ETFs & Funds

Vanguard Founder Jack Bogle Sounds the Alarm on Index Funds

You pay attention when the founder of the Vanguard Group, Jack Bogle speaks. As the father of the index fund it would be hard...

Private Equity’s Secret Sauce May Surprise You

In recent years pension funds have paid more and more in fees to private equity funds, but it turns out that the returns generated...

Indexing’s Biggest Failure

Active bond managers are beating their passive peers by protecting portfolios from rising interest rates. Asjylyn Loder reports for The Wall Street Journal: Higher-priced portfolios...

Still Sure Indexing is Right for You?

I have been warning investors of the dangers of indexing for some time. With correlations among assets down near all-time lows, it is only...

Do ETFs Belong in Your Portfolio?

My quick answer is no. Because everywhere I turn there’s yet another ETF being formed and an article espousing their benefits. And with Wall...

Avoid Buying Mutual Funds Doing This

Jason Zweig, writing at The Wall Street Journal, details some inexplicable behavior by mutual fund managers, including generating massive tax bills for owners. You...

The Problem With Mutual Funds Today

One of the problems facing long-term, patient investors using mutual funds and ETFs is that many of their fellow investors are traders. It’s why...

This is One Ugly Looking Chart

Emerging markets stocks have gotten clubbed since hitting a high in January. The iShares Emerging Markets ETF is down 14% from its January peak...

Crisis at Vanguard: Part I

Originally posted August 1, 2016. Vanguard Dividend Growth Closes to New Investors  No, it is not the end of the world, but if you are...

If You Need More Reasons to Like GNMA, Read This

When times are tough Vanguard GNMA, managed by Wellington Management, has been an absolute force for retired and soon-to-be retired investors. Pay attention here....