Passive midcap and smallcap funds offer simplicity and low cost, but investors must weigh the risks including tracking error, ...

So, consider the Vanguard S&P 500 ETF. It's an exchange-traded fund (ETF) -- which is like a mutual fund but trades like a ...

ChatGPT helped me figure out exactly how much I could owe in investment account fees over time — and it was a five-figure ...

Private-equity funds are increasingly available to retail investors. Be careful; the smart money has cashed out.

One of my go-to bond ETFs is the Vanguard Total Bond Market ETF. The ETF provides broad exposure to taxable investment-grade ...

Direct indexing provides a more efficient approach to investing that can boost after-tax returns, but is it right for you?

Under section 899 of U.S. President Donald Trump’s One Big Beautiful Bill, Canadians who hold U.S. securities or invest in ...

Should You Invest in Small-Cap Mutual Funds or Exchange-Traded Funds? Before adding a small-company stock fund to your investment portfolio mix, make sure you don’t already have plenty of ...

In an uncertain market where inflation, interest rates, and asset class performances remain volatile, young investors are increasingly rethinking the balance between aggressive investing and financial ...

Investing may feel daunting and complicated if you haven't done it before. Here's a step-by-step guide to setting yourself up ...

Exchange-traded funds (ETFs) have taken the investing world by storm, and for good reason. If you’re tired of the same old ...

N/A = Fund not in existence for the entire period. Profit and prosper with the best of expert advice on investing ... Here are 10 mutual funds and ETFs that keep those requirements in mind.