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Market Weight vs. Equal Weight S&P 500 ETFs (RSP vs SPY)

RSP vs SPY vs MDY Historical Performance Max

The S&P 500 is a market capitalization weight index. This means that larger companies make up larger percentages of the index than smaller companies. The percentage is calculated by taking the market capitalization of the stock and divided by the total market capitalization of the entire index. For example, the largest company in the S&P … Read more

Portfolio Rebalancing Strategies: How and When to Rebalance Your Portfolio

Portfolio Rebalancing Strategies: How and When to Rebalance Your Portfolio 5

Most investors use asset allocation as a core investing strategy. This means investing a specific amount in each investment, which could be viewed as slices in a pie. At the high level, these pies are different asset classes like equities, fixed income, real estate, commodities, and cash. Within each pie, an investor also decides a … Read more

Dividend Investing Basics, Advantages, and Disadvantages

Dividend Investing Basics, Advantages, and Disadvantages 16

One of the more popular investment strategies is to invest in dividend-paying stocks. In this article, we will go over the basics about what are dividend stocks and the advantages and disadvantages of dividend investing. Dividend investing is a powerful method to grow your wealth while generating regular income. Depending on your financial situation, you … Read more

Asset Location: Best Accounts for Different Investments

Asset Location: Best Accounts for Different Investments 29

Asset Location is a tax-efficient investing strategy to help you minimize taxes and grow your investments faster by holding investments in the best-suited investment accounts.  This strategy leverages the fact that investments in Roth IRA and 401(k) are tax-free, and investments in Traditional IRA and 401(k) are not taxed until the money is withdrawn. For … Read more