When Bonds Make Sense in Your Portfolio—and When Cash Is the Better Option
Over the long run, bonds have outperformed cash. From 1926 to 2023, government bonds posted compound annual returns of 5.1% ...
Which total market fund is best for long-term investors?
Because AVUS is an ETF, it's best compared with Vanguard's Total Stock Market Index ETF VTI. In that same period, the cumulative gain for VTI was 91.9%. Although that outperformance by AVUS is far ...
Most mutual funds don't beat the market - but what's 'the market' anyway?
Consider the nearly 3,900 actively managed U.S. equity mutual funds and exchange-traded funds tracked by investment researcher Morningstar. In calendar 2024, just 13.2% of these investments beat the S ...
Bond funds are offering a ‘double whammy’ for investors
Closed-end bond funds, long a staple investment for retirees and those seeking income from their investments, have been left ...
Why passive investing is best for almost everyone saving for retirement
Passive indexes routinely clobber funds actively managed by professional stock pickers. Last year was no exception.
Stock-market rally depends on answer to this ‘real question’ about bond yields
For stocks, much depends on whether the past week marked a peak in yields or was merely a snapback after getting technically ...