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Registered Rep. October 1, 2002 Stan Luxenberg |
The Smart Way to Use Index Funds Now In the cold light of the bear market, advisors have discovered inherent flaws in the indices and the funds that track them. |
The Motley Fool January 27, 2010 Dan Caplinger |
These Investments Could Steer You Wrong Index funds and exchange-traded funds aren't perfect. |
The Motley Fool October 27, 2011 Selena Maranjian |
Mutual Funds That Are in the Closet Are No Bargain Make sure you're not severely overpaying for your funds. The problem is closet-indexing, which happens when a fund has too much in common with the S&P 500 index of 500 of America's biggest companies, or with some other index that serves as its benchmark. |
On Wall Street April 1, 2012 Jeff Tjornehoj |
Benchmarking the Benchmarks The news hasn't been good lately for actively managed funds and their investors. In 2011, only one-third of large-cap fund managers beat the S&P 500 index. |
The Motley Fool April 8, 2004 Shannon Zimmerman |
Vanguard 500 vs. Total Stock Market Which fund gets the nod? |
The Motley Fool May 7, 2007 Amanda B. Kish |
Vanguard's Best Index Funds Which index funds should you have in your portfolio? Vanguard 500 Index Fund... Vanguard Small-Cap Index... Vanguard Total International Stock Index... etc. |
BusinessWeek September 6, 2004 Lewis Braham |
How To Spot A Closet Index Fund When funds charge through the nose for index-like performance, it's particularly offensive. If you're holding an expensive index hugger, the best advice is to sell it. |
The Motley Fool May 3, 2005 Shannon Zimmerman |
A Big Change at Vanguard Indexing whiz Gus Sauter passes the baton. Should you care? |
The Motley Fool January 14, 2005 Shannon Zimmerman |
ETF Tip No. 4: Get Smart Why it's smart to own actively and passively managed funds. |
The Motley Fool January 13, 2010 Selena Maranjian |
Mutual Fund Managers' Multiplication Mess More funds using more managers means you get less for your money. |
The Motley Fool June 4, 2007 Chuck Saletta |
Why You Must Invest Now To have a reasonable shot at a golden retirement, you must get started now. The easiest way to get started is with a low-cost, total-market index fund like the Vanguard Total Stock Market Index. |
The Motley Fool August 3, 2004 Shannon Zimmerman |
Fund Fight When faced with the question of whether to invest in either (a) index funds or (b) actively managed picks, there's no need to settle for a zero-sum solution. You can invest in both. |
The Motley Fool November 16, 2006 Tim Hanson |
The Best ETF for 2007: iShares Russell Microcap The iShares Russell Microcap Index Fund is a pick every investor should consider. Why? Because it tracks the most rewarding part of the stock market: extremely small companies. |
Financial Planning May 1, 2011 Temma Ehrenfeld |
Indexing Works Even fans of index funds often believe they do worse than funds with active managers during bear markets. |
The Motley Fool September 1, 2004 Selena Maranjian |
Mutual Fund Fakery Is your expensive, managed fund really an index fund in disguise? |
The Motley Fool August 31, 2006 Shannon Zimmerman |
Back to Basics Judging from the market's recent trajectory, investors are at long last coming back around to the big boys. For long-suffering large-cap investors, this rally must come as a relief. |
The Motley Fool July 28, 2010 Jared Cummans |
Simplifying Investing: 5 All Cap ETF Options Get exposure in all the right places. |
The Motley Fool April 4, 2008 Brian Richards |
Avoid This Ticker ... for Now Vanguard Small Cap Value is an ETF to avoid for now, although it still may be a winning fund for patient long-term owners. |
The Motley Fool October 3, 2006 Shannon Zimmerman |
If You Could Make Only One Investment ... Looking for ideas? Look no further. Why place all of your hard-earned money on a single horse when you can spread your bets around and sleep peacefully with a top-notch fund? |
The Motley Fool August 29, 2007 Amanda B. Kish |
The Best Small-Cap ETFs These exchange-traded funds win the best-in-class award. Let's take a closer look at the iShares Russell 2000 Index ETF, the Vanguard Small-Cap ETF, the iShares Morningstar Small Core ETF, the iShares S&P 600 Value ETF, and the Vanguard Small-Cap Growth ETF. |
The Motley Fool February 9, 2007 Shannon Zimmerman |
The Sleepwalking Millionaire Here's a two-step plan for achieving financial independence: 1. Take maximum advantage of your company-sponsored retirement plan... 2. Fully fund a Roth IRA and watch the taxman vanish... |
The Motley Fool February 21, 2007 Selena Maranjian |
A Mutual Fund Just for You There's a relatively new development in the financial world that can make your retirement savings a lot simpler: Meet your new friend, the target-date mutual fund. |
The Motley Fool December 18, 2007 Dan Caplinger |
Improving on Index Funds As the fund universe continues to evolve, new funds have emerged that try to improve on their first-generation counterparts. One fund in particular has its sights set high -- the Rydex S&P Equal Weight ETF. |
Financial Advisor August 2009 Craig L. Israelsen |
A Better Balanced 'Core' Balanced funds are based on outdated models and need to be better diversified. |
The Motley Fool June 26, 2009 Dan Caplinger |
The Danger Lurking in Your Portfolio Think you're diversified? Think again. |
The Motley Fool March 20, 2009 Tim Hanson |
It's Time to Reinvent the Index Fund The flawed "bigger is better" reasoning that underlies index investing has exposed American investors to needless amounts of risk over the past few years and ultimately cost them billions of dollars of their hard-earned money. |
The Motley Fool May 12, 2011 Amanda B. Kish |
Can You Retire on $75,000? Some tips to pump up your nest egg. |
The Motley Fool March 14, 2006 Shannon Zimmerman |
Investment Strategery Investors, when it comes to diversification, don't forget about strategy -- especially when investing in mutual funds. |
The Motley Fool October 31, 2006 Dan Caplinger |
Why Pay for Nothing? From the standpoint of the individual investor, mutual fund fees often go unnoticed. However, they're extremely significant and represent a large handicap for savers to overcome in trying to reach their financial goals. |
The Motley Fool March 22, 2005 |
Beyond the S&P 500 Index investors have more choices than just the S&P 500. |
The Motley Fool September 16, 2010 Amanda B. Kish |
Why You're Not Beating the Market All stocks seem to be moving in tandem. Actively managed mutual funds have been one of the primary victims of this flight from equity, with $191 billion pulled from equity funds in 2008 and 2009, according to Investment Company Institute data. |
The Motley Fool May 19, 2009 Selena Maranjian |
Schwab Gets Competitive Both the company and its customers can profit from this index fund revamp. |
The Motley Fool June 29, 2007 Amanda B. Kish |
The Best Enhanced Index Funds: Part 2 More top funds with a return-boosting twist: Calvert Large Cap Growth... Vanguard Growth & Income... |
The Motley Fool April 27, 2007 Amanda B. Kish |
Foolish Weekly Fund Wrap-Up Is what we know about active and passive investing wrong? This just stresses how important it is to take the time to research your funds before you buy -- to make sure you're buying those funds with the best chance of being winners. It can be done! |
The Motley Fool November 2, 2006 Shannon Zimmerman |
A Very Simple Plan Got discipline? We've got a plan. 1. Get serious about saving... 2. Invest wisely... |
The Motley Fool April 23, 2009 Dan Caplinger |
Investments That Don't Stand a Chance An active fund that only seeks to match its benchmark is a waste of your money. If that's all a fund can offer, you're much better off going with the index fund. |
The Motley Fool December 28, 2004 Shannon Zimmerman |
Year-End Fund Tips Here are three year-end fund tips that you'll want to contemplate as you plan for a prosperous new year. |
Financial Planning September 1, 2006 Scott A. Leonard |
The Smaller, the Better Rumors that the small-cap effect is dead are most definitely premature. By focusing on the smallest of the small caps, financial advisors can see that the small-cap effect appears to be alive and well. You just need to know where to look for it. |
The Motley Fool August 22, 2008 Anand Chokkavelu |
Don't Buy the S&P 500 If throttling the market is your goal -- and it should be -- you need to buy individual stocks -- and you need a way to separate the winners from the losers. |
The Motley Fool December 8, 2004 Shannon Zimmerman |
ETFs and Falling Fund Fees The pricing pressure from ETFs is good news for index investors. But don't forget the brokerage fees. |
The Motley Fool December 9, 2010 Dan Caplinger |
Why Mega-Cap Stocks Are Not Enough Before you jump into the biggest, most popular index funds that are based on the S&P 500 index, think twice. |
The Motley Fool August 1, 2006 Shannon Zimmerman |
3 Smart Moves Once a foundation of world-class funds is in place, in fact, adding individual stocks to your portfolio becomes a much less risky proposition. Here's how to boost your portfolio's IQ. |
Real Estate Portfolio May/Jun 2006 Steve Bergsman |
Indexes: An Investment Strategy or Investment Benchmark While real estate index fund investing remains a niche play, the number of individual funds continues to expand, which means conservative investors or those investors seeking to reduce volatility associated with actively managed funds have more options from which to choose. |
The Motley Fool September 9, 2004 Rick Aristotle Munarriz |
Index Fund Fire Sale Index funds are lowering their fees, and you are the winner. |
The Motley Fool October 8, 2008 Selena Maranjian |
Wow -- Some Stocks Are Still Up?! Who knew stocks could rise in this environment? |
The Motley Fool April 8, 2011 Dan Caplinger |
5 Stocks to Buy Before the Crowd Does It's never too early to start thinking about index rebalancing. |
The Motley Fool December 19, 2011 Dan Caplinger |
You Probably Just Bought These Stocks More index moves demand investor attention. |
The Motley Fool May 19, 2009 Dan Caplinger |
Only You Can Make This Crucial Choice As tempting as it may be, don't just pass off responsibility for your investments to someone else. Sometimes you'll get just the results you want, but more often, what you buy won't live up to your expectations. |
Entrepreneur September 2004 Dian Vujovich |
Way to Grow Large-cap growth funds may not sound exciting, but there's a solid place for them in a diversified portfolio. This fund uses a computer model to pick its winners. |
Financial Planning October 1, 2013 Craig L. Israelsen |
Should Clients Avoid Bonds Now? With rates inching upward, some clients may want to skip fixed-income investments entirely. They shouldn't. |