I often get asked, “What’s the best stock to pick?” When I tell people they need to be selective, they counter with advice they’ve heard: “Just buy all of them through an index fund like VTI.” This ...

Learn the best practices for selecting the optimal number of mutual funds, balancing risk and returns, and ensuring your investments work smarter for you.

Recently, I watched Steve Chen from CALLTOLEAP share his approach to investing, and his message resonated with me because it strips away the complexity that scares off so many potential investors.

Index fund investing is one of the simplest, most reliable ways of building diversified portfolios for your clients. In this piece, we'll define what it is and how it compares to active funds. We'll ...

Index funds offer low costs and good diversification by tracking market indexes like the S&P 500. Warren Buffett's successful bet highlights index funds' potential to outperform actively managed funds ...

The $11 trillion in assets manager has shifted its recommended allocations to 70% fixed income. It now has more than $1 trillion in funds committed to bonds. In investing’s age-old active versus ...

Does investment management have any value in an index fund world? Though in the past people may have sought an investment advisor for their excellent investment selection, nowadays we know trying to ...

ETFs have taken market share away from mutual funds. However, there are some advantages to mutual funds, especially in ...

Mutual funds remain one of the most widely used investment vehicles because they make it easy to diversify across hundreds or even thousands of securities with a single investment. They are ...