Index Funds & ETFs Archive
How Charles Schwab Got Religion On Retirement Indexing
by Mitch TuchmanWhat do Charles Schwab, Warren Buffett, Jim Cramer and John Bogle have in common? Shoe size, maybe? No, they all think that most Americans, up to 98% of us, should be using index funds to build a retirement nest egg. Schwab appears to be the most recent convert to the passive approach, telling reporters that… Continue reading
Why David Einhorn Is Competely Right About Tech Stocks
by Mitch TuchmanDavid Einhorn, the hedge fund guru best known for shorting Lehman Brothers in 2007, is back at it, this time with tech stocks in his sights. “There is a clear consensus that we are witnessing our second tech bubble in 15 years,” Einhorn’s $10.3 billion firm, Greenlight Capital, told clients in a letter this week.… Continue reading
Growing Money Tax-Free
by Burt MalkielProfessor Burton Malkiel of the Rebalance Investment Committee on how tax-deferral and compounding leads to significant long-term growth of an investment portfolio. Continue reading
How Diversification Lowers Risk In Your Portfolio
by Jay VivianJay Vivian, former managing director of the IBM Retirement Funds, explains how diversification protects a retirement investor from the chance that any given investment will fail in time. Continue reading
Danger: Everybody Wants To Beat The Market
by Jay VivianJay Vivian, former managing director of the IBM Retirement Funds, on the human temptation to strive for outperformance despite evidence that consistently beating the benchmarks is close to impossible. Continue reading
Indexing — Let The Pros Work For You
by Charley EllisProfessor Charles D. Ellis of the Rebalance Investment Committee details the human reasons we fall for the idea of active management, even though indexing is simpler and more effective. Continue reading
Warren Buffett’s Will: Put My Estate In Index Funds
by Mitch TuchmanIf you follow the career of billionaire investor Warren Buffett, you likely have kept up on the succession chatter of late. After all, Buffet is 83 now. Sooner or later, someone will take the reins at his firm, Berkshire Hathaway, and that person will pick up the mantle of his amazing performance over the years.… Continue reading
A Key To Successful Investing Is Reducing Mistakes
by Jay VivianJay Vivian, former managing director of the IBM Retirement Funds, on why people seem turned off by indexing, despite the evidence that index investing consistently provides steady gains while limiting the risk of loss. Continue reading
Why Diversification Lowers Investing Risk
by Charley EllisProfessor Charles D. Ellis of the Rebalance Investment Committee explains how diversification lowers the risk of unexpected losses in a portfolio, providing what Burton Malkiel calls “the only free lunch in investing.” Continue reading