Many consider factor-based investment strategies to be highly complex, more expensive, and ones that provide negative returns over long periods. Larry Swedroe digs into the myths and provides guidance for those worried about how they could affect their overall portfolio. As the chief research officer for Buckingham Strategic Wealth and the BAM Alliance, I receive …Read More.
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.
From number crunchers to relationship builders, the role of wealth manager has transformed over the last 20 years. Wealth Advisor, Adam Yofan, comments in this article that gets to the heart of how modern advisors are more immersed than ever in their clients’ lives. From number crunchers to relationship builders, the role of wealth manager …Read More.
Women face all the same issues that men face in retirement, plus they have additional complicating factors. Larry Swedroe and Katie Keary address these factors and offer tips to help even the scales. Women face all the same issues that men face in retirement, plus they have additional complicating factors. Larry Swedroe and Katie Keary …Read More.
After an historically long furlough for federal-government workers, paychecks are finally starting to hit bank accounts. Now, how do those same workers manage the debt built while out of work? Wealth Advisor Kent W. Schmidgall comments in this MarketWatch article that addresses that very question. After an historically long furlough for federal-government workers, paychecks are …Read More.
How much is enough? It’s a broad question, yet it’s easy to find specific guidance on the amount of money you need to achieve a fulfilling retirement. Tim Maurer says instead of chasing an arbitrary figure, start by asking a better financial-planning question: What do you want out of life? How much is enough? It’s …Read More.
In the third and final installment of his annual look at what the markets taught investors over the prior year about prudent investment strategy, Larry Swedroe concludes his list with 2018’s lessons eight through 11. Every year, the markets provide us with lessons on the prudent investment strategy. I’ve so far covered what they taught …Read More.
In the first installment of his annual look at what markets taught investors over the previous year about prudent investment strategy, Larry Swedroe unpacks lessons one through three from 2018. Every year, the markets provide us with lessons on the prudent investment strategy. Many times, markets offer investors remedial courses, covering lessons it taught in …Read More.
In a review of Larry Swedroe’s newest book, “Your Complete Guide to a Successful and Secure Retirement,” David Nicklaus, of the St. Louis Post-Dispatch, explores the book’s main themes and why a retirement plan should include more than money. In a review of Larry Swedroe’s newest book, “Your Complete Guide to a Successful and Secure …Read More.
Do the managers of commercial bank-affiliated mutual funds act in ways that serve their parent organizations’ interests at the expense of investors? Larry Swedroe unpacks research into this double agency problem and its affect on funds’ performance. About 40% of mutual funds are run by asset management divisions of groups whose primary activity is commercial banking. This …Read More.
What’s the most important thing you need to do today, and how might you manage your calendar in a way that improves the odds it actually happens? Tim Maurer shares his system for channeling daily intentionality to boost productivity. My work as a financial advisor is dedicated to helping others best allocate their scarce resources …Read More.
Is the conventional wisdom that equates turnover and shorting with tax inefficiency actually right? Larry Swedroe unpacks research showing that relaxing quantitative tax-aware strategies’ long-only constraint can drastically increase tax benefits. “Conventional wisdom” can be defined as ideas that are so accepted they go unquestioned. Unfortunately, conventional wisdom is often wrong. Two good examples are …Read More.
Many 40-somethings are seeing their income begin to peak, but expenses are often on the rise as well. Tim Maurer goes on CNBC’s “Power Lunch” to talk about what financial steps investors in their 40s should take first. In your 40s, plan for the present through cash flow management and prepare for the future by …Read More.
In a look at the historical data on stock returns following periods of negative performance, Jared Kizer explores why revisiting the market’s longer-term properties can help put last quarter’s volatility into broader context. From March 2009 through September 2018 — a period encompassing almost 10 years and the aftermath of the Great Financial Crisis — …Read More.
Looking for something new to read? Made a New Year’s resolution to spend more time with the written word in 2019? If so, Tim Maurer’s list of his 10 favorite personal finance books could be a great place to start. A friend recently asked me to offer a list of my five favorite personal finance …Read More.