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I found a page on Vanguard's website, Vanguard portfolio allocation models, that provides historical returns based on different portfolio makeups, but I don't know whether they are providing geometric …

I know a dividend yield is how much in dividends you get back, but what does the "above market" portion of that term mean?

I'm trying to find out what the types of ETFs are and ran into some confusion: A webpage (http://etfdb.com/portfolio-management/the-7-different-etf-structures/) lists ETNs as a type of ETF. But an Inv …

I found several checking accounts from credit unions offering between 3 and 5% (such as Northpointe Bank) and a savings account with BECU here in WA offering over 6% APY. Savings accounts, money ma …

Here's what I wrote for a draft blog article. But now I don't know that annualized total return means the CAGR/geometric average whereas annualized return does not have anything to do with compounding …

As I understand it, when comparing the "returns" of paying off my student loan debt to expected returns on investing, I should be using either the nominal rate or CAGR—not the real rate of return—of investing …

Some sources indicate that closed-end funds are different from mutual funds, while others include them as a category of mutual funds. For example, on one Investopedia page (http://www.investopedia.c …

I'm trying to figure out the average inflation between 1926 and 2015 so I can subtract it from the cumulative annual growth rate of average annual bond return during that period (5.4% according to Van …

I understand that you can withdraw your principal from a Roth IRA anytime without penalty. But what becomes of the earnings accumulated on that principal?

I'm hoping to specifically find what the 10 or 20 year return is for investing in the S&P 500 index fund or another diversified portfolio option. …

Many different sources I've seen refer to ETF as distinct from mutual funds, while others say ETFs are a type of mutual fund. (I understand that the main difference between a (I suppose, typical?) m …

For Vanguard's Prime Money Market Fund Investor Shares mutual fund, the minimum investment is $3,000. But for the Admiral Shares version, the minimum investment is $5,000,000! Why is there such a huge …

In the the case of investing, these factors should be considered when estimating returns: What are the likely after-tax returns? What are the likely after-inflation returns of investing? … And obviously, fees don't apply, so that's a sole consideration of investing.  …

I've been trying to understand the multiple ways stocks and bonds compound (under the definition of compounding as generating earnings from the reinvestment of previous earnings, my understanding of t …

I've been thinking long and hard about whether to pay off my student loans with the smaller interest rates as quickly as possible or just pay the minimums and start investing. … It would take several more years if I were to just pay the minimums and put the extra money toward investing instead. …