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What is the Purpose of Indexes and Index Funds? (Part IV)

What is the Purpose of Indexes and Index Funds? (Part IV)

Compared to actively managed funds that seek to “beat” the market by engaging in now-outdated speculative strategies, a more solid solution for sensibly capturing available market returns is offered

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Financial Planning for Women: The Best Tips for Success

Financial Planning for Women: The Best Tips for Success

You might be suprised to learn that when it comes to the big earners — those earning more than $1 million a year — women now take the cake over men. Also, the millionaire club is getting a

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Market Index Mechanics – Interesting Idiosyncrasies (Part III)

Market indexes and market index mechanics, you read about them all the time. In Part III of this series, we take a closer look at market index mechanics to gain a better understanding of why they do,

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Index Points and What they Mean (Part II)

Index Points and What they Mean (Part II)

Checking an index point at any given time is like dipping your toe in the water to see how the ocean is doing. You may have good reasons to do that toe-check, but as with any approximation, be careful

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Your Financial Well-Being and the Federal Reserve

Your Financial Well-Being and the Federal Reserve

What might be the impact of rate changes on you and your financial well-being? Is there anything you should “do” to your investment portfolio in response when the Federal Reserve changes rates?

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What is the Total Cost of Ownership?

What is the Total Cost of Ownership?

A question worth finding answers to is ‘what is the total cost of ownership?’ The costs you expect to pay are likely to be an important factor in making any investment decision, including major

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Timing Markets Isn’t Everything

Timing Markets Isn’t Everything

The lure of getting in at the right time or avoiding the next downturn may tempt even disciplined, long-term investors. The reality of successfully timing markets, however, isn’t as straightforward as

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Good Advice For Your Personal Financial Planning

Good Advice For Your Personal Financial Planning

In today’s world of one-page financial plans, bargain-basement fund pricing and automated investing tools, you don’t just need advice. You need good advice.

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What Are Liquid Investments?

What Are Liquid Investments?

What are Liquid Investments? When a holding is liquid, it simply means you can sell it anytime the market in which it trades is open for business, without losing your proverbial shirt in the exchange.

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Why Can't Most Funds Beat Their Benchmarks

Why Can’t Most Funds Beat Their Benchmarks?

Dimensional has updated its Mutual Fund Landscape report, video and unbranded slides through 2018. The analysis shows that a majority of fund managers evaluated failed to deliver benchmark-beating returns

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