Funds & ETFs
Comparing two funds properly
Performance is the least useful comparison, and a short list of other checks distinguishes them reliably.
Topic
costs
Every Finance Spyder article tagged costs — 7 pieces across 3 sections.
Investing Basics
Starting with a small amount
Small sums are worth investing, the obstacles are mostly cost and access, and both have largely disappeared.
Asset Allocation
The case for keeping it simple
Complexity adds cost and decisions, and the evidence that it adds returns is weak.
Investing Basics
Reviewing your portfolio properly
An annual review covers what needs checking, and more frequent attention makes outcomes worse rather than better.
Investing Basics
Common mistakes new investors make
A short list accounts for most of the damage, and all of them are avoidable by knowing they exist.
Asset Allocation
Rebalancing: why and how often
It maintains the intended risk level rather than improving returns, and the frequency matters less than doing it at all.
Funds & ETFs
Fund charges and what they actually cost you
A fraction of a percentage point compounds into a substantial sum, and several costs are not in the headline figure.