Index Funds & ETFs Archive

ivy league investing

Wealth Management Secrets That Beat the Ivy League

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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?

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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

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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

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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.

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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

 
gun stocks

All Fired Up Over Guns? A Better Way To Invest For The Socially Conscious

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The headlines are outrageous and heartbreaking. Seventeen dead in a Florida high school, victims of an angry young man with a powerful weapon in his hands. This follows, of course, the mass attacks in Las Vegas, in Orlando and in… Continue reading

 
junk stocks

Jack Bogle To Investors: Avoid These Junk ETFs

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Mark Hulbert, a fellow MarketWatch columnist and respected observer of the financial advising business, recently wrote a thoughtful critique of the massive rush to index-style investing. I just wish the headline had been different. The opinion article he wrote was… Continue reading

 
Investing q&a

Q & A: How to Teach Kids that Stock Picking is a Gamble

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Each quarter, our firm holds a Market Review Conference Call wherein we invite clients and listeners to ask our Chief Financial Officer, Mitch Tuchman, their pressing investment questions. Recently, we received an interesting query from Dana, a client based in… Continue reading

 

John Bogle’s Advice On Stocks Proven Again — By Science

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A new study of our innate human biases reinforces the value of diversification when it comes to stock investing. Short version: We just can’t help ourselves when we think we know something. Scientists call this confirmation bias, the unconscious way we… Continue reading

 
    
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