What's New

The Future for Stocks and Bonds? Like The Past. Only Not Nearly As Good

401(k) Not Ok?

Trades!

07/02/07 - Powerfund Portfolios Feature Article

You probably already know that we did a bit of trading at the end of June. The giant red trade alerts on every model portfolio page (and our recent email alerts) were probably a dead giveaway. In fact, that set of transactions represented one of our most comprehensive block trades ever.

Why World’s 3rd Richest Person Is In A Lower Tax Bracket Than You

06/28/07 - Mutual Funds and Taxes

Insurance Industry Screws Up Important 401(k) Legislation

06/26/07 - Retirement Planning

The Big, Fat, Retire Early Lie

06/25/07 - Retirement Planning

2006 Was A Cheaper Year

06/20/07 - Mutual Fund Breaking News

Interesting ETF Facts

06/18/07 - ETFs

Five of MSN Money's 10 surprising Exchange Traded Fund facts are interesting, the other five, not so much. Here are the good ones:

163 versus 134. The raw number of ETFs launched in the past six months versus the number of ETFs launched in first 10 years (1993 to 2003) of the ETF business' existence.
23 of 93. Of the 93 international ETFs on the market, only 23 are diversified funds that invest across a range of countries, regions and sectors. The rest are country- or region-specific or international-sector funds.
0.67%. The average expense ratio of ETFs launched in the past six months, many of which were leveraged index funds; sector, industry or niche funds (ophthalmology, for instance); or offerings tracking specialized or custom-made benchmarks.
0.45%. The average expense ratio of all the ETFs launched before December 2006.
$284 billion versus $196 billion. Barclays' share of the ETF industry versus everybody else's.

LINK

Trade Alert!

06/17/07 - Powerfund Portfolios Trade Alert!