We serve up some solid ideas for taxable accounts among muni funds, tech stocks, MLPs, and core broad market ETFs.
These offerings combine low tax-cost ratios and strong performance in the same package.
Individual Stocks vs. Index Funds: The Next Frontier
When it comes to fund performance, you don't always get what you pay for.
For a pre-retiree, our portfolio includes a larger--and better diversified--stake in bonds.
This equity-heavy portfolio also includes a small dose of high-quality bonds.
These stocks, mutual funds, and exchange-traded funds would be worthy core options for buy-and-hold investors.
An all-passive portfolio for investors with very long time horizons.
We outline some of the key criteria in constructing a passive portfolio and discuss a framework for evaluating individual funds.