Tim Maurer says instead of chasing an arbitrary figure, start by asking a better financial-planning question: What do you want out of life?
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In the first installment of his annual look at what markets taught investors over the previous year about prudent investment strategy, Larry Swedroe unpacks lessons one through three from 2018.
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Larry Swedroe unpacks research into this double agency problem and its affect on funds’ performance.
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Larry Swedroe unpacks research showing that relaxing quantitative tax-aware strategies’ long-only constraint can drastically increase tax benefits.
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To help investors avoid catastrophizing recent volatility, Larry Swedroe lays out some economic positives to also keep in mind.
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Looking for something new to read? If so, Tim Maurer’s list of his 10 favorite personal finance books could be a great place to start.
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When faced with stock market volatility, it’s critical to take the long view. Larry Swedroe helps keep things in perspective with a look at why disciplined investors have been rewarded for their patience.
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Larry Swedroe writes that equity valuations today suggest investors are likely to be disadvantaged if they underallocate to emerging market stocks.
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There’s always something to worry about when it comes to the stock market, but panic selling all-too-often ends in disaster.
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In a review of recent academic research into the currency carry trade, Larry Swedroe explores some of the fundamental and theoretically motivated sources of risk that drive its returns and help explain the premium.
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After a look at the historical evidence, Larry Swedroe makes the case that investors haven’t been adequately compensated for taking on the various risks, implementation issues and other planning requirements associated with corporate bonds.
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Larry Swedroe explores some of the reasons why municipal bond investing may be growing riskier.
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The risk of becoming more vulnerable to financial abuse as we get older can pose a significant threat to our retirement security.
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The giving season is here, so we’re revisiting some tips from Tim Maurer on how to transform one of the more stressful elements of this time of year into something more fulfilling.
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Larry Swedroe offers his seven keys to remaining a patient and disciplined investor over the long haul.
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Research shows a mutual fund manager’s good (or bad) experience with a stock can bias the decision to repurchase it.
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Larry Swedroe unpacks a review of SPIVA persistence scorecard data that indicates, over time, it’s been increasingly difficult for active equity funds to stay at the top.
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A recent study only reinforces the important link between mutual fund costs and performance. However, as Larry Swedroe explains, its results happen to offer plenty of good news for investors on both sides of the active versus passive debate.
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One way to evaluate an equity factor’s pervasiveness is to determine whether it provides a premium at the sector/industry level. With this metric in mind, Larry Swedroe unpacks new research that shows the value and profitability factors pass the test.
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Larry Swedroe summarizes the recently released mid-year 2018 SPIVA report, which once again offers powerful evidence regarding active management’s inability to persistently outperform.
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