Learning Center

The 10th anniversary of the Great Financial Crisis has led many investors to seek guidance on how to prepare for the next market downturn. Larry Swedroe shares some lessons to help investors weather the next crisis with confidence.

Read More →

In a follow-up to his overview of the asset location decision, Kevin Grogan takes a more comprehensive look at how a security’s expected return and risk characteristics can change based on the tax treatment of the savings vehicle in which it's held.

Read More →

Once you've chosen the mix of assets appropriate for you, the next step involves determining which type of investment account will hold them. Kevin Grogan breaks down the asset location decision and how it can help maximize after-tax returns.

Read More →

Given the many competing demands on your finite income, identifying true financial priorities can be challenging. To help, Tim Maurer revisits his list of places where (and in what order) you should spend (or save) your next available dollar.

Read More →

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.

Read More →

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.

Read More →

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.

Read More →

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.

Read More →