A recent study investigated how mutual funds respond when investors call for climate responsibility. Larry Swedroe unpacks its results and what they mean for investors who express their social preferences through fund selection. The 2015 Paris Agreement recognized finance as an important element to successfully transition to a low carbon economy. Policymakers hoped to achieve this …Read More.
Remember, volatility is a natural feature of the market, not a flaw. Tim Maurer appears on Nightly Business Report to discuss steps investors should, and shouldn’t, consider taking in response to stock market turbulence amid trade tensions. Remember, volatility is a natural feature of the market, not a flaw. Tim Maurer appears on Nightly Business …Read More.
After unpacking new research into how expense ratios and turnover impact returns and their dispersion, Larry Swedroe explores how the study’s findings inform what we know about active mutual funds, active share, and volatility. A vast body of research provides powerful evidence of the failure of active management to generate persistent alpha (risk-adjusted outperformance). For …Read More.
Over the past few decades, there has been a substantial shift from active to passive investment strategies. Larry Swedroe unpacks new research into its potential repercussions for liquidity, volatility and market efficiency. Over the past few decades, there has been a substantial shift from active to passive investment strategies. Active strategies give managers discretion to …Read More.
Behavioral research has found that happiness tends to increase along with income—up to a point. Larry Swedroe looks at why understanding how wealth affects happiness can play such an important role in retirement planning. There’s a cliché that money can’t buy happiness. Is that true? Thanks to research from Nobel Prize-winning economist Daniel Kahneman and …Read More.
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.
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.
Not all financial planning or financial planners are equal. Tim Maurer explores why it’s so important for wealth advisors to go beyond just sharing knowledge with their clients to truly inspiring wisdom and understanding. Not all financial planning—or financial planners—are equal. The Certified Financial Planner™ Board has done much to standardize a substantive base level …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.
The benefits of a global equity allocation may diminish as markets integrate, but they haven’t just up and vanished. Larry Swedroe takes a multi-faceted look at the value of broad diversification, even in a flatter world. Ever since the Great Financial Crisis of 2007-2008, when the correlation of all risky assets rose toward 1, investors …Read More.
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.
Most people consider budgeting an exercise in repressive tedium. But it doesn’t have to be. Tim Maurer on how autonomy and automation help remake budgeting and saving into part of a life-giving financial rhythm. Most people avoid budgeting because they consider it an exercise in repressive tedium. But it doesn’t have to be. By applying …Read More.
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.
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.