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The Chart Room

Most Arguments Against Index Investing Aren’t Compelling

Writing for Morningstar.com, Alex Bryan, CFA looks at the benefits of index investing.

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You Can Use Jack Bogle’s Investing Strategy, Keep a Socially Responsible Focus

If a focus on ESG investing is of interest to you, this recent article written by Lorie Konish for CNBC.com might be worth a read.  In the article, she compares current ESG investment options and how they align with the investment approach put forward by Jack Bogle.

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An Unlikely Effect of Jack Bogle’s Creation: Helping to Keep Inflation Low

The legacy and impact of John “Jack” Bogle, founder of the Vanguard Group, is beautifully highlighted in this recent New York Times article by Jeff Sommer.

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Passive Beats Active Management

Writing for the London Business School Review, Professor Steven Schaefer weighs in on active vs. passive investment management.  To analyze the topic, he highlights his 2017 conversation with Nobel Prize winner Professor Eugene Fama, which took place at the London Business School’s 3rd Annual Insight Summit Conference.

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The S&P 500 Remains Relevant at 60

Writing for Morningstar, Kevin McDevitt, CFA, takes a close look at the history of the S&P 500. He analyzes what has made this index relevant to investors over the last 60 years. He also considers why a true rival has never supplanted its importance.

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Warren Buffett Bet $500K That Hedge Funds Couldn’t Beat a Vanguard Index Fund

Nine years ago, Warren Buffett gave the hedge fund world a challenge. He took a gamble that an unmanaged S&P Index Fund would out-perform a collection of well-managed hedge funds over a 10-year period. Was he right?

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Endowment Sweepstakes: How Tiny Houghton College Beat Harvard

Harvard’s Endowment Fund recently announced that it will lay-off 230 employees due to lagging performance. Harvard’s situation is not unique. The National Association of College and University Business Officers recently reported that many endowments under-performed for fiscal year 2016. One exception of note is Houghton College in Houghton, New York.  A recent article written by James Stewart for the New York Times outlines Houghton’s investment strategy and how it compares to other institutions.

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It’s Time to Ignore Advice About Which Stocks to Buy in 2017

Writing for the New York Times economics and politics website “The Upshot,” Damon Darlin analyzes the 2016 stock picks of several experts. How did they stack up to the S&P Stock Index? What insight could it provide for 2017 investments?

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Zen and the Art of 401(k) Maintenance

How often should you look at your retirement account statements? Writing for the New York Times, Ron Lieber investigates this and other behavioral finance questions by analyzing a 2014 Fidelity study on the topic.

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These Timeless Investing Principles Made Warren Buffett Rich

In an opinion piece for MarketWatch, Professor Lawrence Cunningham looks at Warren Buffett’s investment style. In particular, he looks at Buffett’s strategy of investing with a “margin of safety.”

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