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.
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.
Target Date Funds Are Underrated
The one unique advantage of a target date fund can overcome all its flaws.
Schwab Target Index Funds: Hidden Gems For Your IRA and 401k
Schwab has two sets of target date funds. Look for the word Index in the name.
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.
Backdoor DFA: Buy DFA Funds Without An Advisor
If you want DFA funds you don’t need to pay an advisor $1,000 a year or more. See how to buy DFA funds without an advisor.
Bond Closed-End Funds: Good Or Bad?
This articles explains how bond closed-end funds work and how they are better or worse than the traditional open-end mutual funds and ETFs.
Are Vanguard Long Term Muni Funds Really Long Term Or Just Long Term In Name Only?
Vanguard long-term muni bond fund offers a much higher yield with a duration not that much longer than that on the intermediate-term fund. What gives? Is it a free lunch?