Most people consider budgeting an exercise in repressive tedium. But it doesn’t have to be.

Larry Swedroe digests a study that uses more than 100 years of data from around the world to determine if there’s good reason to believe a set of common factors will persist, or whether they’re just anomalies that tend to disappear after they become known.

Larry Swedroe on a study that “saves” the size effect by showing it is strengthened when combined with other, newer factors.

Larry Swedroe turns to a new study from Andrew Berkin, his colleague and co-author, on the long-term link between equity prices and bond yields.

A recent study explores how a lack of financial literacy can cost investors returns.

ESG investors may be sacrificing some of their returns to express their social preferences, but is there an offsetting benefit in terms of lower portfolio risk? Larry Swedroe unpacks a new study that explores both sides of the strategy.

Larry Swedroe takes a look at new research findings on lottery stocks in mutual funds.

Larry Swedroe revisits the data and explains why he thinks it’s difficult to conclude this particular risk premium is gone for good.

Larry Swedroe unpacks some recent research from our own Jared Kizer that shows the risk already found in a portfolio of stocks and government bonds can make owning corporate bonds redundant for many investors.

Larry Swedroe on what poker players can teach investors about evaluating decisions.

The prevalence of security analyst skill stands in stark contrast to studies that show only a fraction of actively managed mutual funds outperform on a risk-adjusted basis. Larry Swedroe tackles new research into this apparent contradiction.

Larry Swedroe unpacks a resource to help investors navigate the many financial aspects of elder and long-term care.

Larry Swedroe unpacks a study into how this tendency, called the disposition effect, operates at the asset versus the portfolio level.

Tim Maurer offers a simple retirement stress test and asks what is perhaps the better question: What number works for you?

Larry Swedroe unpacks research that shows private equity returns are more correlated with public equity than some reported results may lead investors to conclude.

Larry Swedroe on a study showing why performance chasing rarely succeeds.

Does the current empirical evidence still suggest there’s a significant benefit to including emerging markets stocks in a globally diversified portfolio? Larry Swedroe makes his case for the prudent investment strategy.

Larry Swedroe looks at recent research into payout policies and the long-run drivers of expected equity returns.