Financial Planning for Investors in Their 40s
Many 40-somethings are seeing their income begin to peak, but expenses are often on the rise as well. Tim Maurer goes on CNBC's "Power Lunch" to talk about what financial steps investors in their 40s should take first.
Preparing 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.
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.
Planning a Successful and Meaningful Life in Retirement
Planning for a successful retirement is about much more than just an investment strategy to fund your desired lifestyle. Larry Swedroe and Kevin Grogan's new book "Your Complete Guide to a Successful and Secure Retirement" takes it a step further and focuses on planning for a meaningful life in retirement.
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...
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.
A High-Level View of the Asset Location Decision
Asset allocation and asset location are both important decisions when building an investment portfolio. Kevin Grogan, director of investment strategy, focuses on the asset location decision and how it can affect your after-tax returns.
The Basics of a Spend-Down Strategy
For a more secure retirement, think larger than simply trying to pay the least amount in taxes each year. Wealth Advisor Bill Morgan outlines the process for building an overarching spend-down strategy designed to minimize taxes over a lifetime.
Tale Of 2 Stock Markets
There is clear evidence the political climate affects investors' views of the economy and the stock market. Larry Swedroe encourages investors to separate political affiliations from investment decisions.
Four Critical Elements of a Sound Investment Strategy
Investors should focus on fees, global diversification, tilting toward small and value stocks, along with a focus on high credit quality and safe fixed income. Kevin Grogan shares these tips with Robert Powell on The Street's Retirement Daily Podcast to help make up the elements of a sound investment strategy.
