| Similar Articles |
 |
The Motley Fool October 31, 2006 Dan Caplinger |
Why Pay for Nothing? From the standpoint of the individual investor, mutual fund fees often go unnoticed. However, they're extremely significant and represent a large handicap for savers to overcome in trying to reach their financial goals.  |
Financial Planning May 1, 2006 Israelsen & Walker |
Evening the Odds A significant flaw in many active-versus-passive studies occurs when tallying the number of funds that under- or out-perform an index. Three steps could help level the playing field in the active-versus-passive debate.  |
The Motley Fool March 14, 2011 Amanda B. Kish |
More Proof of a Losing Investment Strategy Finding outperformance among actively managed funds.  |
The Motley Fool April 23, 2009 Dan Caplinger |
Investments That Don't Stand a Chance An active fund that only seeks to match its benchmark is a waste of your money. If that's all a fund can offer, you're much better off going with the index fund.  |
Financial Planning May 1, 2005 Donald Jay Korn |
Passive Investing Financial planners interested in passive real estate funds can choose from a broad array, from straightforward index mutual funds to ETFs to enhanced index funds.  |
The Motley Fool November 25, 2009 Dan Caplinger |
These 3 Tips Will Make You a Winning Investor Don't waste money on unnecessary investing costs.  |
Financial Planning June 1, 2009 Craig L. Israelsen |
The Value Premium While industry experts might be trumpeting growth as the place to be when the market rebounds, advisors should remember that longer-term, the market values value.  |
Financial Advisor June 2004 Kevin M. Wilson |
Why Value Beats Growth Portfolios using asset allocation combined with value investing produce better financial results. How should you advise clients to invest?  |
Financial Planning September 1, 2012 Allan S. Roth |
John Bogle Interview; Index Fund Champion John Bogle, the legendary champion of index funds, believes advisors add value - and it s not in trying to beat the market.  |
Registered Rep. June 8, 2011 Joel Greenblatt |
Anyone -- Even The Little Guy -- Can Beat the Market As most financial advisors know, the secret to successful investing is relatively simple: Figure out the value of something and then -- pay a lot less.  |
Registered Rep. June 10, 2008 Nancy N. DiCostanzo |
The Ultimate Dartboard Contest Warren Buffett makes a $1 million wager putting his money where his mouth is: Specifically, he says the Vanguard S&P 500 index fund can beat 10 hedge funds, net of fees, over 10 years.  |
The Motley Fool June 30, 2008 Selena Maranjian |
The Cost of Active Investing One sensible approach is to engage in both active and passive investing, devoting a big chunk of your portfolio (perhaps most of it) to a broad-market index fund, and then adding some strong stocks and funds to that.  |
The Motley Fool February 25, 2009 Selena Maranjian |
Index Funds Are Hard to Beat An eye-opening new study from Standard & Poor's reveals that the majority of managed funds fail to outperform simple index funds. That's right -- funds run by actual human beings still can't beat a copycat strategy of matching a broad index's holdings.  |
Financial Planning May 1, 2010 Ken Solow |
Strategy, Analyzed The reasons for a buy and hold, strategic asset allocation investment philosophy are flawed and planners should consider adding active portfolio management to their practices.  |
Registered Rep. September 12, 2014 Mark Miller |
Is Active Management Dying? Is it time to declare "game over" in the contest between active and passive fund management?  |
Financial Advisor March 2011 Mary Rowland |
Timely Talk Leslie N. Masonson's book, Buy -- DON'T Hold: Investing With ETFs Using Relative Strength To Increase Returns With Less Risk and The Power of Passive Investing: More Wealth With Less Work, by Richard A. Ferri, each recommend opposite strategies on market timing.  |
The Motley Fool August 2, 2010 Amanda B. Kish |
Investments Even Dilbert Would Love These index funds and ETFs can strengthen your portfolio.  |
Financial Planning January 1, 2011 Donald Jay Korn |
True Value How did value funds post superior numbers for the trailing 10 years? The short answer is that they held few technology stocks and emerged from the burstng tech bubble with a lead they held through the decade, says Michael Breen, associate director of mutual fund analysis for Morningstar.  |
The Motley Fool July 2, 2007 Ryan Fuhrmann |
Foolish Book Review: "The Little Book of Common Sense Investing" John Bogle's series of short-but-sweet financial texts continues to offer up an all-star list of authors and tried-and-true investment strategies.  |
The Motley Fool March 10, 2008 Selena Maranjian |
I'm Bucking the Trend Index funds are gaining momentum -- but should they?  |
The Motley Fool April 27, 2007 Amanda B. Kish |
Foolish Weekly Fund Wrap-Up Is what we know about active and passive investing wrong? This just stresses how important it is to take the time to research your funds before you buy -- to make sure you're buying those funds with the best chance of being winners. It can be done!  |
The Motley Fool January 19, 2007 Mary Dalrymple |
Index Funds Win Again Index funds are cheap, easy, and they reliably outperform many other funds.  |
Entrepreneur January 2006 Scott Bernard Nelson |
World View Seeking a well-rounded portfolio? There's never been a better time to take a portion of your investments global. The simplest solution is to find a good, low-cost international index fund.  |
Registered Rep. September 26, 2011 Andrew J. Haigney |
Opinion: Asset-Based Fees Destroy Value The future lies in adopting an hourly rate structure for investment advice, combined with the use of low cost index funds.  |
The Motley Fool February 18, 2004 Robert Brokamp |
The Fund Fees You Don't See A study shows that almost half of shareholder costs are undisclosed or nearly impossible to find. While the recent mutual fund scandals raise serious questions about whom we should trust with our money, the actual dollar cost to most individual investors isn't that high. There are far more significant ways funds siphon off our dollars. And they're just as hidden.  |
Financial Advisor December 2004 Christopher P. Parr |
Look Mom! I Beat the S&P Again! Legg's Value Trust---relative fund superstar or absolute media hype?  |
Registered Rep. March 16, 2012 Diana Britton |
Yield of Dreams: Another Thumbs up for Index, ETF Investing The passive versus active management debate wages on, but a new report on 2011 performance gives more weight to index and ETF investing.  |
The Motley Fool July 28, 2004 Bill Mann |
Index Funds: Still Your Best Bet So we're running to actively managed funds now? Not so fast, my friend. When Nathan Slaughter pointed his guns at the trusty, old index fund, many had to stop and ask whether The Motley Fool was abandoning one of its oldest principles.  |
BusinessWeek August 27, 2009 Tara Kalwarski |
Time to Take Action? There's a surprisingly strong case to be made for buying into actively managed funds.  |
Financial Planning October 2, 2007 Craig L. Israelsen |
Smoothing the Path When comparing active and passive management, financial planners should look at the performance of the whole portfolio. What you find may surprise you.  |
The Motley Fool May 1, 2009 Dan Caplinger |
The Safer Way to Seek Great Returns Dipping your toes into new stocks that you've never looked at before will be enough to get you started on the road to better returns.  |
On Wall Street April 1, 2012 Jeff Tjornehoj |
Benchmarking the Benchmarks The news hasn't been good lately for actively managed funds and their investors. In 2011, only one-third of large-cap fund managers beat the S&P 500 index.  |
The Motley Fool June 7, 2010 Dan Caplinger |
The Best Way to Win With Mutual Funds Are fund companies themselves a better bet than their funds?  |
Entrepreneur July 2006 Scott Bernard Nelson |
Pulled Under Since expectations for mutual funds can be artificially sunny, consider using index funds to stay afloat.  |
Registered Rep. March 2, 2015 Swedroe & Berkin |
The Incredible Shrinking Alpha The research shows that on a gross-return basis, active fund managers are able to generate alpha, exploiting the bad behavior of individual investors.  |
The Motley Fool January 14, 2011 Dan Caplinger |
Your Index Fund Is Making a Bad Investment Funds have to do what the indexes they track do.  |
Financial Advisor September 2011 Brad Zigler |
Running The Numbers ETFs are supposed to be cheap, but can they outperform the market, too?  |
Financial Planning February 1, 2007 David E. Adler |
High Net Worth: Alpha-Beta Investing This institutional strategy is starting to make inroads among high-net-worth managers.  |
The Motley Fool August 26, 2004 Robert Brokamp |
My Fund Manager Ate My Retirement! How much of your investment is consumed by your mutual fund's expenses?  |
The Motley Fool May 7, 2007 Amanda B. Kish |
Vanguard's Best Index Funds Which index funds should you have in your portfolio? Vanguard 500 Index Fund... Vanguard Small-Cap Index... Vanguard Total International Stock Index... etc.  |
Financial Planning June 1, 2005 Craig L. Israelsen |
Three's Not a Crowd How passive fund investors can get the best exposure to the whole U.S. market.  |
AskMen.com Charles Frisbie |
Guy's Guide To Index Funds Index funds are a good way to diversify your portfolio with modest growth. Learn here how to pick a good one.  |
Financial Advisor October 2008 Jerry Wagner |
Bonus Copy: Are Investment Returns a "Crazy Quilt"? Callan Charts, or the Periodic Table of Investment Returns, provide advisors with a graphical guide to better returns with less risk than asset allocation portfolios.  |
The Motley Fool May 18, 2007 Amanda B. Kish |
What Warren Buffett Thinks About ETFs The investment guru weighs in on the debate over index mutual funds vs. ETFs.  |
Financial Planning May 1, 2011 Temma Ehrenfeld |
Indexing Works Even fans of index funds often believe they do worse than funds with active managers during bear markets.  |
The Motley Fool June 12, 2009 Selena Maranjian |
These Passive Investments Are Actually Active The line between active and passive mutual funds is blurry.  |
HBS Working Knowledge December 15, 2003 |
Readers Respond: Is This the Twilight Era for the Managed Mutual Fund? Business leaders and managers who can't recognize public and investor trust as a fundamental requirement of their business should be fired or barred for life... As soon as I can beat the market on my own, I'm out of mutual funds... etc.  |
The Motley Fool April 22, 2005 Selena Maranjian |
Not Your Father's Mutual Fund Funds have changed a lot -- and not for the better. Select carefully.  |
Financial Advisor February 2008 Bruce A. Weininger |
Out Of The Style Box You have a much greater chance of improving performance by using a smaller number of managers who have shown an ability to outperform the market -- as long as you give them the freedom to invest in their best ideas, unconstrained by the style-box police.  |
The Motley Fool October 6, 2010 Amanda B. Kish |
More Top Investments for Your Retirement Cover your retirement bases with some familiar fund names: Vanguard 500 Index... State Street Global S&P 500 Index... American Funds EuroPacific Growth... PIMCO Total Return... American Funds Growth Fund of America...  |