market-insights

Index Investing’s Market Impact

In a look at the latest literature, Larry Swedroe unpacks new research into the impact that the rise of passive investing has had on securities lending, which plays an important role in stock market efficiency. Over the past few decades, there has been a substantial shift from active to passive investment strategies. The shift has …Read More.

The Risk Warrior

In the most recent Investment Advisor cover story, Janet Levaux sits down with Larry Swedroe to get his latest thinking on asset allocation and portfolio diversification. Janet Levaux, editor-in-chief with Investment Advisor, sits down with Larry Swedroe to get his latest thinking on asset allocation and portfolio diversification. Find it on InvestmentAdvisorDigital.com By clicking on …Read More.

Five Ways to Become More Financially Engaged

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.

Evidence-Based Investing Captures What Traditional Indexing Leaves Behind

Accepting tracking error risk and integrating evidence-based investing within your philosophy, you’re able to take advantage of what indexing brings to the table. Ryan Jennings highlights a few areas where this approach can capture what traditional indexing leaves behind. Prior to joining Buckingham Strategic Wealth, I worked with institutional clients educating them and supporting their …Read More.

2018’s Active Vs. Index Scorecard

New report, same old story. Larry Swedroe unpacks highlights from the most recent SPIVA scorecard that offer still more powerful evidence of active management’s continued failure to persistently outperform. Since 2002, S&P Dow Jones Indices has published its S&P Indices Versus Active (SPIVA) Scorecard, which compares the performance of actively managed equity mutual funds to …Read More.

Tale Of 2 Stock Markets

There is clear evidence the political climate affects investors’ views of the economy and the stock market. Larry Swedroe encourages investors to separate political affiliations from investment decisions. The fourth quarter of 2018 was a pretty miserable one for investors, with the S&P 500 Index losing 13.5%. And it was looking a lot worse on …Read More.

Financial Advisors: Are You An Explainer, Elucidator Or Enchanter?

Not all financial planning—or financial planners—are equal. Tim Maurer explores how you can go beyond just sharing knowledge with your clients to truly inspire understanding and wisdom. Not all financial planning—or financial planners—are equal. The Certified Financial Planner™ Board has done much to standardize a substantive base level of knowledge for aspiring advisors. But the value of …Read More.

A Tale Of 3 Small Value Funds

There can be large differences in passively managed funds, even those within the same asset class. Larry Swedroe looks at 3 small value funds and shows how their performance is explained by exposure to factors-asset pricing models. Index funds and structured passive asset class funds are similar in the way that rectangles and squares are …Read More.

Do Surprises Really Move Markets?

Prices will not change if the expected happens. It is the unexpected that causes prices to move. Larry Swedroe shares some examples where good news has led to bad results and vice versa. French economist Louis Bachelier long ago remarked: “Clearly the price considered most likely by the market is the true current price: if …Read More.


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