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Financial Planning May 1, 2005 Donald Jay Korn |
Passive Investing Financial planners interested in passive real estate funds can choose from a broad array, from straightforward index mutual funds to ETFs to enhanced index funds. |
Registered Rep. December 9, 2011 Stan Luxenberg |
Investors Not so Bad at Picking Active Funds After All Academic researchers have decided that fund investors as a group make foolish choices. |
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. |
Registered Rep. June 25, 2010 Jerry Gleeson |
Vanguard Broadens ETF Platform The company that made its reputation with low-cost indexed investments said it will launch 19 new index funds and related ETFs over the next year, as well as an ETF that tracks its $91 billion Vanguard 500 Index Fund. |
Registered Rep. June 10, 2011 Stan Luxenberg |
At Vanguard, Active Beats Passive -- Frequently Since John Bogle retired as chief executive in 1996, Vanguard has continued singing the praises of index funds and staying largely mute about the virtues of actively managed funds. |
AskMen.com Charles Frisbie |
Guy's Guide To Index Funds Index funds are a good way to diversify your portfolio with modest growth. Learn here how to pick a good one. |
Financial Planning October 2, 2007 Craig L. Israelsen |
Smoothing the Path When comparing active and passive management, financial planners should look at the performance of the whole portfolio. What you find may surprise you. |
BusinessWeek August 27, 2009 Tara Kalwarski |
Time to Take Action? There's a surprisingly strong case to be made for buying into actively managed funds. |
The Motley Fool November 25, 2009 Dan Caplinger |
These 3 Tips Will Make You a Winning Investor Don't waste money on unnecessary investing costs. |
Entrepreneur January 2006 Scott Bernard Nelson |
World View Seeking a well-rounded portfolio? There's never been a better time to take a portion of your investments global. The simplest solution is to find a good, low-cost international index fund. |
Registered Rep. March 31, 2015 John F. Wasik |
The Case For Fixed Income Active Management Does it still make sense to have a high-profile, actively managed bond fund in your clients' portfolios? |
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. |
Financial Advisor June 2004 Kevin M. Wilson |
Why Value Beats Growth Portfolios using asset allocation combined with value investing produce better financial results. How should you advise clients to invest? |
Financial Advisor December 2007 Marla Brill |
The New Indexing Maze The mushrooming ETF market has spawned a new breed of indexes that represent a radical departure from traditional benchmarks in both their construction and purpose. |
Investment Advisor February 2009 |
A New Benchmark for Advisors With many advisors using an asset allocation strategy, the S&P 500 is no longer a great benchmark against which to set your pace. Take a look at these new benchmarks. |
Financial Advisor April 2010 Marla Brill |
A Good Complement More advisors think both bond mutual funds and ETFs belong in client portfolios. |
Financial Planning September 1, 2008 Allan S Roth |
Core and Casino There are two extreme schools of thought when it comes to investing. On one side is active investing, while on the other is low-cost passive investing. In the middle lies a method that uses a bit of both, known as the core and explore approach. |
The Motley Fool October 6, 2010 Amanda B. Kish |
More Top Investments for Your Retirement Cover your retirement bases with some familiar fund names: Vanguard 500 Index... State Street Global S&P 500 Index... American Funds EuroPacific Growth... PIMCO Total Return... American Funds Growth Fund of America... |
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! |
Financial Planning June 1, 2009 Craig L. Israelsen |
The Value Premium While industry experts might be trumpeting growth as the place to be when the market rebounds, advisors should remember that longer-term, the market values value. |
The Motley Fool September 27, 2007 Amanda B. Kish |
Vanguard Thinks Outside the Box For years, Vanguard has shunned the practice of chasing new investing trends, but as wealthy investors are turning to different asset classes, and as Vanguard faces more intense competition, the firm has begun exploring new avenues. |
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. |
Financial Planning January 1, 2013 Laton McCartney |
Money Flowing Into Bonds Fixed-income gained more ground, while the 14 best-performing equity mutual funds all focused on precious metals and enjoyed gains of more than 20%. |
Financial Planning September 1, 2012 Allan S. Roth |
John Bogle Interview; Index Fund Champion John Bogle, the legendary champion of index funds, believes advisors add value - and it s not in trying to beat the market. |
Financial Planning June 1, 2013 Laton McCartney |
4 Smart Mutual Fund Strategies The picks that worked as markets raced higher may not be the best choices going forward. As you look ahead, consider these ideas. |
Registered Rep. March 16, 2012 Diana Britton |
Yield of Dreams: Another Thumbs up for Index, ETF Investing The passive versus active management debate wages on, but a new report on 2011 performance gives more weight to index and ETF investing. |
Financial Planning May 1, 2006 Israelsen & Walker |
Evening the Odds A significant flaw in many active-versus-passive studies occurs when tallying the number of funds that under- or out-perform an index. Three steps could help level the playing field in the active-versus-passive debate. |
The Motley Fool June 26, 2008 Adam J. Wiederman |
The Truth Behind Buffett's Big Bet The Oracle of Omaha bet against top hedge fund managers. Here's why. |
BusinessWeek September 30, 2010 Charles Stein |
Indexing Helps Vanguard Top Fidelity in Fund Assets The low-cost mutual fund house founded by John Bogle passes the home of once-giant fund Magellan as investors lose faith in stockpickers. |
Financial Planning June 1, 2005 Craig L. Israelsen |
Three's Not a Crowd How passive fund investors can get the best exposure to the whole U.S. market. |
The Motley Fool October 17, 2006 Buz Livingston |
Sergeant Pepper's Index Fund Vanguard 500 Index Fund celebrated its 30th birthday last August. The success of the index fund has spawned exchange traded funds and other passive investment strategies. |
Financial Advisor March 2011 Mary Rowland |
Timely Talk Leslie N. Masonson's book, Buy -- DON'T Hold: Investing With ETFs Using Relative Strength To Increase Returns With Less Risk and The Power of Passive Investing: More Wealth With Less Work, by Richard A. Ferri, each recommend opposite strategies on market timing. |
Financial Planning September 1, 2013 Laton McCartney |
Manage Fund Income Expectations Advisors should be leery of the fads in mutual fund strategies, warns a top Morningstar analyst. |
The Motley Fool January 28, 2011 Amanda B. Kish |
10 Core Stocks: A Vanguard Total Stock Market ETF Update The fund's success speaks to the importance of having a diversified portfolio that covers all the stops in the market capitalization spectrum. |
The Motley Fool November 6, 2006 Tim Hanson |
Don't Try to Beat the Market It's entirely possible to be a hands-off investor and still put the long-term wealth-building power of the stock market to work for you. The secret? Index funds. |
The Motley Fool June 12, 2009 Selena Maranjian |
These Passive Investments Are Actually Active The line between active and passive mutual funds is blurry. |
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. |
Registered Rep. June 10, 2008 Nancy N. DiCostanzo |
The Ultimate Dartboard Contest Warren Buffett makes a $1 million wager putting his money where his mouth is: Specifically, he says the Vanguard S&P 500 index fund can beat 10 hedge funds, net of fees, over 10 years. |
Financial Planning January 1, 2013 Allan S. Roth |
ETF Fees Drop Amid Competitive Battle In a remarkably short period, the playing field for the lowest-cost ETFs has changed dramatically. |
Registered Rep. April 3, 2012 Diana Britton |
Caution: Contents May Be Hot ETF managed portfolios -- separately managed accounts with over half of their assets in ETFs -- are among the latest hot products everyone is talking about. |
BusinessWeek August 26, 2010 Charles Stein |
A Boom in Bonds Hurts Mutual Funds Investors' preference for bond funds has put pressure on earnings at companies that specialize in stock funds. |
The Motley Fool July 28, 2004 Bill Mann |
Index Funds: Still Your Best Bet So we're running to actively managed funds now? Not so fast, my friend. When Nathan Slaughter pointed his guns at the trusty, old index fund, many had to stop and ask whether The Motley Fool was abandoning one of its oldest principles. |
The Motley Fool August 22, 2011 Amanda B. Kish |
How to Lose Money in a Volatile Market Unless you want to lose a lot more money from trying to time the market, don't flee stocks when the going gets rough. |
Registered Rep. September 10, 2010 Stan Luxenberg |
Are Index Funds' Distorting Markets? With money pouring into index funds and ETFs, passive portfolios are distorting markets, harming many investors. Index funds are creating disturbing conditions in a variety of asset classes, including emerging markets, small stocks, and commodities. |
The Motley Fool March 10, 2008 Selena Maranjian |
I'm Bucking the Trend Index funds are gaining momentum -- but should they? |
BusinessWeek September 25, 2008 Lauren Young |
If You Want to Rejigger Your Holdings Three top financial advisers share how they would invest $250,000 for moderate growth over the next five to seven years. Here's the way they'd do it. |
The Motley Fool April 13, 2005 Nathan Slaughter |
IRA Killers The clock is ticking: In just a few days Uncle Sam wants a tax return with your name on it. That also means time is running out to find a home for your 2004 IRA contribution. Before searching for the right funds, narrow your focus by crossing out the wrong ones. |
Financial Planning June 1, 2009 Richard A. Ferri |
Mapping Indexes Today's advisors can best serve their clients with a working knowledge of the various index methodologies. Unfortunately, this is no easy task. |
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. |
BusinessWeek September 27, 2004 Lauren Young |
Where to Shop at Vanguard Its actively managed funds have a big cost advantage. And while some of its best are out of reach for prospective investors, there are some worthy portfolios open for a $3,000 minimum. |