Oct 6, 2021
The Good News for Upcoming Retirees
They can spend more from their nest eggs than first appears.
Oct 1, 2021
ETF Tax Reform Proposal: Good Idea, Bad Execution
There is another way to reconcile how ETFs and mutual funds are taxed.
Sep 29, 2021
Two Investor Perils: Big and Bad Governments
The latter is worse, but neither are helpful.
Sep 24, 2021
3 Investment Mistakes to Avoid
Bypassing the traps.
Sep 15, 2021
When Active Investing Actually Makes A Difference
The curious case of target-date funds.
Sep 10, 2021
The U.S. Needs Only One 401(k) Plan
The marketplace has delivered its verdict.
Sep 8, 2021
Are Funds Still the Future? Intriguing Alternatives
There's a challenge from customized investments.
Aug 18, 2021
The New Pump And Dump? Where's The SEC?
Rethinking 90-year-old regulations.
Aug 11, 2021
The Source of Stock Returns
Measuring the effects of multiple expansion.
Aug 7, 2021
How the Robinhood Era Is Changing Investing
When investor communities, not institutions, drive security pricing.
Aug 4, 2021
For Retirees, Buying & Holding Bonds Isn’t So Simple
The investment math is surprisingly messy
Jul 28, 2021
Why the Rich Have Become Richer
Wage disparity is only half the story.
Jul 21, 2021
How Rich Was Babe Ruth?
The lesson learned by translating yesterday's dollars.
Jul 16, 2021
What's the Future for Bond and Stock Returns?
The outlook for bonds is clearer than that for stocks.
Jul 14, 2021
The Costs That Matter for Investors
For most investors, ongoing expenses are much more important than transaction costs.
Jul 9, 2021
3 Investment Lessons From the First Half of 2021
For the most part, the markets behaved in line with expectations.
Jun 30, 2021
Investing During an Era of Speculation
Should we be concerned about the financial markets' excesses?
Jun 18, 2021
The Long-Term Forecast for U.S. Stock Returns
Jun 9, 2021
Index Funds Have Too Much Voting Power
At long last, indexing's detractors have a legitimate complaint.
May 28, 2021
Vanguard Steps Further Into Private Equity
From institutions to individual investors.
May 26, 2021
Using History to Evaluate Today's Investments
The odds favor equities.
May 19, 2021
Is the Retirement-Income Party Finally Over?
Today's retirees will have difficulty continuing a long and happy trend.
May 13, 2021
The Peter Lynch of Institutional Investing
A genius to admire but not emulate.
May 5, 2021
No, Profit Taking Is Not The Worst Mistake To Make
The math doesn't support the argument.
May 1, 2021
Why Wall Street Rates So Many Stocks "Buy"
The reasons are not entirely nefarious.
Apr 29, 2021
How Many Stocks Actually Beat the Indexes?
Unlike the children of Lake Wobegon, most companies are below average.
Apr 16, 2021
Three Takeaways From the Archegos Disaster
Drawing public lessons from a private fund's problems.
Apr 10, 2021
Emerging-Markets Equities: A Promise Half-Fulfilled
Their economies have astonished; their stock gains, not so much.
Mar 31, 2021
Will the Treasury Rout Continue?
Quietly, high-quality bonds have taken a beating.
Mar 19, 2021
Diverse Management Teams Create Outperformance
Better that fund companies hire on merit than familiarity.
Mar 10, 2021
The Conventional Investor's Guide to Bitcoin
Is the currency worth owning?
Mar 5, 2021
4 Ways Today's Market Resembles the Late 1990s
And two ways that it does not.
Mar 3, 2021
The Fund that Checked All the Wrong Boxes
When investments come with warning signs.
Feb 27, 2021
ARK Funds: The Tail That Wags the Dog?
The popularity of the company's funds raises a tricky question.
Feb 24, 2021
My 2020 Investment Lesson: The Peril of Overconfidence
A little learning is a dangerous thing.
Feb 12, 2021
The Wall Street Investor Unfriendliness Checklist
The good, the bad, and the ugly.
Feb 10, 2021
Should Shorting Stocks Be Illegal?
The question is not rhetorical.
Feb 6, 2021
No, Wall Street Is Not Rigged
The organizers are annoying, but the game is not crooked.
Feb 3, 2021
On Wall Street A Hero Is Nothing But A Sandwich
Even when the transactions appear to be personal, they're strictly business.
Feb 1, 2021
Gamestop? No Thanks. I'll Have Some Dutch Tulips.
If stock prices become irrational, hedge funds rather than individuals stand to benefit.
Jan 22, 2021
Farewell, Mutual Funds
Eventually, ETFs will be the industry standard.
Jan 20, 2021
With 401(k) Plans, What You Don't Know Can Hurt You
The silent damage caused by revenue-sharing agreements.
Jan 16, 2021
Have Large-Growth Stocks Finally Peaked?
The surge that confounded the experts.
Jan 8, 2021
Today's Markets Are in Uncharted Territory
Investing when interest rates (and bond yields) are no more.
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