Blog Archives

ETFs: You will be tempted but should you bite?

Posted on June 15, 2011 by petillo — No Comments ↓

I know two things about exchange traded funds (ETFs). There is a high degree of likelihood that your 401(k) will soon have these investments available to you and that some of the basic selling points of why they might be…

Tagged with: 401k, actively traded mutual funds, benchmarks, comparisons, ETFs, exchange traded funds, fees, index funds, investments, passively traded funds, portfolios, retire plan, stocks, tax efficiency, trailing fees in actively managed mutual funds, transparency
Posted in 401k, ETFs, financial planning, index funds, Mutual Fund Investing, personal finance, Profitable Investments, Repercussions: A Retirement Review, Retirement Planning Target 2025, taxes

The Lure of ETF Investing: Why Exchange Traded Funds Misrepresent

Posted on April 18, 2011 by petillo — No Comments ↓

If you have been a passive investor in index mutual funds, ETFs have caught your attention and quite possibly your sense of wonder. If you are someone who considers yourself an active investor, ETFs have also played to your most…

Tagged with: 401k, actively traded mutual funds, benchmarks, comparisons, ETFs, exchange traded funds, fees, index funds, investments, passively traded funds, portfolios, retire plan, stocks, tax efficiency, trailing fees in actively managed mutual funds, transparency
Posted in ETFs, financial planning, index funds, Mutual Fund Investing, personal finance, Profitable Investments, Repercussions: A Retirement Review, Retirement Planning Target 2025, taxes

The Active ETF Temptation

Posted on February 9, 2011 by petillo — No Comments ↓

Investors are divided into two groups: those that see themselves as investors and those that use their 401(k) accounts to invest for their retirement. The latter group tends to refer to this activity as savings, a word that has long…