September 30, 2019: Boosting Bond ETF Portfolio’s Return With Muni Bond ETFs
We explore a bond ETF portfolio that includes muni bond funds and show that it can probably match returns of mutual fund based portfolios.
September 23, 2019: Value ETFs
We look at value factor based ETFs and discuss the value investing future.
September 16, 2019: Factor ETFs
We review the most popular stock factors and their indexes. We believe that using these factor based index funds can enhance investment returns with similar risk.
September 9, 2019: Momentum Factor Stock ETFs
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
Employer-matching contributions to a retirement plan are free lunches that are missed by about one third of participants.