Post-WWII U.S. Stock Returns and the Triumph of Optimism
A new study suggests that U.S. stock returns are now less about economic growth and more about shareholders. Larry Swedroe unpacks the research, and what it implies for the equity risk premium going forward.
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.
The Toll of New Trade Tensions and Your Portfolio
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.
The Toll of New Trade Tensions and Your Portfolio
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...
Climate Change Investing Research
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 Toll of New Trade Tensions and Your Portfolio
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.
Active Management’s Impact on Returns and Volatility
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.
Does Money Buy Happiness?
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.
‘Passive’ Market Efficiency Works
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.
Financial Advisors: Are You An Explainer, Elucidator Or Enchanter?
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...
