Angst in America
This is a rather sobering view of the state of America’s “Retirement Readiness” by John Mauldin of Mauldin Economics. One-in-three Americans have absolutely $0 in retirement savings, and 87% of us have less than $300,000.
Category: Research
The Nature of Robo-Advisors’ Portfolios
A very interesting article/study by Stephen Huxley and John Kim, which concludes: “The evidence suggests that the portfolios they recommend for “moderate” investors are neither significantly better nor worse than the S&P 500 Index. However, there is a common theme that all the robos share in terms of performance – their short-term nature. In terms Read more about The Nature of Robo-Advisors’ Portfolios[…]
5 Good Dividend ETFs
Charles Sizemore sums up some of the best Dividend ETF offerings. Read the full article here >>
Tactical Funds Fail (again) to Beat a Passive Portfolio
Luke Delorme updates some research from 2012 and finds that Tactical funds consistently under-performed a ‘simple’ Vanguard index fund. Read the full article here >>
Bogle’s “Folly” Turns 40!
40 years ago, John Bogle introduced the first index fund, to the disdain of Wall Street and its agents. 40 years later, the index fund has become the most successful investment vehicle in history, proving Samuelson’s 1974 observation that: “A respect for evidence compels me to incline toward the hypothesis that most portfolio managers should Read more about Bogle’s “Folly” Turns 40![…]
How to Win the Loser’s Game: Must See TV!!
This is a series of FANTASTIC videos named after Charles Ellis’ ground-breaking book “How to Win the Loser’s Game.” You do not want to miss it!! Click here to watch the series >>