It's mid-November. Is there anything you can still do to trim your 2019 tax bill? There very well might be. One overlooked aspect of mutual funds is that they can significantly—though quietly—impact shareholders’ tax returns. By way of background, mutual funds, including exchange-traded funds [...]
Yet another reason
Sometimes I feel like a broken record when I talk about the benefits of index funds. And to be honest, index fund advocates—myself included—are sometimes guilty of being a little preachy. So I won’t bore you with the same facts I’ve cited before. But the stock market’s behavior this year is worth [...]
Burry’s warning
Earlier this week, an investment manager named Michael Burry made waves when he issued an apocalyptic forecast: Index funds, he said, are in a bubble similar to the housing bubble that ended very badly in 2008. Burry couldn’t say when that crash will happen but noted ominously: “The longer it goes [...]
Should you get on the bandwagon?
A few weeks back, a reader—let’s call him Karl—challenged me with a question. Why, he asked, do I not recommend momentum investment strategies? If you’re not familiar with the term, momentum strategies seek to buy stocks that have done well in the past, with the hope that they will continue rising, [...]
My broker
I'll never forget my first interaction with Wall Street. I was in my early 20s, just getting started in my career, when I was introduced to a stockbroker—let's call him Eddie. He was a pleasant fellow with a good reputation and all of the trappings of success, including a DeLorean in the driveway. [...]
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