Investing great John Bogle: “Here’s how to use ETFs!”
Note: This 2013 interview between Ron DeLegge at ETFguide and John Bogle from the Vanguard Group is from ETFguide’s archives of investing greats. Bogle passed…
Note: This 2013 interview between Ron DeLegge at ETFguide and John Bogle from the Vanguard Group is from ETFguide’s archives of investing greats. Bogle passed…
News flash: Investors who assumed their investments in conservative bonds and bond funds (Nasdaq:LSBRX) were safe from losses are learning otherwise. Since mid-2016, the performance…
What are the hallmarks of a well-built and financially sound investment portfolio? For some, it’s simply owning the top performing stocks or mutual funds (Nasdaq:AMCPX).…
As U.S. stocks register new highs and bond yields register new lows, the exchange-traded fund (ETF) marketplace keeps humming along. This is true of ETFs in virtually…
The phrase “past performance is not an indicator of future performance” is a frequently written and spoken legal disclaimer for virtually all investments sold by Wall Street.…
SunEdison now joins the endless parade of defunct stock market ex-darlings like Enron, eToys, IndyMac, and Washington Mutual. Yes, the circumstances are different, but the results…
There are 118 million U.S. households and 108 million have under $500,000 of investable assets while 100 million have less than $100,000 to invest. What…
Your investment portfolio is nothing more than a reflection of you. Put another way, it’s a personal statement about how you view risk, taxes, diversification,…
The financial services industry likes to preach the benefits of compounding returns and long-term investing. Have they overstated or even misstated their cause? It’s common…
If you own a portfolio of investments, this article is for you. It doesn’t matter if you’re new at investing or a veteran with years…
Isn’t it more than ironic that of all the times stock picking fund managers would post their worst multi-decade performance – that it would be smack…
Even if you don’t sell your mutual funds in 2014, you could still be on the hook for a hefty tax bill. The good news…
One-trick investment portfolios are everywhere. Do you have one? What is a one-trick pony portfolio? It’s the kind of investment mix that is over-weighted or…
Why do we take unnecessary risk with our investments? Is it because we’re gluttons for punishment or is it because we’re incredibly brave? Often, it’s…
The disdain for cash is nearly universal. Cash instruments like money market funds are yielding around 0%. And nobody needs or wants cash because stocks…
We live in a Golden Era of misaligned investment portfolios. These are rogue, poorly designed portfolios (401k, IRA, Roth IRA, UGMA, 529 plans, etc.) that…
Have you ever wondered why mutual funds that have 80% of their exposure to U.S. stocks (NYSEARCA:SCHB) and the other 20% to international stocks (NYSEARCA:EFA)…
Diversification means different things to different people. In some cultures, diversification means having large families to diversify so that when mom and dad get old,…
My latest request for a Portfolio Report Card is from Andy in New Jersey. He was curious about whether his investment account was adequately diversified…
“People should only buy mutual funds with experienced portfolio managers that have good long-term track records.” “Investing in highly rated mutual funds with at least…