You’re approaching retirement and have $300,000 parked in a savings account or a checking account earning close to nothing, while your bank’s own website advertises a 1.65% average on a 12-month CD.…
You bought Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD) because the sticker price looked unbeatable: 6 basis points, a rounding error. But the fee is the cheapest part of this ETF. The expensive…
The Invesco QQQ Trust (NASDAQ:QQQ) and the Vanguard S&P 500 ETF (NYSEARCA:VOO) both get pitched as reasonable core holdings, but they are not interchangeable. VOO owns the entire large-cap U.S. earnings stream.…
For a 28-year-old funding a Roth IRA at $7,000 a year, the choice between three S&P 500 ETFs comes down to a single basis point and a share price that fits a…
The pitch is simple: monthly checks from blue-chip stocks. The reality is quieter. Holders of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) have watched a raging bull market pass them by while an…
The Treasury Department just handed one obscure ticker a windfall no marketing budget could buy. The State Street SPDR Portfolio S&P 500 ETF (SPYM) was named the default investment vehicle for Trump…
If you want plain vanilla S&P 500 exposure, two funds dominate the shortlist: SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG) and Vanguard S&P 500 ETF (NYSEARCA:VOO). They hold the same 500 companies in…
It’s quoted all the time, but I can’t stand adjusted EBITDA: earnings before interest, taxes, depreciation, and amortization, with management often adding back an even longer list of “one-time” expenses. The problem…
SPY is the ticker every trader knows and the fund most retail investors default to when they want “the S&P 500.” That default has a price. Two nearly identical ETFs charge a…
Congratulations, you cleared $400,000 this year. Now meet your silent partner: the IRS, who is taking 35% of every dollar you earn above the top-bracket threshold, plus a slice of your interest…
The Vanguard S&P 500 ETF (NYSEARCA:VOO) sells itself as the cheapest ticket to owning America. The sticker says 0.03%, roughly $3 a year per $10,000 invested. That’s the number every marketing page…
You’re 55. You’ve got $250,000 sitting in a savings account or a CD, feeling responsible. Then you check the latest inflation report: headline PCE ran at 4.1% year over year in May…
The Vanguard S&P 500 ETF (NYSEARCA:VOO) just became the first exchange-traded fund in history to cross one trillion dollars in assets, a milestone State Street had penciled in as one of its…
Monthly checks averaging around 20 cents per share against a $33 share price is how the iShares U.S. Large Cap Premium Income Active ETF (CBOE:BALI) builds its roughly 7.7% distribution yield. The…
The Vanguard S&P 500 ETF (VOO) is the largest ETF on the U.S. market, with just over $1 trillion in assets under management. It got there because of several compounding factors: the…
Tony Dong 
