index funds

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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Today I want to expand on my previous article about the relationship between interest rates and bond prices. You should now be well aware that interest rates and bond prices move in opposition. When rates fall, bond prices increase. And when rates increase, bond prices fall. But how big is […]

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Over the past week or two, I’ve been playing around with a new (to me) online investment tracking service called Personal Capital. If you haven’t heard of it, it’s sort of like Mint, but with a focus on investing. Whereas Mint seems to target people who are just starting out, […]

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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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Inside Our Investment Portfolio

by Michael on Mar 11, 2013 · 5 comments

Today, I thought I’d pull back the curtain and give you an idea of what our investment portfolio looks like. If you’ve been following my articles, it will likely come as no surprise that I’m a huge fan of index funds, and our holdings reflect that. We have the lion’s […]

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