Tag: index funds

Why Robo Advisors Are Not Cutting Edge

I’m an obsessive trend-tracker and it came as no surprise when friends and colleagues started forwarding an article from Bloomberg about the rise of the...

What is a Realistic Investment Performance Benchmark? upd April 2015

You make your financial advisor accountable for beating the stock market. You make the S&P 500 index fund your proxy for the performance of the...

10 Financial Resolutions for 2015

According to a recent article in the Journal of Psychology, almost half of all Americans make a New Year’s Resolution.   What do most of us want to do...

Want a Higher Return Pick a Cheaper Mutual Fund

When choosing mutual funds for our portfolio too often we get caught up in the returns of the fund while not asking ourselves the most...

Is the Personal Financial Advisor a Dinosaur?

Venture capitalists are betting hundreds of millions of dollars on firms that deliver web-based investment services. They are betting these firms will change the way...

Avoiding Costly ‘Closet’ Index Funds

Stockbrokers and other financial advisors are quick to promote expensive, actively managed mutual funds and the alleged benefits that such funds can provide over less...

Currently seeking a top quality financial advisor

Our FREE match service finds the best advisors for you. Start your search today.