Browse by Categories - AssetBuilder Inc. - Registered Investment Advisor

Register | Sign in | Contact Us

AssetBuilder Inc, - Registered Invesment Advisor - Simple Investing Smart Future

in

All Categories » Index & ETF Investing (RSS)

Call Us	Email Us	Need Help?

Browse All Categories

All Categories » Index & ETF Investing

Article
24
Dec 08

Three Ways to Have Vanguard at Fidelity

By Scott Burns Q. Does Fidelity have a fund that compares to the Vanguard Balanced Index (ticker: VBINX)? I like the performance and the low expense fees the Vanguard fund has. I also like the ratio of 60 percent stocks, 40 percent bonds. I currently have things set up with Fidelity and would like to...

Posted to Registered Investment Advisor (Weblog)

Article
12
Nov 08

The Lehman Treasury ETF Is Safe

By Scott Burns Q. I recently purchased a large (for me) amount of the Lehman 1 to 3 month Treasury bill ETF. How would you estimate the risk of that investment in light of Lehman's current financial position? Is this still safe, based on the Treasurys? Or is it high-risk because of being with Lehman...

Posted to Registered Investment Advisor (Weblog)

Article
14
Dec 07

The Art (and Benefit) of the ‘Steady Eddy’ Portfolio

by Scott Burns Craig Israelsen, an associate professor at Brigham Young University, wants us to know that it pays to build “Steady Eddy” portfolios for retirement. Having lots of asset classes, he says, is a good start. His recent article “The Benefits of Low Correlation” in the Journal of Indexes tells...

Posted to Registered Investment Advisor (Weblog)

Article
17
Aug 07

Spoiling a Good Thing

On Wall Street, if a little of something is good, then a lot of it must be magnificent. How else to explain the proliferation of exchange-traded funds (ETFs)? From the launch of the first in 1993 (to duplicate the performance of the S&P 500 index), the number of ETFs has surged to 542 at the end...

Posted to Registered Investment Advisor (Weblog)

Article
13
Jul 07

Buy Closed End Funds at a Discount

Here’s an interesting factoid. Over the three years ending May 30, the average mutual fund that invested in domestic equities has provided an annual return of 13.30 percent. Rather nice. Until you compare it to another return. The average closed-end fund has returned 17.03 percent annually over the same...

Posted to Registered Investment Advisor (Weblog)

Article
06
Jul 07

The Perils of Hyperactive Investing

OK. Listen up. It’s hot. It’s July. You’d rather be at the beach. But you’re probably worried about your investments because some hyperactive managers with seven-figure salaries at Bear Stearns have made a mess--- perhaps for all of us --- by buying massive quantities of weird securities with borrowed...

Posted to Registered Investment Advisor (Weblog)

Article
13
Jun 07

Enhanced Index Funds: Interesting But Problematic

Q: I've had my 401(k) account with Fidelity for years. I've had my money in its funds most of the time. I have recently compared many of its funds to others, including the index funds that make up many of your balanced, low-cost portfolios. I have found that Fidelity is not the best choice most of the...

Posted to Registered Investment Advisor (Weblog)

Article
30
May 07

It's Expensive to Have The Investment Come to You

Q: A friend gave me an article you had written about personal finance. You used a schoolteacher as an example, showing how we can make bad choices in our attempt to save money. I have been using a manager for about 10 years, but I now know he is probably not a good choice since he has front-load investing...

Posted to Registered Investment Advisor (Weblog)

Article
21
Mar 07

Learning More about Exchange Traded Funds

Q. I recently sold stocks in my SEP/IRA account with the intention of buying index or mutual funds. It appears that index funds are the better choice and that ETFs are probably the best value. One problem I am having is finding a source for ETFs, a place where they are listed by type and rank. Could...

Posted to Registered Investment Advisor (Weblog)

Article
07
Feb 07

What Is My Pension Worth?

Q. I'd like to know what my pension is worth. I will receive $2,300 a month, fixed. What would it cost in the marketplace today to buy that level of pension? ---B.T., by email. A. You can learn what it is worth to you by getting an estimate of what it would cost to buy a life annuity that provided the...

Posted to Registered Investment Advisor (Weblog)

Page 1 of 8 (71 items) 1 2 3 4 5 Next > ... Last

Contact Us | Code of Ethics | Privacy Policy | Site Feedback | Disclosure Information | ADV Part II | Press Room

Copyright © 2007 - 2009, AssetBuilder Inc - DFA Advisor. All Rights Reserved.