Resources

A Second Quarter Review of 2019 ‘Sure Things’

In his latest quarterly review, Larry Swedroe tallies up how 2019’s “sure thing” market and financial forecasts have fared through the year’s halfway point. At the start of 2019, I compiled a list of predictions that so-called financial gurus had made for the upcoming year, along with some items I heard frequently from investors, for a consensus …Read More.

The Historical Imperative for International Diversification

Don’t allow relatively short periods of performance to influence long-term investment strategies. Larry Swedroe looks at how home-country bias and recency can imperil proper international diversification. I’ve been getting lots of questions about the benefits of international diversification. The questions are variations of “Why do I want to own these poorly performing investments that also …Read More.

Do You Really Want to Retire?

Sick of your job? Should you simply retire? Wealth Advisor Connie Brezik looks at some of the issues, financial and otherwise, with using retirement as a way to resolve workplace angst. Recently, the “I want to retire” mantra seems to be an ever more common theme. I am even hearing a greater number of people …Read More.

Your Home Is a Personal Asset

Wealth Advisor Connie Brezik looks at why it can be prudent to think about your home as a personal asset, not an investment. Your home is your sanctuary. It is your comfort zone and where you spend a good deal of your time. You sleep, cook, eat and entertain at home. For some, you may …Read More.

Factors Are For Holding

We have met the enemy, and he is us. Larry Swedroe unpacks some new research that suggests individuals do invest in successful factor-based strategies, but destroy returns through their poor trading behavior. In their June 1992 Journal of Finance article, “The Cross-Section of Expected Stock Returns,” professors Eugene Fama and Kenneth French revolutionized the way …Read More.

What’s in a Fund Name?

After reviewing a study on the composition of mutual fund portfolios, Larry Swedroe concludes investors cannot rely on an active fund’s name, or even its stated objective, when seeking exposure to factor characteristics. Most of the focus of the literature on active mutual funds has been on the question about their performance and the related …Read More.

The Trouble with Convenience

Mindful spending can be awfully tough when purchases are just a click, swipe or tap away. Associate Wealth Advisor Kurt Wunderlich looks at strategies for leveraging convenience in a way that enhances, not diminishes, your financial life. Young professionals beginning to accumulate wealth have grown up alongside some stunning advances in personal technology. Many such …Read More.




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