Jason Zweig

A safe haven for investors by Jason Zweig of The Wall Street Journal.

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You, Dear Investor, Are Patient, Prudent and Calm

You, Dear Investor, Are Patient, Prudent and Calm

Posted by on Apr 20, 2019 in Articles & Advice, Blog, Columns, Featured |

Image Credit: Alex Nabaum   By Jason Zweig  |  April 19, 2019 12:00 p.m. ET   Bit by bit, the myth of the “dumb money” is dying. For decades, Wall Street has derided individual investors as ill-informed, fickle and hapless. Instead of buying and holding, or buying low and selling high, the “dumb money” blindly chases performance, buying high and...

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Fidelity’s Index-Fund Bashing Misses the Mark

Fidelity’s Index-Fund Bashing Misses the Mark

Posted by on Apr 14, 2019 in Articles & Advice, Blog, Columns, Featured |

Image Credit: Alex Nabaum   By Jason Zweig  |   April 12, 2019 12:24 p.m. ET   Sometimes, what research shows is less telling than what it doesn’t show. Consider a recent study from Fidelity Investments that has been circulating widely among financial advisers. It indicates that index, or passive, funds—those popular investment baskets that run...

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You Pay for Netflix and Spotify Monthly. What About Financial Planning?

You Pay for Netflix and Spotify Monthly. What About Financial Planning?

Posted by on Apr 6, 2019 in Articles & Advice, Blog, Columns, Featured |

Image Credit: Rob Wilson   By Jason Zweig  |  April 5, 2019 11:30 a.m. ET   How you pay for financial advice can be as important as how much you pay. On March 28, Charles Schwab Corp., the discount broker and investment-advisory firm, launched what it calls Schwab Intelligent Portfolios Premium. After an initial $300 fee, the service costs $30...

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