New Topics Archives - Page 8 of 9

Why Not Only Invest in the S&P 500?

The S&P 500 should be a good friend, not your only friend.

The Brilliance of Modern Portfolio Theory: A Nobel Prize-Winning Formula To Cut Investment Risk

About 68 years after the creation of the Modern Portfolio Theory, it remains the most popular portfolio management theory among retail and institutional investors today.…

The Winning Habits These Popular Finance Bloggers Use To Achieve Financial Freedom

You’re probably familiar with that feeling — a sudden urge to get your finances in order. Yet, most people today still fail to undertake the…

“The beauty of an ETF is it’s democratic”: Mark Fitzgerald, Vanguard

The passive index fund industry is dominated by a group known as the “Big Three” — Vanguard, BlackRock and State Street. However, only one can…

When and How Much Can You Withdraw from Your Investment Portfolio?

Here’s a question: When the stock market is up or down in a month as much as it could be in a year, who has the patience to think rationally about long-term retirement planning?

Why Invest in ETFs? Explaining the Popularity of The Go-To Fund

In essence, ETFs offer several benefits over traditional open-end funds, including increased diversification, lower costs, trading flexibility, transparency of holdings, and tax benefits.

Should You Shift Your Money Around?

We get this question a lot: Should I wait and should I shift my investment to cash until this settles down?

How Should You Think of Investing in Times of Market Volatility?

A volatile market can be unsettling for investors, but it’s important to stay invested and avoid being distracted by emotions.

Should I Invest a Lump Sum Right Away or Split It Into Multiple Amounts?

If you have your emergency fund set aside and have cash to invest, statistical probability based on a historical path shows that investing it right away is the best approach. It’s all about Time in the market not timing the market.

Did You Know That Funds Outperform Their Investors?

One of the main drivers of poor portfolio performance is the behavioral gap from investors: Because they let their emotions take the best of them, they buy high, sell low and repeat until broke.