Updated. Automated portfolio management services like Wealthfront and Betterment will help you manage a diversified portfolio of low-cost index funds for
Category: Investing
S&P 500 Histogram: Annual Returns Are Negative 1/3rd Of The Time
As we stand today in early 2017, the performance of the US stock market since 2009 has been pretty impressive with
The Full Spectrum of Financial Advisors
Do you recommend Wealthfront? Betterment? WiseBanyan? Schwab Intelligent Portfolios? Vanguard Personal Advisor Services? The upstarts like to bash on the competition,
Betterment Review 2017: Updated Features List
Betterment is one of several automated portfolio managers that will manage a diversified mix of low-cost index funds and help you
Wealthfront Review 2017: Updated Features List
There are now several automated portfolio managers that will manage a diversified mix of low-cost index funds at portfolio sizes previously
RealtyShares Review 2017: Wisconsin Apartment Loan One-Year Update
Here’s a one-year update on my $2,000 investment through RealtyShares, a partial interest in a loan backed by a 6-unit apartment
Fidelity Brokerage and IRA Bonuses for New Asset Transfers
Fidelity Investments has a few different bonuses if you transfer a certain levels of new assets over to them. These are
Fundrise Income eREIT Review 2017: One Year Update
Here’s an update on my $2,000 investment into the Fundrise Income eREIT. Fundrise is taking advantage of recent legislation allowing certain
High-Cost Index Funds and Low-Cost Actively Managed Funds
Here’s a Vanguard Blog post called Mind fund details, not labels by Frank Kinniry that includes some good reminders about the
Vanguard ETF vs. Mutual Fund Admiral Shares
Allan Roth has a new ETF.com article called Why ETFs Won’t Replace Mutual Funds. Inside, he offers the following reasons why
How to Buy or Sell an ETF: Real-World Best Practices
In this ETFdb interview with Rich Powers, Head of ETF Product Management at Vanguard, there was a useful bit about the
Dimensional Fund Advisors Profile + 529 College Savings Plan Access
Institutional Investor has an interesting profile of Dimensional Fund Advisors (DFA). Since DFA doesn’t do much marketing, there are very few
How to Minimize Investment Returns – By Warren Buffett
At the bottom of the Berkshire Hathaway 2016 Annual Report, you may not have noticed that Warren Buffett republished a previous
Berkshire Hathaway 2016 Annual Letter by Warren Buffett
Berkshire Hathaway (BRK) released its 2016 Letter to Shareholders [pdf] over the weekend. Although the financial media will create some catchy
Municipal Bonds vs. US Treasury Bond Yield Comparison
As a follow-up to my post on the risks of investing in bonds, I should share that a slight majority of
Understanding the Risks and Downsides of Bonds
To get the full return of any asset class, you’ll have to own it through the good times and the bad
Personal Capital Review 2017: Automatically Track Net Worth and Portfolio Asset Allocation
Personal Capital is free financial website and app that links all of your accounts to track your spending, investments, and net
Most Individual Stocks Don’t Outperform Cash?
A new academic paper was recently published with a confusing yet provocative title: Do Stocks Outperform Treasury Bills?. Of course they
Betterment Now Offers Human Advice + Flat Fee Structure
The robo-advisor evolution continues. Betterment just announced some significant changes that include the option to upgrade to a Certified Financial Planner
Howark Marks Oaktree Memo: NFL Bettor’s Guide vs. Coin Flip
Howard Marks released another Oaktree memo earlier this month that somewhat coincides with this weekend’s Super Bowl. Inside, he revisited the
Vanguard ETF and Mutual Fund Expense Ratio Changes (Updated January 2017)
Updated. Vanguard recently re-calculated the expense ratios for ETF and mutual fund shares classes with an August 2016 fiscal year-end. The