Advisor Jeff Troutner of Equius Partners says a broader look at the numbers is less favorable to Vanguard than unsuspecting advisors might think—but Vanguard answers back to AdvisorOne.
Following this rule of thumb might serve you well in case interest rates go up.
This portfolio balances capital preservation with growth potential.
Limiting the taxation of Social Security benefits is another reason to aim for tax diversification.
As more investors flock to the hottest alternative asset class, the more its alpha will shrink toward negative territory as expenses overwhelm the returns, warns financial specialist Bill Bernstein.
Portfolio Solutions' Rick Ferri expects stocks to return 7% and bonds to yield 2% during the next decade, and he also offers tips on how investors should handle their fixed-income positions.
The Vanguard founder expects muted returns of less than 5% for stocks and 0% for bonds after inflation.
A reasonable estimate based on dividend yields, potential earnings growth, and current P/E ratios suggests a 7% annual return for stocks over the next 10 years, says the Vanguard founder.