ETFs and Mutual Funds

Are Vanguard and Fidelity Increasing Fund Fees?

1 comment

Vanguard and Fidelity are widely known for their low cost index and mutual funds. Their low expense fees/costs and broad array of funds have made them the fund manager of choice for many individuals, corporations and trusts. So its no surprise that they are the biggest of the fund managers and market makers out there. I […]

Read the full article →

2016 vs. 2017 Federal IRS Tax Brackets, Tax Rates, Standard Deduction and Personal Exemption Updates

3 comments

With the continued low inflation environment federal IRS tax brackets, standard deductions and personal exemptions have only moderately increased in the past few years. Federal income tax brackets and related tax items are adjusted annually, under the tax code, to provide for mandatory cost of living adjustments (COLA). The tables and changes below for 2016 and 2017 tax […]

Read the full article →

Target Date Funds – A Good Retirement Strategy For Those With Limited Time and Investment Expertise

0 comments

Target date funds are mutual funds that are professionally managed with asset allocations and risk profiles set to change along a glide path reflecting your target retirement date. For example you would be buy a 2040 target date fund if you expect to retire around the year 2040. Or put another way, Bill who is […]

Read the full article →

Buying Treasury Inflation-Protected Securities (TIPS)

8 comments

With higher inflation looming on the horizon thanks to the extraordinary increase in the money supply from all the government spending on stimulus and bailouts, many investors are rushing into purchasing “inflation protection” via Treasury inflation-protected securities (TIPS). These securities are essentially government-issued bonds whose principal grows with rising inflation and pay a fixed interest rate […]

Read the full article →

How to Invest in Stocks, ETFs and Mutual Funds – A Beginners Guide to Investing

10 comments

With the economy showing continued signs of improvement and financial markets making a strong recovery (example: Wall Street exec’s are back to paying themselves big bonuses), many would be investors are more willing to invest in the stock market in order to earn higher than average returns. Investing in this day and age is easy […]

Read the full article →

How Do I Go About Investing in Mutual Funds Cheaply

1 comment

The title of this post was based on a question I recently received from a reader – Ben – who was new to equity investing and wanted to get some basic advice on investing in the stock market. He has about $5,000 to kick start his portfolio and wanted a simple, low-cost way to invest […]

Read the full article →

Leveraged Inverse ETFs – The Quickest Way to Double or Triple your Exposure from Financials (UYG) to Resources (DIG)

4 comments

What are the hottest investments currently on Wall Street? You’d be surprised, but the answer is leveraged exchange traded funds (ETF’s). In March alone, over 3.5 billion of new funds poured into these type of investments according to the WSJ. Leveraged ETFs offer double or even triple the daily return of a market index. Some […]

Read the full article →

Banking on a Rally for a Quick Trading Profit

2 comments

Financial stocks have taken a battering over the last week with steep falls across the board, including the big banks such as Citigroup (C), Bank of America (BAC) and JP Morgan Chase (JPM) which have all fallen more than 25% to record lows. The reasons behind the falls are primarily due to a re-emergence of […]

Read the full article →

Is India the right investment right for you? 2 ETFs to consider

0 comments

Last week, PowerShares India Portfolio (NYSE: PIN) became the second pure-play India-focused ETF, after last month’s launch of WisdomTree’s India Earnings Fund (NYSE: EPI). The PowerShares fund is market-cap weighted, adjusted for foreign fund access, and covers 50 India-listed companies and Indian American depositary receipts). Representing a broad swath of the Indian stock market, the […]

Read the full article →