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Disclosure won’t help money fund investors
By John Wasik (Reuters) – The $2.7 trillion money market funds market is in line for new regulations as the Securities and Exchange Commission ponders new rule changes that would give investors a...
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Investors Say Cash Is King For Long-Term Goals
Still think that investors don’t need a financial advisor? Ask the average person for the best investment for a long-term goal, and you’ll get an answer that will stupefy a financial planner: cash....
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401k Investments Review: Aflac Incorporated 401(k) Savings and Profit Sharing...
Aflac Incorporated 401(k) Savings and Profit Sharing Plan consists of 11 funds. These funds enable participants to gain exposure to 3 major assets: US Equity, Foreign Equity, Fixed Income. Asset Class...
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401k Investments Review: Praxair Distribution, Inc. 401(k) Retirement Plan
Praxair Distribution, Inc. 401(k) Retirement Plan consists of 14 funds. These funds enable participants to gain exposure to 3 major assets: US Equity, Foreign Equity, Fixed Income. Asset Class Ticker...
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401K Investment Review: NetApp Inc Employee 401K Savings Plan
NetApp Inc Employee 401K Savings Plan consists of 24 funds. These funds enable participants to gain exposure to 3 major assets: US Equity, Foreign Equity, Fixed Income. Asset Class Ticker Name LARGE...
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David Swensen Six ETF Portfolios Review
David Swensen, the Yale Endowment Manager, proposed a one size fit in all model portfolio for individual investors. The major difference between this portfolio and other conventional portfolios is that...
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401K Investment Review: CA SAVINGS HARVEST PLAN
CA Technologies, together with its subsidiaries, designs, develops, markets, delivers, licenses, and supports information technology (IT) management software products that operate on a range of...
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Vanguard ETFs for Portfolio Construction
As many brokerages such as Fidelity and Schwab plans, Vanguard provides a list of commission free ETFs. They are essentially all of Vanguard ETFs. Clients can trade these ETFs in a Vanguard brokerage...
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Portfolio Review: Israelsen 7Twelve
Craig L. Israelsen, Ph.D., is an Associate Professor at Brigham Young University in Provo, Utah where he teaches Personal and Family Finance to over 1,200 students each year. The Israelsen Seven...
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Asset Allocation Model Portfolios Using Vanguard ETFs
Vanguard now has one of the largest ETF lineups. Continuing their low cost index fund tradition, Vanguard has made these ETFs have extremely low (if not lowest) cost. If you have a brokerage account at...
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Portfolio Review: Diversification Effects on Israelsen 7Twelve
Craig L. Israelsen, Ph.D., is an Associate Professor at Brigham Young University in Provo, Utah where he teaches Personal and Family Finance to over 1,200 students each year. The Israelsen Seven...
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2013 Portfolio Review: Alexander Green’s Gone Fishin Portfolio Hurt by...
Alexander Green proposed this The Gone Fishin’ Portfolio which was outlined in his book ‘The Gone Fishin’ Portfolio’. Based on the book, the following is the allocation using Vanguard low cost index...
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