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    Mutual Funds vs ETFs–Here’s Why Mutual Funds Win

    ByRob Berger, JD December 11, 2020August 13, 2025

    In this article, we’re going to look at the differences between exchange traded funds (ETFs) and mutual funds. In past videos (check out my YouTube channel) I’ve mentioned that for long-term buy and hold investors, I don’t see any reason that we need to bother with ETFs. That’s sparked some emails and comments from folks…

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  • Has Warren Buffett Lost the Midas Touch?
    Investing

    Has Warren Buffett Lost the Midas Touch?

    ByRob Berger, JD June 26, 2020June 26, 2020

    Investors and analysts have fallen out of love with Warren Buffett. At least that’s the claim by some as reported by Business Insider. The story claims that Berkshire has suffered from “chronic underperformance.” A MarketWatch piece piled on, describing what it called a “vast underperformance.” Later the same article said Buffett is “profoundly underperforming” the…

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  • How the Bucket Strategy and 4% Rule Work Together
    Retirement | Investing

    How the Bucket Strategy and 4% Rule Work Together

    ByRob Berger, JD June 15, 2020August 13, 2025

    Investing in retirement is scary for the most experienced investor. Combining the bucket strategy and 4% rule can help any retiree weather a bad market. Here’s how. I retired (the second time) at the age of 51. Having just sold my online business, my wife and I went from earning and saving money to living…

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  • Morningstar User’s Guide
    Investing | Tools

    Morningstar User’s Guide

    ByRob Berger, JD May 10, 2020August 13, 2025

    Welcome to the Morningstar User’s Guide. We’re going to cover everything you need to know about using and getting the most advantage out of Morningstar. In this first article and video, we’ll cover an overview of Morningstar. We will also look at some resources you’ll need as we work through this guide. It’s my hope…

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