Allan Roth

Index Investor Corner

Perils Of Mixing ETF Fund Families

Similar indexes can provide different exposures due to methodology.

Index Investor Corner

4 Lessons From A Stock Bubble

A decade after the dust settled in the bubble of 2007, some lessons may still surprise you.

Index Investor Corner

Active Large Cap Hot Streak Doesn’t Add Up

Recent claims of active equity outperformance are overblown.

Index Investor Corner

5 Fictional ETF Home Runs

These imaginary funds created years ago are going against the herd and hot money.

Index Investor Corner

How A Small Foundation Trounced The Big Guys

The eventual conclusion of using the correct benchmarks.

Index Investor Corner

Where I Disagree With Warren Buffett

I say no to the S&P 500 Index fund and yes to bonds.

Index Investor Corner

How To Beat Bond ETF Returns Without More Risk

Brokered certificates of deposit offer as close as you can get to a free-lunch investment.

Index Investor Corner

Why ETFs Won’t Replace Mutual Funds

Fund flows out of mutual funds and into ETFs tell an incomplete story.

Index Investor Corner

Bernstein’s Passive Investing Assertion Worse Than Marxism

Is AllianceBernstein arguing it should be rewarded for subpar performance?