The Sound Investor Series

The Sound Investor Series - Basic Investing Terms and Concepts
By Ed Hynes, CFA

The Sound Investor Series is a collection of weekly newspaper columns published over the last few months. Click on report or roll cursor over title to see brief description. Here is the newest article:
#88. One Last Column (for now!)

Click here to see articles sorted by Date.

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Updated March 7, 2007

Other Research

Title Date
Section I - Background Material  
#87. Happy Birthday George Washington! February 22, 2007
#84. Fed Watching podcast January 31, 2007
#81. Buy and Hold Investing – Is It Always Right? podcast January 10, 2007
#63. Talking Dividends August 30, 2006
#1. What are Stocks and Bonds? May 4th, 2005
#15. How Much Money Do You Need to Start Investing? September 15, 2005
#34. Boomers Better Save More January 25, 2006
#18. Savings Rates - Safety in Numbers - NOT! October 5, 2005
#37. Equity Indexes - In Even More Detail podcast February 15 2006
#23. Stock Market Indexes - How do they Work? November 9, 2005
#24. Stock Market Indexes - How They've Changed! November 16, 2005
#19. Performance Measures and Fees October 12, 2005
#28. Adviser or Broker - Who Should You Use?

December 14, 2005


Section II - Determine Investment Goals  
#86. The Valentine’s Day Gift That Keeps Giving! podcast February 15, 2007
#70. Dow Crosses 12,000 - What Do You Do Now? October 18, 2006
#49. Is Your Portfolio Ready for a Market Correction? podcast May 17, 2006
#25. Thanksgiving - 2005 November 22, 2005
#7. Investing 101 - Forwards and Backwards July 12, 2005

Section III - Asset Allocation  
#75 "Family" Asset Allocation November 23, 2006
#71. Asset Allocation – Another Look October 25, 2006
#33. Asset Allocation - Another Approach January 18, 2006
#3. Asset Allocation - What Is It and How to Do It! June 1, 2005
#13. Asset Allocation: A "Back to School" Project August 31, 2005
#10. Life-Cycle Funds - The Pros and Cons August 3, 2005
#42. ETFs for the Internationally Inclined podcast March 22, 2006
#16. Should Investors Go International? September 22, 2005
#12. Analyzing Real Estate in Your Investment Portfolio August 23, 2005
#41. Understanding Debt podcast March 15, 2006

Section IV - Choosing Risk in Each Asset Class  
#85. Alpha and Beta - Is It All Just Greek? podcast February 7, 2007
#5. Active and Passive Investing - What Does that Mean? June 23, 2005
#17. Dividends - A Good Thing, but Don't Overreach September 28, 2005
#26. Municipals - A Primer November 30, 2005
#36. Bonds & the Yield Curve podcast February 8, 2006

Section V - Investment Vehicles  
#80. Tackling 529 Plans podcast January 3, 2007
#68. Looking the TIPS Market October 4, 2006
#67. Overview of Hedge Fund Strategies September 27, 2006
#66. Hedge Funds - The Good, the Bad and the Ugly September 20, 2006
#62 To Be or Not To Be Average podcast August 16, 2006
#58. Expanding ETF Market Gives Investors More Choice & Responsibility July 19, 2006
#48 The Growing Exchange-Traded Funds Industry May 10, 2006
#43. It's Time to Get the Cash Out of the Mattress! podcast March 29, 2006
#40. How Many Stars Does Your ETF Have? podcast March 8, 2006
#27. The In's and Out's of Mutual Funds Fees December 8, 2005
#6. What are Exchange-Traded Funds (ETFs)? July 5, 2005
#8. Bond Market ETFs - Which Ones Should You Use? July 20, 2005
#20. Inflation and TIPS October 19, 2005
#9. Stock Market ETFs - There Sure Are A Lot! July 26, 2005
#21. Equity-Linked Annuities - Are They a Good Idea? October 26, 2005
#32. One Way to Compare Tax-Qualified Investment Plans January 11, 2006

Section VI - Measurement & Rebalancing  
#83. Analyzing the 2006 Performance of Your Investments January 24, 2007
#82. Measuring the 2006 Performance of Your Investments January 17, 2007
#77. Odds & Ends December 6, 2006
#38. It's Time for Your Portfolio's Annual Tune-up podcast February 22, 2006
#4. Measuring Your Investment Results June 15, 2005
#11. Investment Returns: The Apples and Oranges August 9, 2005
#31 Measuring 2005's Performance

January 4, 2006

#22. Save Money by Carefully Allocating Investments November 2, 2005

Risks  
#2. Use Time to Manage Market Risks May 18, 2005

Other Topics  
#88. One Last Column (for now!) March 7, 2007
#79. Climbing the Wall of Worry December 20, 2006
#78. Retirement Savings and Spending Ideas December 13, 2006
#76 Private Equity Funds Pillage the Public Markets podcast November 29, 2006
#74. Reverse Mortgages Get More Respect November 15, 2006
#73. Will Weak Housing Bring Down the Economy? November 8, 2006
#72. Yes, They Are Stealing Your Money podcast November 1, 2006
#69 So You Want to Retire Early – Not on My Dime, Thank You! podcast October 11, 2006
#65. Pension Act Provides Small Boost to Charitable Giving September 13, 2006
#64. What Should Bond Investors Do Now? September 6, 2006
#61 Congress Finally Acts on Pension Problems August 9, 2006
#60 What Were They Thinking? August 2, 2006
#59. Real Estate: A Buyer's Market July 26, 2006
#57. Back to Basics - Stock Splits July 12, 2006
#56. Financial Independence July 5, 2006
#55. The Housing Market Continues to Struggle June 28, 2006
#54. Watching the VIX June 21, 2006
#53. Fed Watching in Real Time podcast June 14, 2006
#52. Good News on the Credit Card Front! June 7, 2006
#51. New Housing Derivatives Suggest More Weakness May 31, 2006
#50. Will More of Us Be Working Forever? podcast May 24, 2006
#47. The Myth of Who Runs our Corporations and Mutual Funds? podcast May 3, 2006
#46. Is Investing Difficult? April 26, 2006
#45. Hedging Your Real Estate Risk April 12, 2006
#44. Understanding March's "Unemployment" Report podcast April 5, 2006
#14. What Should Investors do After Hurricane Katrina? September 8, 2005
#29. Holiday Gifts 2005 December 21, 2005
#30. New Year's Resolutions December 28, 2005
#35. Who is this Columnist? February 1, 2006
#39. Unsure About Insurance March 1, 2006

List by Date  
#1. What are Stocks and Bonds? May 4th 2005
#2. Use Time to Manage Market Risks May 18, 2005
#3. Asset Allocation - What Is It and How to Do It! June 1, 2005
#4. Measuring Your Investment Results June 15, 2005
#5. Active and Passive Investing - What Does that Mean? June 23, 2005
#6. What are Exchange-Traded Funds (ETFs)? July 5, 2005
#7. Investing 101 - Forwards and Backwards
July 12, 2005
#8. Bond Market ETFs - Which Ones Should You Use? July 20, 2005
#9. Stock Market ETFs - There Sure Are A Lot! July 26, 2005
#10. Life-Cycle Funds - The Pros and Cons August 3, 2005
#11. Investment Returns: The Apples and Oranges August 9, 2005
#12. Analyzing Real Estate in Your Investment Portfolio August 23, 2005
#13. Asset Allocation: A "Back to School" Project August 31, 2005
#14. What Should Investors do After Hurricane Katrina? September 8, 2005
#15. How Much Money Do You Need to Start Investing? September 15, 2005
#16. Should Investors Go International? September 22, 2005
#17. Dividends - A Good Thing, but Don't Overreach September 28, 2005
#18. Savings Rates - Safety in Numbers - NOT! October 5, 2005
#19. Performance Measures and Fees October 12, 2005
#20. Inflation and TIPS October 19, 2005
#21. Equity-Linked Annuities - Are They a Good Idea? October 26, 2005
#22. Save Money by Carefully Allocating Investments November 2, 2005
#23. Stock Market Indexes - How do they Work? November 9, 2005
#24. Stock Market Indexes - How They've Changed! November 16, 2005
#25. Thanksgiving - 2005 November 22, 2005
#26. Municipals - A Primer November 30, 2005
#27. The In's and Out's of Mutual Funds Fees December 8, 2005
#28. Adviser or Broker - Who Should You Use?

December 14, 2005

#29. Holiday Gifts 2005 December 21, 2005
#30. New Year's Resolutions December 28, 2005
#31 Measuring 2005's Performance

January 4, 2006

#32. One Way to Compare Tax-Qualified Investment Plans January 11, 2006
#33. Asset Allocation - Another Approach January 18, 2006
#34. Boomers Better Save More January 25, 2006
#35. Who is this Columnist? February 1, 2006
#36. Bonds & the Yield Curve podcast February 8, 2006
#37. Equity Indexes - In Even More Detail podcast February 15, 2006
#38. It's Time for Your Portfolio's Annual Tune-up podcast February 22, 2006
#39. Unsure About Insurance March 1, 2006
#40. How Many Stars Does Your ETF Have? podcast March 8, 2006
#41. Understanding Debt podcast March 15, 2006
#42. ETFs for the Internationally Inclined podcast March 22, 2006
#43. It's Time to Get the Cash Out of the Mattress! podcast March 29, 2006
#44. Understanding March's "Unemployment" Report podcast April 5, 2006
#45. Hedging Your Real Estate Risk April 12, 2006
#46. Is Investing Difficult? April 26, 2006
#47. The Myth of Who Runs our Corporations and Mutual Funds? podcast May 3, 2006
#48 The Growing Exchange-Traded Funds Industry May 10, 2006
#49. Is Your Portfolio Ready for a Market Correction? podcast May 17, 2006
#50. Will More of Us Be Working Forever? podcast May 24, 2006
#51. New Housing Derivatives Suggest More Weakness May 31, 2006
#52. Good News on the Credit Card Front! June 7, 2006
#53. Fed Watching in Real Time podcast June 14, 2006
#54. Watching the VIX June 21, 2006
#55. The Housing Market Continues to Struggle June 28, 2006
#56. Financial Independence July 5, 2006
#57. Back to Basics - Stock Splits July 12, 2006
#59. Real Estate: A Buyer's Market July 29, 2006
#60 What Were They Thinking? August 2, 2006
#61 Congress Finally Acts on Pension Problems August 9, 2006
#62 To Be or Not To Be Average podcast August 16, 2006
#63. Talking Dividends August 30, 2006
#64. What Should Bond Investors Do Now? September 6, 2006
#65. Pension Act Provides Small Boost to Charitable Giving September 13, 2006
#66. Hedge Funds - The Good, the Bad and the Ugly September 20, 2006
#67. Overview of Hedge Fund Strategies September 27, 2006
#68. Looking the TIPS Market October 4, 2006
#69 So You Want to Retire Early – Not on My Dime, Thank You! podcast October 11, 2006
#70. Dow Crosses 12,000 - What Do You Do Now? October 18, 2006
#71. Asset Allocation – Another Look October 25, 2006
#72. Yes, They Are Stealing Your Money podcast November 1, 2006
#73. Will Weak Housing Bring Down the Economy? November 8, 2006
#74. Reverse Mortgages Get More Respect November 15, 2006
#75 "Family" Asset Allocation November 23, 2006
#76 Private Equity Funds Pillage the Public Markets podcast November 29, 2006
#77. Odds & Ends December 6, 2006
#78. Retirement Savings and Spending Ideas December 13, 2006
#79. Climbing the Wall of Worry December 20, 2006
#80. Tackling 529 Plans podcast January 3, 2007
#81. Buy and Hold Investing – Is It Always Right? podcast January 10, 2007
#82. Measuring the 2006 Performance of Your Investments January 17, 2007
#83. Analyzing the 2006 Performance of Your Investments January 24, 2007
#84. Fed Watching podcast January 31, 2007
#85. Alpha and Beta - Is It All Just Greek? podcast February 7, 2007
#86. The Valentine’s Day Gift That Keeps Giving! podcast February 15, 2007
#87. Happy Birthday George Washington! February 22, 2007
#88. One Last Column (for now!) March 7, 2007

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