July 12, 2022 |
Are You Paying the Hidden Costs of Indexing
If you’ve ever left a concert or sporting event at the same time as thousands of other people-you’re familiar with the concept of surges. Try ...
Learn MoreAre You Paying the Hidden Costs of Indexing
If you’ve ever left a concert or sporting event at the same time as thousands of other people-you’re familiar with the concept of surges. Try ordering an Uber at that time and you’re likely to pay a premium- “surge pricing”. The article below does a great job explaining how this same concept can result in some unseen, hidden expenses associated with investing in indexes and index funds. Is there a better way? Maybe. Give us a call if you’d like to discuss it. Hope you enjoy the article below!
-Neel
Imagine ringing in the new year in New York City’s Times Square with a million of your closest friends. Shortly after the ball drops, everyone is ready to leave—at the same time. Demand for a ride in that area soars, and so does the price for the suddenly coveted service. This dynamic surge is a lot like the index reconstitution effect, an important yet less-visible source of costs associated with index investing.
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Blogs for Stock Market
July 11, 2022 |
Three Crucial Lessons for Weathering the Stock Market’s Storm
A handful of my friends got puppies during the pandemic. Sadly, some of them had given them up. It’s sad when that happens, but you ...
Learn MoreJuly 1, 2022 |
Are We Headed for a Recession?
One of the benefits of being bald is that hair lines become a non-issue. Don’t need to worry about receding there. I practice pretty good ...
Learn MoreJune 24, 2022 |
History Shows That Stock Gains Can Add Up after Big
Declines
Is timing everything? Based on the picture below, timing can make a huge difference between a good day and a bad day. But with stock ...
Learn MoreJune 17, 2022 |
Don’t Let Talk of Market Cycles Take You for a Ride
It’s human nature to want to think that seemingly unrelated things are related. We look for patterns and cycles. The same thing is true for ...
Learn MoreMay 25, 2022 |
Worried About Stocks? Why Long-Term Investing Is Crucial
“In 1997, I had just graduated from Penn State with my finance degree & was about to start law school. I even had hair. I ...
Learn MoreMay 20, 2022 |
Surprisingly Benign: How Stocks Respond to Hikes in Fed Funds Rate
On May 4, the US Federal Reserve increased the target federal funds rate1 by 50 basis points as part of what the central bank said ...
Learn MoreMay 19, 2022 |
Singled Out: Historical Performance of Individual Stocks
Many investors end up holding large concentrated positions in single stocks, whether as the result of employee compensation or a handsomely rewarded stock selection. Familiarity ...
Learn MoreApril 20, 2022 |
Missing the Market’s Best Days
In case you are tempted to jump out of your investments and jump back in when the time is ‘right’, just make sure you know ...
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