Temperament Trumps Intellect in Investing
Larry Swedroe offers his seven keys to remaining a patient and disciplined investor over the long haul.
Tools to Help Realize Your Year-End Charitable Giving Goals
Wealth Advisor Jada Diedrich unpacks her toolkit for building an efficient charitable giving strategy that's designed to help maximize the way your contribution dollars benefit not only the causes you hold most dear, but also you and your family.
The S&P 500 Goes Supernova
Since the global financial crisis, the S&P 500 has posted truly astounding returns. Jared Kizer explores why such performance may not repeat for many decades to come, as well as what investors can expect from U.S. large-cap stocks going forward.
Behavioral Mistakes and Mutual Fund Managers
Research shows a mutual fund manager's good (or bad) experience with a stock can bias the decision to repurchase it. That, Larry Swedroe writes, is another reason to favor passive vehicles not subject to such potentially harmful trading behavior.
More Evidence of Shrinking Alpha
Larry Swedroe unpacks a review of SPIVA persistence scorecard data that indicates, over time, it's been increasingly difficult for active equity funds to stay at the top.
Why Active Management Still Fails
A recent study only reinforces the important link between mutual fund costs and performance. However, as Larry Swedroe explains, its results happen to offer plenty of good news for investors on both sides of the active versus passive debate.
Tim Maurer’s Top 10 Personal Finance Books
Tim Maurer was assigned a task: put together a list of his five favorite books from the world of personal finance. He came up with 10. In this video, Maurer, director of advisor engagement for the BAM ALLIANCE, walks us through his wide-ranging library, which includes books that focus on financial planning, behavioral economics, life planning, and a bonus pair that aren't necessarily about money but can help change the way you look at money.
Examining Value and Profitability Factor Persistence
One way to evaluate an equity factor's pervasiveness is to determine whether it provides a premium at the sector/industry level. With this metric in mind, Larry Swedroe unpacks new research that shows the value and profitability factors pass the test.
Credit Premium: Fact(or) Fiction
Are corporate bonds additive to portfolios that already own stocks and government bonds? Jared Kizer revisits this question with a look at the historical justification for, and some facts and fiction regarding, the investment-grade credit premium.
A Guide to Starting Family Financial Conversations
The decisions we make surrounding family wealth and lifestyle planning can oftentimes be uncomfortable. Wealth advisor Jeff Johnson breaks down where and how you might want to start your family's next important conversation about money.
