Do The Right Thing and Make Money
January, 2008: Money Magazine
The Good and Bad of Ethical Investing: Socially responsible funds deliver decent returns. But finding one that reflects your values isn’t so easy.
http://money.cnn.com/2007/12/19/pf/funds/ethical_investing.moneymag/index.h...; http://www.jasonzweig.com/uploads/1.08SociallyResponsible.pdf

Why You Don`t Want to Invest like an Expert
February, 2008: Money Magazine
The way some finance professors manage their money offers valuable lessons—in what not to do.
http://money.cnn.com/2008/01/28/pf/dont_expert.moneymag/?postversion=200801...; http://www.jasonzweig.com/uploads/2.08ThoseWhoCantDo.pdf

Why Is It So Hard to Save?
March, 2008: Money Magazine
New research in neuroeconomics explores how the investing brain sizes up the long-term future.
http://www.jasonzweig.com/uploads/3.08Brain&Time.pdf; http://money.cnn.com/2008/02/29/pf/intelligent2_mar.moneymag/index.htm

Why to Steer Clear of the New Gold Rush
April, 2008: Money Magazine
Stampeding into commodities right now is one of the stupidest things an investor could do.
http://www.jasonzweig.com/uploads/4.08Commodities.pdf

Why the January Effect Is Just Slush
January, 2007: Money Magazine
The idea that small stocks beat big ones in January melts away once you examine it closely.
http://money.cnn.com/2006/12/18/magazines/moneymag/zweig_janeffect.moneymag...; http://www.jasonzweig.com/uploads/1.07JanEffect.pdf

We Talked to Chuck
January, 2007: Money Magazine
Charles Schwab shares his thoughts on what makes investors succeed and what makes entrepreneurs tick.
http://money.cnn.com/magazines/moneymag/moneymag_archive/2007/01/01/8397411...; http://www.jasonzweig.com/uploads/1.07Schwab.pdf

Winning the Home Run Hitter`s Game
February, 2007: Money Magazine
An argument for swinging for the investment fences from Ralph Wanger, the legendary manager of the Acorn Fund.
http://money.cnn.com/magazines/moneymag/moneymag_archive/2007/02/01/8398729...; http://www.jasonzweig.com/uploads/2.07Wanger.pdf

Scholar of the Boomers` Future
March, 2007: Money Magazine
Olivia Mitchell has thought as deeply as anyone about this generation`s retirement. Her take: Tune out the most dire forecasts. You may be in for a pleasant surprise.
http://money.cnn.com/2007/01/30/magazines/moneymag/mitchell.moneymag/index....; http://www.jasonzweig.com/uploads/3.07Mitchell.pdf

When You Wish Upon a Star
March, 2007: Money Magazine
A new study says Morningstar`s ratings do indeed predict performance. The reason may surprise you.
http://money.cnn.com/magazines/moneymag/moneymag_archive/2007/03/01/8400908...; http://www.jasonzweig.com/uploads/3.07Morningstar.pdf

Still Scolding After All These Years
April, 2007: Money Magazine
Vanguard founder Jack Bogle talks about what he has learned about investing and about getting a new lease on life with a heart transplant.
http://money.cnn.com/2007/03/20/pf/funds/bogle.moneymag/index.htm?postversi...; http://www.jasonzweig.com/uploads/4.07Bogle.pdf

Bottoms-Up Analysis
April, 2007: Money Magazine
What the ultimate liquid asset -- wine -- can teach us about investing. (With Asa Fitch.)
http://money.cnn.com/magazines/moneymag/moneymag_archive/2007/04/01/8403604...; http://www.jasonzweig.com/uploads/4.07Wine.pdf

Mr. Worst-Case Scenario
May, 2007: Money Magazine
Robert Shiller called the tech stock crash just as NASDAQ peaked. Where does he think the real estate market is headed now? Uh-oh.
http://money.cnn.com/2007/04/09/real_estate/shiller.moneymag/index.htm; http://www.jasonzweig.com/uploads/5.07Shiller.pdf

You Can Handle a Crash Better than You Think
May, 2007: Money Magazine
Why the fear of losing money usually feels worse than actually losing it.
http://money.cnn.com/magazines/moneymag/moneymag_archive/2007/05/01/8405624...; http://www.jasonzweig.com/uploads/5.07Expectation.pdf

The Man Who Explained It All
June, 2007: Money Magazine
Bill Sharpe`s pioneering theory on the interplay between investment risk and return won him a Nobel Prize. Now he wants to help you use his work to make better financial decisions.
http://money.cnn.com/2007/05/21/pf/sharpe.moneymag/index.htm; http://www.jasonzweig.com/uploads/6.07Sharpe.pdf

The Right Way to Handle a Surprise
June, 2007: Money Magazine
Why a one-penny shortfall in earnings makes Wall Street go crazy, and how to keep yourself sane.
http://money.cnn.com/magazines/moneymag/moneymag_archive/2007/06/01/1000339...; http://www.jasonzweig.com/uploads/6.07Surprise.pdf

Why We Stay Home and Why It`s a Bad Idea
July, 2007: Money Magazine
It`s human nature to feel at ease with what`s familiar. But in investing, comfort can cost you a lot of money.
http://money.cnn.com/magazines/moneymag/moneymag_archive/2007/07/01/1001166...; http://www.jasonzweig.com/uploads/7.07HomeBias.pdf

Buy. Hold. Profit. Give Back.
July, 2007: Money Magazine
Ariel Capital`s John Rogers built an outstanding record investing in a few `great ideas` for the long run. Then he had his own idea: to launch a school to teach inner-city kids about money.
http://money.cnn.com/2007/06/19/pf/rogers_interview.moneymag/index.htm; http://www.jasonzweig.com/uploads/7.07Rogers.pdf

Markets Where Only Fools Rush In
August, 2007: Money Magazine
Why emerging markets are not a `no-brainer.`
http://money.cnn.com/2007/07/24/pf/funds/emergingmarkets.moneymag/index.htm; http://www.jasonzweig.com/uploads/8.07EmergingMkts.pdf

What`s Luck Got to Do with It?
August, 2007: Money Magazine
An interview with fund manager Bill Miller of Legg Mason Value Trust.
http://money.cnn.com/2007/07/17/pf/miller_interview.moneymag/index.htm; http://www.jasonzweig.com/uploads/8.07Miller.pdf

How Many Stocks Should You Own?
September, 2007: Money Magazine
The answer is a lot more, and a lot fewer, than you probably think.
http://www.jasonzweig.com/uploads/9.07Many.pdf

Master of the Imperfect Mind
September, 2007: Money Magazine
An interview on behavioral finance with the Nobel Prize-winning psychologist Daniel Kahneman.
http://www.jasonzweig.com/uploads/9.07Kahneman.pdf; http://money.cnn.com/2007/08/23/pf/zweig_kahneman.moneymag/index.htm?postv...

Your Money and Your Brain
September, 2007: Money Magazine
An excerpt on the neuroeconomics of greed and fear from Jason Zweig`s new book.
http://www.jasonzweig.com/uploads/9.07NeuroeconomicsExcerpt.pdf; http://money.cnn.com/2007/08/14/pf/zweig.moneymag/index.htm?postversion=20...

Are You a Better Investor?
October, 2007: Money Magazine
Over the past 35 years, investing has become simple, cheap and convenient. Now it`s a snap to build your wealth -- or destroy it.
http://www.jasonzweig.com/uploads/10.07LessonsOf35Years.pdf

Inside the Mind of the Older Investor
November, 2007: Money Magazine
As the brain ages, it perceives risk differently. That can make you money -- or cost you a bundle.
http://www.jasonzweig.com/uploads/11.07Aging.pdf

How to Lose $9 Trillion in a Bull Market
December, 2007: Money Magazine
That`s what bad timing cost investors over the past 25 years. But you can learn to avoid a similar fate.
http://www.jasonzweig.com/uploads/12.07MissingTrillions.pdf; http://money.cnn.com/2007/11/29/pf/bull_market_timing.moneymag/index.htm?p...

Buffett Solves His Cash Crisis
May, 2006: CNN.com
Buying an Israeli private company signals that Warren Buffett will look overseas for great companies at good prices.
http://money.cnn.com/2006/05/07/news/newsmakers/buffett0507/index.htm

Why You Should Ignore Stock Prices
December, 2006: Money Magazine
A look at the baffling question of why the price of an average share of stock has not budged in decades.
http://www.jasonzweig.com/uploads/12.06Splits.pdf

How to Beat Hedge Funds
December, 2006: Money Magazine
Why the typical investor is better off without a hedge fund.
http://www.jasonzweig.com/uploads/12.06HedgeFds.pdf

A 117% Gain in a Year?
April, 2006: Money Magazine
The champion of a stock-picking contest shows how to game the system -- and why you can never trust short-term returns
http://www.jasonzweig.com/uploads/4.06HypedReturns.pdf

Is Your Fund Pro Finally a Prince?
March, 2006: Money Magazine
New research claims that the average mutual fund has beaten the market. The research is wrong.
http://www.jasonzweig.com/uploads/3.06ActiveVsIndex1.pdf; http://www.jasonzweig.com/uploads/3.06ActiveVsIndex2.pdf

The Thrill Is Wrong
February, 2006: Money Magazine
A survey of the new field of neuroeconomics, showing how expecting to make money is more intense than experiencing it.
http://money.cnn.com/2006/01/09/funds/fundguide_zweig_money_0602/index.htm; http://www.jasonzweig.com/uploads/2.06Neuroeconomics1.pdf; http://www.jasonzweig.com/uploads/2.06Neuroeconomics2.pdf

Just Do It
January, 2006: Money Magazine
Believe it or not, there is a science of procrastination and a lot you can learn about not putting things off. Read this today, not tomorrow.
http://www.jasonzweig.com/uploads/1.06Procrastination.pdf

A Nasty 401(k) Surprise
January, 2005: Money Magazine
If you hold most of your stocks inside a retirement plan, you could be handing Uncle Sam more than his fair share of taxes.
http://money.cnn.com/pr/subs/magazine_archive/2005/01/INT.html; http://www.jasonzweig.com/uploads/1.05Tax401k.pdf

The Soul of an Investor
March, 2005: Money Magazine
Jack Hurst is not famous, and he does not run a billion-dollar fund. But he may be the most amazing money manager I\'ve ever met.
http://money.cnn.com/2005/02/25/magazine/magin_hurst_0503/index.htm; http://www.jasonzweig.com/uploads/3.05JackHurst1.pdf; http://www.jasonzweig.com/uploads/3.05JackHurst2.pdf

The Oracle Speaks
May 2, 2005: cnn.com
Warren Buffett speaks to the faithful at Berkshire Hathaway\'s annual meeting.
http://money.cnn.com/2005/05/01/news/fortune500/buffett_talks/index.htm

How Losing Less Can Cost You More
June, 2005: Money Magazine
Why stop-loss orders are often better for brokers than for investors
http://www.jasonzweig.com/uploads/StopLoss6.05.pdf

What a Mutual Fund Is Worth to You
November, 2005: Money Magazine
A new measure of fund expenses shows that you may be paying far more than you think.
http://www.jasonzweig.com/uploads/11.05Expenses.pdf

Stupid Number Tricks
October, 2005: Money Magazine
What the science of risk perception has to teach investors.
http://www.jasonzweig.com/uploads/10.05RiskPerception.pdf

Ten Lukewarm Funds to Buy Now!
July, 2005: Money Magazine
New research shows why the hottest funds do not generate the most wealth for investors.
http://www.jasonzweig.com/uploads/7.05LukewarmFunds.pdf

Mergers Are Hot. You Should Stay Cool.
April, 2005: Money Magazine
Some rules on how to invest, and how not to invest, in takeover stocks.
http://www.jasonzweig.com/uploads/4.05M&A.pdf

Your Money: Signs that your heart rules your head
October, 2004: The Times of London
In this interview with the London Times, Jason discusses how emotion and reason interact when you invest.
http://business.timesonline.co.uk/article/0,,8214-1322092,00.html

Peter`s Uncertainty Principle
October, 2004: Money Magazine
Peter Bernstein may know more about investing than anyone alive. And the most important thing he knows is this: He has no idea what the future will bring.
http://money.cnn.com/2004/10/11/markets/benstein_bonus_0411/index.htm; http://www.jasonzweig.com/uploads/11.04PBernstein1.pdf; http://www.jasonzweig.com/uploads/11.04PBernstein2.pdf

The dark side of the muni
September, 2004: Money Magazine
Municipal bonds seem safe, but buying or selling them is fraught with peril. Protect yourself.
http://money.cnn.com/2004/08/20/funds/funds_muni_0409/; http://www.jasonzweig.com/uploads/9.04Munis.pdf

The Watchdog That Didn`t Bark
October, 2004: Money Magazine
Ever since 2003 -- when New York State attorney general Eliot Spitzer exposed chronic corruption in the mutual fund business -- legislators, regulators and the media have been spewing out plans to fix the way funds are run. Is there a better way?
http://money.cnn.com/2004/09/14/funds/freeintro_funds_watchdog_0410/index.h...; http://www.jasonzweig.com/uploads/10.04FundDirectors.pdf

The way of the calm investor
August, 2004: Money Magazine
Follow these five steps and you`ll make better investment decisions -- and agonize less over them.
http://money.cnn.com/2004/07/27/markets/stocks_calm_0408/index.htm; http://www.jasonzweig.com/uploads/8.04Calm1.pdf; http://www.jasonzweig.com/uploads/8.04Calm2.pdf

There`s no stock like home
June, 2004: Money Magazine
How should you diversify the risks of owning your house?
http://money.cnn.com/2004/05/17/real_estate/investment_prop/freeintro_homed...; http://www.jasonzweig.com/uploads/6.04RealEstate.pdf

Bullish on China?
May, 2004: TIME Magazine
Investments abound, but beware the hype.
http://www.time.com/time/magazine/article/0,9171,1101040503-629372,00.html

What Warren Buffett wants you to know
May, 2004: 2:58 PM EDT
How do you learn from a master? Start by listening to what he has to say. (A summary of Warren Buffett and Charles Munger’s remarks at Berkshire Hathaway’s 2004 annual meeting.)
http://money.cnn.com/2004/05/03/pf/buffett_qanda/index.htm

Folksy fun at Buffett meeting
May, 2004: 11:37 AM EDT
The faithful flock to Omaha for Q&A with investor. Rock star Buffett sings, shows off boxer shorts. (A live report from the 2004 annual meeting of Warren Buffett’s Berkshire Hathaway Inc.)
http://money.cnn.com/2004/05/01/pf/buffett_day_two/index.htm

Warren Buffett, rock star
May, 2004: 11:24 AM EDT
A mosh pit of millionaires -- MONEY's Jason Zweig reports from the Berkshire annual meeting.
http://money.cnn.com/2004/05/01/pf/buffett_meeting/index.htm

Tie me down and make me rich
May, 2004 : Money Magazine
Investing on autopilot is a powerful way to build wealth. So why is it so hard to persuade people to do it?
http://money.cnn.com/2004/04/22/funds/funds_automatic_0405/index.htm; http://www.jasonzweig.com/uploads/5.04DollarCostAvg.pdf

Mutual funds: What will it take to restore investor confidence?
April, 2004: AIMR (CFA Institute) webcast
Jason moderated this panel discussion with Don Phillips of Morningstar, John Markese of the American Association of Individual Investors, John Gavin of SEC Insight, and Michael Murray of Kestrel Consulting.
http://www.aimrdirect.org/cpe/what.cfm?test_id=402

The Vanguard chronicles
April, 2004 : Money Magazine
Red-hot growth is testing the quirky, quasi-religious culture of this mutual-fund icon.
http://money.cnn.com/2004/03/23/markets/freeintro_vanguard_0404/

The Election Effect?
March, 2004: TIME Magazine
History says that stocks tend to rally as elections near. But don`t bet on it.
http://www.time.com/time/magazine/article/0,9171,1101040308-596158,00.html

The Rip Van Winkle portfolio
March, 2004 : Money Magazine
Is it possible to invest so reliably that you won`t have to change anything for 20 years? It`s worth a try.
http://money.cnn.com/2004/02/19/retirement/freeintro_20yearportfolio_0403/i...; http://www.jasonzweig.com/uploads/3.04RipVanWinkle.pdf

The good, the bad and the ugly
February, 2004 : Money Magazine
Which fund companies put investors first? Find out in Money`s exclusive survey. By Jason Zweig with Adrienne Carter and Cybele Weisser, MONEY magazine
http://money.cnn.com/2004/01/09/funds/ultimateguide_survey_0204/index.htm; http://www.jasonzweig.com/uploads/2.04FundEthics1.pdf; http://www.jasonzweig.com/uploads/2.04FundEthics2.pdf

Good Advice, or Advice that Sounds Good?
January, 2004
On the ethics of personal-finance journalism: A guest column for the American Press Institute’s Donald W. Reynolds National Center for Business Journalism
http://www.businessjournalism.org/content/3194.cfm

The Higher Wisdom of Warren
July, 2004: Money Magazine
Buffett has a lot more to teach than merely how to beat the market.
http://www.jasonzweig.com/uploads/7.04Buffett.pdf

A Tale of Two Washingtons
November, 2004: Money Magazine
What you can learn from the drastically different ways Washington Mutual and Expeditors International of Washington communicate with investors
http://www.jasonzweig.com/uploads/11.04Washingtons.pdf

Swept Away by Index Funds
December, 2004: Money Magazine
Is fundamental indexing the answer to a fundamental problem?
http://www.jasonzweig.com/uploads/12.04.Fundamental.pdf

Land of the Rising Stocks
December, 2003: TIME Magazine
Japan`s equity market has stopped inflicting pain. Is it now ripe for a significant gain?
http://www.time.com/time/magazine/article/0,9171,557070,00.html

Ben Is Back: Lessons and Ideas from Benjamin Graham
December, 2003
This presentation summarizes the life and living legacy of Benjamin Graham, author of “The Intelligent Investor.” What can we still learn today from the greatest investment thinker who ever lived? Jason discusses the enduring lessons that every investor can – and should -- learn from Graham. (Note: AIMR charges a fee for access to this webcast).
http://www.aimrdirect.org/cpe/what.cfm?test_id=376

Putnam: The greed machine
December, 2003 : Money Magazine
The problem is not just scandalous trading. It`s putting profits first and investors last. By Adrienne Carter, Amy Feldman and Jason Zweig, Money magazine
http://money.cnn.com/2003/11/21/funds/fundsfire_investing_putnam_0310/index...; http://www.jasonzweig.com/uploads/12.03Putnam1.pdf; http://www.jasonzweig.com/uploads/12.03Putnam2.pdf

How To Protect Your Money
November, 2003: TIME Magazine
What to do with mutual funds that may be affected by the trading scandal.
http://www.time.com/time/magazine/article/0,9171,1006153,00.html

Funds under fire
November, 2003
An interview on KPCC talk radio (Pasadena, CA) on how investors should react to the mutual-fund scandal.
http://www.scpr.org/programs/airtalk/listings/2003/11/airtalk_20031103.shtm...

Is Your Fund Too Dirty to Hold?
November, 2003
What should you do if you own a mutual fund being investigated in the trading scandal? An interview with Public Radio’s Bob Moon, which you can listen to here:
http://marketplace.publicradio.org/shows/2003/11/03_mpp.html

Funds you can trust
November, 2003 : Money Magazine
Amid the ongoing scandals in the fund industry, there are things you can do to avoid getting burned.
http://money.cnn.com/2003/10/23/funds/10_commands_zweig/; http://www.jasonzweig.com/uploads/11.03FundTrust1.pdf; http://www.jasonzweig.com/uploads/11.03FundTrust2.pdf; http://www.jasonzweig.com/uploads/11.03FundTrust3.pdf

Benjamin Graham, the Human Brain, and the Bubble
October, 2003 : “Boom and Bust,” a volume of guest essays published by the European Asset Management Association (see pp. 160-164 in the PDF link below, or 145-149 in the print edition)
This article combines the insights of Ben Graham with the newest discoveries in neuroscience to shed light on the manic-depressive market of the past few years.
http://www.jasonzweig.com/uploads/BenGrahamEAMA.pdf

The Great Fund Rip-Off
October, 2003 : Money Magazine
The charges by Eliot Spitzer of special deals and fast trading are just the beginning. As the scandal widens, how can you keep your money safe?
http://money.cnn.com/best/magazine_archive/2003/10/LED-01.html; http://www.jasonzweig.com/uploads/10.03FundTiming1.pdf; http://www.jasonzweig.com/uploads/10.03FundTiming2.pdf

Benjamin Graham and The Intelligent Investor
September, 2003: Minnesota Public Radio
Jason talks with Stephanie Curtis of Minnesota Public Radio’s “Sound Money” about revising Graham’s masterpiece and why it remains so relevant today. You can listen to the interview here:
http://soundmoney.publicradio.org/programs/2003/09/06/

Rethinking Income
September, 2003 : Money Magazine, Vol. 32 No. 9
Do You Really Need That Monthly Income To Make Ends Meet Or Are You Just Looking For Safety? For Many Investors, The Problem Of Falling Rates Is Not As Dire As It Seems
http://money.cnn.com/best/magazine_archive/2003/09/ALT-01.html; http://www.jasonzweig.com/uploads/9.03RetirementIncome1.pdf; http://www.jasonzweig.com/uploads/9.03RetirementIncome2.pdf

The Intelligent Investor (Public Radio)
August, 2003
Jason talks about how he edited the new edition of Benjamin Graham’s classic, “The Intelligent Investor,” and why the book is still relevant. You can listen to the interview, with Public Radio’s Cheryl Glaser, here:
http://marketplace.publicradio.org/morning_report/2003/08/14_mmr.html

ABCs of Fund Fees
September, 2003: TIME Magazine
Investors face an alphabet soup of shares. Here\'s how to sort them out.
http://www.time.com/time/magazine/article/0,9171,1101030811-472851,00.html

The markets on Public Radio
August, 2003
Give-and-take on the financial markets between Jason and Public Radio’s Kai Ryssdaal. You can hear it here:
http://marketplace.publicradio.org/shows/2003/08/08_mpp.html

R+U Lucky?
August, 2003 : F7Money Magazine, Vol. 32 No. 8
Some guys do have all the luck. Here\'s how to join them
http://money.cnn.com/best/magazine_archive/2003/08/SUC-02.html; http://www.jasonzweig.com/uploads/8.03Luck.pdf

Get Rich Slowly
July, 2003: TIME Magazine (book excerpt)
The Intelligent Investor (1949), by financial giant Benjamin Graham, is more relevant than ever, in a new edition updated with analysis by Jason Zweig.
http://www.time.com/time/magazine/article/0,9171,463093,00.html; http://www.jasonzweig.com/uploads/TIME1.pdf; http://www.jasonzweig.com/uploads/TIME2.pdf; http://www.jasonzweig.com/uploads/TIME3.pdf

Looking For a Bounce
July, 2003: TIME Magazine
Wall Street is flogging preferred stocks. Be careful what you buy.
http://www.time.com/time/magazine/article/0,9171,1101030707-461853,00.html

Lessons From The Greatest Investor Ever
July, 2003 : Money Magazine, Vol. 32 No. 7
As The New Edition Of The Intelligent Investor Shows, Ben Graham Never Goes Out Of Style
http://money.cnn.com/best/magazine_archive/2003/07/MASA-01.html; http://www.jasonzweig.com/uploads/7.03BenGraham1.pdf; http://www.jasonzweig.com/uploads/7.03BenGraham2.pdf; http://www.jasonzweig.com/uploads/7.03BenGraham3.pdf

What Would Jesus Buy?
May, 2003: TIME Magazine
Can an investor become more righteous, and richer, by avoiding \"unholy\" stocks?
http://www.time.com/time/magazine/article/0,9171,1101030519-451000,00.html

Momentum Mori
May, 2003: Money Magazine, Vol. 32 No. 5
What should we make of Garrett Van Wagoner?
http://money.cnn.com/best/magazine_archive/2003/05/INVE-01.html

Bubble Trouble: The Role of Media in Investment Reporting
May, 2003
At the annual meeting of the Association for Investment Management & Research, a panel of journalists discussed the influence of the stock market bubble on their reporting. Jason moderated the panel, consisting of: Herb Greenberg, columnist, TheStreet.com and Fortune; Hilary Kramer, business news analyst, Fox News; Dagen McDowell, senior writer, TheStreet.com; and Andrew Willis, markets columnist, The Toronto Globe and Mail.
http://www.cfainstitute.org/pressroom/fjnews/fjJJA03.html#11

Is Your Brain Wired to Make You Rich? The Neuroscience of Financial Decision-Making
March, 2003: Hoover Institution
This speech, which Jason presented at the Hoover Institution at Stanford University, is a shorter and simpler version of a talk he gave earlier to the CFA Institute in 2002 [see May 14, 2002]. It’s an overview of how the human brain goes about making investment decisions – complete with colorful graphics of neurons firing away. [See also October, 2002.]
http://jasonzweig.com/speeches/brain2003.ppt

The neuroscience of investing
January, 2003: CNN "Moneyline" with Lou Dobbs
An overview of the neural pathways your brain uses to make decisions about money.
http://cnnstudentnews.cnn.com/transcripts/0301/10/mlld.00.html

The trouble with timing
December, 2003 : Money Magazine
We\'re always told to buy low and sell high. Sounds simple and it makes sense. So why is such an easy rule so hard to follow? (Note: Full online access to this article is available only to MONEY Magazine subscribers.)
http://premium.money.cnn.com/pr/subs/magazine_archive/2003/12/INT-01.html; http://www.jasonzweig.com/uploads/12.03TroubleTiming.pdf

Get Smart About Sectors
December, 2002: Money Magazine, Vol. 31 No. 13
There\'s a right way and a wrong way to use focused funds.
http://money.cnn.com/best/magazine_archive/2002/12/FUN.html; http://www.jasonzweig.com/uploads/12.02Sectors.pdf

Time-Zone Traders
November, 2002: Money Magazine, Vol. 31 No. 12
Some folks are gaming discrepancies in mutual fund pricing, much to the detriment of fundholders.
http://money.cnn.com/best/magazine_archive/2002/11/INVB.html; http://www.jasonzweig.com/uploads/11.02FundTiming.pdf

Are you wired for wealth?
October, 2002 : Money Magazine
What goes on inside your brain when you invest? Here’s how the latest breakthroughs in neuroscience can help make you smarter – and richer. [See also May 14, 2002 and March 18, 2003.]
http://money.cnn.com/2002/09/25/pf/investing/agenda_brain_short/index.htm; http://www.jasonzweig.com/uploads/10.02Neuroeconomics1.pdf; http://www.jasonzweig.com/uploads/10.02Neuroeconomics2.pdf; http://www.jasonzweig.com/uploads/10.02Neuroeconomics3.pdf

Market news on Public Radio
September, 2002
Jason wraps up the week’s investing news with Public Radio’s David Brancaccio. You can hear it here:
http://marketplace.publicradio.org/shows/2002/09/13_mpp.html

Can We Still Rely On Index Funds?
September, 2002 : Money Magazine, Vol. 31 No. 9
Yes. The case for matching the market--instead of trying to beat it--is as strong as ever.
http://money.cnn.com/best/magazine_archive/2002/09/INDEX.html; http://www.jasonzweig.com/uploads/9.02IndexFunds.pdf

How Should I Invest Now?
September, 2002 : Money Magazine, Vol. 31 No. 9
How do I pick a fund?
http://money.cnn.com/best/magazine_archive/2002/09/NEEC.html

What\'s a Stock Worth Today?
August, 2002: TIME Magazine
Focused on the future, WorldCom\'s pet analyst went astray. A past master tells us how to avoid that trap. (What Ben Graham could have taught Jack Grubman.)
http://www.time.com/time/magazine/article/0,9171,1101020805-332061,00.html

How to Avoid the Next Stock Bomb
July, 2002: TIME Magazine
Tips on picking stocks safely in a time of scandal.
http://www.time.com/time/magazine/article/0,9171,1002808-2,00.html

Murphy Was an Investor
July, 2002 : Money Magazine, Vol. 31 No. 7
Why does it seem that whatever can go wrong will go wrong?
http://money.cnn.com/best/magazine_archive/2002/07/FUN.html; http://www.jasonzweig.com/uploads/7.02MurphysLaw.pdf

The Trust-No-One Investing Plan
June, 2002: TIME Magazine
Corporate scandals got you scared of stocks? Try bonds, whose returns aren\'t as low as you think.
http://www.time.com/time/magazine/article/0,9171,1101020624-263036,00.html

What Fund Investors Really Need To Know
June, 2002 : Money Magazine, Vol. 31 No. 6 Special Double Issue/Invest To Win
Our Exclusive Study Of Mutual Fund Returns Shows Which Ones Really Made Money For Investors And Which Ones Took Shareholders For A Costly Ride
http://money.cnn.com/magazines/moneymag/moneymag_archive/2002/06/01/323312/...; http://www.jasonzweig.com/uploads/6.02InvestorReturns1.pdf; http://www.jasonzweig.com/uploads/6.02InvestorReturns2.pdf; http://www.jasonzweig.com/uploads/6.02InvestorReturns3.pdf

Money and the Mind: How Neuroscientists Are Cracking the Code of Investment Behavior
May, 2002
Jason explains the exciting new insights into financial decision-making that are coming from groundbreaking research in neuroscience. This presentation, to the annual meeting of the Association for Investment Management & Research, outlines the roles that different parts of the human brain play in estimating probabilities, assessing risk and reward, and integrating emotion with reason. [See also October, 2002, and March 18, 2003]
http://jasonzweig.com/speeches/Brain2002.ppt

New Cause for Caution on Stocks
May, 2002: TIME Magazine
Fresh research challenges the historical rate of return on equities. Look to bonds for more balance.
http://www.time.com/time/magazine/article/0,9171,1101020506-234145,00.html

Inside the world\'s largest fund
April, 2002cnn.com
In control of $80 billion, Magellan manager Bob Stansky wants to beat the market -- but he\'s no gunslinger.
http://money.cnn.com/2002/01/11/funds/q_stansky/index.htm

Mind over Money
March, 2002: PBS
In this broadcast on PBS’ “Nightly Business Report,” Jason discusses how to apply the principles of behavioral finance to become a better investor.
http://www.nightlybusiness.org/transcript/2002/trnscrpt032902.htm

Online chat at Morningstar.com
March, 2002: www.morningstar.com
Among other things, Jason discusses investment risk, diversification, index funds, market timing, and how the mutual fund industry should get its act together. (Note: free registration required.)
http://news.morningstar.com/doc/article/0,1,13727,00.html

Give Us Our Dividends
February, 2002: TIME Magazine
Technology companies like Microsoft and Cisco are piling up cash. Shouldn`t they pay some of it out to shareholders?
http://www.time.com/time/magazine/article/0,9171,1101020218-201887,00.html

The Future Of Fidelity
February, 2002 : Money Magazine, Vol. 31 No. 2 Special Funds Issue
With $873 Billion In Assets, Fidelity Is Already The Colossus Of The Mutual Fund Business. But Its Ambitions Don't Stop There.
http://money.cnn.com/best/magazine_archive/2002/02/FID.html

What\'s Eating You
December, 2001 : Money Magazine, Vol. 30 No. 13 Special Double Issue
How to cope with investing risk after September 11th, when everything seems uncertain.
http://money.cnn.com/best/magazine_archive/2001/12/FUN.html; http://www.jasonzweig.com/uploads/12.01Risk1.pdf; http://www.jasonzweig.com/uploads/12.01Risk2.pdf

The Aftermath of September 11th: Endurance and Optimism in the Culture and History of Wall Street
November, 2001: Museum of American Financial History
In this panel discussion sponsored by the Museum of American Financial History and moderated by Myron Kandel of CNN, Jason puts the trauma of terror in a historical and psychological context. Hint: the people who said “Everything has changed” were wrong.
http://www.financialhistory.org/nov15trans.htm

How September 11th hit funds
November, 2001 : Money Magazine
Some top fund managers relate their experiences on a tragic day.
http://money.cnn.com/2001/10/22/funds/q_tendays_main/index.htm

What can we learn from history?
September, 2001: www.cnn.com and Money Magazine
In the wake of September 11th, history holds an important lesson: Disasters don`t have a lasting impact on stocks.
http://money.cnn.com/2001/09/21/investing/zweig/index.htm; http://www.jasonzweig.com/uploads/11.01Disaster.pdf

Here Come the Bogleheads
September, 2001 : Money Magazine, Vol. 30 No. 9
On A Sunny Summer Weekend, Dozens Of Strangers Gather To Hear Jack Bogle Preach Vanguard\'s Investing Gospel. Don\'t They Have Anything Better To Do?
http://money.cnn.com/best/magazine_archive/2001/09/VAN.html; http://www.jasonzweig.com/uploads/9.01Bogleheads1.pdf; http://www.jasonzweig.com/uploads/9.01Bogleheads2.pdf

“I don't know, I don't care”
August, 2001: 4:44 p.m. ET
Indexing lets you say those magic words.
http://money.cnn.com/2001/08/29/investing/Zweig/index.htm

Index funds on PBS
July, 2001
Jason talks about the pros and cons of index funds in an interview with Betsy Karetnick of PBS’s “That Money Show.” View the video here:
http://www.pbs.org/wnet/moneyshow/makeover/071301.html

Is the S&P 500 Rigged?
July, 2001 : Money Magazine
The ultimate market measure has been turned inside out -- and may never be the same again. Investors beware.
http://money.cnn.com/2001/06/13/zweig_on_funds/zweig_on_funds/; http://www.jasonzweig.com/uploads/7.01S&P500.1.pdf; http://www.jasonzweig.com/uploads/7.01S&P500.2.pdf

“Fat Tails, Thin Ice”
June, 2001: Morningstar
In this speech, the keynote address to the 2001 Morningstar Investment Conference, Jason talks about how financial planners misunderstand and misuse the lessons of history: They cite academic studies “proving” investment theories without ever reading them; they extrapolate past data without questioning the quality and durability of the numbers; and they fail to communicate investment risk in terms clients can understand. Jason offers suggestions on how to do better.
http://datalab.morningstar.com/Midas/Home/ArticlesResearch/DL_Article_FatTa...

Wall Street\'s Wisest Man
June, 2001 : Money Magazine, Vol. 30 No. 6
Getting rich off stocks is simple, says Charles Ellis. Here\'s how.
http://money.cnn.com/best/magazine_archive/2001/06/FUN.html; http://www.jasonzweig.com/uploads/6.01Ellis.pdf

Reading Them For The Right Reasons
June, 2001 : Money Magazine, Vol. 30 No. 6
MONEY's Jason Zweig thinks you'd be nuts not to read Jeremy Siegel's and Robert Shiller's stock market books. But he thinks you'd be even nuttier to take their every word as gospel.
http://money.cnn.com/best/magazine_archive/2001/06/books.html

Do you sabotage yourself?
May, 2001 : Money Magazine, Vol. 30 No. 5
Daniel Kahneman has done more than anyone else to explain why most of us make so many mistakes as investors--and what we can do about it.
http://money.cnn.com/magazines/moneymag/moneymag_archive/2001/05/01/301274/...; http://www.jasonzweig.com/uploads/5.01Kahneman1.pdf; http://www.jasonzweig.com/uploads/5.01Kahneman2.pdf; http://www.jasonzweig.com/uploads/5.01Kahneman3.pdf

Splitsville
March, 2001 : Money Magazine, Vol. 30 No. 3
Can investors really make money buying stocks because they split?
http://money.cnn.com/best/magazine_archive/2001/03/FUN03.html; http://www.jasonzweig.com/uploads/3.01Splits.pdf

Will The Janus Way Go Astray?
January, 2001: FORTUNE Magazine
MONEY magazine's mutual fund columnist Jason Zweig gets under the hood of Janus' magical money machine.
http://www.fortune.com/fortune/investing/articles/0,15114,390122,00.html

Investing on PBS
January, 2001: PBS
A chat with Betsy Karetnick of PBS’s “That Money Show” about what went wrong for investors in 2000 and how to put those lessons to work. View the video here:
http://www.pbs.org/wnet/moneyshow/makeover/011201.html

A Matter of Expectations
January, 2001 : Money Magazine, Vol. 30 No. 1 Special Forecast Issue
How much will stocks return in the future? Even forecasts that don\'t pan out have lessons for investors.
http://money.cnn.com/best/magazine_archive/2001/01/FUN.html; http://www.jasonzweig.com/uploads/1.01Expectations.pdf

Who's recommending your stock?
January, 2001: money.com
New research dishes dirt on Wall Street analysts. Plus: Tips for daytraders (if you must play that game).
http://money.cnn.com/2001/01/10/zweig_on_funds/zweig_on_funds/

How many stocks do you need?
January, 2001: money.com
Probably a lot more than you think, if you want a diversified portfolio.
http://money.cnn.com/2001/01/30/zweig_on_funds/zweig_on_funds/

Give diversity a chance
February, 2001: money.com
A lot of individual investors hate spreading their bets. But it works.
http://money.cnn.com/2001/02/14/zweig_on_funds/zweig_on_funds/

If Your Clients Know as Much as You Do, How Can You Keep Them?
December, 2000
In this speech, Jason warned that money managers needed to build an emotional bond with their investors before it was too late. All too many fund companies rely on hot performance and marketing gimmicks, instead of building trust by managing risk and investing for the long term. With the benefit of hindsight, it seems a shame that more people in the fund industry didn’t take this speech (to the Association for Investment Management & Research) more seriously.
http://jasonzweig.com/speeches/

New Year\'s Play
December, 2000 : Money Magazine, Vol. 29 No. 13 Special Double Issue
Can you make big bucks on small stocks by buying in December?
http://money.cnn.com/best/magazine_archive/2000/12/FUN.html; http://www.jasonzweig.com/uploads/12.00JanEffect.pdf

Mutual Funds
November, 2000: PBS
An interview with Betsy Karetnick of PBS’s “That Money Show” on the basics of investing in mutual funds. View the video here:
http://www.pbs.org/wnet/moneyshow/makeover/111700.html

The Trouble With Humans
November, 2000 : Money Magazine, Vol. 29 No. 12
A look at the neuroscience of investing: Why rats and pigeons might make better investors than people do.
http://money.cnn.com/magazines/moneymag/moneymag_archive/2000/11/01/290855/...; http://www.jasonzweig.com/uploads/11.00Neuroeconomics.pdf

Don\'t Fly Blind
October, 2000 : Money Magazine, Vol. 29 No. 10
How to find out what your fund company isn\'t telling you
http://money.cnn.com/best/magazine_archive/2000/10/FUN.html; http://www.jasonzweig.com/uploads/10.00Disclosure.pdf

Hunting eggs
September, 2000: money.com
How to diversify away the risk of too much company stock.
http://robots.cnnfn.com/2000/09/14/mailbag/mailbag/index.htm

Be your own fund manager
August, 2000: money.com
Think you're worth five stars? Here's how to put yourself to the test.
http://robots.cnnfn.com/2000/08/14/mailbag/mailbag/index.htm

Mutual Competition
August, 2000 : Money Magazine, Vol. 29 No. 8
Are the new rivals to traditional funds – like folios and exchange traded funds (ETFs) -- a better bet?
http://money.cnn.com/best/magazine_archive/2000/08/FUN.html; http://www.jasonzweig.com/uploads/8.00ETFsAndFolios.pdf

Performance Review: Part 3
August, 2000: money.com
I've been answering your questions in Mutual Fund Mailbag for just about a year now, and I think I've gotten things mostly right. Just to be sure, though, I've asked some of the investing world's top minds for their two cents. In this three-part series, I square off with Vanguard's John Bogle, efficient-market theorist William Bernstein, and finance professor Terrance Odean on the issues you've written in most about. This week: Odean slaps me upside the head.
http://robots.cnnfn.com/2000/08/01/mailbag/mailbag/index.htm

Performance Review: Part 2
July, 2000: money.com
I've been answering your questions in Mutual Fund Mailbag for just about a year now, and I think I've gotten things mostly right. Just to be sure, though, I've asked some of the investing world's top minds for their two cents. In this three-part series, I square off with Vanguard's John Bogle, efficient-market theorist William Bernstein, and finance professor Terrance Odean on the issues you've written in most about. This week: Bernstein gives me a bashing.
http://robots.cnnfn.com/2000/07/25/mailbag/mailbag/index.htm

Performance Review: Part 1
July, 2000: money.com
I've been answering your questions in Mutual Fund Mailbag for just about a year now, and I think I've gotten things mostly right. Just to be sure, though, I've asked some of the investing world's top minds for their two cents. In this three-part series, I square off with Vanguard's John Bogle, efficient-market theorist William Bernstein, and finance professor Terrance Odean on the issues you've written in most about. This week: Bogle beats me up.
http://robots.cnnfn.com/2000/07/18/mailbag/mailbag/index.htm

Don\'t Get Me Wrong
July, 2000 : Money Magazine, Vol. 29 No. 7
When should a fund manager--or an investor--admit a mistake?
http://money.cnn.com/best/magazine_archive/2000/07/FUN.html; http://www.jasonzweig.com/uploads/7.00Longleaf.pdf

Ground Zero
June, 2000: money.com
Zero-coupon bonds are a good way to lock in a rate of return. Just be prepared for a rocky ride.
http://robots.cnnfn.com/2000/06/29/mailbag/mailbag/index.htm

Index funds
June, 2000: IndexFunds.com
Should you have all your money in index funds? Jason debates the editor of IndexFunds.com on whether actively-managed mutual funds serve any legitimate purpose at all:
http://www.indexfunds.com/archives/articles/staff_20000616_from_the_message...

Back to school: websites for more advanced investors
June, 2000: money.com
We're all getting pretty good at investing these days. Here are some websites to help you get to the next level.
http://robots.cnnfn.com/2000/06/06/mailbag/mailbag/index.htm

Investing for retirement and income
June, 2000: CNN
In this appearance on CNN’s “In the Money,” Jason recommends some mutual funds and strategies to improve retirement security.
http://www.cnn.com/TRANSCRIPTS/0006/05/itm.00.html

The Best Investor You\'ve Never Heard Of
June, 2000 : Money Magazine, Vol. 29 No. 6
From A Nondescript Apartment In Des Moines, Joseph Rosenfield--A Longtime Pal Of Warren Buffett-- Has Turned $11 Million Into $1 Billion. Who Is He, And How Did He Do It?
http://money.cnn.com/best/magazine_archive/2000/06/IOW.html; http://www.jasonzweig.com/uploads/6.00JoeRosenfield1.pdf; http://www.jasonzweig.com/uploads/6.00JoeRosenfield2.pdf

When index funds don't work
May, 2000: money.com
Passive investing almost always beats active management. There are cases, though, when it just doesn't add up. (See also July 18, 2000.)
http://robots.cnnfn.com/2000/05/24/mailbag/mailbag/index.htm

The first step
May, 2000: money.com
Good investing isn't rocket science. Here's a plan to get you started that can last a lifetime.
http://robots.cnnfn.com/2000/05/18/mailbag/mailbag/index.htm

To buy, or to build
May, 2000: money.com
How many stocks make up a diversified portfolio? The debate rages on, but there are some rules you can live by. (See also July 25, 2000.)
http://robots.cnnfn.com/2000/05/11/mailbag/mailbag/index.htm

Prodigal son
May, 2000: money.com
Many investors have strayed in search of tech-sized returns, but repentant sinners can get back on the true path. (See also August 1, 2000.)
http://robots.cnnfn.com/2000/05/08/mailbag/mailbag/index.htm

Investing internationally
May, 2000: CNN
In this appearance on CNN’s “In the Money,” Jason discusses using mutual funds to invest overseas with safety.
http://www.cnn.com/TRANSCRIPTS/0005/08/itm.00.html

Fun funds
April, 2000: money.com
Mutual funds marketed to children aren't bad, but there are better ways to turn on your kids to investing.
http://robots.cnnfn.com/2000/04/28/mailbag/mailbag/index.htm

Alphabet soup
April, 2000: money.com
B shares, C shares--even Q shares. Which class of fund should you buy?
http://robots.cnnfn.com/2000/04/18/mailbag/mailbag/index.htm

High concentration
April, 2000: money.com
The Vanguard Growth Index fund has nearly half of its assets in just 10 stocks. How much is too much?
http://robots.cnnfn.com/2000/04/11/mailbag/mailbag/index.htm

Chart Burn
April, 2000: Money Magazine, Vol. 29 No. 4
The \"mountain charts\" in fund ads can be confusing.
http://money.cnn.com/best/magazine_archive/2000/04/FUN.html; http://www.jasonzweig.com/uploads/4.00ChartBurn1.pdf; http://www.jasonzweig.com/uploads/4.00ChartBurn2.pdf

Do health-care funds make sense?
March, 2000: money.com
Depends who you ask--but if it's a financial journalist, think twice.
http://robots.cnnfn.com/2000/03/10/mailbag/mailbag/index.htm

Questioning your faith
March, 2000: money.com
Should you abandon those once-great value funds?
http://robots.cnnfn.com/2000/03/02/mailbag/mailbag/index.htm

The Star System
March, 2000 : Money Magazine, Vol. 29 No. 3
Are you sure you know what those Morningstar ratings really mean?
http://money.cnn.com/best/magazine_archive/2000/03/fun.html; http://www.jasonzweig.com/uploads/3.00Morningstar.pdf

The case for boring bonds
February, 2000: money.com
What good is 6% a year when you can make 6% an hour?
http://robots.cnnfn.com/2000/02/17/mailbag/mailbag/index.htm

Splitsville
February, 2000: money.com
Are two nickels ever worth 12 cents? You can play that game with stocks, but not with funds.
http://robots.cnnfn.com/2000/02/11/mailbag/mailbag/index.htm

Do the Experts Get the Future Right? Does Anybody?
February, 2000 : Money Magazine, Vol. 29 No. 2
Before you put all your money in that tech fund, consider how far off our expectations have been over the past decade. Jason Zweig With additional reporting by Erica Garcia
http://money.cnn.com/best/magazine_archive/2000/02/fun.html; http://www.jasonzweig.com/uploads/2.00DoExperts.pdf

Diversification overrated? Not a chance
January, 2000: money.com
Jason takes issue with an article in Worth Magazine questioning the value of diversifying your investments.
http://robots.cnnfn.com/2000/01/26/mailbag/mailbag/index.htm

Dumbed down too far
January, 2000: money.com
Lifecycle funds offer instant diversification, but they have their drawbacks.
http://robots.cnnfn.com/2000/01/18/mailbag/mailbag/index.htm

Diversity training
January, 2000: money.com
You can't know when tech stocks will end their bull run. But you should start preparing now.
http://robots.cnnfn.com/2000/01/06/mailbag/mailbag/index.htm

Did You Beat the Market?
January, 2000 : Money Magazine, Vol. 29 No. 1 Special Forecast Issue 2000
Most investors who say they do are just kidding themselves.
http://money.cnn.com/best/magazine_archive/2000/01/fnd0101.html; http://www.jasonzweig.com/uploads/1.00DidYouBeat.pdf

How Women Can Out-Invest Men
Summer, 2000: Money Magazine, special summer issue
Many men -- and even some women -- think men are better at investing than women. However, they are probably wrong.
http://www.jasonzweig.com/uploads/6.00Women.pdf

Carrying the load
December, 1999: money.com
Jason cuts through some financial jargon and gives the straight dope on mutual fund charges.
http://robots.cnnfn.com/1999/12/21/mailbag/mailbag/index.htm

Tying yourself to the mast
December, 1999: money.com
As the market gets more and more volatile, Jason gives practical tips on how to avoid the often-irresistible call of panic buying and selling.
http://robots.cnnfn.com/1999/12/14/mailbag/mailbag/index.htm

Why buy bonds?
December, 1999: money.com
These days, everybody seems to be filling their portfolio with nothing but stocks. Jason explains why this can be a risky strategy.
http://robots.cnnfn.com/1999/12/03/mailbag/mailbag/index.htm

The Tyranny of Style
December, 1999 : Money Magazine Vol. 28 No. 12 Special Double Issue
Is a mutual fund's label more important than its returns?
http://money.cnn.com/best/magazine_archive/1999/12/fun.html

How much turnover is too much?
November, 1999: money.com
Jason gives readers an easy way to evaluate fund portfolio turnover, and sheds some light on mutual fund share splits. (See also July 18, 2000.)
http://robots.cnnfn.com/1999/11/24/mailbag/mailbag/index.htm

The risk is not in our funds, but in ourselv