Persistent Fund Alpha and Active Manager Skill
A recent study found just eight active mutual funds out of 1,000 showed statistically significant alpha. Larry Swedroe examines the research, and offers some additional analysis demonstrating how elusive a prize true alpha really is.
Estimating Underperformance Probabilities
Jared Kizer crunches the data to get a more realistic sense of the odds that four common factors will underperform over various periods.
Tariff Talk and Trade Troubles
Economic and geopolitical news surrounding U.S. tariffs and an escalating trade war with China has produced a decent degree of turmoil (and even more headlines), but the prudent course of action remains to adhere to your long-term financial plan.
The Long-Term Evidence on Factor-Based Investing
Is there reason to believe cross-sectional patterns in returns will persist, even after they're known? Larry Swedroe reviews a study that explores this question using more than 100 years of factor data from around the world
Why Corporate Bonds Aren’t Worth the Risk
Conventional wisdom suggests investment-grade corporate bonds boost risk-adjusted returns. But is it true? Citywire magazine contributor John Coumarianos looks into research on the credit premium from our own Jared Kizer.
Helping You Align Your Values and Goals
What do you hold in highest regard? What is it you want most from life? Wealth Advisor Katie Keary explores these questions through a short exercise designed to help harmonize your deepest values and goals, financial or otherwise.
Rediscovering the Size Effect
Larry Swedroe on a study that "saves" the size effect by showing it is strengthened when combined with other, newer factors.
Rising Interest Rates and Their Effect on Stock Prices
Larry Swedroe turns to a new study from Andrew Berkin, his colleague and co-author, on the long-term link between equity prices and bond yields.
Reexamining the Need for Corporate Bonds
Larry Swedroe unpacks some recent research from our own Jared Kizer that shows the risk already found in a portfolio of stocks and government bonds can make owning corporate bonds redundant for many investors.
Financial Illiteracy’s High Cost
A recent study explores how a lack of financial literacy can cost investors returns.
