Active Management’s Surprising Survival
Many investors still choose active management, despite the fact that it's becoming even more of a loser’s game as time marches on. Fortunately, Larry Swedroe writes, more people are taking greater notice of the evidence.
Re-Examining Emerging Markets Equity
In a look at both the long-run and the current market data, Jared Kizer offers five lessons that reinforce some of the reasons investors should remain committed to a long-term emerging markets equity allocation.
TIPS versus Nominal Bonds
What are the relative merits of owning Treasury Inflation-Protected Securities (TIPS) vs. nominal bonds? Larry Swedroe breaks down the process, and the math, for determining which route is the more appropriate strategy.
Riding The Elephant: Mastering Decision-Making In Money And Life
Emotions shouldn't be ignored and suppressed, but rather acknowledged and accounted for in building a financial plan. Tim Maurer explores ways we can train our emotional and rational selves to work together when making decisions about money.
Portfolio Pain and the Difficulties of Discipline
In his follow-up look at why it's often so hard to be a disciplined investor, Larry Swedroe explains the correct way to think about the value factor’s lengthy underperformance, as well as its prospects going forward.
Why It’s so Hard to Be a Disciplined Investor
It’s the inability to ignore market "noise" that, for many investors, leads to poor results. Larry Swedroe on some tools for avoiding the twin mistakes of recency and resulting, even when the market serves up an extended period of underperformance.
Maintaining a Globally Diversified Portfolio
Given their long underperformance relative to U.S. stocks, some investors may be questioning whether it makes sense to own international equities. Jared Kizer looks at five reasons why you should remain committed to a globally diversified approach.
Persistence Among Active Funds Is Hard To Come By
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.
Current Valuations, Forward-Looking Returns and Disrupted Expectations
Current equity valuations may present some significant challenges for investors using historical return assumptions to plan their retirement. Larry Swedroe on what today's market indicates for forward-looking returns, and what you can do in response.
What to Do When Your Term Life Insurance Is Expiring
Choices you make when buying life insurance in your 20s or 30s can help prevent a scramble to find coverage before your term policy expires. Tim Maurer chats with Kiplinger's Kim Lankford about an approach younger families can take to avoid this issue.