Personal Finance Advice and Commentary

Wednesday, October 29, 2014 4:22 pm
By Sheyna Steiner ·

Actively managed funds have lost assets to index funds over the past five years. But the trend hasn’t been consistent across asset classes.

Thursday, June 26, 2014 11:03 am
By Dr. Don Taylor ·

It’s difficult to switch from passive to active management based on the tone and of the stock market.

Thursday, May 08, 2014 5:12 pm
By Sheyna Steiner ·

If investing is giving you a headache, you may be doing it wrong.

Friday, May 02, 2014 2:09 pm
By Sheyna Steiner ·

Actively managed mutual funds often fail to beat benchmarks. New research shows that the more mutual funds there are, the harder it is to beat indexes.

Friday, February 17, 2012 12:28 pm
By Sheyna Steiner ·

Exchange traded funds, or ETFs, have snowballed in recent years, exploding in popularity and number. The first ETF was started in 1993. By the end of the first quarter 2011, the ETF market had grown to $1.07 trillion, according to a 2011 report from BNY Mellon and Strategic Insight, “ETFs 2.0: The next wave of

Thursday, January 26, 2012 4:47 pm
By Sheyna Steiner ·

Ever talk to someone bemoaning the state of their 401(k) or IRA? A few casual questions reveal that they had no reason to buy the mutual funds in their portfolio outside of a hopeful glance at the historical returns. If and when the funds falter, the losers are jettisoned willy-nilly, and the investing plan, if

Friday, September 03, 2010 9:34 am
By Sheyna Steiner ·

Buy and hold is the passive investing strategy that some investment advisors love to hate — of course, if they’re getting paid for trading in your account then they definitely hate it. Nonetheless, all the antipathy towards passive investing can’t be ascribed to cynical motivations hidden deep in the hearts of the active money management