It’s tough to prepare for your financial future when you don’t know what you don’t know. Wealth Advisor Sue Stevens looks at some foundational planning questions to consider by decade. When a new client comes to our office for the first time, we typically start by asking “How can we help?” Starting a relationship with …Read More.
Don’t allow relatively short periods of performance to influence long-term investment strategies. Larry Swedroe looks at how home-country bias and recency can imperil proper international diversification. I’ve been getting lots of questions about the benefits of international diversification. The questions are variations of “Why do I want to own these poorly performing investments that also …Read More.
Sick of your job? Should you simply retire? Wealth Advisor Connie Brezik looks at some of the issues, financial and otherwise, with using retirement as a way to resolve workplace angst. Recently, the “I want to retire” mantra seems to be an ever more common theme. I am even hearing a greater number of people …Read More.
This nifty little quiz from Wealth Advisor Doug Buchan helps show why setting an annual performance goal for your portfolio is not only useless, but can be hazardous to your wealth. By Doug Buchan, Wealth Advisor I’m going to start by providing some basic facts (not opinions, facts). Then, I’m going to ask you a …Read More.
Wealth Advisor Connie Brezik looks at why it can be prudent to think about your home as a personal asset, not an investment. Your home is your sanctuary. It is your comfort zone and where you spend a good deal of your time. You sleep, cook, eat and entertain at home. For some, you may …Read More.
Don’t let some important financial task get lost in the bustle and commotion as you get ready to send your child off to college. To help, Wealth Advisor Ken Rosenbaum revisits six essential to-do’s that you may have overlooked. The day has come. Your little baby has grown up and is now ready to leave …Read More.
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. Most of the focus of the literature on active mutual funds has been on the question about their performance and the related …Read More.
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.