Key Takeaways Jack Bogle said people are best served by keeping investing simple and sticking primarily with low-cost index ...

Rob Arnott's personal investment strategy takes advantage of a flaw in passive indexing that his firm has also tried to ...

Index funds can be concentrated in a small number of stocks because of how they are weighted. There are simple ways to lower that risk. Index funds are wonderful tools for investors because they offer ...

The investment seeks growth of capital. The fund, under normal circumstances, will invest at least 80% of its assets (defined as net assets plus the amount of any borrowing for investment purposes) in ...

In this blog, we will explore how integrating S&P/ASX 200 High Dividend Index and S&P/ASX 200 GARP Index strategies potentially results in enhanced long-term risk-adjusted index performance based on ...

The Index tracked by the First Trust SMID Cap Rising Dividend Achievers updated its strategy in March, and from a total returns and fundamentals perspective, the update was positive. Now holding ...

Target-date strategies continue to be the go-to retirement savings vehicle for US workers, with over $4 trillion in assets invested in these investments at the end of 2024. That’s larger than all but ...

Samantha (Sam) Silberstein, CFP®, CSLP®, EA, is an experienced financial consultant. She has a demonstrated history of working in both institutional and retail environments, from broker-dealers to ...

The Motilal Oswal BSE Enhanced Value Index Fund – Direct Plan has delivered a strong 30.71% CAGR over three years, emerging ...