In an interview with Bloomberg TV, Vanguard Group Founder Jack Bogle lowered the boom on critics of index investing and low investing fees. “Idiotic” is how he characterized one research analyst’s viewpoint. “Totally wrongheaded.” I can only imagine how that poor analyst must feel about now, having the dean of American investing call him out… Continue reading →

The following is a brief excerpt from my forward for the incredible new book The Index Revolution by Rebalance Investment Committee member, and my colleague, Charley Ellis. Continue reading →

It always amazes me when people make the case for actively managed investment funds. If you understand the evidence against active trading — and in favor of index investing instead — it takes a heap of willful ignorance to keep believing. I understand why, though. Often, proponents of active management are investors of a certain… Continue reading →

Transparency is a fancy word you hear a lot when it comes to corporations and government, but it just means being clear with people. Say what you do, then do what you say. It couldn’t be simpler, but nothing is simple once money is involved. And the more money at stake, it seems, the less… Continue reading →

Jim Cramer, the CNBC host known for his stock-trading “shock jock” TV personality, has some advice for young savers on how to grow wealthy. Thing is, his advice holds true for older savers and investors retirement, too. Here are three major takeaways from a recent segment: First, you need time. A lot of time. Investments double… Continue reading →

Recently, I spoke to Silvia Ascarelli at the Wall Street Journal about my understandable skepticism to the new trend of mutual funds coined “smart beta.” Continue reading →

The “tyranny of compounding costs” is hardly a headline anyone wants to read. Yet people truly need to understand what Vanguard Founder John Bogle means when he says that cost is the major driver in how long-term retirement investing turns out. Most people assume that picking the investments matters. And in a sense it does.… Continue reading →

If you spend enough time watching cable TV or reading the investing advice online, it can seem that the key to making money in the stock market is to buy the right investment, ride it higher, then sell before everyone else bails out. Yet the science behind portfolio investing — yes, actual data, collected by actual… Continue reading →

A professor at the University of Chicago, Harold Pollack, made a big splash recently with a pretty simple idea: What if all you needed to know about personal finance could fit on a single index card. Not reams of stock charts. Not years of study in some business school. Not even a book from the… Continue reading →