- In mid-2001, Vanguard obtained a patent protecting its method for creating ETFs.
- There appears to be no convincing evidence why stocks have traditionally performed poorly during...
- During the 2008 financial crisis, the average ultra-short bond fund lost 7.9% for the year; the...
- Alternatives vs. Traditional Stocks For the first half of 2013, the correlation between the S...
- In early 2014, Charlie Munger, Warren Buffet’s business partner, will turn 90 years old.
- According to FactSet, from 2003 to October 2013, the S&P 500 had a P/E ratio (next 12 months’...
- Frontier Markets DangersAs of September 2013, the MSCI Frontier Markets Index (141 companies) was...
- Closed-End Bond Funds Closed-end funds (CEFs) trade on exchanges and almost always...
- American Funds Since the introduction of its first fund (ICA) in 1934, 67% of the mutual...
- 1.Fidelity: Indexing vs. Active Management A 2013 survey by Richard Day Research of 648...
- The Barclays U.S. Aggregate Bond Index was launched in 1976. Since its 1976 inception, the index’s...
- Tactical Asset Allocation Funds Tactical asset allocation funds allow managers to shift their...
- For investors who want to avoid traditional advisory brokerage firms, one alternative is to use an...
- August 2013 Interviews The September/October 2013 issue of Journal of Indexes includes...
- There are five different ways to invest in a MLP; each investment vehicle has different...
- A number of financial publications believe that when a mutual fund manager leaves a fund, fund...
- An established ETF operator can make a small profit by offering a new ETF that brings in as little...
- The major selling point of “risk parity” funds is they are designed to make money in most...