Complex Instruments Don’t Enhance Bond Fund Performance
Larry Swedroe unpacks recent research that shows, overall, complex investments just don't have a significant impact on performance.
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Allocating Your Most Valuable Asset — You
Tim Maurer takes a look at three ways to give your labor capital its due consideration throughout the financial planning process.
Finding Fulfilling Work: Live Out Your Calling as an Artisan
Finding a fulfilling way to work. Tim Maurer on living out your job, profession or calling as an artisan. You likely feel as though you don’t have enough time to watch a video that is 17 minutes and 47 seconds, right? But what if watching it allows you to penetrate beneath the scar tissue of busyness...
Shorting’s Impact on Tax-Efficiency
Larry Swedroe unpacks the research and explores the benefits of tax-aware, long/short funds.
Why Investors Choose Principle Over Profits
Larry Swedroe unpacks a new study into whether such decisions are driven by intrinsic social preferences, financial reasons or other motives entirely.
Active Management Can’t Crack Inefficient Markets
You don't have to believe that markets are fully efficient to understand that they are extremely difficult to outperform, especially over longer periods of time.
Fixed Income Quick Take: In-State vs. Out-of-State Bonds
Great quick video about the price, yield and tax implications that help determine whether an in-state or out-of-state municipal bond is best for each individual client.
Value May Be Down, But It’s Not Out
Larry Swedroe concludes it's premature to give up on the value factor, but also that its premium has only been earned by investors disciplined enough to stay the course through sometimes long periods of underperformance.
