Ok, so we don’t have to be as dramatic as Tony Soprano writing off a turncoat family member, i.e. a rat, but ever since the introduction of the ROTH IRA the TraditionalRead More…
Condiments
Passive Investments are the meal. Active Investments are the condiment. “Is all active investment the wrong way to invest?” No, not wrong, just not necessary to build meaningful wealth. Its a worthwhileRead More…
Money Skills: Not just another Investing Fairy Tale, Then Along Came a SPDR
The Fix The Investments Series By 1993, when State Street Global Advisors introduced us to the world of SPDRs, the exchange traded fund structure, or very similar structures, had already been aroundRead More…
Money Skills: Weight Management. Cap Weighted and Equal Weighted Indices Explained
The Fix The Investments Series You may have read that indices or ETFs can be cap-weighted or equal weighted, but what’s that mean, and why is that important? While not always apparentRead More…
Book Report: Jack Bogle went long on character
Yesterday’s passing of an industry legend left an unmatched legacy and shoes so large they may never be filled again. Jack Bogle, beyond his genius for innovating the way we invest, wasRead More…
Remembering a Giant: John C. Bogle
John Clifton “Jack” Bogle, industry innovator and founder of The Vanguard Group of Investment Companies, died at home on January 16, 2019, surrounded by his family. He was 89 years old. JackRead More…
Investors have to Think Fast! And Slow.
Great post by Ben Johnson, CFA on Morningstar.com ETF page that I am eager to share with you today. Its about…well, its about quite a few things that WealthKeep believes in and practices.Read More…
Humility and Diversification
” In my 45-year career as an investment counselor, humility did show me the need for worldwide diversification to reduce risk. That career did help me to become more and more humbleRead More…
Money Skills: This is NOT a story about the Pacific Gas and Electric bankruptcy
This is not a story about Pacific Gas and Electric Corp. (NYSE: PCG) upcoming bankruptcy filing. In the coming months and years you will see many! This is a story about risk. ToRead More…
Money Skills: ETF News
An article published on Investment Executive.com reports that even though the fast-growing ETF sector is poised to sustain its momentum with passive-leaning investors, new systemic risks may develop in the markets dueRead More…