Portfolio Report Card: A $671,459 Retirement Plan with Taxing Problems
In this new and first episode of the Portfolio Report Card, Ron DeLegge, Founder at ETFguide analyzes and grades a $671,459 retirement portfolio for B.L.…
In this new and first episode of the Portfolio Report Card, Ron DeLegge, Founder at ETFguide analyzes and grades a $671,459 retirement portfolio for B.L.…
This is an excerpt from the video titled Is a 3 ETF Portfolio Enough? with Ron DeLegge at ETFguide and Andrew Kadjeski at the Vanguard…
Note: This 2013 interview between Ron DeLegge at ETFguide and John Bogle from the Vanguard Group is from ETFguide’s archives of investing greats. Bogle passed…
Earlier this week, the Wall Street Journal (WSJ) observed a problem that our readers have long known: mutual funds have a major structural flaw that…
Portfolio diversification is an investment strategy designed to limit risk by spreading money across multiple asset classes and securities. Most financial literature along with your…
News flash: Investors who assumed their investments in conservative bonds and bond funds (Nasdaq:LSBRX) were safe from losses are learning otherwise. Since mid-2016, the performance…
The phrase “past performance is not an indicator of future performance” is a frequently written and spoken legal disclaimer for virtually all investments sold by Wall Street.…
SunEdison now joins the endless parade of defunct stock market ex-darlings like Enron, eToys, IndyMac, and Washington Mutual. Yes, the circumstances are different, but the results…
Today, there is a singular focus by certain investors on minimizing investment cost. In their world, cost is the only thing that matters. Unfortunately, this…
All investment portfolios are comparable to a novel, where each individual chooses their own personal genre and classification. If your investment portfolio was a novel,…
Isn’t it more than ironic that of all the times stock picking fund managers would post their worst multi-decade performance – that it would be smack…
Even if you don’t sell your mutual funds in 2014, you could still be on the hook for a hefty tax bill. The good news…
Whenever we begin a journey, the excitement of getting started frequently overtakes us. We begin with unrealistic expectations and end disappointed. The investing experience of…
The disdain for cash is nearly universal. Cash instruments like money market funds are yielding around 0%. And nobody needs or wants cash because stocks…
World-class investment portfolios deliberately minimize taxes and investment costs. Likewise, a well-built portfolio is handcrafted to perfectly match the unique investor personality of the individual.…
Have you ever wondered why mutual funds that have 80% of their exposure to U.S. stocks (NYSEARCA:SCHB) and the other 20% to international stocks (NYSEARCA:EFA)…
My latest request for a Portfolio Report Card is from Andy in New Jersey. He was curious about whether his investment account was adequately diversified…
Around 41% of all 401(k) savers have are using target-date mutual funds (TDFs) and the numbers keep rising. Experts in the financial services industry applaud…