Jason Zweig

A safe haven for investors by Jason Zweig of The Wall Street Journal.

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The Best (and Worst) Investments They Ever Made

Posted by on Dec 29, 2014 in Blog, Featured, Posts |

Photo credit: Bobak Ha’Eri, Wikipedia Creative Commons   By Jason Zweig, Liam Pleven, Laura Saunders, Christina Binkley, AnnaMaria Andriotis, Robert Sabat, Dan Fitzpatrick, David Benoit and Brian Costa Dec. 26, 2014  10:59 a.m. ET It’s the time of year for reflection. The Wall Street Journal asked successful people in the world of finance and beyond...

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When Funds Insult Their Investors

Posted by on Dec 29, 2014 in Blog, Columns, Featured |

By Jason Zweig | 11:24 am ET  Dec. 26, 2014 Image Credit: Christophe Vorlet To the insult of chronic underperformance, mutual funds are adding the injury of unusually high taxes.  The week of Dec. 15, dozens of mutual funds paid out taxable gains to their shareholders—even as the worst year of fund returns relative to market averages in modern history drew...

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What ‘Petro Panic’? How Investors Should Adjust Their Portfolios

Posted by on Dec 22, 2014 in Blog, Columns, Featured |

By Jason Zweig | 11:30 am ET  Dec. 19, 2014Image Credit: Christophe Vorlet Call it the “petro panic.”  As oil prices collapsed, the Dow Jones Industrial Average and the S&P 500 sank 5.1% in just seven trading days between Dec. 5 and their bottom (so far, at least) this past Tuesday. Then Janet Yellen rode to the rescue. On Wednesday, the Federal...

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Full Disclosure: Is Your Adviser Hiding Something?

Full Disclosure: Is Your Adviser Hiding Something?

Posted by on Dec 15, 2014 in Blog, Columns, Featured |

By Jason Zweig | 1:04 pm ET  Dec. 12, 2014Image Credit: Christophe Vorlet Time and again, investors are told to read the disclosure documents before they invest or hire a financial adviser. And so you should. But the required disclosures shouldn’t be the end of your conversation when you select an adviser; they need to be the beginning.  Consider a...

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‘Juicing’ Stock Returns — and Getting Squeezed

Posted by on Dec 8, 2014 in Blog, Columns, Featured |

By Jason Zweig | 2:00 pm ET  Dec. 5, 2014Image Credit: Christophe Vorlet If you can’t beat ’em, juice ’em. Unable to pick stocks that outperform the market, dozens of mutual funds appear to be chasing higher dividend yields with a costly and potentially risky trading tactic that new research calls “juicing.”  A study co-written by Lawrence Harris, a...

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