Articles under “index funds”

Minimize Your Investment Taxes

Our Chief Investment Officer, Burt Malkiel, famed author of “A Random Walk Down Wall Street,” has spent the past 40 years explaining that investors can’t control the market, so they should focus their efforts on the three investment tactics within their control: Diversify and rebalance your portfolio Minimize fees Minimize taxes Previously, we published posts

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Has Indexing Become Too Popular?

Indexed investment strategies (passively holding portfolios that simply buy and hold all the securities in a particular market) continue to increase in popularity. Currently more than 35% of investment portfolios use index funds to gain exposure to the U.S.

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Why You Shouldn’t Just Invest in the S&P 500

Diversification matters. Diversification is the key to long-term investment success because it can insulate you, to some extent, from losses.

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Indexing and the Curious Case of Alibaba ($BABA)

It has now been 40 years since I published the first edition of A Random Walk Down Wall Street. The book, about to come out in its 11th edition, had a very simple message: Investors would be better off buying a broad-based index fund that simply held all the stocks in the market.

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