educated-investor

Set Your Goals

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.

The Historical Imperative for International Diversification

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.

Do You Really Want to Retire?

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.

Your Home Is a Personal Asset

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.

What’s in a Fund Name?

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.

Climate Change Investing Research

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.

Active Management’s Impact on Returns and Volatility

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.


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