index funds

Advisor Upside

Has Index Investing Gone Too Far?

Critics say markets become less efficient when too much money floods into indexed products, but that doesn’t tell the whole story.

4 min read

Photo via World Economic Forum / Avalon/Newscom

Finance

SpaceX Draws Hordes of Investors, Some Unlikely or Unknowing

SpaceX is expected to set aside 20% of its shares for retail buyers who’ve placed bids for more than $100 billion worth of shares.

2 min read
Advisor Upside

Instead of Chasing Alpha, Here Are 4 Ways to Pick the Low-Hanging Apples

Many investors deploy sophisticated strategies (that will likely underperform) while leaving the low-hanging fruit to rot.

4 min read
Photo by Andrzej Rostek via iStock

Advisor Upside

Index Investors May Be Losing Millions of Dollars Each Year. Here’s Why

Rules-based investments are appealing, but even index-fund investing comes with limitations.

4 min read

ETF Upside

Like Active Management? Odds of Outperformance Are Slim

Photo by Getty Images via Unsplash

The past year hammered active funds, and while a few categories show long-term promise, success is out of reach for most, per Morningstar.

2 min read

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