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The Obama Impact on Your Money

5 Actions You Should Take to Secure Your Financial Future Are you concerned about the future of your money? Today, retiring people have a growing worry that they may “outlive their money” thanks to the new Government policies bringing massive change so quickly. Most people agree such high levels of spending, borrowing and new taxes will [...]

The Worst of all Possible Worlds

The literati out there will likely remember the famous refrain, “The best of all possible worlds,” from Voltaire’s master work, Candide. In the novel, Voltaire set out to expose what he considered a fallacious line of thinking proffered by the philosopher Gottfried Wilhelm Leibniz. According to Leibniz, because God is both good and [...]

7 Dirty Little Secrets of Asset Management

If it looks like a duck, swims like a duck and quacks like a duck—then it’s probably a duck. We’ve all heard this little common-sense gem, yet when it comes to investing, many people have a hard time telling the ducks from the swans. Nowhere is this case of mistaken identity more pronounced than when [...]

The Mike Huckabee Interview

It’s not often that you get to interview a former governor, former presidential candidate and radio and TV talk show host all at the same time, but that’s just what I had the privilege of doing recently when I interviewed Mike Huckabee for my radio show. Gov. Huckabee is a very gracious gentleman who is also [...]

Doug Fabian Speaking Event - AAII Los Angeles

Join me at the American Association of Individual Investors (AAII) seminar on Saturday June 20, 2009 at the Skirball Center in Los Angeles, CA. My topic will be: ETF Strategies in a Difficult Market. How to generate income from Exchange-Traded funds How to build a portfolio of ETFs around an investment theme How to use inverse [...]

Don’t Let Your Retirement Be Funded by a Ponzi Scheme

The just-released 2009 Social Security Trustees Report shows that the recent economic woes have had a big negative impact on the Social Security budget. The report projects that by 2016 Social Security spending will exceed the revenue it receives each year from all of us. But just how bad is the situation? Social Security is a [...]

Money Show ETF Report

As a followup to my presentations at the Las Vegas MoneyShow I have posted the latest edition of the Fabian ETF Report for everyone to view. Please click to download this valuable resource. Best of luck in your investing endeavors.

It’s Time to Squeeze Some Lemons

It’s time again for our quarterly lemon-squeezing ritual. That’s right, it’s time for us to expose the worst-performing mutual funds for what they really are — sour investment vehicles that will make your portfolio pucker. For Q1 2009, the Mutual Fund Lemon List contains 2,335 mutual funds totaling $718 billion in assets! Now to be classified [...]

Beware of Deflation

Many of my Fabian Wealth Strategies clients have expressed a big fear about the threat posed to their financial well-being from inflation. This justifiable fear has been engendered by the huge expansion of the federal budget, and the huge increase in government spending. This governmental intervention in the economy was ostensibly done to [...]

5 Keys to Your Investment Success

We are now in history-making economic times. In the last 18 months, most investors large and small have suffered catastrophic losses. The recent rebound in the equity markets has given some relief and hope that the future may be improving but there is still great concern for our economy. HOW your money is being managed going [...]

Do you need a plan to get away from your ailing stocks and mutual funds?

Have you lost faith in your financial advisor? Does his or her insistence on “staying the course” make you feel like they don’t have your best interest at heart? If so, then it’s time for you to get a second opinion. If you find yourself holding a bull market portfolio in the midst of [...]

Pay Up, Sucker!

Today is tax day, a dreary day for most Americans—especially if you have the skills, ability and fortitude to earn a substantial amount of money each year. Yes, this is the day the government says, in essence, pay up, sucker! Now you’ve probably heard about the many tax “tea parties” being held today throughout our [...]

ETF Talk: Beating Bear Markets

Millions of people have seen their 401(k)s, IRAs and stock market portfolios hammered by the current bear market. As the S&P 500 and the Dow slid further and further last year, many investors flocked to so-called bear market funds. The general philosophy behind bear market funds is to take advantage of market slumps by investing [...]

A Simple Solution for Today’s Volatile Markets

Today’s stock market beast is not the same animal it was a decade ago. In fact, the pace of change has been relentless in recent years, and even the most conscientious individual investor has had a tough time keeping up with the all of the financial market upheaval. If you’re managing your own money, are you [...]

Perseverance, Toughness and Smart Fiscal Decision Making

Just because we don’t know what the market’s future will bring doesn’t mean we can’t make a few proclamations about the nature of markets, and the operation of market psychology. First, whenever you get big sell offs like we’ve seen so far in 2009, and for that matter since Nov. 2008, a buying opportunity—even if only [...]

Mutual funds are hazardous to your wealth

Mutual funds control the majority of Americans’ retirement assets through 401(k)s, IRAs and annuities. Sadly, a gullible public has bought into the idea that steady investments in mutual funds, regardless of market conditions, is the way to make their financial dreams come true. This is one of the biggest fallacies of investing, and why mutual funds [...]

Bullish Trades In A Bearish Market

David Fabian, Vice President of Fabian Wealth Strategies, was recently quoted in Investors Business Daily on the bullish case for commodity ETFs during one of the worst bear markets in recent history. Click here to read the full story.

Treasury Bubble Is Bursting

David Fabian, Vice President of Fabian Wealth Strategies, was recently quoted in Investors Business Daily concerning the bubble in treasury bond ETFs and offered several alternatives for investors seeking ways to play the bond market right now. Click here to read the full story.

Your 401(k) Rescue Plan

It’s no secret that most 401(k)-type retirement plans are in shambles as a result of the recent market meltdown. And while there is no simple, quick-fix solution for an ailing 401(k), 403(b) or 457 plan, if you have the ability to self-direct your retirement assets there is a way to put yourself on the [...]

ETF Talk: Is the Boom in Treasuries About to Bust?

The U.S. national debt is more than $5 trillion and those of us who pay taxes are on the hook for it. To give you an idea about the gargantuan U.S. debt load, the government owes its creditors more money than the annual gross domestic product of any other country in the world. To finance [...]

What’s The Best Obama Investment Right Now?

Ever since President Obama took his place in the big chair at the Oval Office, I’ve been inundated with questions about where best to invest for the Obama era. And while I think that historically speaking, no president has all that much influence on events in the stock market, I do think current conditions in [...]

ETF Talk: Change We Can Believe in for 401(k)s

Although exchange-traded-funds (ETFs) are finding their way into the portfolios of many investors, they have yet to make much headway in 401(k) retirement plans. But that situation could start to change. If current drawbacks to using ETFs in 401(k) plans are resolved, the ETF industry would gain increased working capital, heightened revenues and earnings, and [...]

20 Questions to Ask Your Advisor

According to the SEC’s Office of Investor Education published statistics, over 50% of investors seek the advice of some type of advisor when making financial decisions. If you have an advisor managing your money after a volatile year of losses in 2008… how do you know you have the right advisor? It may never be more [...]

Investment Themes for 2009

It’s time to start looking at the roadmap. The roadmap I am speaking of here is the financial roadmap for 2009. Unlike planning a road trip, knowing where you are going to turn before you start doesn’t apply to investing. Nobody can predict all of the twists, turns, and forks in the [...]

2008 ETF Report

The December 31, 2008 Fabian ETF Report is hot off the press. Click here to download this data rich listing of every exchange traded fund and their 2008 performance. The report is sorted by domestic, international, sector, bear market, currency, and leveraged funds.  

Doug Fabian’s ETF Trader ranked No. 4 Newsletter for 2008

The Hulbert Financial Digest just published its top ten performing newsletters of 2008 and in the top half of that list is Doug Fabian’s ETF Trader! Our positive net return of 13.2% ranks our newsletter 4th in the country as compared to similar investment recommendation services.  Over that same time period the S&P 500 Index [...]

ETFs: The Best Tools for Growing Your Serious Money

For most people looking to grow their serious money over the long term, I believe ETFs are quite simply the best investment vehicles available today. I suspect many of you reading this right now are already familiar with the term exchange-traded fund (ETF), but do you really understand what ETFs are? Are you aware of the [...]

ETF Talk: Back to Basics

I thought that this week we should review some of the basic “rules” behind investing in exchange-traded funds (ETFs). I have been touting ETFs as excellent investment growth vehicles, but anything that is new to you can be a little tricky. Rule One: Diversification ETFs are flexible investments — you can buy options, go short, and hedge. [...]

It’s The Economy, Stupid

Remember that phrase from the 1992 presidential election campaign? The term was coined by Democratic Party pit bull James Carville, and it refers to the idea that then Gov. William Clinton was a better choice than President George H.W. Bush because the latter had failed to properly navigate the economy through a recession. The more that [...]

Washington DC Money Show Presentations

Click below to download the ETF Report and PowerPoint presentations from my latest standing room only seminars at the Washington DC Money Show this past weekend. ETF Strategies in a Difficult Market Seven Secrets to ETF Success Fabian ETF Report

Thinking of Letting Your Term Life Policy Expire?

Why Not Turn it Into cash? By Kevin Yurkus, President, Fairway Capital Chances are you have owned a term life insurance policy for years. You probably purchased the policy to provide for a beneficiary after your death. However, for many term life insurance policyholders, the purpose and value of the policy begins to change with each passing [...]

When Life Insurance Becomes Wealth Insurance

How you can use your policy to help generate cash in a tough market. By Kevin Yurkus, President, Fairway Capital It’s a mad, mad, mad, mad world on Wall Street these days, and unless you’ve been buried under a veritable avalanche of rock for the last several months, you’re undoubtedly painfully aware of just how much damage [...]

It’s Not Capitalism’s Fault

These days, it’s tough to tune in to the financial news TV networks or read the Wall Street Journal without an impending sense of doom. Sadly, I’ve had to watch the virtual destruction of our credit, equity, housing and capital markets unfold right before my very eyes. It’s an overwhelmingly sorrow-laden experience for me, as [...]

Listen To My Latest Seminar

You already know we’re in the midst of the greatest financial crisis since the Great Depression. We’re living through a financial hurricane. I know many of you are feeling extremely anxious about your investments, your income streams and your financial future. That’s why I have posted my latest free seminar to download entitled: The Election, [...]

Get Ready for “Statement Shock”

Amidst all of the frenzy on Wall Street and Capitol Hill, it’s easy to forget that the third quarter is now over, and in about a week or so investors will be receiving their 401(k) and other financial statements. To this is say—get ready for a huge dose of “statement shock.” You are likely going to be [...]

A Gun To The Head

As much as I hate to tell you this, I think at this point Congress is going to have to approve this $700 billion dollar bailout proposal lest we face a virtual crash in our financial markets. All of this talk about the next “Great Depression,” if we don’t act right now, likely will have a [...]

When Safe Isn’t Safe

You know that the market’s in trouble when even safe investments aren’t safe anymore. On Tuesday, we found out that one of the first-ever, largest money market funds put a seven-day freeze on investor redemption’s after the net asset value of its shares fell below $1. Yikes! This is called “breaking the buck” in the money fund [...]

The Seven Mistakes of Estate Planning

In this election year we are going to hear a lot about tax cuts and tax hikes, but I believe there is a much bigger story being missed by the financial media. This bigger story is the likelihood that estate taxes are going to go up no matter who wins the White House. Sen. Obama [...]

Dollar Bulls and International Bears

The greenback is back! That’s right, the value of the U.S. dollar versus rival foreign currencies has surged over the past several weeks, and that surge has caused quite the dust up in the international equity markets. Just five weeks ago the dollar had been languishing at record lows against the euro. But last week the [...]

Download My Latest Seminar Presentations

After having just come back from the latest MoneyShow in San Francisico, I want to share with everyone the three presentations that I conducted for hundreds of individual investors. ETF Strategies In a Difficult Market Some pundits are saying that we are in a recession; others call it a mere economic slowdown. The answer in my opinion [...]

Open Letter to Obama

I am a financial guy, not a political pundit. I do, however, like to keep track of what’s going on in the political sphere for the simple reason that what happens in Washington D.C. can really impact what happens on Wall Street. In my opinion, the problems facing the economy and the market are some [...]

Chatting Under the Lemon Tree

Want to here the latest update on my Lemon List, the list of America’s worst-performing mutual funds? Well, now you can take a listen to my chat with Fabian Wealth Strategies vice president David Fabian, who presented me with the highlights (or should I say low lights) of some of the most egregious mutual fund offenders [...]

ETF Talk: Mining The Middle East for Dividends

When the stock market is trending downward, it is difficult to know what to do. Amid the uncertainty is the proven benefit of owning dividend-paying stocks. Sure, the share prices of such stocks and equity ETFs can fall, but the dividend payments continue to generate income in both good and bad times. Despite the current market [...]

Shaking the Lemon Tree

My latest quarterly Lemon List, a list of the worst performing mutual funds, is now available online. And believe me; you don’t have to look very hard to find some very big, widely held mutual funds that have found their way onto the Lemon List in what was a very bad quarter for equities. One of those [...]

Rate the Safety of Your Bank

With all of the worries about bank solvency in the news headlines, I was fortunate to come across a website that rates the safety and security of banking institutions.  I encourage all of my listeners and readers who might be fearing for the safety of their money to check out http://www.bankrate.com. The reputable Bankrate.com describes their [...]

The Rise of ETNs

One of the greatest satisfactions that I receive is from highlighting key investment trends and passing them along to you before the rest of the investing world discovers them. A key development that I want to share with you this week is the rapid growth of exchange-traded notes (ETNs). Any regular reader of my ETF Talk [...]

ETF Talk: Braving Frontier Markets

When most American investors hear the word “frontier,” they might be more likely to think about the Wild West than their investment portfolios and ETFs. That’s why you may be surprised to learn that “the frontier” is not just about unchartered territories, untamed terrains, or uninhabited land. Developing and growth-oriented foreign markets also fit the [...]

Principles for Financial Success in Uncertain Times

One of my favorite things to do is speak at corporate events. I love interacting with the crowd, answering questions and meeting new people. The subject of my next corporate speaking event is how to “get real” with your finances now, before you find yourself in dire straits. The title of my talk is, [...]

A Case of Contrasting Ideas

If you’re like me, you love reading all kinds of opinions about where things are headed. I recently read two articles that I thought really showed just how diverse the range of opinion is amongst the experts. In the bullish camp was famed Wall Street giant, former Morgan Stanley global chief investment strategist and now hedge [...]

Dialing For Dollars With Currency ETFs

Anybody who’s ever invested money in the financial markets has probably received an unsolicited call from a stockbroker trying to get him or her to open up an account with that broker’s firm. This common practice of making unsolicited calls to prospective clients is known in the industry as “dialing for dollars.” But now that the [...]