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Helpful concepts, tips and tricks

The rumors are true

It's the industry's nasty little secret ... almost no active managers can beat their benchmarks over sustained periods of time.

(That's why you're always better off using low-cost index funds.)

(Click here to review the scorecards)

Links to S&P Dow Jones Indices, A Division of S&P Global

Brain Food

Diversification: Friend or Foe?

The age-old idea of not having all your eggs in one basket is considered timeless wisdom, but could it be working against you?

Navigating the Business Cycle

Recognizing where we are in the cycle is key to determining an optimal portfolio allocation. Can you read the signs?

How to Predict Future Stock Market Returns

These three components of returns give you a framework to predict future stock market performance.

The Best Way to Own Bonds

There are a variety of ways to own bonds, each with its own set of benefits and drawbacks. This new approach wins hands down.

The Cycle of Investor Emotions

Your emotions will make or break you as an investor. Discover the natural tendencies that affect us all, and how you can guard against them.

What is Momentum and Why Does it Work?

Momentum has been studied by academia for decades. Here's how to harness it to your advantage.

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