Individual U.S. Stocks vs U.S. Stock Mutual Funds and ETFs

Individual U.S. Stocks vs U.S. Stock Mutual Funds and ETFs Source: Morningstar as of 12/31/18. Mutual Funds and ETFs are the Morningstar US Equity Category, oldest share class only. US Individual Stocks are the Morningstar US Stock universe, all securities on the NYSE and NASDAQ. Analysis does not include obsolete mutual funds, ETFs or stocks […]

401(k)s

401(k)s 401(k)s What is a 401(k)   A 401(k) is a retirement savings plan sponsored by an employer. The plan allows you to set aside money from your paycheck into a 401(k) account and invest it. The idea is that your money will hopefully grow inside the 401(k) over the years you are working and […]