Rearview Mirror Investing
Every ETF follows either an established index or, with increasing frequency, a newfangled one. In fact, of the 482 publicly traded U.S. equity ETFs, 39...
Revenge of the Dividend
If you can remember back to the 1950s, not only was Elvis cool, but so were dividend-paying stocks. Investors bought them primarily for their yield....
The outlook for the capital markets and the economy may be clouded, but the climate for launching exchange traded funds looks bright and clear! In...
The Fifth Annual IA 25: 2007
When Mary Schapiro took the helm as CEO and chairman of the NASD last September, it was a moment of relative calm before the storm.
A Better Mousetrap?
Charles Schwab launched three new index funds April 2 that are based on fundamental indexes rather than cap-weighted indexes such as the S&P 500. Fundamentally weighted indexes base inclusion in the index on a company's sales, cash flow, dividends, and book value, rather than on market cap, P/E, or valuation,...
Proponents of passive investing like Roy Komack, president of Family Financial Architects, Inc., claim it produces better returns at less cost to clients, than actively...
Fundamental Indexing Goes Main Street
For many investors, index investing is where they want to be. It is inexpensive, allows broad participation in the market, and can be finely diced...
THE CORE DEBATE
TO EACH HIS OWN, CICERO WROTE MORE THAN TWO MILLENNIA AGO. A ripe old bit of advice, but no less relevant for wear in the...
Stock Funds Draw CashFund Chief Is Wagering on TIPS
An excerpt from the Dec. 29, 2003, edition of The Wall Street Journal
Pimco All Asset Shies From Stocks
An edited excerpt from the Aug. 18, 2003, edition