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Tag: active investing

Not All Total-Bond-Fund Bond Index Funds are Alike

I read Morningstar’s annual report the other day, and saw something interesting in there: Morningstar’s business is being hurt by the rise of passive investment approaches and the mirror-image fall of active investment approaches. That makes sense, right? After all, Morningstar helps folks be better informed about, primarily, mutual funds, […]

How Hard is it to Build a Terrible Portfolio?

Over the years I’ve noticed that most people’s 401k plan portfolios tend to do about the same — they tend to pretty closely track the market as a whole, and ultimately each other, especially if given enough time. Many of these plans tend to offer a middle-of-the-road menu of mutual […]