Where Is the Line Between Ethical and Unethical Investing?
A look at permissible behavior for retail and professional investors.
Rekenthaler Report
Have Index Funds Become Growth Funds?
Assessing the influence of today’s technology giants.
What Belongs in 401(k) Plans?
Setting reasonable limits on what investments should be offered.
The Ultimate Buy and Hold Portfolio
Would stashing away 1986′s stock-market leaders have been a sound investment strategy?
Structured Products: Right Idea, Wrong Execution
The concept makes sense, but not its packaging.
Beating the S&P 500 at Its Own Game
The triumph of the equally weighted index.
President Biden’s Stock-Buyback Tax Proposal: What to Know
The president has proposed a 4% surcharge on share repurchases.
What’s Your Investment Personality: Loner, Follower, or Zombie?
Mindsets strongly affect investor decisions.
I Bonds Are on Sale!
They now offer their best fixed-rate deal since 2007.
I Bonds Are Down, But Not Out
Despite inflation’s decline, they retain several attractive features.
The Most Persistent U.S. Equity Funds
Growth funds offer the greatest opportunity.
More Lessons From the Do Nothing Portfolio
Success also comes to those who stand and wait.
Does Factor Analysis Support Jack Bogle’s Key Principles?
Putting his core beliefs to the test.
Long Bonds Are No Longer for Fools
Prospects have improved for 30-year Treasuries.
Are Americans Too Pessimistic About Their Financial Futures?
History says they are.
With Investment Yields, Denominators Also Matter
Not all yield percentages are created equally.
When Direct Indexing Truly Pays
The keys are high income and short-term capital gains on Schedule D.
Direct Indexing for the Masses
Can the strategy provide tax benefits to mutual fund investors?
Could Direct Indexing Lower Your Taxes?
8 factors to determine whether direct investing is right for you.
Jack Bogle Was Not Entirely Wrong About ETFs
While ETFs aren’t perfect, their virtues clearly outweigh their sins.
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