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Monthly Archives: March 2010

Study Reveals Indexing Wins Again

Tuesday, March 9, 2010

For those that have taken to indexing over the last several years, we have John Bogle, pioneer of indexing and founder of The Vanguard Group and Vanguard index funds, to thank. A recent study by Standard & Poor’s revealed that “actively managed mutual funds beat their benchmark index in 2009. No surprise here: Just [...]

Filed in ETFs & Index Funds, Index Funds Versus Mutual Funds | | Comments (0)

Avoiding Mutual Funds Fees and Retire Earlier

Tuesday, March 9, 2010

The more you read, the more you will uncover the ongoing discussion of how mutual funds are being challenged to reveal the true costs of investing in them.  As an article I recently ran across by Ruthie Ackerman demonstrates, “Ask a broker why 12b-1 fees exist and you’ll get a variety of answers. The fees [...]

Filed in Financial & Retirement Planning, Index Funds Versus Mutual Funds | | Comments (0)

Behind Closed Doors – The Untold Story About Diversification

Monday, March 8, 2010

Have you ever been a part of one of those trusted conversations where you become privy to information that is so powerful it would disrupt the status quo?
Think of the conversations that occur behind closed doors at the White House, corporate boardrooms or U.S. Central Command. We all understand that there are elements of those [...]

Filed in Active Versus Passive Investing, Asset Allocation, Benefits of Asset Allocation, How Wall Street Makes Money, Investment Advisors and Wealth Managers, Malfeasance And Fraud, Portfolio Diversification, Underperformance of Managers | | Comments (0)