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Invest in passively managed index funds, not actively managed mutual funds.

A constant theme of mine for individual investors.

Today, a short video courtesy of The Motley Fool. 

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5 Common ETF Misconceptions

On 05/03/2013, in Exchange Traded Funds, by Jordan Wilson

I like exchange traded funds (ETFs) versus open-ended mutual funds for most individuals.

ETFs provide many advantages for investors, especially those with limited capital.

But there are also aspects of ETFs that require attention. 

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Invest Better Than the Pros?

On 02/13/2013, in Investment Concepts, by Jordan Wilson

In “Want to Invest Like a Pro?” we looked at attributes of successful professional investors.

I definitely believe one can learn a lot by watching how the pros invest. Nevertheless, I stated that following the professionals was “maybe a good plan, maybe not.”

This example nicely sums up that statement.

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Want to Invest Like a Pro?

On 01/24/2013, in Investment Strategies, by Jordan Wilson

Want to learn how to invest like a professional investor?

Maybe a good plan, maybe not. But our friends at Investopedia discuss how to “Invest Like a Pro”.

Article highlights and my comments below:

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Basics of ETFs

On 05/25/2012, in Exchange Traded Funds, by Jordan Wilson

Exchange traded funds (ETFs) are very popular investment instruments.

The reason is that ETFs assist investors in achieving well-diversified portfolios on a cost-effective, efficient, and liquid basis. ETFs are available for almost every market, market niche, and asset class, thereby allowing small investors exposure to investments that they may not be able to access individually.

If you read this blog, you know that I like ETFs for individual investors.

Today, a few good ETF basics courtesy of Vanguard. 

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How to Pick a Passive Fund

On 04/23/2012, in Investment Strategies, by Jordan Wilson

For most investors, I recommend a passive investment approach.

Exchange traded (ETFs) and open ended index mutual funds that focus on cost minimization and accurately matching relevant market returns.

There are a plethora of ETFs and mutual funds available for investors. So how do you choose the best fund? 

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In the U.S., the Standard & Poor’s 500 stock index (S&P 500) is up 12.6% year to date 2012.

That is the good news. The bad?

Your mutual fund is likely not meeting or exceeding this benchmark.

Why the underperformance against investment benchmarks? 

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Knight Kiplinger, head of Kiplinger financial media, created a nice asset management video.

8 Keys to Financial Security is exactly that. Tips for protecting your assets and growing wealth.

As per usual, I add my two-cents to Mr. Kiplinger’s wealth management recommendations. 

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Benjamin Graham Investing Principles

On 03/14/2012, in Investment Strategies, by Jordan Wilson

I mentioned Benjamin Graham in “Mistakes of Warren Buffett” and recommended his book, “The Intelligent Investor”.

Benjamin Graham mentored Warren Buffet and is considered the founder of value investing.

Today, a quick summary on Benjamin Graham and his three key principles for value investing. While they may not turn you into the next Warren Buffett, these investment tips will make you a better investor. 

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Is Buy and Hold Investing Dead?

On 03/12/2012, in Investment Strategies, by Jordan Wilson

Is the buy and hold investment strategy dead?

I have argued no in previous posts. There are many advantages for investors who utilize a buy and hold approach.

A short video from Vanguard nicely summarizes my position. 

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