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.
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.
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.
Planning for a successful retirement is about much more than just an investment strategy to fund your desired lifestyle. Larry Swedroe and Kevin Grogan’s new book “Your Complete Guide to a Successful and Secure Retirement” takes it a step further and focuses on planning for a meaningful life in retirement. While about 10,000 Americans retire daily, …Read More.
Kids have become top targets for identity thieves. The BAM ALLIANCE’s Jared Hoffman outlines the warning signs that a child’s identity has been compromised, and some cybersecurity measures you can take to keep it from happening to a young person you love. Many under the age of 16 don’t have much money, a line of …Read More.
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.
Families sometimes struggle with reasonable, open and constructive dialogue around a range of wealth and life planning matters. To help, Wealth Advisor Jeff Johnson offers some strategies for planning your family’s next important conversation about money. I’ve been a close observer of the way families make, communicate and implement financial decisions for most of the …Read More.
Asset allocation and asset location are both important decisions when building an investment portfolio. Kevin Grogan, director of investment strategy, focuses on the asset location decision and how it can affect your after-tax returns. The first decision you make with respect to your portfolio is its asset allocation, or the mix of stocks and bonds. …Read More.
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.
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.
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.
Investors should focus on fees, global diversification, tilting toward small and value stocks, along with a focus on high credit quality and safe fixed income. Kevin Grogan shares these tips with Robert Powell on The Street’s Retirement Daily Podcast to help make up the elements of a sound investment strategy. Investors should focus on fees, …Read More.
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.
How did hedge funds fare in 2018? Larry Swedroe takes a look at the mixed results across asset classes and shows why market efficiency has won again. Hedge funds entered 2019 coming off their ninth-straight year of trailing U.S. stocks (as measured by the S&P 500 Index) by significant margins. And for the 10-year period …Read More.
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.