Tag Archives: index funds

Fidelity versus the S&P 500: Round Two

A couple of days ago the WSJ reported big news in the mutual fund world—active managers have outperformed index funds thus far in 2015. Which prompted me to update a little study I did three years ago that compared the … Continue reading

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Create Your Own Conglomerate

Short-take:  Index funds are inexpensive but they are riskier than they appear, and individuals tend to dump them during panics because they don’t know what they own.  Superior after-tax returns are achieved by working with an investment advisor to create … Continue reading

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