In Plus episode 436, we discuss why Asset Camp is separate from Plus membership even as charts and data from Asset Camp are used in materials on the Plus membership site, including the monthly investment conditions and strategy report. We also explore the difference between qualified and non-qualified dividends according to the U.S. tax code. Finally, we look at transferring to a separate share class for a given mutual fund. … [Read more...]
426: Which is Best – Active or Passive, ETFs or Funds?
David has a fascinating discussion with Kristof Gleich about active management, indexing, and how ETFs and mutual funds really work. Topics covered include: Should individual investors even try to select active mutual funds Is there an indexing bubble Why are there so many new ETFs Should we be worried about an ETF flash crash What do ETF market makers and authorized participants do Do SEC yields for international equity mutual funds and ETFs reflect the impact of … [Read more...]
369: Listener Q&A 2
We answer listeners' questions on a variety of financial topics to close out the year. Topics covered include: Estimating financial market returns in the next thirty years Investing in art Whether stocks will no longer exist How to start investing Fidelity's new Bitcoin ETF How mutual funds are priced How to teach family members about investing Volatility versus drawdowns How to face the uncertainty of crashing stocks, rising interest rates, and numerous other … [Read more...]
207 Plus: Fund Closures and Is It Time To Buy Small Cap Stocks?
This week June 2, 2018, we review why mutual funds close to new investors and why performance often lags after a fund closes. We also review current investment conditions for small cap equity and why David is not increasing his allocation to U.S. small company stocks. … [Read more...]
MNY057 Plus: Oil Futures and Mutual Fund Closures
In this week's Money For the Rest of Us Plus episode, I discuss Details of my recent trade to add exposure to oil futures. Why mutual funds close their funds to new investors. The episode length is 13 minutes. … [Read more...]
Use of Active Mutual Funds versus Passive Index Funds and ETFs
I use both active bond and equity funds and passive bond and equity index funds and ETFs in my portfolio. I generally prefer passive index vehicles because the fees are lower and they are more tax efficient. … [Read more...]
Use of Active Bond Funds
This audio lesson shares why I generally use active funds for bonds but passive funds and ETFs for stocks. The episode length is 6 minutes. … [Read more...]
18: Which Investment Vehicles Should You Use?
How do closed end funds, open end mutual funds, exchange traded funds ("ETFs") and exchange traded notes ("ETNs") differ and when should you use each one. Photo by Jim Larrison In this podcast, you'll learn: What is an investment vehicle.What is the difference between and active and passive investment strategies.When do you use a private investment vehicles.How is net asset value calculated.What are closed end funds and how do they work.How do you opportunistically invest in closed … [Read more...]
