Learning Center

Given what's at stake and the complexities in play, more fully engaging with your finances can seem like a daunting task. To help, Wealth Advisor Katie Keary looks at five ways to develop the tools you need to become more confident with your money.

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The risk of becoming more vulnerable to financial abuse as we get older can pose a significant threat to our retirement security. Larry Swedroe explores research into the scope of the problem, and then offers some steps to help guard against it.

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Many 40-somethings are seeing their income begin to peak, but expenses are often on the rise as well. Tim Maurer goes on CNBC's "Power Lunch" to talk about what financial steps investors in their 40s should take first.

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Is there a 'Retirement Apocalypse' approaching? Larry Swedroe talks with Scarlet Fu on Bloomberg TV about the four issues investors nearing retirement are facing and the argument for passive vs. active management.

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Accepting tracking error risk and integrating evidence-based investing within your philosophy, you're able to take advantage of what indexing brings to the table. Ryan Jennings highlights a few areas where this approach can capture what traditional indexing leaves behind.

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Planning for a successful retirement is about much more than just an investment strategy to fund your desired lifestyle. Larry Swedroe and Kevin Grogan's new book "Your Complete Guide to a Successful and Secure Retirement" takes it a step further and focuses on planning for a meaningful life in retirement.

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New report, same old story. Larry Swedroe unpacks highlights from the most recent SPIVA scorecard that offer still more powerful evidence of active management’s continued failure to persistently outperform. Since 2002, S&P Dow Jones Indices has published its S&P Indices Versus Active (SPIVA) Scorecard, which compares the performance of actively managed equity mutual funds to...

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Families sometimes struggle with reasonable, open and constructive dialogue around a range of wealth and life planning matters. To help, Wealth Advisor Jeff Johnson offers some strategies for planning your family's next important conversation about money.

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