Tag Archives: mutual funds
Meet up with your prospect(us) this Valentine’s Day
Just as getting to know someone is important before committing to a long-term relationship, getting to know your investments is equally important. Fortunately, for mutual fund investors, your fund comes with a prospectus.
Yes, a prospectus can sometimes be a …
Price war? Not exactly
You may have noticed news coverage in recent weeks about reductions in expense ratios for some of Vanguard’s funds. Most recently, for example, we reported that expenses declined for several of our international index funds.
As one who long …
On “Mad Men” and mad money
For those of you who watch or have heard of the hit series “Mad Men,” you’ll know that the show provides an interesting story line, some fascinating characters, and great commentary on the social mores and gender differences of the …
Yes, Virginia, we really are client-owned
While listening to groups of investors recently as part of some research, we learned something that was, to us, a bit disappointing.
And thereby hangs a tale.…
How Paul Samuelson helped inspire index mutual funds
Paul A. Samuelson, who died December 13 at age 94, was rightly remembered as a brilliant educator, as author of the best-selling economics textbook ever, and as the second recipient of the Nobel Prize in Economic Sciences. Professor Samuelson, the …
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