Portfolio Rebalancing: Why, When, and How
Investing can be pretty simple -- just pick a few index funds and decide how much of each asset class (e.g. stocks, bonds) to...
The Bull Market Is Over (Or Is It?)
The stock market has had a breathtaking run over the past eight years. Since its low point in March 2009, when the S&P 500...
The Hidden Sources Of Leverage In Your Portfolio
One of the most common questions in the personal finance community is whether to pay down low-interest debt or to invest the money in...
Should You Invest in the S&P 500 or the Total Stock Market?
The backbone of any three-fund portfolio is a U.S. stock market index fund. The two most common stock funds are the S&P 500 and...
Why Jim Cramer Is Wrong About Doing Your Homework
When I worked on Wall Street, CNBC played on the TVs around the trading floor. Most of the traders were gone by 5:30 pm,...
What Should Be Your International Stock Allocation?
Don’t put all your eggs in one basket.
You’ve probably heard many people tell you this, from your mom to Jim Cramer to folks writing on...
Three-Fund Portfolios Using Fidelity Index Funds
One of the most popular posts on the blog so far has been my article describing how you can build simple index fund portfolios,...
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...
Is There Too Much Money In Index Funds?
Are index funds growing too quickly?
The finance community has been fiercely debating this question over the past few years. They worry that too much...
A 15% Yield Does Not Equal A 15% Return: A Cautionary Note About High-Yield...
Many new investors are attracted by the interest rates offered by high-yield bonds. With the advent of peer-to-peer loan marketplaces, investors can lend money...