Insights

Insights2019-12-04T11:59:35-08:00

Research Study on Mutual Fund Costs and Returns

September 22, 2019

We have completed an extensive research study of mutual fund costs and returns for the period 2000 – 2016. A technical paper with the results will be released to the public in the coming weeks. Here we post a pre-release draft of the paper, and highlight some key findings which we are now using to […]

By |December 18th, 2019|

A new look for our website

We've redesigned our website for easier navigation and readability, better formatting on mobile, and as a robust platform for future functional enhancements. Please let us know what you think of the new design. E-mail:  support@personalfund.com

By |December 18th, 2019|

Investing Q&A: Higher Yielding Tax-Exempt Funds?

A millionaire writes: "How do I use your fund evaluator to get your suggestion for a higher yielding tax-exempt fund?" You could go to the Fund Finder box (where it says "enter any part of [...]

By |December 3rd, 2019|

What If Everyone Indexed?

What would happen if everybody invested only in index funds? The reason indexing works is that the stock market is largely "efficient." That is, all the publicly available information (and maybe even, illegally, a little [...]

By |December 3rd, 2019|