A Long-Term Perspective on the Stock Market Downturn
After years of little volatility, the market's ups and downs might have you feeling uneasy. But a long-term perspective provides some context on the stock market downturn.
37 Angels and Angel Investing: A MoneyZen Interview with Angela Lee
On the latest MoneyZen Podcast, Manisha Thakor tackles the ins and outs of angel investing with Angela Lee, founder of 37 Angels and Chief Innovation Officer and Associate Dean at Columbia Business School. By clicking on any of the links...
Persistence Among Active Managers Remains Elusive
The latest SPIVA scorecard is out, and Larry Swedroe unpacks results that show persistence in performance beyond the randomly expected remains out of reach for active managers. Since 2002, S&P Dow Jones Indices has published its biannual Indices Versus Active (SPIVA)...
Yet More Investing Lessons from 2017
Larry Swedroe concludes his list with 2017’s lessons eight through 10. Every year, the markets offer lessons on the prudent investment strategy. So far, we’ve covered what they taught us last year in lessons one through three and four through seven. Today, we’ll...
More Investing Lessons from 2017
Larry Swedroe resumes his list with 2017’s lessons four through seven. Earlier this week, we began discussing what the markets taught us in 2017 about prudent investment strategies. We tackled lessons one through three then, so today we’ll resume with lessons...
Investing Lessons from 2017
Larry Swedroe unpacks lessons one through three from 2017. Every year, the markets provide us with lessons on the prudent investment strategy. Many times, markets offer investors remedial courses, covering lessons it taught in previous years. That’s why one of...
How to Avoid Being Victimized by Financial Deception
Don’t rely on some commercial to ensure your financial advisor is acting in your best interest. “I’m calling it — this is an Apple commercial,” said my 14-year-old son, about halfway into the visually stunning emotional appeal for educational experimentation...
Mutual Fund Ratings and ‘Category Kings’
Larry Swedroe explores how awarding star ratings and crowning “category kings” can influence investor (and manager) decisions. To date, an overwhelming body of academic research (including on active share as a predictor) has demonstrated that a mutual fund’s past performance...
How to Manage Your Money in 2018
Tim Maurer visits with the TODAY show to discuss managing debt, saving for the future and investing long-term. With markets hitting record highs and a new tax plan in place, there’s a lot in play when it comes to balancing...
Gurus’ Grim Tally in 2017
With 2017 now done and gone, Larry Swedroe tallies how many of last year’s “sure thing” financial predictions actually came to pass. At the start of 2017, I compiled a list of predictions that gurus had made for the upcoming...
