etfs

Best HSA for Investing (Revisited)

by Michael on Feb 3, 2014 · 1 comment

This is just a quick followup to my earlier post about the best HSA for investing. At that time, HSA Bank looked like the best option. But now? Well, my pal Harry recently pointed out that Eli Lilly Federal Credit Union is an excellent option for those who are interested […]

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A reader named Max recently e-mailed to ask a question about Vanguard’s frequent trading policy. In his message, he wrote the following: Hi. I have a quick question. I was just rebalancing some of our Vanguard mutual funds when I ran into a warning about their frequent trading policy. Apparently […]

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At the risk of preaching to the choir, I’d like to discuss investment expenses and how they affect the growth of your portfolio. The other day, I covered expense ratios — what they are and how they work. Today, we’ll be talking about why they matter. As you’re likely aware, […]

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The first exchange traded fund (ETF) was launched 20 years ago, in 1993. Since then, ETFs have gained a great deal of popularity. So, if given the choice between an old school (open-end) mutual fund and an equivalent ETF, which would you choose and why? Personally, I remain partial to […]

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A reader recently wrote in to ask the following about Vanguard Admiral Share conversions: “We’re getting close to being able to convert our Vanguard mutual funds to Admiral Shares. We’re pretty excited about this, but I’m also a little worried. Are there any tax consequences that I should be aware […]

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Investing With a Three Fund Portfolio

by Michael on May 13, 2013 · 5 comments

I’ve talked in the past about several ways of effectively outsourcing the management of your investment portfolio. Possibilities range from using an all-in-one mutual fund to engaging a service like Betterment to hiring a financial advisor. That being said, you may be interested in maintaining a bit more control and/or […]

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Investing With Fidelity's BrokerageLink

by Michael on Apr 17, 2013

Do you have an employer-sponsored retirement plan with Fidelity and wish that you had access to better investment choices? If so, then you should definitely check to see if their “BrokerageLink” service is available within your plan. To be fair, Fidelity has a number of good, low-cost options in the […]

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