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Passive Investing Benefits

By on November 4, 2016 in Long-term Investment Strategies

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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Index Funds Beat Popular Managed Funds in 2015

By on January 28, 2016 in Long-term Investment Strategies, Retirement Planning

Portfolios of Fidelity and Vanguard stock index funds topped the 2015 performance of portfolios of actively managed funds recommended by Kiplingers, Money, and Forbes. The Fidelity portfolio’s 2015 real return topped Kiplinger’s by 0.66%, Money’s by 1.85%, and Forbes’ by 2.29%. This analysis shows that even the experts often miss picking stock funds to beat the market. […]

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