Mutual Fund Fees Cost Investors Billions

Mutual Fund Fees Cost Investors Billions

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There’s an old Arab saying: “If a camel gets his nose in the tent, his body will soon follow.” It’s a great, funny metaphor. You can picture the curious nose of the camel poking in, then the neck and, before long, all the rest of it. In English we would say “Give them an inch and… Continue reading

 
Donald Trump Rich? Just Own Index Funds

Donald Trump Rich? Just Own Index Funds

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Whatever you think of Donald Trump the presidential candidate, Donald Trump the TV personality or Donald Trump the businessman, there’s little doubt he is rich — private-jet-and-helicopter rich. A lot of smart people have tried to nail down exactly how rich. The consensus seems to be somewhere between almost $3 billion (the estimate from Bloomberg News)… Continue reading

 
The $17 Billion Cost Of The Status Quo For America’s Retirement Savers

Yale, Vanguard Board Alum: Wall Street Rips You Off

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Does $17 billion sound like a lot of money to you? It should. That’s how much in profits Wall Street stands to lose if a proposed rule in Washington is enacted. All that has to happen to stop the rule…is nothing. The defenders of the status quo need only drag their feet hard enough. If… Continue reading

 
Buy Like Buffett In A Stock Downturn

Buy Like Buffett In A Stock Downturn

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You’ve probably seen the many glib online articles which purport to explain how billionaire investor Warren Buffett became one of the world’s richest men. You know, “three stocks Buffett loves” and so on. It’s not that simple and you know it. While Buffett’s methods are public knowledge, adopting his approach to investing is no walk… Continue reading

 
Burt Malkiel Explains How Your Investment Risk Has Changed

Investment Risk Has Changed, So Should Your Portfolio: Burton Malkiel

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Investment risk has changed dramatically in the past few years, so much so you might not even recognize the risks implied by owning a “standard” stock-and-bond portfolio, warns Burton Malkiel, the Princeton professor who wrote the investing classic A Random Walk Down Wall Street. Malkiel literally wrote the book on long-term stock investments. Random Walk is in its… Continue reading

 
Long-term investment best practices for retirement

Why Is Retirement Investing So Emotional?

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Managing Director, Mitch Tuchman explains why retirement investing is so emotional. Continue reading

 
Stock Correction An Opportunity: John Bogle

Stock Correction An Opportunity: John Bogle

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When is a stock correction good news? Almost always — if you’re a long-term investor, says John Bogle. The Vanguard Group founder offers this simple advice for anyone thinking of selling as stocks declined earlier this week: Don’t fall for it. “I’ve seen turbulence in the market,” he told CNBC. “This is not real turbulence.” That doesn’t mean… Continue reading

 
Wall Street Fights To Keep Hidden, $17 Billion Retirement Tax

Wall Street Fights To Keep Hidden, $17 Billion Retirement Tax

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If you haven’t been following the debate on Capitol Hill over the cost of retirement investing, well, I don’t blame you. It’s a dense topic and not top of mind for most folks as summer winds down and back-to-school begins. Yet you should be paying attention: If Wall Street prevails in its campaign to water down proposed… Continue reading

 
Your path to a financially secure future

The People Of Rebalance

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Mitch Tuchman, Managing Director, explains why it takes a very special person to work at Rebalance. Continue reading