The Third Avenue Focused Credit Fund (MUTF:TFCIX) became a very unfortunate example of how quickly things can spiral out of control when a high-risk asset class either goes bad, falls out of favor, experiences a […]
With the advent of exchange traded funds, mutual funds have become the red headed stepchild of the investment marketplace. While still popular in workplace retirement plans like 401(k)s, many financial advisors and investment pros tend […]
It’s every investor’s goal to beat the S&P 500. It’s even better if they can do it consistently. However, beating the S&P 500 on a regular basis is becoming an increasingly unattainable feat. An S&P […]
In a world where there are literally thousands of funds and ETFs available that cover almost every niche, sector and style available, sometimes it’s the most tried and true investment vehicles that still remain the […]
You may not find anyone who’s a bigger proponent of passive index investing than me. I’m a huge proponent of paying as little in fees as absolutely possible, which usually rules out most actively-managed mutual […]
When it comes to retirement planning, I’m a firm believer that simpler is better. Many advisors will recommend a platter of different fund and ETF choices that cover nearly all asset classes and risk levels. […]
Vanguard has become a popular choice for investors thanks to its long list of low-cost mutual funds. Vanguard has added a full menu of exchange-traded funds (ETFs) to its lineup, making the company one of […]
401(k) plans have become one of the most popular retirement savings options in the marketplace today with over $4 trillion in assets overall. The combination of tax-deferred growth, large contribution limits and the potential for […]
Generally speaking, you will find lower fees (also known as expense ratios) from index mutual funds. Actively managed funds require portfolio managers and analysts to research stocks, bonds and other investments in order to fill […]
The continued growth and popularity of index funds have made them the go-to investment of choice for many investors. While the largest index funds tend to track the S&P 500, there are funds tracking indices […]
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