investment-news

Preparing Yourself for the ‘Retirement Apocalypse’

Is there a ‘Retirement Apocalypse’ approaching? Larry Swedroe talks with Scarlet Fu on Bloomberg TV about the four issues investors nearing retirement are facing and the argument for passive vs. active management. Is there a ‘Retirement Apocalypse’ approaching? Larry Swedroe talks with Scarlet Fu on Bloomberg TV about the four issues investors nearing retirement are …Read More.

The Basics of a Spend-Down Strategy

For a more secure retirement, think larger than simply trying to pay the least amount in taxes each year. Wealth Advisor Bill Morgan outlines the process for building an overarching spend-down strategy designed to minimize taxes over a lifetime. Almost every client we talk with emphasizes one primary, overriding goal: having enough money in retirement. …Read More.

When Value Performs Poorly

For investors who have experienced these poor recent results, a natural question is how value stocks have tended to perform relative to growth after periods of poor performance. Jared Kizer examines the data and shares his insights to help investors see the bigger picture. In the U.S. stock market over roughly the last 10 years, …Read More.

Putting Panic Into Perspective

There’s always something to worry about when it comes to the stock market, but panic selling all-too-often ends in disaster. That, Larry Swedroe writes, is why it’s so crucial for investors to have a prudent, well-thought-out financial plan in place. As the director of research for Buckingham Strategic Wealth and The BAM Alliance, whenever markets …Read More.

The S&P 500 Goes Supernova

Since the global financial crisis, the S&P 500 has posted truly astounding returns. Jared Kizer explores why such performance may not repeat for many decades to come, as well as what investors can expect from U.S. large-cap stocks going forward. I think most investment professionals are generally aware of how well the S&P 500 has …Read More.

Understanding The Financial Crisis

The 10th anniversary of the Great Financial Crisis has led many investors to seek guidance on how to prepare for the next market downturn. Larry Swedroe shares some lessons to help investors weather the next crisis with confidence. The 10th anniversary of the Great Financial Crisis is the subject of lots of articles and media …Read More.


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