The JPMorgan Equity Premium Income ETF (NYSE:JEPI) has become one of the most popular retirement income funds in the market, and the appeal is easy to understand. An 8.57% yield paid monthly,…
Throughout 2025, the Vanguard S&P 500 ETF (NYSE: VOO) has performed well over the past 12 months at +29%, but Q1 2026 has been a struggle: at the time of this writing,…
Vanguard S&P 500 Growth Index Fund ETF Shares (NYSEARCA:VOOG) offers a yield of just 0.46%, a byproduct of owning growth companies rather than a reason to own the fund, and investors evaluating…
Most index investors own the S&P 500 and think they own “the market.” They don’t. The S&P 500 covers roughly 500 of the largest U.S. companies, leaving out several thousand mid-, small-,…
The word “conservative” gets attached to a lot of funds that don’t quite earn it. Vanguard Mega Cap Index Fund ETF Shares (NYSEARCA:MGC) holds roughly 230 of the largest US companies, charges…
Retirees and income-focused investors have long used Vanguard Value ETF (NYSEARCA:VTV) as a core portfolio anchor, drawn to its dividend income, lower volatility relative to growth funds, and near-zero cost structure. When…
Most investors holding Vanguard 500 Index Fund ETF Shares (NYSEARCA:VOO) don’t think of it as a bet on technology. But with 32.2% of the fund sitting in the Information Technology sector, and…
There’s an old saying in investing that your portfolio is like a bar of soap. The more you handle it, the smaller it gets. Between bid-ask spreads, commissions, and taxes on realized…
A 1.5% yield sounds unimpressive until you realize the dividend check doubles roughly every seven years. That is the premise behind the Vanguard Dividend Appreciation ETF (NYSEARCA:VIG): skip the high-yield traps and…
For the past three years, owning the S&P 500 through a fund like the Vanguard S&P 500 ETF (NYSE:VOO) was the obvious choice as mega-cap technology companies drove the bulk of the…
The S&P 500 is down on the year through late March, but surprisingly, small caps are not. This divergence, while not dramatic in size, reflects something more meaningful happening underneath the surface…
The S&P 500 is down 3% year-to-date in 2026. Vanguard Total World Stock Index Fund ETF Shares (NYSEARCA:VT) is down less than 1% over the same period. That gap is not a…
One of the most successful investors in history is Warren Buffett. Now 95, he is worth approximately $146.5 billion after decades of investing in companies with wide economic moats, proven earnings, and…
Even if you are a stock market newbie, there is a better than good chance you know that VOO sits at the center of nearly every personal finance conversation online, not because…
David Beren Investors often overthink when it comes to building a long-term investment portfolio. With multiple sectors, companies, investment options, and alternatives, they tend to chase returns and forget about the long-term investment growth.…
