Learning Center

More Evidence on the Persistent Underperformance of Active Funds

Date12 Jul 2017

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Larry Swedroe looks at new data on active funds’ persistent underperformance. Larry Swedroe, Director of Research, The BAM Alliance Each year, Dimensional Fund Advisors (DFA) analyzes the returns from a large sample of U.S.-based mutual funds. And each year, the results are basically the same, with the evidence showing a large majority of fund managers...

Take More Risk in Life And Less in Investing

Date12 Jul 2017

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How will you spend your tolerance for risk? Tim Maurer, Director of Personal Finance, The BAM Alliance “I just really wish I’d taken more risk in my investment portfolio,” said no one–ever–on their deathbed. That may seem like an odd observation, unless you consider the fact that I had the privilege of spending a couple...

Annuities … The Good, the Bad and the Ugly

Date26 May 2017

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Not all annuities are created equal. Joe Delaney on avoiding the ones that don’t fit your needs. Joe Delaney, Lifeguard Wealth, San Rafael, CA Too often, I’ve heard this all-too-familiar story. A client brings in an annuity policy to review, either for themselves or a family member. They bought it to create a steady annual...

An International Angle On Active Share

Date26 May 2017

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Larry Swedroe continues the case against active share as a source of meaningful outperformance. Larry Swedroe, Director of Research, The BAM Alliance Active share is hailed by some to be the holy grail in terms of its ability to identify future fund performance. My posts of April 24 and April 26 presented the evidence demonstrating that active share is...

Two New Books About Finance for the Average Investor

Date22 May 2017

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Larry Swedroe recommends two new books for the average investor. Larry Swedroe, Director of Research, The BAM Alliance There are few things I enjoy as much as reading the latest information that’s shared in the world of finance. Recently, I read two new books that I recommend to those who share my love of financial...

Understanding Different Types of Risks

Date25 Apr 2017

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Larry Swedroe on the importance of integrating all risks (not only the investment kind) into an overall financial plan. Larry Swedroe, Director of Research, The BAM ALLIANCE Harry Markowitz received the Nobel Prize in Economic Sciences in 1990 for his contributions to the body of work known as “modern portfolio theory.” Probably his greatest contribution...

An Integrated Investment Plan Is Key

Date25 Apr 2017

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A sound investment plan isn’t the only way to find financial security. Earlier this week, we looked at the importance of incorporating different types of risk—specifically, human capital risk—into an overall financial plan. Today I will focus on mortality and longevity risk, and using “tax alpha” strategies to improve the odds of achieving your financial goals....

How to Help Aging Parents With Their Finances

Date19 Apr 2017

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Helping aging parents with their finances. Role reversal: If you have aging parents, they may need help sorting out their finances. Stuart Vick Smith lays out some steps you can take to help them feel in control of their financial life. Find it on KVUE.com By clicking on any of the links above, you acknowledge...

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