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  Online resources for more information

These useful links can help build up your understanding and confidence with the tenets of index investing and underscore the importance of choosing the right allocation for your assets. 

For Consumers (the General Public)

The Motley Fool’s 60-Second Guide

If you like your investment information fast and with an fresh attitude, the Motley Fool  is for you. In addition to the above guide, they also have a complete Index Center.

Consumer Reports Money Advisor

Known best for advice on consumer products, here they discuss indexing. “You earn what the market does, but index funds can save you time, money, and a leap off a ledge.”

Money Chimp ‘Active versus Passive’ Expenses

Need more convincing that indexing makes dollars—as well as sense? Money Chimp’s assorted financial calculators are easy to use. They also have an Indexing Overview section.

 

Other online articles & resources:

Wall Street Journal: Indexing Wins in ‘08

Investor Guide: Active versus Passive

Standard & Poors' SPIVA Scorecards

FINRA's Market Data Center

FINRA's Retirement Calculator

FINRA: Using Asset Allocation

For Investment Professionals only

Software for ETF portfolios. Patent-pending system for automated risk monitoring. When an asset class moves outside a preset tolerance, a rebalance is executed at once. For advisors only.

White papers and articles:

Sharpe: Index Investing to Beat the Average

CFA: Determinants of Portfolio Performance

Bogle: Index Funds, from Heresy to Dogma

Malkiel: Reflections on Efficient Markets

Maynard: A New Breed of Advisor

 

Note: links above are for your convenience. We are not necessarily endorsing any of these third parties.

 

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