When a person I met heard I'm knowledgeable about investments, she asked my suggestion for how she should invest in her SEP IRA, where she had most of her investments. Because she had her account at ...
Schwab Target Index Funds: Hidden Gems For Your IRA and 401k
With the growth of indexing, Charles Schwab's response is basically "We have them too." They created some in-house index funds and ETFs. The expense ratios on those index funds and ETFs match or ...
Vanguard Proxy Voting 2017
I received an email from Vanguard asking me to vote on some proxy proposals. As a responsible shareholder I read the proxy statement and I cast my votes. I'm recording my votes here for future ...
Now With Small Caps: New Fidelity International Stock Index Fund
[Updated in August 2018.] If you invest in a Fidelity account, the international stock index fund of choice had been Fidelity Global ex U.S. Index Fund (FSGDX). With an expense ratio of only 0.06%, ...
Mutual Fund Or ETF Dividend Frequency and Compounding
Over on the Bogleheads forum, for a short while, a number of posters were wondering why they didn't see a dividend posted from certain Fidelity funds. Fidelity Spartan Total Market Index Fund, for ...
Who Manages Your Investments Versus Who Manages Your Accounts
Your investments and your accounts are two different concepts. You don't "buy" an IRA. Your IRA is an account, a container. Your mutual funds, ETFs, CDs, and so on are your investments. You buy ...