A young person shouldn’t be too focused on the current portfolio because most of his/her savings haven’t been invested yet.
2013: Great For Investments, Bad For Investing
2013 was a great year for investments. S&P 500 grew more than 30%. See why it was bad for investing.
Tax Efficiency: Relative or Absolute?
Tax efficiency becomes a factor when you have investments in regular taxable accounts (versus a tax advantaged accounts such as a 401k or IRAs). Because you have to pay taxes on interest, dividends, and realized gains, an investment that loses less of its returns to taxes is said to be more tax efficient. Tax efficiency […]
Stocks or Bonds in Roth?
[This is a guest post from Bogleheads investment forum participant Bob’s not my name.] A number of spurious arguments are made for holding riskier assets in your Roth IRA as opposed to a Traditional IRA. Let’s examine them. For simplicity, we’ll refer to risky assets as stocks and less risky assets as bonds, but the […]
When Will Your Index Fund Buy Facebook Stock?
Facebook will have an IPO soon. If you invest through mutual funds, will those mutual funds buy Facebook stock after the IPO? If so, when will they buy it? People ask this question because either they worry their mutual funds will buy into a bubble and pay a price too high or they worry their […]
Book Review: The Little Book That Builds Wealth
Ah, another little book. I read and reviewed several of them already. Some are good; some not so. The Little Book That Beats the Market by Joel Greenblatt (*) The Little Book of Bull Moves in Bear Markets by Peter Schiff (***) The Little Book of Value Investing by Christopher Browne (****) The Little Book […]