Resources

R.I.P. Book Value?

Using book value to sort stocks into value and growth categories has come under assault. Given the questions this may raise, Jared Kizer explores whether price/book as a value measure truly is discernibly inferior to other common metrics. If you’re familiar with factor investing, you’re likely aware that value investing, particularly in the U.S. market, …Read More.

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.

The Unique Retirement Issues Facing Women

Larry Swedroe and Wealth Advisor Katie Keary explore the impact of 12 specific challenges that women face, and offer financially empowering solutions to them. Women continue to fight unique financial and life headwinds in planning for a secure retirement. Larry Swedroe and Wealth Advisor Katie Keary explore the impact of 12 specific challenges that women …Read More.

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.

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.

A Guide to Starting Family Financial Conversations

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.




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