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Index Funds

How to Fix Mutual Funds so They Work for Investors, Not Fund Managers

Nell Minow | Posted 07.13.2016 | Business
Nell Minow

If I could assign every politician running for office this year one book to read, it would be Professor William Birdthistle's Empire of the Fund: The ...

Active investing versus passive: What if everyone indexed, except Warren Buffett?

Druce Vertes, CFA | Posted 03.10.2016 | Business
Druce Vertes, CFA

Warren Buffett sometimes says things that seem . . . contradictory.

Smart Beta: Sometimes Smart, But Not Exactly Beta

Druce Vertes, CFA | Posted 09.09.2016 | Business
Druce Vertes, CFA

So-called "smart beta" is having a day in the sun. Pioneered by the very smart Rob Arnott, the basic idea is: don't invest in an index weighted by market cap -- invest in one that weights according to a non-market fundamental value measure, or even equally.

How to Start Investing for Less Than $100

Simple. Thrifty. Living. | Posted 10.11.2016 | Business
Simple. Thrifty. Living.

It's possible to invest for less than $100 and keep your fees at a minimum. Keep these tips in mind and you should be able to turn a small amount of money into an investment that lasts a lifetime.

Break Free of High 401(k) Investment Fees

Catherine Golladay | Posted 05.14.2016 | Money
Catherine Golladay

If you're like most workers in a recent survey, your 401(k) plan is your largest or only source of retirement savings.1 Also, like most workers, you may be paying higher fees than you realized for some of the investments in that 401(k).

The Stock Picking Era Is Over

Dan Solin | Posted 05.31.2015 | Money
Dan Solin

I'm sure Jim Cramer will be the last one to leave the burning building, but the era of stock picking is basically over. He continues to talk about index funds as being adequate for those who don't have the time to research individual stocks, but investors -- in increasing numbers -- are too smart to fall for this shtick.

Why Index Fund Investing Is the Last Thing You Should Do | Posted 05.25.2015 | Money

If you are an individual investor that wants to preserve what you have and grow a little over time, the last thing you should do is invest in index funds or in portfolios built with a one-size-fits-all mentality.

Want a Higher Return? Pick a Cheaper Mutual Fund | Posted 04.07.2015 | Money

If you are paying more than these guidelines for your fund, you're probably paying too much and should seriously reconsider the fund you are in. You should never pay more than 1% for any fund.

Memo to Investors: Join the Parade

Robert Rosenkranz | Posted 03.18.2015 | Money
Robert Rosenkranz

Should you abandon actively managed funds and invest instead through indexed mutual funds and ETFs? Indeed you should, and here's why.

A Tale of Two Investors

Dan Solin | Posted 06.29.2014 | Business
Dan Solin

Like many investors, Paul and Mary don't trust Wall Street. They believe the stock market is rigged against small investors. They wish they didn't have to invest at all. However, they have done their homework and understand the impact of inflation on their purchasing power.

Solving the Mystery of Passive Asset Class Investing

Dan Solin | Posted 03.23.2014 | Business
Dan Solin

While appropriate index investing may be a superior strategy to buying individual stocks or investing in actively managed mutual funds, you may also want to consider the benefit of using passive asset class funds.

Learn From Pension Fund Managers in Turkey

Dan Solin | Posted 03.09.2014 | Business
Dan Solin

If the best fund managers in Turkey can't exploit inefficiencies in an emerging market, how likely is it that your broker or adviser can do so in far more efficient markets?

Plan Sponsor's Investment Choices Can Affect Your 401(k) Returns

Dan Solin | Posted 11.17.2013 | Business
Dan Solin

Is it any wonder that many believe our current 401(k) system is rigged to benefit actively managed funds, mutual funds serving as plan trustees, consultants, brokers and insurance companies, at the expense of the returns of plan participants?

Active vs. Passive Investing: Which Is Right For You?

Manisha Thakor | Posted 11.11.2013 | Women
Manisha Thakor

Two cars are driving down a highway. A red sports car is darting between all three lanes, trying to find the fastest possible way to get ahead. A gray sedan is in the right lane, going the speed limit. Suddenly, a train horn sounds. The red car comes to a screeching halt next to the gray sedan.

For Hedge Funds, It's All in the Game

Howard Steven Friedman | Posted 02.21.2013 | Business
Howard Steven Friedman

There are few greater examples of the irrationality of investors than the world of hedge funds. In spite of the historically poor return on investment, money continues pouring into hedge funds.

What Your FInancial Advisor Isn't Telling You

Loren Berlin | Posted 03.27.2012 | Money

If you're looking to a financial advisor for investment strategies, be warned: Your advisor is biased and not towards you, according to a new report f...

What's the Best Fix for Your "Underfunded" and Poorly Managed 401(k) Account?

Jane White | Posted 05.25.2011 | Business
Jane White

The first wave of Boomers who are scheduled to start retiring next year have only accumulated one fifth of the "ten times final pay" in their accounts that pension actuaries say savers should aim for.

The Risk of Not Understanding Risk Adjusted Returns

Dan Solin | Posted 05.25.2011 | Business
Dan Solin

If a fund takes more risk, it is more volatile and the potential for loss is increased, but the fund should yield greater returns. How can you tell how much risk your actively managed fund is taking?

Supreme Court To Hear Case About Excessive Pay; Parallels Seen In Executive Compensation

Washington Post | Robert Barnes and Steven Mufson | Posted 05.25.2011 | Business

The Supreme Court this week will hear a case that raises bedrock questions about the ability of the market to set "reasonable" corporate compensation,...

Insider Trading for the Rest of Us

Eric Schurenberg | Posted 05.25.2011 | Business
Eric Schurenberg

Want to profit from the Galleon insider trading case? Then take the hint: It's a waste of time trying to beat the pros at the stock picking game. They outgun you, and they don't always play fair.

Lessons from Bernie

Dan Solin | Posted 05.25.2011 | Business
Dan Solin

The difference between criminal conduct and business as usual in the securities industry is a fine line. Madoff clearly did not have the expertise he claimed. At some point, he stopped trying.

A Bailout for Index Funds? Not Likely

Dan Solin | Posted 05.25.2011 | Business
Dan Solin

What we are witnessing is more than the restructuring of Wall Street. It should also fundamentally change the way we invest and the kind of information upon which we rely.

Smart Advice for the HuffPost Investor: Is This the Time to Dump Stocks and Sit On The Sidelines (Part 3)?

Dan Solin | Posted 05.25.2011 | Business
Dan Solin

Many readers had a strong reaction to my advice that you should determine your asset allocation, invest in a properly allocated portfolio of low cost index funds and stay the course during these turbulent times.