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Investors Switching to Index Funds – Big Time

As investors come to realize that active fund management often underperforms passive strategies, they’re switching to index funds — in droves. More than 20% of U.S. institutional investors have moved money from active management and into index funds, according to a recent survey by Greenwich Associates. While the consulting firm says it’s “not yet clear” […]

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Are You Your Biggest Savings Enemy?

When it comes to managing your financial success, there’s no one more qualified to make decisions than you. (Yes, not even many fund managers.) But even though it’s up to you to plan out and execute your financial goals, you may be getting in the way of your own success. Let me share a story […]

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The Snowball: Warren Buffett and the Business of Life

The Snowball: Warren Buffett and the Business of Life, is one of the latest books on the investor-financier, written by the Wall Street Journal’s Alice Schroeder. It’s an odd title for a biography, but apparently an analogy to the accumulation of compound interest in that rolling a snow ball makes it bigger. It was published […]

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Weekend Linkage: Investing, Debit Cards and Your Bank

Isn’t it nice to hear good news? Despite a crazy week of swine flu hysteria and the president’s first 100 days in office, there’s actually some positive things happening in the world of money. The Wall Street Journal reports that Debit-Card Use Overtakes Credit for Visa for the first-time ever. This is great news for […]

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Please Ignore This Advice

Remember how most fund managers can’t offer you anything except lower returns and higher fees? Well, in response to the economy, more fund managers are beginning to actively manage their clients’ accounts — and abandon the tried-and-true strategy of buy-and-hold. From the Wall Street Journal – Advisers Ditch ‘Buy and Hold’ For New Tactics (via […]

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The Secret Fund Managers Don’t Want You to Know

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If your investments are being actively managed, your fund manager is likely keeping a big fat secret from you. He doesn’t want you to know it, because he’d lose your business. But it’s costing you money every day — your money. The secret? Most active managers can’t even top the index they’re trying to beat. […]

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Why Index Funds Are Your Best Retirement Option

When it comes to picking your investments for your retirement accounts, you may or may not have a choice. Most likely, your company’s retirement plan limits — or heavily suggests — what you should invest in. But for your Roth IRA, you have the freedom to determine where your money is going. If you’re looking […]

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