Update: As per court decision in early 2018, the new fiduciary rules detailed below were struck down in court and no longer apply; however, reading […]
Every time there’s a significant stock market decline, headlines proclaiming stocks for sale quickly follow suit. Investors sometimes liken investing to retail “door-buster” sales – […]
I am often asked where they should invest their assets for optimal returns with minimal risk (of course!). “Low risk, high returns!” has an attractive […]
Every time the stock market experiences a notable dip, a series of headlines proclaiming stocks to be on sale usually ensues. Some investors liken investing […]
Just about every six months there’s big financial investment industry news revealing yet another bid to drive down costs, this time from Schwab. They now […]
Though actively managed fund results can be alarming, such as this one, they do provide valuable learning opportunities. “Over the past five years, 84% of […]
Long-term data shows that passively managed index funds outshone actively managed mutual funds over many years of data collection, due mainly to significantly lower fees […]
REITs (Real Estate Investment Trusts) have become an attractive way for those who want to enter the real estate market without owning property directly to […]