Markets News
What an Expense Ratio Really Costs Over Thirty Years
A 0.50% expense ratio versus 0.03% can mean roughly $9,400 less on a $10,000 investment over 30 years. Here is how fund fees compound, with the math and…
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Markets News
Markets News reports each session for readers holding long-term portfolios: which indices moved, what data or decision drove them, and whether the event has any bearing on a plan measured in decades. Coverage separates genuine developments from noise deserving no response at all.
Daily market reporting written for individuals: what moved, which release caused it, and whether the development warrants any change to a long-term plan.
Markets News
Most Active Large-Cap Funds Still Trail the S&P 500
The latest SPIVA scorecard shows the long-running gap between active fund managers and their benchmarks persisted across nearly every period measured.
Markets News
What Stock Market Circuit Breakers Actually Do When Prices Plunge
The automatic halts have triggered only twice since 1997, and research suggests they can raise volatility as much as they calm it.
Markets News
What SIPC Protection Actually Covers When a Brokerage Firm Fails
The $500,000 limit protects the securities in an account against a failed brokerage, not against a falling market. Here is where the line sits, and how a…
Markets News
Why Most Actively Managed Funds Underperform the S&P 500 Long Term
New SPIVA and Morningstar data show the share of active managers beating the index shrinks the longer you measure — and cost is the main reason why.