We have met the enemy, and he is us. Larry Swedroe unpacks new research that suggests individuals do invest in successful factor-based strategies, but destroy returns through their poor trading behavior.
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After reviewing a study on the composition of mutual fund portfolios, Larry Swedroe concludes investors cannot rely on an active fund’s name, or even its stated objective, when seeking exposure to factor characteristics.
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Larry Swedroe unpacks a new study suggesting that U.S. stock returns are now less about economic growth and more about shareholders.
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Larry Swedroe unpacks a recent study investigating how mutual funds respond when investors call for climate responsibility and what it could mean for investors who express their social preferences through fund selection.
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After unpacking new research into how expense ratios and turnover impact returns and their dispersion, Larry Swedroe explores how the study’s findings inform what we know about active mutual funds, active share, and volatility.
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Larry Swedroe unpacks new research into its potential repercussions for liquidity, volatility and market efficiency.
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Larry Swedroe looks at why understanding how wealth affects happiness can play such an important role in retirement planning.
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Larry Swedroe unpacks new research into the impact that the rise of passive investing has had on securities lending, which plays an important role in stock market efficiency.
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The benefits of a global equity allocation may diminish as markets integrate, but they haven’t just up and vanished. Larry Swedroe takes a multi-faceted look at the value of broad diversification, even in a flatter world.
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Tim Maurer shares his system for channeling daily intentionality to boost productivity.
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Planning for a successful retirement is about much more than just an investment strategy to fund your desired lifestyle. Larry Swedroe and Kevin Grogan’s new book “Your Complete Guide to a Successful and Secure Retirement” takes it a step further and focuses on planning for a meaningful life in retirement.
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Larry Swedroe unpacks highlights from the most recent SPIVA scorecard that offer still more powerful evidence of active management’s continued failure to persistently outperform.
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There is clear evidence the political climate affects investors’ views of the economy and the stock market. Larry Swedroe encourages investors to separate political affiliations from investment decisions.
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Tim Maurer explores how financial advisors can go beyond just sharing knowledge with their clients to truly inspire understanding and wisdom.
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Larry Swedroe looks at 3 small value funds and shows how their performance is explained by exposure to common factors-asset pricing models.
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Larry Swedroe takes a look at the mixed results across asset classes for hedge funds and shows why market efficiency has won again.
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Larry Swedroe digs into the myths surrounding factor-based strategies and provides guidance for those worried about how they could affect their overall portfolio.
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Larry Swedroe shares some examples where good news has led to bad results and vice versa.
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Larry Swedroe concludes his list with 2018’s lessons eight through 11.
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Larry Swedroe resumes his list with 2017’s lessons four through seven.
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