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Clarity amid uncertainty leaves questions
Despite a seasonally slower period for investors, we’ve been given plenty to keep our eyes on.
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Past Articles
Indexes: Low costs, less flexibility
Index funds can provide low-cost exposure to market segments, but they also lock investors into those segments, as Kyle Tetting explains in a MONEY TALK VIDEO. […]
Getting the big stuff right
Investors know to not put all their eggs in one basket. But where you put them makes a big difference, as Kyle Tetting explains in a MONEY TALK VIDEO. […]
Actively managing investment risk
In considering active management vs. passive indexing, investors should take a look at how risk comes into play.
Active management: Less risk, more return
By Kyle Tetting The argument for indexing fails to account for a small subset of actively managed funds that do consistently outperform their benchmarks. Also, the argument fails to account for risk by focusing solely on the returns of the indexes compared to actively managed funds. […]
How much to spend in retirement
How much you can afford to spend in retirement involves your ability to spend some percentage of your investment portfolio.
Capital Gains Distributions
Tom Pappenfus explains in a Q&A why investors need to understand capital gains and their possible tax consequences.