Category Archives: ETFs & Index Funds

Tips to Guide Your Investing Strategy

Tips to help guide investors on their investing strategy run the gamut from how-to build a low-cost ETF portfolio, to how-to construct the proper asset allocation with diversification suited to your financial needs, to how rebalancing a portfolio can maximize returns.
A few other noteworthy tips that surfaced recently are highlighted below.  I hope they are [...]


Do Your Homework To Understand Mutual Funds and Their Fees

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 [...]


Restore and Rethink Your Retirement Dreams by Reevaluating Your Retirement Portfolios

Below is a great check list for retirement planning that came my way courtesy of TIME magazine worth sharing as we take a second (or third) look at our retirement portfolio and wonder if it is on the right track to meet our retirement dreams. 
Retirement Planning
Rethink — and Restore — Your Retirement Dreams
Get Serious About How [...]


Retirement Portfolios Underfunded, Study Reveals — Time to Start Saving

A recent study released by ratelines.com reveals that most Americans retirement portfolios are underfunded, resulting in many being unprepared for retirement.  ”Of the 1,153 workers surveyed, 43% have less than $10,000 set aside in their savings accounts for retirement. Approximately 27% of the workforce have less than $1,000 saved. Both percentages have increased since 2009 reports.”  Though the [...]


From Warren Buffett: Advice Helpful for an IRA Rollover

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 [...]


Resurrecting a Retirement Portfolio — Good Advice and A Warm Glass of Milk

Has your retirement portfolio – or lack there of- got you up at night? If so, consider reading an excellent round-up article by Jan Rosen of the New York Times ‘Now Is A Perfect Time to Reconstruct A Nest Egg‘ that provides an excellent primer on IRA investing. Even though many investors have been hit [...]