Read Harold Evensky's latest Newsletter.
Read Harold Evensky's latest newsletter.
Mixing vegetables together may be fine for food (although it’s not my favorite), but it’s nonsense in the investment world. When you hire a money manager (e.g., a mutual fund), do you really care how good his or her sibling managers are if he or she is awful? Do your due diligence on the fund, not the family.
Read the latest newsletter from Harold Evensky.
Read Harold Evensky's latest NewsLetter.
Harold Evensky's quarterly letter to his readers.
Read Harold Evensky's most recent NewsLetter.
Harold Evensky's latest newsletter.
Retirement isn’t the sort of thing you can just jump into. Rather, it requires thoughtful planning and a modest amount of basic knowledge. Unfortunately, Americans seem to be sorely lacking in this regard.
Harold Evensky's most recent NewsLetter.
Read Harold Envensky's most recent Newsletter
Read the latest Evensky & Katz / Foldes Newsletter by Harold Evensky.
Harold Evensky's most recent Newsletter.
Morningstar looked at products from 852 fund families, and of those, only five had inflows of more than $10 billion so far in 2017. (In addition to Vanguard and iShares, they were Dimensional Fund Advisors, Pimco, and Schwab ETFs.) More than half the fund families — 439, amounting to 51.5% — had outflows.
Harold Evensky's newsletter to his readers.
I’m so proud that I’m bursting at the seams, and have to share it far and wide. On March 8, Deena, my partner, wife, best friend, and besherta, will be honored with the Alexandra Armstrong Award that “celebrates pioneers in the field of financial planning.