Last week I realized I had not read a recent SPIVA® scorecard report that compares the performance of Active funds to their benchmark index. My prior post on a detailed report was in 2018. I was not looking forward to reading the latest report because
I liked this article, “Index Funds’ True Advantages.” The author took a sample of 15 Index Funds and 15 low-cost Active funds and compared them over 15 years. While this is a very small sample – much smaller than the universe of funds examined
Inflation data for January came out last week and a final piece came this morning. Inflation upticked in January. The picture looks different from last month: I thought we were on track to 2% annual inflation. The January result throws that view out the
I briefly mentioned in this post that the -25% real return for bonds for 2022 was the worst in history and the past two years have also been the worst in since 1926. I provide more detail and perspective in this post as to how
Last week I decided to test run TurboTax to file my 2022 tax returns. I was lured by Fidelity’s offer of FREE federal and state tax return. I completed all the entries into TurboTax this week, and this post recounts my experience: it took me
I’ve had a local tax preparation firm prepare my tax return for many years. As I think about it, I pay them A LOT relative to our investment costs. I’m going to complete my return in TurboTax this year. I’ll see how it goes. I