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 [...]
Category Archives: Vanguard Funds
How Wall Street Works And How To Protect Yourself
Saturday, February 13, 2010
In one of this week’s articles Wall Street Journal writer Jason Zweig, reports that an investor, Philip Eberlin reportedly put 80% of his assets in CDs and fixed annuities because: “I don’t have trust in Wall Street to help the small investor in any way, shape or form.”
Who or what is this bad, ugly beast [...]
‘24′ Star Kiefer Sutherland Blows Up His Retirement Portfolio
Friday, February 5, 2010
The news about retirement portfolio investing this week has been a little light, so we start with the lighter side. Kiefer Sutherland’s misfortune is not funny, but we’ve watched our hero in “24″ defy the odds of multiple life and death situations. So it’s ironic that in real life, he too fell victim to an [...]
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 [...]
Tracking 9 ETF Portfolios – Surprise Winners and Losers So Far in 2008
Thursday, September 11, 2008
The famous professors at Yale have proven that asset allocation accounts for 90% of a portfolio’s return and that stock picking and market timing account for less than 10%. So what a great time to look at how different asset allocations are faring in this market!
In 2008 it turns out that asset allocation decisions have everything [...]
