Image Credit: Christophe Vorlet By Jason Zweig | 12:11 pm ET May 22, 2015 Earlier this month, a crowd filled an auditorium to attend a corporate annual meeting at which a folksy investor spoke about his company and the secrets of success. But they weren’t in Omaha to hear Warren Buffett talking about Berkshire Hathaway; this crowd came to the...Read More
Can You Use ETFs to Beat the Market?
Image Credit: Christophe Vorlet By Jason Zweig | 12:39 pm ET May 15, 2015 When hiring people who call themselves strategists, be aware that some act more like tacticians instead. That is one lesson from several recent setbacks among ETF strategists, asset managers who specialize in picking exchange-traded funds—those popular investment baskets that mimic...Read More
Understanding Millennial Investors
Image credit: Kate Gardiner, “Chiditarod 2009,” Flickr Creative Commons By Jason Zweig |May 12, 2015 11:16 p.m. ET In this webcast for the CFA Institute, money manager and financial advisor Patrick O’Shaughnessy and I discuss generational differences among investors and how technology is changing the financial landscape. Although...Read More
Stock Market 101: Teaching the Wrong Lessons?
Image Credit: Christophe Vorlet By Jason Zweig | 12:43 pm ET May 8, 2015 This past week, some of the hottest portfolios in the country—funds with names like Canyonville, Westminster and Passaic Valley—shut down after racking up spectacular returns. These aren’t hedge funds. They are play-money funds run by high-school students for a stock-picking contest....Read More
Bogle vs. Grant in the Great Fund Debate
Image credit: John L. Sullivan vs. Jake Kilrain, 1889, Library of Congress By Jason Zweig |May 3, 2015 11:16 p.m. ET Have index funds, the autopilot portfolios that dispense with stock-picking entirely, made fund managers obsolete? That question was the subject of a debate that I watched in New York last month between two respected investing...Read More