Index Fund

President Obama's Financial Portfolio

Posted: May 30, 2011 10:36AM by Tim Parker

On May 19, the White House released the 2010 disclosure reports for President Barack Obama's financials. With the brightest financial minds in the world at his disposal, holding the job of President...

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Filed Under: Bonds, Celebrity, Index Fund, Investment, Personal Finance, Portfolio Management

Portfolio Basics For The Beginner Investor

Posted: August 10, 2010 9:54AM by Stephen D. Simpson, CFA

Arguably the hardest step in investing is the first step. Investors who are just starting out face a sometimes bewildering array of choices, a deluge of advice and the dread that if they make a...

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Filed Under: Bonds, ETFs, Financial Theory, Fundamental Analysis, Index Fund, Investment, Portfolio Management, Stocks

Your Million-Dollar Gift To Wall Street

Posted: May 25, 2010 11:57AM by Richard A. Ferri

Your advisor is a really nice person, and the office manager of the financial firm you do business with is really nice also, and those mutual funds you were sold by your advisor are also managed by...

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Filed Under: Index Fund, Investing Basics, Mutual Funds, Portfolio Management, Retirement, Retirement Plans, Savings

Is The Stock Market Overvalued?

Posted: April 14, 2010 12:00PM by Eric Fox

The stock market has rallied hard off of the bottom that was reached in March 2009, when the S&P 500 closed at 676.53 in a selling panic over the stability of the financial system.Â This 75% rally has...

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Filed Under: Bear Market, Bull Market, Credit Crunch, Economy, Financial Crisis, Fundamental Analysis, Index Fund, Investment, Recession, Stocks

Look At Me! I Beat The S&P!

Posted: March 29, 2010 9:26AM by Richard A. Ferri

This is a true story. It is aboutÂ investment advisors and how they mislead clients and prospects by comparing their account performances improperly with indexes. This is not a story I enjoy telling...

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Filed Under: Brokers, Fundamental Analysis, Index Fund, Investing Basics

Active Managers' Market-Beating Claims Debunked

Posted: February 17, 2010 12:27PM by Richard A. Ferri

About half the actively managed U.S.Â stock mutual funds beat the market over the past 10 years, or so the headline goes. Does this meanÂ index funds are dead and we should all go active? It depends on...

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Filed Under: Index Fund, Mutual Funds, Portfolio Management

The Truth About Micro-Cap Index Funds

Posted: February 3, 2010 12:54PM by Richard A. Ferri

Last year was a recovery year for U.S. stocks. The Wilshire 5000 Index, a broad benchmark of U.S. common stocks, returned 29.3% in 2009. It was a size-segmented market, with some returning...

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Filed Under: ETFs, Index Fund, Mutual Funds

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