Welcome to the end of the week and another edition of Happy Hour! Just sit back, relax, and enjoy your end of the week roundup of all things interesting in the land of money.
5yr Fund Returns
October 2008 was a bad month for the market. Actually the whole year was bad. Stock mutual fund performance were abysmal. The same can be said for index funds. That year, the S&P 500 fell from 1,447 to 903, a 38% drop.
It’s had a big impact on fund performance numbers. Especially the 5 year average returns of stock funds pointed out here. But the slate is being wiped clean, so to speak, by time and with it, those numbers will improve dramatically. Continue Reading…

Comparison shopping is a typical routine done in stores all the time and it usually ends at the price. But every once in a while, you dig a little deeper. You check under the hood of a car or compare ingredients in food. So why don’t we do more of it with our investment products? When shopping for funds, take the time to compare the ETF and mutual fund holdings.
The Affordable Care Act will bring a big health reform change to insurance plan coverage in 2014. You can start making plans now. A number of those changes will be introduced October 1, to give you a head start. Here’s a quick overview of the early changes and what to expect.
The tax extension deadline is almost here and this is a friendly reminder that the IRS wants your tax filings soon. This year the
It’s easy to