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Re: First investment strategy meeting with new FA, $6M trust

I am not inclined to give out personalized investment advice, but the conversation about this situation appears to skirt the fundamentals of trust taxation. If income is left in the trust to be reinvested in the trust's mutual funds, this reinvested income will be taxable and must be paid by the tru...
by Barry Barnitz
Fri Oct 17, 2014 1:11 pm
 
Forum: Investing - Help with Personal Investments
Topic: First investment strategy meeting with new FA, $6M trusts
Replies: 80
Views: 4463

Re: Fidelity Investments forges alliance with Betterment

Continuing to wonder... when are the patents on "VIPERs" ("Vanguard Index Participation Equity Receipts," the original name for Vanguard ETFs) due to expire? Wonder if there will are any Spartan ETFs in the works? Hi Nisi: Not a patent specialist, but here are some links: Patent...
by Barry Barnitz
Thu Oct 16, 2014 11:59 am
 
Forum: Investing - Theory, News & General
Topic: Fidelity Investments forges alliance with Betterment
Replies: 7
Views: 709

Fidelity Investments forges alliance with Betterment

Hi: News ----> Fidelity Investments Forges Alliance With Low-Cost Player - NYTimes.com Fidelity Investments ... announced Wednesday that it would team up with Betterment and encourage Fidelity-affiliated financial advisers to use its service. Fidelity is acknowledging something that has become appar...
by Barry Barnitz
Thu Oct 16, 2014 5:36 am
 
Forum: Investing - Theory, News & General
Topic: Fidelity Investments forges alliance with Betterment
Replies: 7
Views: 709

Re: "Safe withdrawal rate" for 100% Treasury bills: 2.18%

Hi Nisi: Some historical perspective on price controls---> Is the Interest Rate Outlook Closer to 1994 or the Post-World War II Era? In the 1940s, the Treasury wanted to keep government borrowing costs low to finance the war. The Federal Reserve was pressed to buy government bonds in order to hold d...
by Barry Barnitz
Thu Oct 09, 2014 7:44 pm
 
Forum: Investing - Theory, News & General
Topic: "Safe withdrawal rate" for 100% Treasury bills: 2.18%
Replies: 6
Views: 819

Vanguard lowers fees for Canadian ETFs

Hi: Positive news for Canadian investors ---> Vanguard | Vanguard Shows Commitment To Low-Cost Investing, By Announcing Lower Fees On 11 ETFs . Vanguard Investments Canada Inc. announced today that it has lowered the management fees on more than half of its 21 Canadian exchange-traded funds (Vanguar...
by Barry Barnitz
Tue Oct 07, 2014 7:33 pm
 
Forum: Investing - Theory, News & General
Topic: Vanguard lowers fees for Canadian ETFs
Replies: 2
Views: 354

Re: Pimco ETF Draws Probe by SEC - ETF Returns Inflated?

Hi: Two articles from ETF.com: What The SEC Will Find At Pimco’s BOND | ETF.com With very few boring exceptions (Treasurys), most of the bond market works like a bazaar in Marrakesh. You know, the kind you see in Indiana Jones movies. If Indy wants to buy a bottle of wine, he starts walking around t...
by Barry Barnitz
Thu Sep 25, 2014 12:44 pm
 
Forum: Investing - Theory, News & General
Topic: Pimco ETF Draws Probe by SEC - ETF Returns Inflated?
Replies: 22
Views: 1594

Lack of liquidity in corporate bonds hits index funds

Hi: News link---> Analysis - Lack of liquidity in corporate bonds hits index funds | Reuters Index fund managers are finding it hard to secure the bonds they need at the prices they want, forcing them to make trade-offs that can hurt investors and leave managers vulnerable in a market downturn. Bond...
by Barry Barnitz
Tue Sep 23, 2014 5:57 am
 
Forum: Investing - Theory, News & General
Topic: Lack of liquidity in corporate bonds hits index funds
Replies: 12
Views: 1952

Re: Mutual fund share classes A-Z

Hi: Here is a link from Morningstar's Christine Benz: Making Sense of Share-Class Alphabet Soup D Share s Many broker-sold fund shops also carry D shares. These are usually no-load shares that are available through mutual fund supermarkets, such as Schwab (SCHW) or TD Waterhouse. You won't be charge...
by Barry Barnitz
Sat Sep 20, 2014 5:03 pm
 
Forum: Investing - Theory, News & General
Topic: Mutual fund share classes A-Z
Replies: 3
Views: 382

Re: LifeStrategy Growth vs Three / Four Fund

What are your thoughts on the LifeStrategy Growth fund vs the normal three fund or four fund profile? Vanguard LifeStrategy Growth Fund (VASGX) ER:0.17% Vanguard Total Stock Market Index Fund Investor Shares 56.4% 0.17 Vanguard Total International Stock Index Fund Investor Shares 23.6% 0.22 Vanguar...
by Barry Barnitz
Wed Sep 17, 2014 1:43 pm
 
Forum: Investing - Help with Personal Investments
Topic: LifeStrategy Growth vs Three / Four Fund
Replies: 9
Views: 969

Heads-Up New Indexers

Hi: As earlier reported in Bogleheads • View topic - The Bogleheads Blog has Moved , we have transferred the blog over to a new blog. Forum member pkcrafter has written our most recent blog entry. With large recent flows into index funds new index investors should take heed. ---> Heads-Up New Indexe...
by Barry Barnitz
Sat Sep 13, 2014 7:40 pm
 
Forum: Investing - Theory, News & General
Topic: Heads-Up New Indexers
Replies: 2
Views: 898

Blog:Friday blog review,September 5, 2014

Hi: Here is our weekly blog review of forum bloggers for the week of September 5, 2014: Friday blog review September 5, 2014 | Bogleheads® Blog Blog entries include the following: From The Bogleheads View: Treasury I Savings Bond “Cliff Notes” From Rick Ferri: Peter Lynch was Wrong From Oblivious In...
by Barry Barnitz
Fri Sep 05, 2014 8:54 pm
 
Forum: Investing - Theory, News & General
Topic: Blog:Friday blog review,September 5, 2014
Replies: 1
Views: 213

Re: Blog: Monthly ETF flows report

LadyGeek wrote:What caused the SDPR 500 index to have outflows while Vanguard and iShares equivalent funds had inflows?


We can always surmise ---> Investors Fleeing To This Treasury ETF | ETF.com

regards,
by Barry Barnitz
Wed Sep 03, 2014 6:42 pm
 
Forum: Investing - Theory, News & General
Topic: Blog: Monthly ETF flows report
Replies: 9
Views: 1363

Re: Blog:Monthly mutual fund flows report

HI: July 2014 mutual fund flows, reported by the Investment Company Institute: July mutual fund flows | Bogleheads® Blog Long-term mutual funds held 12,908.2 trillion dollars of assets in July 2014, slightly 200 billion dollars less than in June. Investors added 6.1047 billion dollars to long-term (...
by Barry Barnitz
Wed Sep 03, 2014 6:39 am
 
Forum: Investing - Theory, News & General
Topic: Blog:Monthly mutual fund flows report
Replies: 6
Views: 1059

Re: Blog: Monthly ETF flows report

Hi: Exchange-traded fund flows for August ----> August ETF flows | Bogleheads® Blog Investors added $15 billion into US exchange-traded funds in August, raising total assets to $1.912 trillion. The bulk of investor dollars flowed into US fixed income and international equity. Alternative, commodity,...
by Barry Barnitz
Wed Sep 03, 2014 5:24 am
 
Forum: Investing - Theory, News & General
Topic: Blog: Monthly ETF flows report
Replies: 9
Views: 1363

Blog:Vanguard UK cuts fees on index tracker funds and ETFs

HI: New blog posting, which should be of interest to UK investors ----> Vanguard UK cuts fees on index tracker funds and ETFs | Bogleheads® Blog Vanguard UK will be cutting the costs on 25 of its tracker mutual funds, exchange-traded funds, and LifeStrategy balanced funds, effective September 1, 201...
by Barry Barnitz
Sat Aug 30, 2014 7:33 pm
 
Forum: Investing - Theory, News & General
Topic: Blog:Vanguard UK cuts fees on index tracker funds and ETFs
Replies: 2
Views: 420

Blog:Friday blog review, August 29, 2014

Hi: Here is our weekly blog review of forum bloggers for the week of August 29: Friday blog review August 29, 2014 | Bogleheads® Blog Blog entries include the following: From Rick Ferri: S&P 500: A Great 2nd Place Index Fund From Oblivious Investor : Investing Blog Roundup: Vanguard Interviews J...
by Barry Barnitz
Fri Aug 29, 2014 8:31 pm
 
Forum: Investing - Theory, News & General
Topic: Blog:Friday blog review, August 29, 2014
Replies: 1
Views: 321

Re: wiki change request

Small correction: SCHC is listed as International Small/Mid Growth at http://www.bogleheads.org/wiki/Charles_Schwab Shouldn't it be International Small Core ? It's: 36% value 33% core 32% Growth (difference from 100 due to rounding) Thanks, Schwab is now describing its international etfs as: Intern...
by Barry Barnitz
Thu Aug 28, 2014 6:03 am
 
Forum: Local Chapters and Bogleheads Community
Topic: wiki change request [Charles Schwab]
Replies: 4
Views: 613

Blog: This week on the wiki August 27, 2014

Hi: New blog posting ---> This week on the wiki August 27, 2014 | Bogleheads® Blog A number of new pages were added to the Bogleheads wiki this past week. The pages expand the data pages recording the expense ratio histories of Vanguard index funds. Vanguard reports that, as of December 31, 2013, th...
by Barry Barnitz
Wed Aug 27, 2014 8:28 pm
 
Forum: Investing - Theory, News & General
Topic: Blog: This week on the wiki August 27, 2014
Replies: 0
Views: 171

Blog:Friday blog review, August 22, 2014

Hi: Here is our weekly blog review of forum bloggers, along with SSRN's five most downloaded papers for the week of August 22: Friday blog review August 22, 2014 | Bogleheads® Blog Bloggers in this week's selection include: Rick Ferri Oblivious Investor SSRN Larry Swedroe The Finance Buff The White ...
by Barry Barnitz
Fri Aug 22, 2014 7:17 pm
 
Forum: Investing - Theory, News & General
Topic: Blog:Friday blog review, August 22, 2014
Replies: 1
Views: 352

Re: Blog:Vanguard surpasses SSgA for the first time

Hi: As noted, both Vanguard and SSgA possess virtually equal assets under management (AUM). ETF.com. has a recent blog entry on the situation ---> Vanguard’s Rise To No. 2 ETF Firm Matters | ETF.com . To be clear, ETF.com reporting on this change in the ETF League Table and interpreting what it all ...
by Barry Barnitz
Thu Aug 21, 2014 5:03 pm
 
Forum: Investing - Theory, News & General
Topic: Blog:Vanguard surpasses SSgA for the first time
Replies: 4
Views: 1195

Re: No dividends in 401k Plan?

Hi: Check with your plan administrator to see if the fund selections in your 401k plan are what are known as Collective Investment Trusts (CITs). See ---> What is a Collective Investment Trust ? | Bogleheads® Blog for an introduction. Also---> Collective Investment Trusts - Bogleheads for more backg...
by Barry Barnitz
Tue Aug 19, 2014 8:00 pm
 
Forum: Investing - Help with Personal Investments
Topic: No dividends in 401k Plan?
Replies: 6
Views: 454

Blog:iShares to close target retirement ETFs

Hi:

New blog posting ---> iShares to close target retirement ETFs

Blackrock iShares has announced the imminent closing and liquidation of the firm’s target retirement exchange-traded funds. Trading is to be halted on October 15, 2014 (see the quote to the right.)


regards,
by Barry Barnitz
Tue Aug 19, 2014 4:43 pm
 
Forum: Investing - Theory, News & General
Topic: Blog:iShares to close target retirement ETFs
Replies: 12
Views: 1049

Blog:Friday blog review, August 15, 2014

Hi:
Here is our weekly blog review of forum bloggers:Friday blog review August 15, 2014 | Bogleheads® Blog
Bloggers in this week's selection include:

Oblivious Investor
Bill Schultheis
Larry Swedroe
The Finance Buff
The White Coat Investor

regards,
by Barry Barnitz
Fri Aug 15, 2014 7:14 pm
 
Forum: Investing - Theory, News & General
Topic: Blog:Friday blog review, August 15, 2014
Replies: 2
Views: 444

Re: The Three Fund Portfolio

gvsucavie03 wrote:
This is better, why not change the graphic to reflect what the BH founders "recommend"... closer to a 40/20/40?


Hi:

How does this version stack up------> User:Blbarnitz - Bogleheads

regards,
by Barry Barnitz
Thu Aug 14, 2014 12:57 pm
 
Forum: Investing - Theory, News & General
Topic: The Three Fund Portfolio
Replies: 906
Views: 365791

Re: Meb Faber's New Global Tactical ETF "GTAA"

What I would like to know is this: Faber wrote that The portfolio manager will have a significant amount of their net worth invested in the Fund. (In my case it will be 90%+.) Has he ever exactly when, the start and end dates of the period of time, during which he had 90%+ of his net worth invested...
by Barry Barnitz
Wed Aug 13, 2014 5:21 pm
 
Forum: Investing - Help with Personal Investments
Topic: Meb Faber's New Global Tactical ETF "GTAA"
Replies: 20
Views: 3823

Re: I got my invitation to open a wisebanyan account

Hi: Recent interview with the co-founder of wisebanyan: Free ETF Robo-Advisor Thinks Small We launched in October of last year, but that was a very quiet, private beta launch to put 50 clients onto our platform to see how it worked. With the learning we got from those clients, we changed some things...
by Barry Barnitz
Tue Aug 12, 2014 8:46 pm
 
Forum: Investing - Help with Personal Investments
Topic: I got my invitation to open a wisebanyan account
Replies: 5
Views: 766

Blog:Vanguard surpasses SSgA for the first time

Hi: Vanguard enthusiasts may find the following of interest ---> Vanguard surpasses SSgA for the first time | Bogleheads® Blog On Friday, August 8, 2014, Vanguard edged out SSgA as the second-place exchange-traded funds provider in the U.S. In the near term the two firms are in a virtual dead heat i...
by Barry Barnitz
Mon Aug 11, 2014 6:33 pm
 
Forum: Investing - Theory, News & General
Topic: Blog:Vanguard surpasses SSgA for the first time
Replies: 4
Views: 1195

Blog:Friday blog review, August 8, 2014

Hi: Here is our weekly blog review of forum bloggers, along with this week's five most downloaded papers on SSRN: Friday blog review, August 8, 2014 | Bogleheads® Blog . Bloggers in this week's selection include: Rick Ferri Oblivious Investor Allan Roth Bill Schultheis Larry Swedroe SSRN The Finance...
by Barry Barnitz
Fri Aug 08, 2014 8:01 pm
 
Forum: Investing - Theory, News & General
Topic: Blog:Friday blog review, August 8, 2014
Replies: 0
Views: 223

Re: American Funds' Active Investing Whitepaper

Hi:

In additional news, Capital Group, the manager of American Funds, has recently filed a petition with the SEC for issuing ETFs. See this article ---> American Funds ETF Filing A Very Big Deal | ETF.com for further details.


The filing document ---> Exemptive Application
by Barry Barnitz
Fri Aug 08, 2014 1:30 pm
 
Forum: Investing - Theory, News & General
Topic: American Funds' Active Investing Whitepaper
Replies: 22
Views: 2379

Re: Recent Barron's Article on Risks of ETFs

Hi; Counterpoint article from ETFcom. ----> How ETF Structure Comes Through In A Crisis | ETF.com If you haven’t been attending ETF.com’s ETF University webinar series, you’re missing out. We’ve been walking through the ins and outs week after week of how ETFs really work, and Tuesday’s fixed-income...
by Barry Barnitz
Wed Aug 06, 2014 7:55 pm
 
Forum: Investing - Theory, News & General
Topic: Recent Barron's Article on Risks of ETFs
Replies: 10
Views: 1122

Re: CD questions in 3 fund p.

Hi, Reading the Wiki, footnote 3 states that some writers here do recommend some funds to be in bank CD's in place of bonds but it states non brokered CD's in a portion of one's portfolio. New to this.... question 1 is: Why a bank CD instead of a brokered one? Question 2 is: Is use of a CD logical ...
by Barry Barnitz
Wed Aug 06, 2014 6:04 pm
 
Forum: Investing - Help with Personal Investments
Topic: [CD Questions, use in a 3-fund portfolio]
Replies: 3
Views: 245

Re: Blog: Monthly ETF flows report

Hi: Exchange-traded fund flows for July ----> July ETF flows | Bogleheads® Blog Investors added $18.175 billion into US exchange-traded funds for the month of July. Dollars flowed most prominently into US stocks, international stocks, and commodities. U.S fixed-income and currency exchange-traded fu...
by Barry Barnitz
Tue Aug 05, 2014 5:35 am
 
Forum: Investing - Theory, News & General
Topic: Blog: Monthly ETF flows report
Replies: 9
Views: 1363

Re: The Core Four

Hi: The Core four portfolios resonate with at least one Spanish investor: Tópico: Super PPR - Como ficar rico? (Tópico de ETFs) (Lida 64390 vezes) Aqui fica um artigo sobre os retornos históricos mantendo um simples portfolio de 4 fundos/ETFs de gestão passiva: Core Four Portfolios "Retornos pa...
by Barry Barnitz
Sun Aug 03, 2014 7:15 pm
 
Forum: Investing - Theory, News & General
Topic: The Core Four
Replies: 279
Views: 139766

Re: How many families use 529 plans?

HI According to the latest ICI statistics : The combined assets of all Section 529 plans—“qualified tuition programs” designed to help save for higher education expenses—were $227.1 billion in the fourth quarter of 2013. At the end of December 2013, prepaid plans accounted for $22.0 billion, while s...
by Barry Barnitz
Sat Aug 02, 2014 9:21 am
 
Forum: Personal Finance (Not Investing)
Topic: How many families use 529 plans?
Replies: 107
Views: 6918

Blog:Friday blog review, August 1, 2014

Hi: Here is our weekly blog review of forum bloggers, along with this week's five most downloaded papers on SSRN: Friday blog review August 1, 2014 | Bogleheads® Blog Bloggers in this week's selection include: Rick Ferri Oblivious Investor Allan Roth Larry Swedroe SSRN The Finance Buff The White Coa...
by Barry Barnitz
Fri Aug 01, 2014 3:53 pm
 
Forum: Investing - Theory, News & General
Topic: Blog:Friday blog review, August 1, 2014
Replies: 0
Views: 294

Re: Blog:Monthly mutual fund flows report

Hi: June 2014 mutual fund flows, reported by the Investment Company Institute: June mutual fund flows | Bogleheads® Blog Long-term mutual funds held 12.665 trillion dollars of assets in June 2014. Investors added 12.67 billion dollars to long-term (non-money market) mutual funds in June. June mutual...
by Barry Barnitz
Fri Aug 01, 2014 8:44 am
 
Forum: Investing - Theory, News & General
Topic: Blog:Monthly mutual fund flows report
Replies: 6
Views: 1059

Blog:World-wide mutual funds at a glance

Hi: New blog post ---> Worldwide mutual funds at a glance | Bogleheads® Blog According to ICI statistics, at the close of the first quarter of 2014, the world-wide mutual fund marketplace consisted of 77,117 mutual funds holding $30.84 trillion. 57% of mutual fund assets are held in the Americas; 31...
by Barry Barnitz
Wed Jul 30, 2014 8:36 pm
 
Forum: Investing - Theory, News & General
Topic: Blog:World-wide mutual funds at a glance
Replies: 3
Views: 450

Blog:Vanguard mutual fund brokerage commission expense

HI: New blog posting ---> Vanguard mutual fund brokerage commission expense in 2013 Stock market mutual funds incur the costs of making transactions in the market place. These costs are in addition to the costs of managing the fund. Transaction costs include brokerage commission expense, bid and ask...
by Barry Barnitz
Fri Jul 25, 2014 8:04 pm
 
Forum: Investing - Theory, News & General
Topic: Blog:Vanguard mutual fund brokerage commission expense
Replies: 6
Views: 852

Friday blog review July 25, 2014

Hi: Here is our weekly blog review of forum bloggers, along with this week's five most downloaded papers on SSRN: Friday blog review July 25, 2014 | Bogleheads® Blog Bloggers in this week's selection include: Oblivious Investor Wade Pfau Bill Schultheis Larry Swedroe SSRN The White Coat Investor reg...
by Barry Barnitz
Fri Jul 25, 2014 7:13 pm
 
Forum: Investing - Theory, News & General
Topic: Friday blog review July 25, 2014
Replies: 0
Views: 328

Re: A case against Index Funds in India

Hi: SPIVA provides data on Indian mutual fund performance. As of 2011, the active/index performance figures are mixed. While equal-weighted returns show that index returns tend to exceed mutual fund returns in most categories, asset-weighted returns show that Indian mutual fund investor's have excee...
by Barry Barnitz
Wed Jul 23, 2014 2:53 pm
 
Forum: Investing - Theory, News & General
Topic: A case against Index Funds in India
Replies: 32
Views: 1874

Re: Blog:Vanguard index fund security lending in 2013

I see the comparison of the lending income to the expenses as showing the magnitude of the program. I believe they're using this income to pay the expenses as well. This however, does not decrease the expense ratio of a fund, as that is still the operating costs vs. the assets, right? For a fund th...
by Barry Barnitz
Mon Jul 21, 2014 8:08 pm
 
Forum: Investing - Theory, News & General
Topic: Blog:Vanguard index fund security lending in 2013
Replies: 16
Views: 1733

Friday blog review July 18, 2014

Hi:
Here is our weekly blog review of forum bloggers: Friday blog review July 18, 2014 | Bogleheads® Blog

Bloggers in this week's selection include:

Rick Ferri
Oblivious Investor
Wade Pfau
Bill Schultheis
Larry Swedroe
The Finance Buff
The White Coat Investor

regards,
by Barry Barnitz
Fri Jul 18, 2014 8:10 pm
 
Forum: Investing - Theory, News & General
Topic: Friday blog review July 18, 2014
Replies: 1
Views: 446

Re: Blog:Vanguard index fund security lending in 2013

HI;

The wiki has further details regarding the mechanics off securities lending. Among the reference materials is a Vanguard white paper on the topic.

Securities lending - Bogleheads

Securities lending: Still no free lunch, Vanguard Institutional, 07/11/2011.

regards,
by Barry Barnitz
Fri Jul 18, 2014 8:04 pm
 
Forum: Investing - Theory, News & General
Topic: Blog:Vanguard index fund security lending in 2013
Replies: 16
Views: 1733

Blog:Vanguard index fund security lending in 2013

Hi: New blog post ---> Vanguard index fund security lending in 2013 | Bogleheads® Blog In finance, securities lending involves a transfer of securities (such as stock shares or bonds) to a borrower, who gives the lender collateral (which can include shares, bonds or cash). The borrower pays the lend...
by Barry Barnitz
Fri Jul 18, 2014 8:37 am
 
Forum: Investing - Theory, News & General
Topic: Blog:Vanguard index fund security lending in 2013
Replies: 16
Views: 1733

Re: Old Vanguard Annual Reports?

Hi: The SEC's EDGAR website provides access to historical documents. Our wiki page may provide you with some shortcuts for finding documents: Vanguard SEC listings - Bogleheads The SEC's EDGAR database of mutual fund filings provides a bountiful supply of historical mutual fund documents. Vanguard S...
by Barry Barnitz
Tue Jul 15, 2014 11:52 am
 
Forum: Investing - Theory, News & General
Topic: Old Vanguard Annual Reports?
Replies: 2
Views: 550

Friday blog review July 11, 2014

Hi:
Here is our weekly blog review of forum bloggers: Friday blog review July 11, 2014 | Bogleheads® Blog.

Bloggers in this week's selection include:

Oblivious Investor
Wade Pfau
Bill Schultheis
Larry Swedroe
The White Coat Investor

regards,
by Barry Barnitz
Fri Jul 11, 2014 7:24 pm
 
Forum: Investing - Theory, News & General
Topic: Friday blog review July 11, 2014
Replies: 1
Views: 652

Re: Blog: May ETF flows

Hi: Exchange-traded fund flows for June, along with mid-year fund flows ----> June ETF flows | Bogleheads® Blog . Investors added $25.51 billion into US exchange-traded funds for the month ofJune. Many of these dollars flowed into US stocks and international stocks. U.S fixed-income, leveraged funds...
by Barry Barnitz
Mon Jul 07, 2014 8:15 pm
 
Forum: Investing - Theory, News & General
Topic: Blog: Monthly ETF flows report
Replies: 9
Views: 1363

Friday blog review July 4, 2014

Hi: Here is our weekly blog review of forum bloggers. along with this weeks top five downloaded papers from SSRN: Friday blog review July 4, 2014 | Bogleheads® Blog . Bloggers in this week's selection include: Oblivious Investor Wade Pfau Allan Roth Larry Swedroe SSRN The Finance Buff The White Coat...
by Barry Barnitz
Fri Jul 04, 2014 7:14 pm
 
Forum: Investing - Theory, News & General
Topic: Friday blog review July 4, 2014
Replies: 0
Views: 290

Re: Blog: April mutual fund flows

Hi: May 2014 mutual fund flows, reported by the Investment Company Institute: May 2014 mutual fund flows | Bogleheads® Blog Long-term mutual funds held 12.8641 trillion dollars of assets in May 2014... Investors added 15.17 billion billion dollars to long-term (non-money market) mutual funds in May....
by Barry Barnitz
Tue Jul 01, 2014 2:54 pm
 
Forum: Investing - Theory, News & General
Topic: Blog:Monthly mutual fund flows report
Replies: 6
Views: 1059

Friday blog review June 27, 2014

Hi: Here is our weekly blog review of forum bloggers and this weeks top five downloaded papers from SSRN: Friday blog review June 27, 2014 | Bogleheads® Blog Bloggers in this week's selection include: Oblivious Investor Wade Pfau Allan Roth Bill Schultheis Larry Swedroe SSRN The Finance Buff The Whi...
by Barry Barnitz
Fri Jun 27, 2014 12:32 pm
 
Forum: Investing - Theory, News & General
Topic: Friday blog review June 27, 2014
Replies: 1
Views: 384
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