Meeting Harry Markowitz
Fair warning, this post is a departure from my normal articles on retirement planning. I had an opportunity to meet one of the founding fathers
Fair warning, this post is a departure from my normal articles on retirement planning. I had an opportunity to meet one of the founding fathers
A gross expense ratio is the annual cost of operating a mutual fund or ETF. It tells you the total expense of owning the fund
A fund of funds is a collection of mutual funds bundled together. By combining different mutual funds into one package, the fund of funds purpose
The market risk premium is the return that you earn on stocks above what you could earn by investing in government bonds. For example, if
In this article I’m going to explain what index investing is and why it is such a good strategy for your retirement. This article goes
That’s not a typo. While asset allocation is a common investment term, asset location is an often overlooked aspect of retirement planning. That is unfortunate
The research on investor performance is clear. The average mutual fund investor tends to have worse returns than the average mutual fund. Behavioral factors have
Have you thought about what you might be giving up by waiting to invest for long-term goals such as retirement? One of the greatest financial
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