Want to limit all-in fees over the life of an ETF or mutual fund investment? The time horizon matters.
The SPIVA report from S&P Dow Jones sets off a mad scramble by investment writers to interpret the semiannual summary of the performance of actively managed funds versus various S&P benchmarks.
At Vanguard, low costs are not a short-term strategy. They are built into the way we do business, says Tom Rampulla, head of Vanguard’s advisor business.
Harvesting losses in taxable accounts and making thoughtful asset location decisions can limit clients’ tax bills and demonstrate your value.
Despite the surge in activity among some investors in volatile markets, many plan participants let inertia rule and make no portfolio changes.