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Articles in Mutual 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 …

Vanguard Lowers Fees (Again). Here’s why…
Wed, 05/4/16 | 10 Comments
Vanguard Lowers Fees (Again). Here’s why…

Vanguard recently announced that they over the past six months, they have reduced expense ratios for 200 fund and ETF shares amounting to aggregate savings of about $215 million.
That’s $215 million more in investors pockets …

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 …

How to Start an Online Broker Account
Tue, 04/5/11 | 33 Comments
How to Start an Online Broker Account

This is the second of a multi-part series on how to invest outside of a 401K. The whole idea for this series started when I was asking a group of about 30 co-workers if they …

What are Closed End Funds?
Wed, 09/1/10 | One Comment
What are Closed End Funds?

Closed End Funds: what the Heck are they?
Closed end funds are not the easiest concept to pick up by amateur investors. They are a little bit like stocks and a little bit like open-ended mutual …


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