Russell Wayne, CFP®

About Russell Wayne, CFP®

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So far has created 99 blog entries.

Why Asset Allocation Is Important

Although asset allocation and diversification are words that are regularly used when thinking about proper portfolio construction, more often than not lip service is not followed by actual attention to the process of putting together a grouping of investments that makes sense.  What makes sense is a collection of securities within a variety of asset […]

Look Abroad For Better Stock Values

In any area other than the stock market, rising prices would reduce demand.  But as the Dow climbs, so does investors’ interest.  This makes no sense to me, and should make no sense to you.

The best of times to make new commitments is when prices are low, really low.  But in 2001-2002 or in early […]

Is A Correction Ahead?

So far this year, the major market averages have almost completely ignored the possibility that stock prices can actually move lower.  Volatility for the year to date is among the lowest in a long time and short-term pullbacks of any consequence have been nonexistent.  For investors, it seems like the best of all worlds, and […]

All About Stock Screening

Earlier this summer, John Bogle, the founder of Vanguard, and perhaps the most outspoken proponent of passive investing, said that as indexing increases there will be an increased likelihood of exaggerated price swings in individual stocks and perhaps the whole market.  We may not be near the critical level yet, but between mutual funds and […]

Signs That Your Investments Need Attention

Signs That Your Investments Need Attention

Investing should be boring.  That’s not say it’s up there with watching paint dry, but patience is essential, often lots of patience.  Some of the most successful investors pride themselves on waiting a long time before the hoped-for results materialize.  The results may not always be excellent, though proper analysis […]

How To Forecast Stock Prices . . . Usually

How To Forecast Future Stock Prices . . . Usually

Wall Street research can be extraordinarily useful in helping to gain a better understanding of the inner workings of companies.  Having been on the research side of the investment world for many years, I’ve had extensive experience in exploring the nuts and bolts of dozens of […]

A Rising Tide Has Not Lifted All Stocks

When the daily media reports focus on all-time highs in the stock market, you have to wonder whether your portfolio is doing as well.  The odds are that it’s not.

What’s going on?

It’s true that the Standard & Poor’s 500 and the Dow have been climbing steadily at a modest pace, which has them both standing […]

Don’t Be Burned By Hot Stocks (and How To Find Good Ones)

Earlier this summer, I got a call from a fellow whose portfolio had lost almost one third in less than two months while the market was moving steadily higher.  When I asked how this happened, he said he was “investing” in hot tips he got online.

I came across an even more troubling situation last year […]

Why You Should Be Concerned About High Stock Prices

Since early March, stocks have been trading in a relatively narrow range.  Although the media has been making a big deal about the new highs for the Dow Jones average, that index has gained little more than 2% in the interim, not exactly an earthshaking advance.

The bigger concern is the current level of valuation for […]

Is A Recession Coming? Watch The Yield Curve

Is A Recession Coming?  Watch the Yield Curve.

After more than eight years of recovery from the Great Recession of 2008-9, it seems increasingly unlikely that the U.S. economy will continue to expand without a temporary pullback.  Although the current expansion has been at a relatively modest pace, the odds are that we are steadily nearing […]