How To Get Out Of A High Expense Ratio Portfolio
A common question from readers is what to do about an account that contains a bunch of high expense ratio mutual funds or individual...
Freedom, Freedom Index, or Freedom Blend: Understanding Fidelity’s Confusing Lineup Of Target-Date Funds
For beginning investors, I've long advocated for target-date funds as a great way to get started with investing.
In a single target-date fund, you are...
Why The Stock Market Will Overperform in 2018
2017 was a great year for investors. Before looking ahead to 2018, let's review how the major asset classes performed in 2017.
2017 Asset Class...
Worst of the Worst: A Look at Five of the Most Expensive Mutual Funds...
As most regular readers know, I am a huge advocate of low-cost index funds. The best portfolio for most investors is a three-fund portfolio.
But...
How To Choose The Right Target-Date Fund For You
Many physicians don't want to think too hard about investing. There are a lot more fun things to do in life than worry about...
15 Warren Buffett Quotes On Investing, Personal Finance, and Life
Warren Buffett is famous not only for his tremendous long-term success as an investor, but for his folksy, down-to-earth personality. He is so quotable,...
Race To The Bottom: Will The Price War Between Vanguard And Fidelity Lead To...
News came out in late July that Fidelity was again cutting expense ratios on their mutual funds. Vanguard responded emphatically in a conference call...
Building a Vanguard Three-Fund Portfolio (Or Other Simple Index Fund Portfolios)
Investing doesn’t have to be complicated.
I’ve spent twenty years studying the financial markets. I majored in finance and worked as a trader at...
How Do Vanguard, Fidelity, and Schwab Make Money Offering Low Expense Ratio Index Funds?
People have been marveling at how Fidelity is able to offer two index funds (FZROX, FZILX) with zero expense ratios to their investors.
There's something...
Why Young Investors Should Not Hope For A Bear Market
I am a fan of the ChooseFI podcast, and they recently had blogger and author JL Collins as a guest. He is the writer...