Learning Center

In a new look at why global diversification remains the prudent strategy, Larry Swedroe writes that equity valuations today suggest investors are likely to be disadvantaged if they underallocate to emerging market stocks.

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There's always something to worry about when it comes to the stock market, but panic selling all-too-often ends in disaster. That, Larry Swedroe writes, is why it's so crucial for investors to have a prudent, well-thought-out financial plan in place.

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In a review of recent academic research into the currency carry trade, Larry Swedroe explores some of the fundamental and theoretically motivated sources of risk that drive its returns and help explain the premium.

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After a look at the historical evidence, Larry Swedroe makes the case that investors haven't been adequately compensated for taking on the various risks, implementation issues and other planning requirements associated with corporate bonds.

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Municipal bond investing, it appears, is growing riskier. Larry Swedroe explores some of the reasons why and argues that, given fixed income's primary role is one of safety, it's becoming more important to focus on credit quality.

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For a more secure retirement, think larger than simply trying to pay the least amount in taxes each year. Wealth Advisor Bill Morgan outlines the process for building an overarching spend-down strategy designed to minimize taxes over a lifetime.

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The risk of becoming more vulnerable to financial abuse as we get older can pose a significant threat to our retirement security. Larry Swedroe explores research into the scope of the problem, and then offers some steps to help guard against it.

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The giving season is now underway, so we're revisiting some tips from Tim Maurer about how to transform an often stressful (and, at times, guilt-ridden) element of the holidays into something life-giving and fulfilling.

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