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Is the largest stock fund an ETF or a mutual fund?
Investment of the Decade
The investment of the decade and the exodus from Wall Street…
Class A American Fund Nightmare
Why you should run, not walk, from the largest mutual fund in America…
Top 10 Mistakes #3
Number three on my list of the top 10 mistakes that investors make is performance chasing. Here's the easiest way to make a million dollars in mutual funds.
Top 10 Mistakes #4
Mistake #4 on my list of the top 10 mistakes investors make is ignoring cost. Cost is a vital determinant of investment performance.
Top 10 Mistakes #8
More money has probably been lost by overreaching for yield than by any other misguided strategy. Today, investors are really spooked.
A Strategy for the Current Stock Market Rally
The S&P 500 is up 15% since July 10 and up close to 50% from its March low. What’s the catalyst for recent gains? A strong…
The 401(k) is Broken
I remember, as if it were yesterday, being asked by a wealthy gentleman for some advice and being prohibited from helping him...I felt so bad for him.
Default Risk Among the Many Concerns with Annuities
The recent turmoil in the equity and credit markets has created angst and panic among investors. Emotionally charged investment decisions are being made without...
Bond Funds
A recent article in the Wall Street Journal by Jonathan Clements highlighted the advantages of low-cost bond funds.
Jonathan correctly points out that low-cost bond...