Blog
Mutual Fund Investing: Cost
High fees are the silent killers of good investment results. The arithmetic part of that statement is self-evident. What’s less clear is the ways in which savers are subjected to excessive costs in mutual funds. Commissions are still a reality for customers of...
Mutual Fund Investing: Control
The answer to the following question seems obvious until you stop to think about it: why is it important to maintain control of your investments? After all, unless you’re buying and selling individual securities for yourself, you’re ceding control to someone – a money...
Mutual Fund Investing: Complexity
Investing in mutual funds well is not very complicated – a professional investor could actually help you sort out which funds to invest in over a cup of coffee. The mutual fund investing landscape has become apparently complicated, though, because the pretense of...
Mutual Fund Investing: An Introduction
Oliver Stone’s 1987 drama Wall Street was definitive for a generation of aspiring financiers. Future traders loved the movie for the action in fictitious securities (“Blue Horse Shoe loves Anacot Steel.”), and prospective investment bankers enjoyed the strategy behind...
Peloton 2015 Q3 Recap
After 10 consecutive quarters of gains, the S&P 500 index broke its impressive streak by giving back 6% over the summer. Its last negative quarter before that was a miniscule -0.38% pause in the fourth quarter of 2012 – as Congress barreled towards the Fiscal...