Lottery Stocks Remain a Losing Game
Given the evidence on the poor performance of lottery-like stocks, why would mutual funds choose to invest in them? Larry Swedroe unpacks research that shows it may have something to do with investors' economically irrational "taste" for such equities.
The Risk and Return Implications of ESG
ESG investors may be sacrificing some of their returns to express their social preferences, but is there an offsetting benefit in terms of lower portfolio risk? Larry Swedroe unpacks a new study that explores both sides of the strategy.
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.
Integrating Investment, Tax and Legacy Strategies
Financial complexities seem to multiply in later life, but navigating them doesn't have to be perplexing. Wealth Advisor Sue Stevens explores what you need to consider as you move out of your working years, through retirement and plan a legacy.
Is the Value Premium Really Dead?
Given its disappearing act, many investors worry the value premium is permanently, irreversibly, undeniably dead. Larry Swedroe revisits the data and explains why he thinks it's difficult to conclude this particular risk premium is gone for good.
Investing Lessons from a Poker Player
When it comes to markets, there are no clear crystal balls. Like in poker, the best you can do is put the odds in your favor and then invest (or bet) accordingly. Larry Swedroe on what poker players can teach investors about evaluating decisions.
Choosing the Right College Savings Plan
When it comes to saving for your children's college education, there's a wide variety of investment vehicles, each with pros and cons, to select from. Wealth Advisor Sue Stevens looks at what some of the popular options have to offer.
Different Types of Skill
The prevalence of security analyst skill stands in stark contrast to studies that show only a fraction of actively managed mutual funds outperform on a risk-adjusted basis. Larry Swedroe tackles new research into this apparent contradiction.
5 Steps to Maximize Your Workday
Tim Maurer lays out the ways you can sidestep interruptions and productivity detours by focusing your time and energy on doing the work you do best when you’re at your best.
In Defense of the Home Mortgage: Not all Debt Is Bad Debt
BAM ALLIANCE member Michael Evans on factors to consider when weighing certain financial advantages to holding a mortgage, and whether it makes sense for you.
