The Investment Case for Longer-Term Target-Date Funds
This article examines the structure of long-term target-date funds and how they might not always work for investors
David Dierking
David Dierking is a freelance writer focusing primarily on ETFs, mutual funds, dividend income strategies and retirement planning. He has spent more than 20 years in the financial services industry and his background includes experience in investment management, portfolio analytics and asset/liability management at both BMO Financial Group and Strong Capital Management. He has written for Seeking Alpha, Motley Fool, ETF Trends, ETF Daily News and Investopedia and was also included in the panel for ETFReference.com’s “101 ETF Investing Tips from the Experts”. He has a B.A. in Finance from Michigan State University and lives in Wisconsin with his wife and two daughters.
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The Investment Case for Longer-Term Target-Date Funds
This article examines the structure of long-term target-date funds and how they might not always work for investors
Implications of Mixing Target Date and Non-target Date Strategies
A lot of investors make target date funds (TDFs) a core part of their portfolios, but many don’t commit to target date funds as their entire strategy.
Implications of Mixing Target Date and Non-target Date Strategies
A lot of investors make target date funds (TDFs) a core part of their portfolios, but many don’t commit to target date funds as their entire strategy.
Understanding the Trend in Mutual Fund Expenses
One thing investors can control is how much they pay for managing their money.
Understanding the Trend in Mutual Fund Expenses
One thing investors can control is how much they pay for managing their money.
Top 5 Reasons for Retail Investors to Invest in Passive Funds
Here are the five biggest reasons why investors should take a look at passive funds.
Top 5 Reasons for Retail Investors to Invest in Passive Funds
Here are the five biggest reasons why investors should take a look at passive funds.
Government Money Market Mutual Funds May Be a Better Alternative to Cash
With equity valuations stretched, investors should look for ways to protect their capital while still earning a competitive rate of return.
Government Money Market Mutual Funds May Be a Better Alternative to Cash
With equity valuations stretched, investors should look for ways to protect their capital while still earning a competitive rate of return.
Robo-Advisors: How They Fare Against Target-Date Funds
The combination of low cost and the lack of these potential conflicts of interest are making the robo advisor option more popular.
Robo-Advisors: How They Fare Against Target-Date Funds
The combination of low cost and the lack of these potential conflicts of interest are making the robo advisor option more popular.
Introduction to Hedge Fund Strategies in Mutual Fund Investing
As billions of dollars continue to pour into passively managed index mutual funds, active managers are looking for fresh and unique products
Introduction to Hedge Fund Strategies in Mutual Fund Investing
As billions of dollars continue to pour into passively managed index mutual funds, active managers are looking for fresh and unique products
How Short Selling and Leverage Impact Your Mutual Fund Returns
One of the downsides of the fund industry boom is that it has produced some offerings that are risky, expensive and, often times, misunderstood.
How Short Selling and Leverage Impact Your Mutual Fund Returns
One of the downsides of the fund industry boom is that it has produced some offerings that are risky, expensive and, often times, misunderstood.
Target-Date Funds Investing in Annuities May Provide Guaranteed Income
When it comes to retirement, investors are looking for a steady income stream that they’re confident will last them the rest of their lives.
Target-Date Funds Investing in Annuities May Provide Guaranteed Income
When it comes to retirement, investors are looking for a steady income stream that they’re confident will last them the rest of their lives.
How Will Rising Interest Rates and Inflation Impact Target-Date Funds?
After nearly seven years of zero-interest-rate policy, the Federal Reserve has begun lifting rates once again.
How Will Rising Interest Rates and Inflation Impact Target-Date Funds?
After nearly seven years of zero-interest-rate policy, the Federal Reserve has begun lifting rates once again.
A Long-Term Perspective on Infrastructure Funds
One of President Donald Trump’s campaign promises was to commit up to $1 trillion toward rebuilding the nation’s infrastructure.
A Long-Term Perspective on Infrastructure Funds
One of President Donald Trump’s campaign promises was to commit up to $1 trillion toward rebuilding the nation’s infrastructure.
How to Capitalize on Rising Populism in the UK
British citizens will be going to the polls on June 8 in a surprise snap election that could shape the way the nation’s exit from the European Union plays out.
How to Capitalize on Rising Populism in the UK
British citizens will be going to the polls on June 8 in a surprise snap election that could shape the way the nation’s exit from the European Union plays out.
Differentiating Between a Fund’s NAV and Total Return
Many investors assume that changes in a mutual fund’s net asset value (NAV) correlate directly to the total return of the fund. That’s not necessarily true.
Differentiating Between a Fund’s NAV and Total Return
Many investors assume that changes in a mutual fund’s net asset value (NAV) correlate directly to the total return of the fund. That’s not necessarily true.
What Is Floating NAV for Money Market Funds?
For decades, investors in money market mutual funds have assumed that their shares will always be priced at $1.This may no longer be the case.
What Is Floating NAV for Money Market Funds?
For decades, investors in money market mutual funds have assumed that their shares will always be priced at $1.This may no longer be the case.
What Is Swing Pricing for Mutual Funds?
In this article, we’ll introduce the concept of swing pricing and how it is used by funds to try to address this issue.
What Is Swing Pricing for Mutual Funds?
In this article, we’ll introduce the concept of swing pricing and how it is used by funds to try to address this issue.
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