Written by David Fabian, October 03rd, 2017
One of the latest stories making the rounds on social media is that Warren Buffett is willing to wager (once again) that an index fund can beat active management over a 10-year time horizon. Buffett made this bet with a prominent hedge fund manager nearly a decade ago with the proceeds going to a charity of the winners choosing. He handily beat his first opponent and now another contender wants to take a shot at “The Oracle of Omaha”. Read the complete post here on CNBC for all the details on this potential match-up. Read more
Written by David Fabian, June 07th, 2017
The transition of moving from a student into the work force can be an intimidating phase of your life. Not only do you now have to learn new skills and apply problem solving habits honed through your course work, but you must also make important decisions that will impact your life for decades to come. Much of that has to do with how you handle your money and what you value as an individual. Read more
Written by David Fabian, May 04th, 2017
This last week I had the privilege of honing my speaking skills by delivering a presentation on ETFs to a group of college students. My first impression of these eager future investors was their thirst for knowledge of how ETFs work. They were intrigued by how indexes are constructed, the low costs compared to mutual funds, and how investing in ETFs is far easier than picking individual stocks.
I covered these topics in an hour-long PowerPoint that is available for download here. This information may be review for ETF veterans, but even the most battle-hardened investors may pick up some tidbits from the slides.
If you have any questions after reviewing this presentation, don’t hesitate to reach out to us.
Written by David Fabian, March 03rd, 2017
Vanguard ETFs have become a juggernaut in the world of passive investment management. They are widely used across retail, institutional, and retirement plans as an effective way to get low-cost, liquid, tax efficient, and dependable exposure to both stocks and bonds. You simply can’t go wrong when choosing one of their funds as a core or tactical holding within your ETF portfolio. Read more
Written by David Fabian, January 21st, 2017
Target date mutual funds are commonly found among company-sponsored retirement plans such as 401(k)’s and 403(b)’s. These “set-it-and-forget-it” style funds own a broad mix of stocks and bonds that slowly changes over time. The farther out your retirement date, the greater percentage of assets will be skewed towards stocks as a riskier growth asset. The portfolio will then begin to balance itself towards bonds and cash to become more conservative the closer you get to retirement. Read more