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Articles in Index Funds

How do I Know if a Fund is “Passive”?
Thu, 06/16/16 | 8 Comments
How do I Know if a Fund is “Passive”?

In response to my active vs. passive funds performance post, a reader, Heidi, wrote in with a question,
“How do I know if my vanguard funds are “passive”?”
That’s actually a great question, and an important basic …

Passive Funds Versus Active Funds: The Conclusive Results
Wed, 06/8/16 | 5 Comments
Passive Funds Versus Active Funds: The Conclusive Results

Despite terrifying actively managed fund results like this,
“84% of large-cap funds generated lower returns than the S&P 500 in the latest five-year period and 82% fell shy in the past 10 years.”
actively managed funds have …

Millennials Embracing Passive Investing & Vanguard
Mon, 05/25/15 | 6 Comments
Millennials Embracing Passive Investing & Vanguard

I must confess – I’ve dumped on millennials quite a bit.
First, I made fun of them for boomeranging back to their parent’s basements. Say hi to the “rents” for me, guys (hehe).
Then, I reminded them …

70% of Fund Assets are Still Active Vs. Passive: Here are the 4 Bad Reasons Why
Mon, 04/20/15 | 15 Comments
70% of Fund Assets are Still Active Vs. Passive: Here are the 4 Bad Reasons Why

The reputation of passive investing through index funds and their ETF counterparts has been pristine in recent years.
In 2014, only 10% of active stock funds that focus on big U.S. firms beat the S&P 500 …

Vanguard Increases Its International Equity Allocation. It’s Time to Re-examine Yours
Mon, 03/9/15 | 6 Comments
Vanguard Increases Its International Equity Allocation. It’s Time to Re-examine Yours

In case you missed the big (yet under-the-radar) investing world news, Vanguard announced they are increasing its international equity allocation in their Vanguard Target Retirement Fund and Vanguard LifeStrategy Fund products.
“The international equity allocation for …

Rebalancing Investments: Why, When, & How to Avoid High Fees
Tue, 05/27/14 | 7 Comments
Rebalancing Investments: Why, When, & How to Avoid High Fees

Getting over the fear of investing is a hurdle that everyone needs to surpass.
Once you make that leap, it really can be as simple as passively investing in a few different index funds or ETF’s …


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