Learning Center

New tariffs and an escalating trade war with China are once again dominating headlines. But while resurgent trade tensions may have indeed roiled markets, the prudent course of action remains to adhere to your long-term financial plan.

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New tariffs and an escalating trade war with China are once again dominating headlines. But while resurgent trade tensions may have indeed roiled markets, the prudent course of action remains to adhere to your long-term financial plan. It was hard to miss the headlines about escalating trade tensions between the U.S. and China this week—and...

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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.

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New tariffs and an escalating trade war with China are once again dominating headlines. But while resurgent trade tensions may have indeed roiled markets, the prudent course of action remains to adhere to your long-term financial plan.

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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.

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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.

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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.

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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...

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