U.S. mortgage applications rise in latest week: MBA
NEW YORK (Reuters) - Applications for U.S. home mortgages rose last week as both purchase and refinancing applications jumped, an…
Category: Finance
How Big Does Your Portfolio Have to Be Before It Should Look Different?
A reader writes in, asking: “For the last several years I’ve been following a basic Boglehead strategy with a few…
Investing Blog Roundup: Market Valuations and Retirement Asset Allocation
Housekeeping note: We have family and friends visiting from out of town this week and early next week, so there…
A Look at Vanguard’s Managed Payout Fund
A reader recently wrote in asking for a discussion of the Vanguard Managed Payout Fund — how it works and what…
Investing Blog Roundup: Fixed Indexed Annuities
As I’ve written on several occasions, I’m a big fan of annuities as a tool for providing retirement income. But that…
Investing Blog Roundup: Active Management Risk
The big news last week and early this week was the abrupt departure of legendary bond fund manager Bill Gross…
Financial Advisor Fees Are Irrelevant, If You’ve Already Paid Them
A reader writes in, asking: “After reading your books and others on the Boglehead reading list, I think I’ve determined that…
Investing Blog Roundup: Spending in Retirement
This week, two articles dealing with recent retirement-related research came across my radar — one discussing income, spending, and overall satisfaction in retirement,…
Investing Blog Roundup: 20 Years of the “4{04524d497bea0ade6defd1388b5c9b25998d95475e2938b4fa9d615e63ad1540} Rule”
The retirement planning concept of “safe withdrawal rates” (and the accompanying “4{04524d497bea0ade6defd1388b5c9b25998d95475e2938b4fa9d615e63ad1540} rule” concept) can be traced back to an…
Tax-Gain Harvesting with Bonds
Tax-loss harvesting is a very common tax strategy in which you sell a holding when its value is less than…
When to Tax-Gain Harvest Your Bonds
Last week’s article about tax-gain harvesting with bonds drew quite a bit of correspondence from readers. (To recap, the general idea…
When Switching to ETFs from Mutual Funds Makes Sense – ETF Trends
ETF TrendsWhen Switching to ETFs from Mutual Funds Makes SenseETF TrendsMichael Kitces, a CFP professional and director of planning research…
Equity mutual funds outperformed Nifty by 10 per cent since 1997: Rating Agency – Economic Times
NDTVEquity mutual funds outperformed Nifty by 10 per cent since 1997: Rating AgencyEconomic Times"Equity funds in the past 17.5 years…
3 Best Performing Mutual Funds of 2014 – Zacks.com
euronews3 Best Performing Mutual Funds of 2014Zacks.comMeanwhile, stock funds witnessed net outflows of $6.7 billion. However, stock mutual funds saw…
Cerulli: Ignorance about mutual funds widespread in Asia – LifeHealthPro
LifeHealthProCerulli: Ignorance about mutual funds widespread in AsiaLifeHealthProForty-three percent of mass retail investors aren't investing in mutual funds because they…
The US recovery looks sustainable this time
Next week will see the sixth anniversary of the collapse of Lehman Brothers. No single financial event in the post-war…
No hard landing yet in China
© STR/AFP/Getty Images China’s economic rebalancing has been the main downside risk to global economic activity in 2014, and will…
Labour under-utilisation in America
Much of the attention at the last policy meeting at the Federal Reserve was focused on the FOMC’s indication that…