By Jason Zweig | June 14, 2017 9:54 pm ET Image credit: Pixabay Almost two decades after I wrote it, this column still shocks me: Seven weeks after he bought a mutual fund, an investor found out he owed $10,000 in taxes on it even though he hadn’t sold a share and the fund hadn’t even made any money for him. Is it any wonder that investors...
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By Jason Zweig | June 13, 2017 10:23 pm ET Image credit: “Une Assemblée d’Actionnaires” (“A Gathering of Speculators,” French, 19th century), Baker Library, Harvard Business School A few principles about investing never change. Among them: You always should check whether your expectations are realistic, and you never should...
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By Jason Zweig | June 12, 2017 9:13 pm ET Image credit: Courtesy of Benjamin Graham Jr. Here’s the excerpt that ran in TIME magazine in July 2003 on the publication of my revised edition of Benjamin Graham’s The Intelligent Investor. Although a few of the references are dated now — yes, I know, we need another revision one of these days...
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By Jason Zweig | June 9, 2017 2:13 pm ET Image credit: Photo of scene from Dumb and Dumber by “Insomnia Cured Here,” Flickr Do all financial advisers turn their clients into better investors, or do some make their clients’ behavior even worse? My latest column looks at this question. There isn’t any doubt that many financial advisers...
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Image Credit: Christophe Vorlet By Jason Zweig | June 9, 2017 10:29 am ET With the Department of Labor’s fiduciary rule going into effect on June 9, investors should recognize what financial advisers can, and can’t, do. The new regulation requires anyone getting paid to provide investment guidance on a retirement account to act solely in the investor’s...
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