From the monthly archives:
That’s all CNBC, The Motley Fool, and all the get-rich-quick blogs, newsletters, and books are doing. Nobody wants to be told that successful investing usually requires decades of: living below your means, investing regularly, removing any and all excitement from your portfolio, and sticking it out through scary markets. We’d rather hear that there’s a [...]
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“Owning one total U.S. stock index fund is the most diversified U.S. stock portfolio one can have.” –Allan Roth in How a Second Grade Beats Wall Street “A total market fund is not inherently bad. It is not, however, a well diversified portfolio in terms of asset class diversification.” –Larry Swedroe in What Wall Street [...]
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Note: This article is about rolling a 401(k) account into a Roth IRA. For information about rolling your 401(k) into a traditional IRA, see this article. Previously (prior to 2008) to rollover your 401(k) into a Roth IRA you had to use the following process: Open a traditional IRA Rollover your 401(k) to the traditional [...]
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Passive investors aren’t immune to the temptation to chase performance. We just do it by tinkering with our asset allocations rather than hopping between various actively managed funds. For Example Imagine two portfolios: Both have a 70/30 stock/bond split. Both have the same total costs. And both have identical holdings in the bond portion of [...]
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Merry Christmas to those who celebrate it. Without a doubt my favorite read this week was an interview done by Charles Kirk of The Kirk Report. He interviewed Bill Schultheis, author of The Coffeehouse Investor. It’s a fascinating interview because Schultheis is quite firmly in the “buy & hold index funds” camp, while Kirk is [...]
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If you could select one of the following funds to serve as a diversifier for a stock-oriented portfolio, which would you choose? Vanguard Total Bond Market Index (index fund, comparable ETF) Vanguard Intermediate-Term Treasury Fund (index fund, comparable ETF) Vanguard Short-Term Treasury Fund (index fund, comparable ETF) I’m currently using Total Bond Market for the [...]
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