Financials
XLF: Buy The Dip
Despite an S&P 500 that’s up more than 9% on the year, the financial sector has managed to post only a minor 1% gain in the face of both economic and regulatory headwinds. The Financial […]
Year: 2017
Retirement
Will A 4% Withdrawal Rate Last You Through Retirement?
An article I recently published on Seeking Alpha regarding the Vanguard Wellesley Income Fund (MUTF:VWINX) generated a lot of conversation. One of the common themes in the comment thread is how the fund would fit […]
Dividend ETFs
YLDE: A Socially Conscious Dividend Growth ETF
Socially responsible investment products exist in order to investors the ability to build a broadly diversified portfolio while being able to avoid companies that operate in personally unappealing industries. It’s not a huge space in […]
ETF Watchlist
ETF Watchlist: Week of June 5, 2017
The bull market roared on this week as it shook off a weak May jobs report to continue pushing higher. The S&P 500 added another 1% while the tech-heavy Nasdaq continued its market leadership gaining […]
Mutual Funds
Vanguard Wellesley Income: Buy And Hold Forever
With so much attention focused on the billions and billions of dollars flowing into passively managed index ETFs, you might be surprised to find that actively managed mutual funds still exist! But they do, although […]
Niche ETFs
Momentum Stocks May Be Setting Up For A Breather
There’s little doubt that the equity markets have benefited from the recent lack of volatility. The extraordinary calm has allowed the market to continue its slow steady rise that has persisted for much of 2017. […]
Dividend ETFs
Fidelity Core Dividend ETF: This 4% Yielder Takes Its Place Among The Heavyweights
Shortly after it launched in September of last year, I profiled the new Fidelity Core Dividend ETF (NYSEARCA:FDVV) to see how it stacked up against many of the larger, well-known dividend ETFs. My conclusion at […]
Reader Q&A
Reader Q&A: How About The Vanguard Consumer Staples ETF?
Quite often, I get questions from readers asking about funds and ETFs whether it’s in the comment thread of an article or as a direct message. So I thought it might be useful to take […]
ETF Watchlist
ETF Watchlist: Week of May 29, 2017
It was another solid week of gains in the equity markets. Tech stocks once again led the way with the Nasdaq posting a 2.1% gain on the week while the S&P 500 and Dow were […]
Tech
Quick Take: A Bitcoin Bubble? Not Yet
When you take a look at a chart like this… …it should inspire fear as well as awe. Parabolic rises like this are, in most cases, unsustainable. Bitcoin’s rise, a 178% gain in just the […]