Blog posts by Rodgers & Associates on the subject of investing in the stock market and bonds, including topics like mutual funds, municipal bonds, interest rates, volatility, portfolio balancing, and investment strategy
Learn why we use time-weighted return as a reporting metric and see how it gives you an accurate picture of portfolio changes over time.
While it can be tempting to borrow from your 401(k) in the event of an emergency, it’s important to consider the impact of reducing the balance of your retirement plan.
The terms reflect the current market pricing, not the quality, of particular bonds.
There are two types of mainstream passive investment tools, index mutual funds and exchange traded index funds (ETFs). In this post, we compare the two.
Comparing Time-Weighted Returns and Dollar-Weighted Returns
The savings for non-tax deferred (retirement) account investors can be significant.
The goal of asset allocation is to reduce risk and create diversification by dividing assets among the major classes and sub classes of stocks, bonds, and cash.