Rekenthaler Report

5 Signs of Speculation

Crossing the line from investing to gambling.

Have Tactical Asset Allocation Funds Earned Their Keep?

At long last, the opportunity for tactical funds has knocked.

Scapegoating the Fed Misses the Bigger Picture

The Federal Reserve’s critics see what they wish to see.

Are Long Bonds Still for Fools?

Re-evaluating the prospects for 30-Year Treasuries.

Why ETFs Succeeded

They have been used differently than their inventors envisioned.

Why Higher Fiduciary Standards Help Everybody

Trusting societies tend to be both happier and wealthier.

How Vanguard Came to Dominate the Fund Industry

It occupied the right competitive position at the right time.

The Catch to High Investment ‘Income’

More current cash usually means less future capital.

Are the Stocks of Stadium Sponsors Cursed?

Testing a widely held belief.

Investing as a Lifestyle Choice

Will today’s investment trends survive the bear market?

Cash as an Inflation Hedge: Revisited

The advantages of playing it safe.

When Bonds Do Not Hedge Stocks

For the first time in decades, bonds haven’t protected balanced portfolios. What to do?

Do Bear Markets Lead to Recessions?

Understanding this year’s stock market woes.

Why Target-Date Funds Became Conformist

The story behind this year’s results.

Don’t Believe What You Read About Target-Date Funds

The latest missive from Bank of America is no exception.

Vanguard Case Study: Active vs. Passive Investing

What if Vanguard shareholders had invested actively, rather than with the company’s Growth and Value Index funds?

Vanguard Case Study: How Much Bang Does Style Rebalancing Provide?

Here’s what we learned after running the numbers.

Vanguard's Other Index-Fund Invention

Should Jack Bogle have lamented his subsequent creation?

Nobody Likes Index Funds, Except Investors

The three-pronged attack on index providers.

How Low Can ARK Innovation Go?

Taking a broader perspective.

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