perfectly rational.  As he states:  (Investors) "refuse to cut their losses on...

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The Higher They Climb, The Harder They Fall

SmartStops comments:   It's befuddling that this statement continues to get touted around - "But isn’t this market timing? We all know, after all, that timing the market is pure folly!" .. when indeed guru's like Andrew Lo, MIT have blown this "myth" apart again and...

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Less Risk. More Caution.

LESS RISK.  MORE CAUTION.    Good point by Howard Marks of Oaktree Capital on the markets these days:      "It’s all about investors’ willingness to take risk as opposed to insisting on safety. And when people are willing to take risk , and not concerned about safety...

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Lessons From a Trading Great: Stanley Druckenmiller

SmartStops comments:  If you study successful investors, you will find that they don't necessarily follow a diversification rule.  That was created many many years ago with the advent of Modern Portfolio Theory however even MPT has morphed now.  Read more about some...

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