Forbes contributors publish independent expert analyses and insights. William Baldwin covers investing, taxation and corporate finance. Tariffs or no tariffs, you need a core holding to carry you ...

The fund seeks a favorable long-term total return, mainly through capital appreciation. It invests primarily in a portfolio of stocks that track the overall U.S. equity markets based on the Russell ...

Competition in the passive index fund space is intense. While active managers try to stand out with performance, strategy or brand reputation, index fund providers compete primarily on scale and fees.

It’s easier to make a case for using fairly priced, proven active bond funds than it is for stock funds. That’s the upshot of recent research by Morningstar’s Eric Jacobson and Maciej Kowara. In “The ...

Warren Buffett recommends that non-professional investors periodically buy shares of an S&P 500 index fund. The Vanguard S&P 500 ETF provides cheap and easy exposure to the most influential stocks in ...

Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and ...

Based on the conventional wisdom in the financial-planning industry and in financial media, you'd think the new world of low-cost exchange-traded funds and index funds is a straightforward win-win for ...

Based on the conventional wisdom in the financial-planning industry and in financial media, you’d think the new world of low-cost exchange-traded funds and index funds is a straightforward win-win for ...