A recent study investigated how mutual funds respond when investors call for climate responsibility. Larry Swedroe unpacks its results and what they mean for investors who express their social preferences through fund selection. The 2015 Paris Agreement recognized finance as an important element to successfully transition to a low carbon economy. Policymakers hoped to achieve this …Read More.
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. A vast body of research provides powerful evidence of the failure of active management to generate persistent alpha (risk-adjusted outperformance). For …Read More.
Not all financial planning or financial planners are equal. Tim Maurer explores why it’s so important for wealth advisors to go beyond just sharing knowledge with their clients to truly inspiring wisdom and understanding. Not all financial planning—or financial planners—are equal. The Certified Financial Planner™ Board has done much to standardize a substantive base level …Read More.
What’s the most important thing you need to do today, and how might you manage your calendar in a way that improves the odds it actually happens? Tim Maurer shares his system for channeling daily intentionality to boost productivity. My work as a financial advisor is dedicated to helping others best allocate their scarce resources …Read More.
Most people consider budgeting an exercise in repressive tedium. But it doesn’t have to be. Tim Maurer on how autonomy and automation help remake budgeting and saving into part of a life-giving financial rhythm. Most people avoid budgeting because they consider it an exercise in repressive tedium. But it doesn’t have to be. By applying …Read More.
Larry Swedroe and Wealth Advisor Katie Keary explore the impact of 12 specific challenges that women face, and offer financially empowering solutions to them. Women continue to fight unique financial and life headwinds in planning for a secure retirement. Larry Swedroe and Wealth Advisor Katie Keary explore the impact of 12 specific challenges that women …Read More.
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. While about 10,000 Americans retire daily, …Read More.
Kids have become top targets for identity thieves. The BAM ALLIANCE’s Jared Hoffman outlines the warning signs that a child’s identity has been compromised, and some cybersecurity measures you can take to keep it from happening to a young person you love. Many under the age of 16 don’t have much money, a line of …Read More.
Families sometimes struggle with reasonable, open and constructive dialogue around a range of wealth and life planning matters. To help, Wealth Advisor Jeff Johnson offers some strategies for planning your family’s next important conversation about money. I’ve been a close observer of the way families make, communicate and implement financial decisions for most of the …Read More.
Investors should focus on fees, global diversification, tilting toward small and value stocks, along with a focus on high credit quality and safe fixed income. Kevin Grogan shares these tips with Robert Powell on The Street’s Retirement Daily Podcast to help make up the elements of a sound investment strategy. Investors should focus on fees, …Read More.