We love to talk about how our method of investing is as exciting as watching paint dry. Sometimes, however, there is a little drama in our corner of the investment industry.
Russel Kinnel is Director of Mutual Fund Research for Morningstar, Inc. He released a study this week proving that mutual fund expenses are better at [...]
Category Archives: Index Funds Versus Mutual Funds
Did Morningstar ‘Fess Up Or Stumble?
Tuesday, August 17, 2010
Assets Out of Management — Challenging ‘Assets Under Management’
Tuesday, July 6, 2010
A few weeks ago BP CEO, Tony Hayward, felt the heat of America’s ire for his “I want my life back” gaffe. This week, BP Chairman, Carl-Henric Svanberg, may have out done him, commenting before Congress “BP cares about the small people”. After 11 deaths, destruction of Gulf fisheries and a local [...]
Mutual Fund Fee Analyzer — Reveals What You Pay For Your Mutual Funds
Tuesday, May 11, 2010
Check out this unique and powerful tool that for the first time allows you to comparison shop between nearly 14,000 mutual funds and their competitive ETFs. Those who have used this tool are seeing what we’ve been trying very hard to expose — mutual funds are 6 – 10 times more expensive than our [...]
Do Your Homework To Understand Mutual Funds and Their Fees
Tuesday, April 13, 2010
The Supreme Court finally examined the problem with mutual funds with regards to their fees. The result – not much protection for the average retirement investor. The Court decided to rule against further legislation and to keep the onus of fee due diligence on investors. You can imagine that the $11 trillion mutual fund industry [...]
From Warren Buffett: Advice Helpful for an IRA Rollover
Saturday, March 13, 2010
Warren Buffett is our generation’s Benjamin Franklin, a humble billionaire full of great advice, quips and invaluable insights. While he never gives direct investment advice, one can gleen some helpful hints about investing in one’s IRA Rollover account.
To paraphrase Warren, most investors should “do as I say, not as I do.” The world’s greatest investor [...]
Watch Out For Unnecessary Fees In Your IRA
Friday, March 12, 2010
Despite the fact that money is not everything, we all want to reach retirement healthy and financially stable, highlighting the importance of maximizing one’s IRA . The last few years has definitely shaken that ideal at the core, making it a bit harder for one to believe they will retire as once imagined. This reality [...]
