With a low cost structure, transparency and tax efficiencies all gained from owning exchange traded funds and with more than 900 ETFs to choose from to build a diversified ETF portfolio, now more that ever it’s time to get started. If you are still not comfortable investing all your assets in ETF’s, then just get started with [...]
Monthly Archives: January 2010
Index Funds: Not So Bad Of a Decade For Vanguard Funds
Friday, January 15, 2010
These last two weeks I have read many articles and blogs that reference the last decade as being disastrous for most investors, yet was pleased to read how owners of Vanguard Funds, particularly Vanguard Index Funds, fared quite well. Rick Ferri of Portfolio Solutions recently showed in a Forbes article “A Decent Decade for Index Investors” the [...]
Active Investing by Money Managers Loses in Risk Study
Friday, January 8, 2010
Sam Mamudi of the Wall Street Journal deservingly poked money managers in the eye with his recent report on how such mangers underperformed indexes in both real and risk adjusted returns as revealed by a rigorous Morningstar study on the subject.
As Mamundi states, “While it has been established that most actively managed mutual funds lag [...]
What is Inside Your Mutual Funds Fees?
Friday, January 8, 2010
Be certain to read the fine print when signing up to purchase mutual funds as Wall Street scams never fail to surprize me. A recent MSN money article ‘Is Your Mutual Fund Worth Its Fees’ reveals a shocking truth – many active money managers are simply “closet indexers” — wow, actively managed index mutual funds. These managers charge a [...]
Stock Picking: In Today, Out Tomorrow — What Is One To Do?
Wednesday, January 6, 2010
Market timing, a well known term learned in Investing 101, is exciting and can be quite profitable yet stock picking is oftentimes very fickle and given how the tide shifts over time is usually not best for one nearing retirement. For beginners to retirees that want to get in the game with owning stocks, buying a [...]
Asset Allocation and Portfolio Rebalancing Paid Off
Monday, January 4, 2010
As you review your returns for the last year, and possibly the last decade, you may agree that retirement investing was dealt a hard blow; what you may not be aware of is how portfolio rebalancing made great efforts to lessen one’s losses. Allan Roth of CBS MoneyWatch gave some noteworthy advice for the next [...]
