by Rob Bennett | Investing
I’ve been writing for 10 years about the importance of considering valuation levels when setting your stock allocation. I get a mixed reaction. Just about everyone agrees that valuations matter. But most investors think I am wrong to advise investors to change their...
by Rob Bennett | Investing
The academics have developed two models for understanding how stock investing works. One is the Buy-and-Hold Model, rooted in the research of University of Chicago Economics Professor Eugene Fama. The other is the Valuation-Informed Indexing Model, rooted in the...
by Rob Bennett | Investing
I have had conversations about investing strategy with tens of thousands of middle-class investors over the past ten years. I have learned that 90 percent of us do great damage to our portfolios by repeatedly falling victim to three deadly illusions. Deadly Illusions...
by Rob Bennett | Investing
It would be fair to describe me as a contrarian investor. I advocate Valuation-Informed Indexing. Valuation-Informed Indexers go with high stock allocations when prices are low (which means most investors are not happy with stocks) and with low stock allocations when...
by Rob Bennett | Financial Planning, Investing
I worked on Capitol Hill for a number of years as a reporter covering tax legislation. I once had a boss who imposed a rule that none of the reporters who worked for him could allow anyone to buy him lunch. We had to pay our own way. The idea, of course, was to...
by Rob Bennett | Investing
This article is a follow-up to one I posted several weeks ago (What Other Bloggers Think of Valuation-Informed Indexing — Part One). Valuation-Informed Indexing is a new model for understanding how stock investing works, intended as a replacement for the...