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Why Fidelity Should Launch a Contrafund ETF

Why Fidelity Should Launch a Contrafund ETF

The New York Times recently chronicled the challenges of Fidelity, perhaps the most renowned and respected active management firm out there: “In each of the last 10 years, Fidelity’s fabled mutual funds have leaked money, no matter how well they have performed. It is...

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Still Using a Flip Phone?

Still Using a Flip Phone?

I’m not the guy waiting in line at the Apple store for the latest iPhone release.  I let millions of other people roll the dice on Uber and Airbnb before I made the leap.  I’m just not an “early adopter”, it’s not in my DNA.  I’m much more of a risk manager.  However,...

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No Reason to Tip Uncle Sam Each Year

No Reason to Tip Uncle Sam Each Year

"You must pay taxes. But there's no law that says you gotta leave a tip." – Morgan Stanley Unless you’re overly patriotic, highly altruistic, or have more money than you know what to do with, you likely agree paying less in taxes is better than paying more.  There’s...

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ETFs in Pictures

ETFs in Pictures

They say a picture is worth a thousand words.  If that's the case, I've put together a novel here.  Below are my favorite ETF-related charts.  While there are still a few words, the pictures tell quite a story.  Enjoy! ETF Growth Any ETF pictorial must begin with ETF...

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Core Wars

Core Wars

Fees on ETFs designed as core portfolio building blocks have plummeted in recent years as a civil war has broken out in the ETF industry.  You might recall the opening crawl from the original Star Wars…   Bloomberg’s Tom Psarofagis recently dubbed this ruthless ETF...

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The Retirement Savings Problem

The Retirement Savings Problem

I recently came across one of the more shocking charts I have seen in quite a while.  FlowingData compiled figures from the Bureau of Labor’s 2016 Consumer Expenditure Survey on how different income groups spend their hard-earned money.  They then fashioned this data...

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