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Special Report on

The Index Fund Wins Again

the index fund wins again special research report Photo by
I’ve actually had some trouble paying my bills. It’s not that I don’t have the money — I have plenty! — but that I no longer have a system in place to remind myself to take care of routine financial tasks. Quicken was my system, and when I stopped using it, order vanished. In the comments on Monday’s post, Rob Bennett made an astute observation : Good money management is not intellectually difficult. Nor does it connote moral superiority. It is all about habits. Some people get in good habits (for any of a hundred different reasons) and some people get in bad habits (for any of a hundred ...
Ask the Readers: Methods for Effective Money Management?
... market research, surveys and trends
Get Rich Slowly
I’m not fond of my 2000 Ford Focus, but I’ve resigned myself to the fact that I’m going to drive it until it dies. Here are the Consumer Reports top-rated vehicles in ten categories (with previous years’ top cars in parentheses): Pickup Truck: Chevrolet Avalanche (2008: Chevrolet Silverado 1500 Crew Cab, no pick in 2007) Fun-to-drive: Mazda MX-5 Miata (2008 and 2007: Mazda MX-5 Miata) Small sedan: Hyundai Elantra SE (2008: Hyundai Elantra SE, 2007: Honda Civic) Family sedan: Honda Accord (2008 and 2007: Honda Accord) Upscale sedan: Infiniti G37 (2008 and 2007: Infiniti G35) Luxury sedan: no pick, but ... market research, surveys and trends


Are Index Funds the Best Investment?
For me the primary attraction of index funds is their “set-it-and-forget-it” convenience. Sure, I could probably earn more (possibly much more if I happen to be lucky) with a personal mutual fund, but I want to keep my life as simple as possible. That includes my financial life. For me, the cost of my time and energy in picking and managing my own fund would outweigh any financial gains I might get from it. If I were interested in stocks as a hobby or just fascinated with the system in general, I’d feel differently; it would be a good use of my time because it would be something I enjoy doing. I would never say ... industry trends, business articles and survey research
How Lower Fees and Expenses with Index Funds Could Mean 33% More ...
a registered investment adviser in New Jersey. He is an active commenter at Get Rich Slowly, both on the blog and in the forums . “Fees are the investor’s enemy,” J.D. recently told me. He’s right. There are many ways to illustrate the drag that fees place on portfolio returns. This is often shown by calculating the difference in portfolio value after investing a lump sum over a number of years. While these sorts of examples make a compelling case for lower fees, it’s still unclear just how this affects an investor’s lifestyle. A better way to demonstrate the negative impact of high fees is to show ... industry trends, business articles and survey research
Editorial Roundup: Excerpts From Recent Editorials
Transocean, the company that owns the oil drilling platform where the Gulf leak occurred, moved its headquarters from Houston to Switzerland to avoid paying U.S. taxes. It still has 1,300 people in Houston, and about 12 in Switzerland. It saved $1.8 billion in taxes, according to a study by Martin A. Sullivan, an economist for the trade publication Tax Analysts. BP leases the platform from Transocean to take advantage of a tax break that permits it to write off most of the rental cost, a tax deduction of $82 million a year on that transaction alone. Then the macro. The oil industry pays far less than American business in general ... market trends, news research and surveys resources
2010 Fund Performance Period 7
economic commentary or stock trades to follow on your own, consider supporting the blog via donation (paypal buttons can be found on the upper right margin of the blog) --------------------------------------------------------------------------- For those who read the content of the website via email or RSS reader, you can come to the website at any time and click on 'Performance/Portfolio' tab in the menu bar to get updated positions (weekly) and performance. Total Portfolio Value , as maintained by 3rd party, can be checked here each day with 20 minute delay vs real time (starting value $1,000,000 or $10.00 NAV) I ... market trends, news research and surveys resources


Wall Street's Real Winners - ETF Portfolio Partners
is that the latest fund superstars are not the “real” win- ... Diversification may be boring but it wins again and again. Consider the following portfolio: 25% invested ... the index return, the fees are typically very low. ... technology research, surveys study and trend statistics
NSA Goes Green - NSA/CSS
On September 16, 2009, NSA was formally recognized by the Environmental Protection Agency for its accomplishments in the area of recycling! The annual Environmental Protection Agency (EPA), Region 3, Environmental Achievement Awards program recognizes individuals and organizations who are making significant contributions to improving the environment in the mid-Atlantic region. Awards are given to those who demonstrate significant sustained, measurable, and replicable environmental results for their activities, there by reducing pollution and protecting environmental health. Through the partnership of the Occupational Health ... technology research, surveys study and trend statistics
Henry Fund Wins Stock Portfolio Competition Again - News & Events ...
"It is remarkable to win the competition in such a negative market in spite of the fund remaining nearly 100 percent invested in stocks throughout all of last year," said Todd Houge , assistant professor of finance in The University of Iowa's Tippie College of Business and faculty advisor to the Henry Fund. View a video of Houge describing the fund's investment philosophy and some of its winning stocks. The fund, managed by students in the Tippie MBA finance program, won first place in the large-cap growth fund at the Redefining Investment Strategy Education (RISE) conference, sponsored by the University of ...
Book Excerpt: The Lazy Person's Guide to Investing
If you invest like an institution, you're doomed to perform like one, which in most cases isn't very well. If you're a surfer, a truck driver, a high school dropout, or an eccentric retiree, then you've got an edge already. -Peter Lynch, One Up on Wall Street SCOTT BURNS IS A SYNDICATED FINANCIAL COLUMNIST WITH THE Dallas Morning News. His lighthearted, impish sense of humor makes him a big favorite among Texans, not to mention a growing audience throughout the country. And it's easy to understand why he's so popular once you read any of Scott's columns or visit his Web site. His ...
Can Index Funds Beat Financial Advice? | Ask MetaFilter
Can a Portfolio of Index Funds perform as well as portfolio selected by a financial advisor (net of all fees), over the long-term? I've been using a full-service broker (Morgan Stanley) for the last couple of years and I realize that was not a good decision. It had to do with emotional family stuff. The performance has been pretty average and the broker charges 1% of the portfolio value annually. This fee is on top of the internal expenses of mutual funds, of course. I want a portfolio that doesn't have to to be watched constantly, has the lowest fees possible, and produces average returns, at the very least. The point ...