Over the years, my clients and I have developed strategies to use 529 plans effectively when building a college fund. Here are three …
IPO Performance Overview
With Yelp, LinkedIn, Zynga, and Groupon completing IPOs in the past year and Facebook on the way, interest in IPOs seems to be surging. As with any investment strategy, my first reaction is to …
Valuing Real Estate (REITs)
In prior newsletters, I made the case for using the P/E ratio to value the stock market and to predict future returns. Now let’s apply the same analysis to real estate, or more specifically REITs …
Options for Old 401k Accounts
If you have ever switched jobs, you probably have more than one old 401k (or 403b) account with past employers, with the occasional unexpected statement as your only reminder that …
2011 Year-End Valuations
As mentioned last year, valuation ratios such as P/E are not very useful in making one year market predictions. This is disappointing, since they do a fair job of predicting longer-term returns of at least 5-10 years …