When is past performance a poor guide for selecting investments? As the market performance scoreboards for 2014 are published, Mark Hulbert explains the pitfalls of giving them too much weight. 2015 promises to be a good year for global equities, but there are also a number of risks to consider. Rick Golob of Invesco Blog summarizes what investors need to watch out for in the coming year. As this year draws to an end, it’s helpful to consider the personal finance lessons learned that we should be carrying forward. Kimberly Lankford of Kiplinger offers an analysis.
Run, Don’t Walk, Away From This Year’s Top Performer– Past performance is about to lead you astray — in a huge way according to Mark Hulbert, publisher of the Hulbert Financial Digest. That’s because most investors will pore over the annual performance score boards in search of advisers who performed the best in 2014. On average, the advisers you end up following will go on to lag the broader market and lose a lot of money. Read more…
Three Potential Opportunities And Three Risks For 2015– Rick Golob of Invesco is overall bullish on global equities in 2015. He believes volatility is likely to increase and investors may need to be more selective. Read more…
8 Valuable Personal Finance Lessons From 2014– Kiplinger summarizes eight lessons investors learned this year. They may prove useful in 2015. Read more…
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John R. Day, Bill Ennis, Stephanie Davidson and Matt Heller