July 3, 2011 |
Exchange-traded funds are often described as mutual funds that can be traded throughout the market day. They're quite popular, but can get complicated. These sites help investors sort them out. The Economist. The starchy magazine recently sent up a warning signal on ETFs because many newer funds, labeled generally as "synthetic" funds, represent complicated derivative arrangements that not only befuddle investors but also could mask the risks of the investments they represent.
April 19, 2016 |
We're getting a crack at new technology: a retirement plan robo-adviser. My colleagues and I at Philadelphia Media Network have a 401(k) administered by Vanguard, the local mutual-fund giant. A few weeks ago, we got letters in the mail saying we're eligible to try out Financial Engines' "Retirement Evaluation" tool free for a few months. If we sign on - and I'm going to road-test it - Vanguard charges 0.40 percent annually, more expensive than just indexing. (Currently, I have my Vanguard savings in one low-cost index fund)
February 14, 2016 |
For seven years in a row, U.S. investors have sent more money to Vanguard Group, the world's largest mutual fund company, than any of its rivals, says fund-tracker Morningstar Inc. The Malvern-based company now controls 5 percent of every stock exchange-listed U.S. company. Yet Vanguard doesn't act like other dominant U.S. companies. Instead of boosting prices, as Apple iPhone users and Comcast Xfinity-watchers suffer most years, Vanguard continues to cut its fees, already among the industry's lowest, according to Morningstar.
July 6, 2006 |
In the interest of greater clarity, and perhaps more investment offerings, the Vanguard Group said yesterday that it would rename its five-year-old line of exchange-traded funds. Exchange-traded funds, a fast-growing segment of mutual-fund investing, are mutual funds that trade like stocks. They account for 25 percent of new deposits at Vanguard, a spokesman said. Starting today, the Malvern fund family's Vipers, short for Vanguard Index Participation Equity Receipts, will now simply be called Vanguard ETFs.
January 30, 2011 |
Despite the growth of so-called exchange-traded funds, or ETFs, many investors remain baffled by them. Are they safe? Are they a good alternative to mutual funds? Check these sites for answers. Morningstar Inc.'s director of exchange-traded-fund analysis, Jeff Ptak, covers ETF basics in this three-minute video. Morningstar is an investment-research service that has loads of information on ETFs as well as on mutual funds and individual stocks and other investments. Other videos in the Morningstar series available on YouTube include "What makes a good ETF," "How to avoid tax surprises in ETFs," and "The future of international ETFs.
August 2, 2011 |
Most teens are thinking about how to stretch their money until next payday. Jack Alexander is focused on a plan for his money come 2051. The 18-year-old from Plymouth, Minn., placed first in a national essay contest that asked him how he would invest $100,000 if he were about to embark on a 40-year space mission. It's not a question many teens could answer. But Alexander, an investment buff whose love for the stock market started when his dad opened a brokerage account with him when he was 11, knew just what to do. He learned about selecting mutual funds and reading stock charts in his investing class in high school.
September 13, 2013 |
Whether you are bullish or bearish on Apple (symbol: APPL), the maker of iPhones and iPads represents an enormous influence in the stock market. Here are some ways to find Apple in your portfolio - whether you are a buyer or a seller. Apple on Tuesday introduced two newly priced phones, an action investors didn't like. We'll see if consumers feel differently. Sellers pushed the stock down roughly 5 percent to $467. For bulls, this is a buying opportunity. For bears, here are some ways to weed out the technology giant from your portfolio.
August 11, 2011 |
Gold always generates an emotional debate between opposing true believers: people who love gold (a.k.a. gold bugs), and people who deride the yellow metal as a "barbarous relic. " But with America's excessive debt and negative real interest rates, gold lovers continue winning the argument. After Federal Reserve Chairman Ben Bernanke promised Tuesday that interest rates would stay near zero until mid-2013, gold soared yet again as investors raced to the precious metal and gold-mining shares as a haven against inflation and a weakening dollar and as a way to protect their savings.
January 10, 2014 |
Investing in private equity used to be reserved for the wealthy. Only millionaires who were "accredited" or "qualified" to invest the big bucks had money in private equity - essentially, the One Percenters. Then, some of Wall Street's biggest private equity firms went public, such as Blackstone Group L.P. (symbol: BX), Fortress (FIG) and Kohlberg Kravis & Roberts (KKR). (Bain Capital L.L.C. remains private, but gained fame when partner Mitt Romney ran as a presidential candidate.)
April 7, 2015 |
Robo-advisers. They're coming from the future, for your assets. Actually, the term is just slang for low-cost, Internet-only money managers. Start-ups such as WiseBanyan.com and Betterment.com automate investing with few or no humans involved and offer extras such as tax-loss harvesting. Betterment's pitch: Investors pay a fraction of what it would cost at a traditional broker or money manager. Some, like WiseBanyan, offer money management for free. But how? These young robo-advisers generally invest using ETFs, or exchange traded funds, rather than mutual funds.