Monthly Archives: June 2009

Emotional Aspects Of Investing

One reader had the following questions in regards to controlling emotions when making investment decisions: How long did it take you to be disciplined to follow your trend change in the contexts of all your emotions that a market may … Continue reading


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Reader Q + A: Buy And Hold

Reader Peter had these comments recently: I always enjoy your daily Blog and I do follow some of your investment principles. Keep up the good work. Today I have a question about “Buy & Hold.” There has been considerable press … Continue reading


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Sunday Musings: The 529 Problem

Several clients of mine have been involved with 529 college savings plans. The love affair with these instruments came to an end last year when many realized the severe limitations of getting out of invested positions within the plan guide … Continue reading


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The Naked Truth

A few days ago, Mish at Global Economics wrote a nice piece called “Long Term Buy and Hold Is Still Bad Advice.” I want to hone in on a few paragraphs outlining well known pitfalls when investing that are very … Continue reading


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No Load Fund/ETF Tracker updated through 6/25/2009

My latest No Load Fund/ETF Tracker has been posted at:http://www.successful-investment.com/newsletter-archive.phpIn a repeat of last week, the major indexes closed slightly lower. Our Trend Tracking Index (TTI) for domestic funds/ETFs has now crossed its trend line (red) to the upside by … Continue reading


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Staying The Course

The Fed left key short-term interest rates alone as expected and hinted that the economy, while stabilizing, does not require any rate hikes in the near futures. While that should have been good news, Wall Street reacted somewhat negative, and … Continue reading


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