A Tale Of 3 Small Value Funds
There can be large differences in passively managed funds, even those within the same asset class. Larry Swedroe looks at 3 small value funds and shows how their performance is explained by exposure to factors-asset pricing models.
2018 Report Card For Hedge Funds
How did hedge funds fare in 2018? Larry Swedroe takes a look at the mixed results across asset classes and shows why market efficiency has won again.
Do Surprises Really Move Markets?
Prices will not change if the expected happens. It is the unexpected that causes prices to move. Larry Swedroe shares some examples where good news has led to bad results and vice versa.
3 Factor Investing Myths
Many consider factor-based investment strategies to be highly complex, more expensive, and ones that provide negative returns over long periods. Larry Swedroe digs into the myths and provides guidance for those worried about how they could affect their overall portfolio.
When Value Performs Poorly
For investors who have experienced these poor recent results, a natural question is how value stocks have tended to perform relative to growth after periods of poor performance. Jared Kizer examines the data and shares his insights to help investors see the bigger picture.
From Divorce Issues to Shoe Spending, Financial Advisers are Hearing it All
From number crunchers to relationship builders, the role of wealth manager has transformed over the last 20 years. Wealth Advisor, Adam Yofan, comments in this article that gets to the heart of how modern advisors are more immersed than ever in their clients' lives.
Retirement Tips for a Long Lifetime
Women face all the same issues that men face in retirement, plus they have additional complicating factors. Larry Swedroe and Katie Keary address these factors and offer tips to help even the scales.
How federal-government workers should approach their ‘shutdown debt’
After an historically long furlough for federal-government workers, paychecks are finally starting to hit bank accounts. Now, how do those same workers manage the debt built while out of work? Wealth Advisor Kent W. Schmidgall comments in this MarketWatch article that addresses that very question.
When Should You Start Talking To Your Kids About Money? Hint: Probably Yesterday
I recently ran into a longtime friend (let’s call him Parker) and his father, who has a habit of telling embarrassing stories about Parker from his childhood. I complimented the dad on his car that he had just finished parking,...
Understanding Different Types of Risks
Larry Swedroe on the importance of integrating all risks (not only the investment kind) into an overall financial plan. Larry Swedroe, Director of Research, The BAM ALLIANCE Harry Markowitz received the Nobel Prize in Economic Sciences in 1990 for his...
