How to Craft a More Fulfilling Vacation Using Insight from Business and Investing
Been there, done that on vacation? Get out of the bubble, Tim Maurer writes, and organize a trip that expands your mental, physical and spiritual horizons through the pursuit of adventure and acts of service.
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.
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.
Preparing for Parenting: Staring Down the Financial Precipice
Expecting? Associate Wealth Advisor Kurt Wunderlich surveys some areas from across the financial spectrum that you may want to address before your family grows.
Annual Portfolio Performance: A Valuable Metric?
This nifty little quiz from Wealth Advisor Doug Buchan helps show why setting an annual performance goal for your portfolio is not only useless, but can be hazardous to your wealth.
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.
Important To-Do’s Before Sending Your Child Off to College
Don't let some important financial task get lost in the bustle and commotion as you get ready to send your child off to college. To help, Wealth Advisor Ken Rosenbaum revisits six essential to-do's that you may have overlooked.
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.
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.
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.
