Tag Archives | Index Funds

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No-fee Mutual Funds Improve Investment Returns

Over two years ago Fidelity Investments began offering several index or passive, no-fee mutual funds. The two main funds track indices of the entire domestic stock market and all of the international stock markets. No-fee funds have the potential to increase your investment returns. Management and administration fees otherwise reduce the fund’s return. At the […]

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Passive Investing Benefits

The active versus passive investing debate continues to rage in the popular business press. The Wall Street Journal recently ran a week-long series exploring the origins and value of passive investing. This debate misses two key points. Asset allocation, not how your funds are managed, overwhelmingly determines your portfolio’s performance. Human behavior affects a portfolio’s […]

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9 Considerations to Match Asset Classes with Investment Accounts

What is the best way to match asset classes in your taxable and tax-deferred investment accounts? For example, should you put your actively managed stock funds in your taxable brokerage account or in your Roth IRA? Follow these handy rules to avoid adversely altering your portfolio’s overall risk and return profile as well as unnecessarily […]

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2 Tips for a Low-Cost Stock Investment Strategy

I often ask my clients two questions to help them obtain a low-cost stock investment strategy: What level of return are you seeking and how much should you pay to buy that asset?  Of course, these two questions come after you have decided on your investment horizon (https://www.financialadvisorforyou.com/how-should-i-invest-my-money/) and risk tolerance (https://www.financialadvisorforyou.com/2-reference-points-can-help-you-assess-your-risk-tolerance/).  The short answer […]

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