An Integrated Investment Plan Is Key
A sound investment plan isn’t the only way to find financial security. Earlier this week, we looked at the importance of incorporating different types of risk—specifically, human capital risk—into an overall financial plan. Today I will focus on mortality and longevity...
How to Help Aging Parents With Their Finances
Helping aging parents with their finances. Role reversal: If you have aging parents, they may need help sorting out their finances. Stuart Vick Smith lays out some steps you can take to help them feel in control of their financial...
Private Equity Adds Risk, Little Return
Larry Swedroe on how the risk of private equity doesn’t always equal higher returns. The term “private equity” is used to describe various types (e.g., buyout funds and venture capital funds) of privately placed (nonpublicly traded) investments. Even though buyout...
Factor Human Capital Into Your Financial Plans
The value of your labor should be considered when making investments. When designing an investment plan and deciding on the appropriate asset allocation, you should make sure to consider your unique ability, willingness and need to take risk. The latter...
What Is Enough? – with Dr. Kate Levinson
Answering the age-old question of “What is enough?” with Manisha Thakor and Kate Levinson in MoneyZen podcast. How do you answer that age-old question: What is enough? Manisha Thakor poses the question to Dr. Kate Levinson, a licensed therapist who...
Political Biases Can Impact Your Investing
Larry Swedroe reviews the evidence on how political biases can affect your investing. “It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the...
Moral Hazard In Hedge Fund Fees
Larry Swedroe on how a systematic approach can help mitigate the problem. The typical hedge fund fee structure includes a management fee, calculated as a fixed percentage of a fund’s net asset value, plus an incentive fee, calculated as a...
What Does It Mean to Be a Fiduciary to Your Employees?
Judi Pflaumer on the 5 steps for retirement plan sponsors to ensure their fiduciary responsibility. image courtesy of Flickr.com Being the fiduciary of a retirement plan for your employees is a huge responsibility. A desire to take care of loyal...
Financial Calm and Confidence
Manisha Thakor on the importance of building relationships in financial planning. The best financial relationships occur when your wealth advisor is interested not just in investing your money, but in investing in your life. Manisha Thakor on helping clients achieve...
Thrill-Seeking and Investment Strategy: Hedge Fund Managers Reflect Their Cars
Larry Swedroe on research linking thrill-seeking and investment strategy. Sensation-seeking is a personality trait that can be described as the seeking of varied, novel, complex and intense sensations and experiences, and the willingness to take physical, social, legal and financial...
