A bond ladder has advantages over a bond fund or ETF. The shorter the time span in which you will liquidate your bond holdings, the more valuable it is.
Too Much Hassle in Claiming Foreign Tax Credit on IRS Form 1116
Holding international stock funds in a taxable account gives you foreign tax credit, but claiming it on IRS Form 1116 has become too much hassle.
How To Harvest Tax Loss Between an ETF and a Mutual Fund
Using a special order type will make your ETF order behave like a mutual fund order. This minimizes the price fluctuation when you harvest tax losses.
Fidelity Extended ETF Orders in Dollars with Fractional Shares to Website
Fidelity used to accept ETF orders in dollars with fractional shares only in its mobile app. Now the same functionality is also online.
Choose Your Investments and Your Accounts Separately
In light of $0 commissions, you get the best of both worlds when you choose who manages your investments and who manages your accounts separately.
Fidelity Accepts ETF Orders in Dollars with Fractional Shares
Fidelity supports placing orders for ETFs in dollars in its mobile app now. Online interface and automatic investing should be next.
Best Index Funds and ETFs at Fidelity
This article lists the best index fund and ETF choice for each asset class when you invest at Fidelity.
Will Other Brokers Match Vanguard and Make All ETFs Commission-Free?
ETF providers will continue to pay brokers for preferential treatment. Other brokers will still want to keep assets away from Vanguard.
Vanguard Proxy Voting 2017
How I voted on the Vanguard 2017 proxy proposals.
Now With Small Caps: New Fidelity International Stock Index Fund
Fidelity’s Total International Index Fund is more diversified than its other international index funds.
Mutual Fund Or ETF Dividend Frequency and Compounding
How often a mutual fund or ETF pays dividends doesn’t affect its performance.
Is Morningstar Losing Relevance In An Indexing World?
Morningstar’s data and ratings on mutual funds aren’t that useful when you invest in index funds.