Investments

Make no mistake that I'm a proponent of index investing, buying broadly diversified funds that hold a basket of investments, preferably at a low cost. I've even probably used the term “passive” cavalierly in other posts on this website.…

“There can be few fields of human endeavor in which history counts for so little as in the…

Floating rate bonds adjust quickly to interest rate changes. Here we'll check out the best floating rate ETFs for 2023.Disclosure:  Some of the links on this page are referral links. At no additional cost to you, if you choose to make a…

For more on artificial intelligence (AI) applications in investment management, read The…

The term index fund bubble has been thrown around frighteningly often in recent years. In this post I'll explain why there's not one and why the primary fundamental argument itself doesn't make much logical sense.Disclosure:  Some of the…

How is risk defined in portfolio optimization objective functions? Usually with a volatility…

While there's no one-size-fits-all approach for how much one should save by age, here's a general framework to aim for as you progress on your financial journey to retirement.Disclosure:  Some of the links on this page are referral…

What do investors look for when they buy environmental, social, and governance (ESG) equity…

Factors are the primary market drivers of asset-class returns. In the equity realm, only a…

“My basic point here is that neither the Financial Analysts as a whole nor the investment…