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The Chart Room

Most Investors are Unaware of Last Year’s Stock Performance

A recent Gallup poll with surprising data.

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Quarterly Market Review – Q2 2014

Market Review for Q2.  The report looks at how the markets fared during Q2 events, such as the record highs hit by the S&P and turbulence in Ukraine.
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Fine-Tuning Schiller’s Cape

In this video, the Financial Times (FT.com), takes a closer look at Nobel laureate Robert Schiller’s cyclically adjusted price earnings ratio (CAPE) analysis and discusses how it can be modified to take tax changes into consideration.
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A Prudent Plan for Retirement Withdrawals

In this Morningstar video, financial planner, Michael Kitces, offers some guidance on how to be prudent and flexible with your retirement spending. His advice, create a withdrawal policy statement to help you stay on target.
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A Graduation Gift That Keeps on Giving

‘Tis the season! Are you looking for the perfect gift for a recent graduate? The Wall Street Journal offers some timely advice.
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The Illogic of Active Trading

More insight on behavioral finance from Carl Richards.
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What’s a Five-Star Fund Worth?

Brendan Conway of Barron’s takes a look at R.W. Baird’s recent study of Morningstar’s star-rating system. Read on to find out the results of the study and see the importance of sound qualitative analysis.
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Warren Buffett to heirs: Put my estate in index funds

In this article from Market Watch, Buffett explains why he likes Index Funds and suggests that investors should “…ignore the chatter, keep your costs minimal, and invest in stocks as you would in a farm.”
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Knowing When to Get in the Market

Jeffrey DeMaso of the Independent Advisor for Vanguard Investors explains why even the unluckiest investor stands to gain from long term investing.

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How Market Tops Get Made

Barry Ritholtz of Bloomberg View explores the intricacies of market trends in his most recent article. 
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