Annual Portfolio Performance: A Valuable Metric?
This nifty little quiz from Wealth Advisor Doug Buchan helps show why setting an annual performance goal for your portfolio is not only useless, but can be hazardous to your wealth.
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Your Home Is a Personal Asset
Wealth Advisor Connie Brezik looks at why it can be prudent to think about your home as a personal asset, not an investment.
Important To-Do’s Before Sending Your Child Off to College
Don't let some important financial task get lost in the bustle and commotion as you get ready to send your child off to college. To help, Wealth Advisor Ken Rosenbaum revisits six essential to-do's that you may have overlooked.
Factors Are For Holding
We have met the enemy, and he is us. Larry Swedroe unpacks some new research that suggests individuals do invest in successful factor-based strategies, but destroy returns through their poor trading behavior.
What’s in a Fund Name?
After reviewing a study on the composition of mutual fund portfolios, Larry Swedroe concludes investors cannot rely on an active fund's name, or even its stated objective, when seeking exposure to factor characteristics.
R.I.P. Book Value?
Using book value to sort stocks into value and growth categories has come under assault. Given the questions this may raise, Jared Kizer explores whether price/book as a value measure truly is discernibly inferior to other common metrics.
Post-WWII U.S. Stock Returns and the Triumph of Optimism
A new study suggests that U.S. stock returns are now less about economic growth and more about shareholders. Larry Swedroe unpacks the research, and what it implies for the equity risk premium going forward.
The Trouble with Convenience
Mindful spending can be awfully tough when purchases are just a click, swipe or tap away. Associate Wealth Advisor Kurt Wunderlich looks at strategies for leveraging convenience in a way that enhances, not diminishes, your financial life.
