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Change the Holy Grail of the Mutual Fund Industry

Date22 Dec 2014

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In previous blog posts, I’ve discussed the dismal performance of actively managed mutual funds. I also noted this underperformance has not gone unnoticed by investors. Actively managed funds have experienced massive outflows through September, while index funds have seen net inflows for the past eight months. The slim chance of “winning.” But this isn’t the...

Book To Market & Size Premium

Date22 Dec 2014

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Since the 1992 publication of “The Cross-Section of Expected Stock Returns” by Eugene Fama and Ken French, the size factor has been among those used in asset pricing models that attempt to explain the differences in returns of diversified portfolios. While Fama and French limited their model to three factors (beta, size and value), asset...

If Giving Feels So Good, Why Don’t We Do It?

Date22 Dec 2014

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In the Mormon Church, the first Sunday of each month is called Fast Sunday. As my kids have pointed out, however, it’s not because it goes by faster than any other Sunday. Quite the opposite, in fact. It’s called Fast Sunday because members of the Church of Jesus Christ of Latter-day Saints, or Mormons, use...

3 Questions That Will Put Your Finances — and Life — on the Right Track

Date22 Dec 2014

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Financial planning guru George Kinder has a powerful tool for helping people set priorities for their money…and their lives. Here it is. Few things seem more diametrically opposed than managing money and spiritual enlightenment. But not everyone sees it that way. Some very influential people in the financial advisory community have dedicated their lives to...

View Tony Robbins’ Investing Advice with Skepticism

Date22 Dec 2014

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America has discovered a new financial guru. Tony Robbins’ new book on investing, MONEY Master the Game: 7 Simple Steps to Financial Freedom, has shot to the top of Amazon’s bestseller list. Mr. Robbins, who has been nicknamed the “mahatma of motivation,” excels at self-promotion. The publication of his book has generated immense publicity, including...

Know The Risks, Stick To The Plan

Date22 Dec 2014

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In my 20 years’ experience as a financial advisor, I’ve learned that even if there were such a thing as the “perfect portfolio,” choosing the asset allocation that’s most likely to allow you to adhere to your financial plan is even more important than the allocation itself. Because adhering to your plan should give you...

Business Travelers – Skip In-Flight Wi-Fi To Increase Productivity And Save Money

Date22 Dec 2014

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I travel a decent amount. I don’t mind flying, but I’ve always struggled with the loss of productivity. Hours waiting at the airport. Even more hours in flight. But with the advent of in-flight Wi-Fi, I thought my productivity problems were solved. I was wrong. I’ve instead concluded that by nixing slow and unpredictable in-flight...

The Science of Investing

Date15 Dec 2014

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This video features Larry Swedroe, director of research for the BAM ALLIANCE.

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