Once you’ve chosen the mix of assets appropriate for you, the next step involves determining which type of investment account will hold them. Kevin Grogan breaks down the asset location decision and how it can help maximize after-tax returns. The first decision you make with respect to your portfolio is its asset allocation, or the …Read More.
Pension plan sponsors engage investment consultants even though the evidence clearly shows their recommendations fail to add value. Why? Larry Swedroe examines research that concludes there’s an agency problem (that is, a conflict of interest) at work. It seems logical to believe that if anyone could beat the market, it would be the pension plans …Read More.
Given the many competing demands on your finite income, identifying true financial priorities can be challenging. To help, Tim Maurer revisits his list of places where (and in what order) you should spend (or save) your next available dollar. There is no shortage of receptacles clamoring for your money each day. No matter how much …Read More.
Given what’s at stake and the complexities in play, more fully engaging with your finances can seem like a daunting task. To help, Wealth Advisor Katie Keary looks at five ways to develop the tools you need to become more confident with your money. Becoming more engaged with your finances can be a daunting task …Read More.
It’s the inability to ignore market “noise” that, for many investors, leads to poor results. Larry Swedroe on some tools for avoiding the twin mistakes of recency and resulting, even when the market serves up an extended period of underperformance. In a June 1999 interview with Businessweek, Warren Buffett is quoted as saying, “Success in …Read More.
Given their long underperformance relative to U.S. stocks, some investors may be questioning whether it makes sense to own international equities. Jared Kizer looks at five reasons why you should remain committed to a globally diversified approach. Since the financial crisis of 2008, U.S. equities have earned substantially higher returns than international equities. Ken French’s …Read More.