Index Funds & ETFs Archive

stock market

Wargaming The ‘Stock Picker’s Market,’ According To Morningstar


Charley Ellis, one of the members of our esteemed Investment Committee here at Rebalance, once explained that beating the market used to be easy — so easy that anybody paying attention could probably do it. It truly was a “stock… Continue reading


Decades Old Debate Put to Rest: Active vs. Passive Investing


I was honored and thrilled to participate in a sold-out panel for the CFA Society (co-sponsored by the Financial Planning Association) aimed at educating investors on the many differences between active and passive investing. During the lively panel discussion, I… Continue reading

smart investing

Here’s What Shark Tank’s Mark Cuban Calls the Key To Smart Investing


You’ve probably read a lot recently about 401k millionaires. Ordinary people who saved money over decades now are ready to retire with ease. Smart investing? Usually, no. In fact, most of the people who are now rich thanks to 401k… Continue reading

401k retirement

Why Vanguard Dropped the S&P 500 From Its Own 401k Retirement Plans


Vanguard, the company that built its brand on owning the whole stock market, has decided to dump the S&P 500 from its own 401k retirement plans. Shocking, right? But not really. See, they’ve decided to replace it with the Vanguard… Continue reading

ivy league investing

Wealth Management Secrets That Beat the Ivy League


It turns out that the wealth management secrets of the Ivy League aren’t what they’re cracked up to be. Bill Abt, a former beer company executive, got 6.2% returns on a portfolio he manages for Carthage College in Kenosha, Wis.… Continue reading

Investing q&a

Q & A: What Separates the Wealthy from the Well Off?


During a recent quarterly market review call, we received the following question from a young man at the University of Texas: How much net worth separates the wealthy from the merely well off? It was a great question, albeit one… Continue reading

wall street fees

Jack Bogle: Wall Street Buys In Bulk, Then Upcharges Investors to the Hilt


Ever looked at the price labels on grocery store shelves? I mean really looked? Sure you have. Any good shopper knows that the big number is the price of the thing you want to buy, while the tiny number is… Continue reading


How ‘Easy’ Target-Date Funds Can Endanger Your Retirement


Americans love “set and forget it” products. Like rotisserie roasters and slow cookers that prepare delicious dinners while we’re miles from the kitchen, any approach that takes out complexity is beloved in our harried, overworked society. That’s why index funds… Continue reading

retirement cost

Retirement Is Expensive. Here’s What To Do About It.


You probably think of your own home as your largest expense in life. Perhaps your kids, if you think of them as expenses. A recent study, in fact, estimated that buying a house and raising a child cost about the… Continue reading


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