With Tesla being added to the S&P 500 index effective December 21, investors might want to consider alternatives to their core index fund holdings. The main pitfall of a market value-weighted index is ...

Most investors reach for a broad, market-value-weighted bond fund to fill the bond portion of their portfolio. While no weighting approach is perfect, market-value weighting often provides the most ...

The growth vs. value debate has seemingly been raging forever with no end in sight. I discuss some arguments from both sides as well as historical precedent. The riskiest allocation may be ...

Anthony Battle is a CERTIFIED FINANCIAL PLANNER™ professional. He earned the Chartered Financial Consultant® designation for advanced financial planning, the Chartered Life Underwriter® designation ...

After a stellar last week for the market-weighted S&P 500, its counterpart is getting some love. The S&P 500 reached a record close on Friday, bolstered by a handful of growth technology names such as ...

On July 3, 1884, Charles Dow created the world’s first stock index, the Dow Jones Transportation Average Index (DJTA). It was a revolutionary idea at the time. By compiling 11 transportation stocks ...

Vanguard Mortgage-Backed Securities ETF VMBS is a great choice for exposure to the agency mortgage-backed securities market. It is tough to beat broadly diversified exposure to this conservative area ...

Cap-weighted funds focus on large companies, impacting fund performance and risk. These funds often feature lower expense ratios due to minimal trading requirements. Consider your investment strategy ...

Analysts at Goldman Sachs recently published a gloomy 10-year outlook for the S&P 500 (SNPINDEX: ^GSPC). According to their ...

Equal-weight funds offer similar long-term returns as cap-weighted but higher volatility and expense ratios. Equal-weight strategy avoids over-concentration in large cap stocks, reducing bias toward ...