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Tag Archives: index funds
Fidelity versus the S&P 500: Round Two
A couple of days ago the WSJ reported big news in the mutual fund world—active managers have outperformed index funds thus far in 2015. Which prompted me to update a little study I did three years ago that compared the … Continue reading
Posted in Uncategorized
Tagged Fidelity, index funds, investing, manias, mid-cap stocks, mutual funds, stock market
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Create Your Own Conglomerate
Short-take: Index funds are inexpensive but they are riskier than they appear, and individuals tend to dump them during panics because they don’t know what they own. Superior after-tax returns are achieved by working with an investment advisor to create … Continue reading
Posted in Uncategorized
Tagged after-tax returns, index funds, investment advisors, media and investing, stock market
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