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September 9, 2019: Momentum Factor Stock ETFs

September 9, 2019: Momentum Factor Stock ETFs

Sep 10, 2019

We review several momentum stock ETFs, especially on iShares Momentum Factor ETF MTUM. We are impressed with its performance and methodology. 

August 26, 2019: Employer 401k Match: Yet Another Free Lunch Not To Be Missed

August 26, 2019: Employer 401k Match: Yet Another Free Lunch Not To Be Missed

Aug 27, 2019

Employer-matching contributions to a retirement plan are free lunches that are missed by about one third of participants. 

August 19, 2019: PIMCO Income Fund and Other Total Return Bond Funds Update

August 19, 2019: PIMCO Income Fund and Other Total Return Bond Funds Update

Aug 20, 2019

Star funds can and will falter one day and investors should have a strategy to deal with it. 

August 12, 2019: Aggressive Fixed Income Portfolios?

August 12, 2019: Aggressive Fixed Income Portfolios?

Aug 13, 2019

We review a total return bond plus muni bond fund portfolio and see whether it can be made more aggressive. 

August 5, 2019: Long Term Investment Strategies And Short Term Market Noises

August 5, 2019: Long Term Investment Strategies And Short Term Market Noises

Aug 6, 2019

We review the current market carnage by looking at asset trends. We further discuss the importance of staying the course. 

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