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2015-09-28 18:56:48

Beyond Efficient Markets

Posted on 18 August 2017 | 11:48 am by Larry Swedroe, Director of Research

Larry Swedroe unpacks "Adaptive Markets" by Andrew Lo and his adaptive market hypothesis. Read more

How to Fill That Career-Shaped Hole

Posted on 17 August 2017 | 10:55 am by Tim Maurer, Director of Personal Finance

Tim Maurer unpacks Do Over by Jon Acuff and ways to fill that career-shaped hole. Read more

Active Management Falls Short With Bonds, Too

Posted on 16 August 2017 | 12:32 pm by Larry Swedroe, Director of Research

Larry Swedroe on SPIVA data showing how poorly it actually stacks up. Read more

High Earners and Sacred Success: A MoneyZen Interview with Barbara Stanny

Posted on 15 August 2017 | 2:07 pm by Manisha Thakor, Director of Wealth Strategies for Women

Manisha Thakor and Barbara Stanny tackle women and wealth on the MoneyZen Podcast. Read more

The Volatility Risk Premium and Asset Allocation Strategies

Posted on 14 August 2017 | 8:03 am by Larry Swedroe, Director of Research

Larry Swedroe explores the evidence and implications of the volatility risk premium and asset allocation strategies. Read more

The Momentum Factor: Fundamental or Price?

Posted on 11 August 2017 | 11:16 am by Larry Swedroe, Director of Research

Larry Swedroe on a study showing the better strategy may be a factor that pairs fundamental and price momentum. Read more

Solving for the Qualitative Deficit in Financial Planning

Posted on 10 August 2017 | 1:58 pm by Tim Maurer, Director of Personal Finance

Tim Maurer in Forbes on why life planning is a vital part of financial planning. Read more

The CFP Board Center for Financial Planning: An Interview with Marilyn Mohrman-Gillis

Posted on 9 August 2017 | 12:37 pm by Manisha Thakor, Director of Wealth Strategies for Women

Manisha Thakor hosts The CFP Board Center for Financial Planning's Marilyn Mohrman-Gillis. Read more

What Should Investors Do When Wall Street Can’t Agree?

Posted on 8 August 2017 | 2:24 pm by Tim Maurer, Director of Personal Finance

Wall Street is split on the market amid new highs, but as Tim Maurer explains, your plan is what matters. Read more

Issuing Securities and Its Impact on Returns

Posted on 4 August 2017 | 1:40 pm by Larry Swedroe, Director of Research

Research has found large and frequent issues of debt and equity affect firms' returns. Read more

Grading the Forecasters

Posted on 4 August 2017 | 9:18 am by Larry Swedroe, Director of Research

Larry Swedroe on data that reveals the disappointing accuracy of market forecasts. Read more

Save Social Security for Later, When You Need It Most

Posted on 3 August 2017 | 7:14 am by Tim Maurer, Director of Personal Finance

Timing your Social Security retirement benefits. Read more

Things to Consider Before Sending Your Child Off to College

Posted on 2 August 2017 | 9:25 am by Bill Kaiser, Wealth Advisor, Bland Garvey Wealth Advisors, Richardson, TX

Bill Kaiser explores some financial tasks to consider before sending your child off to college. Read more

Financial Literacy and How it Affects Us All: A MoneyZen Conversation With Annamaria Lusardi

Posted on 1 August 2017 | 9:35 am by Manisha Thakor, Director of Wealth Strategies for Women

The importance of financial literacy with Manisha Thakor and Annamaria Lusardi of the Global Financial Literacy Excellence Center. Read more

Killing an Emerging Market Canard

Posted on 31 July 2017 | 11:13 am by Larry Swedroe, Director of Research

Larry Swedroe on data that shows active management is a loser's game in emerging markets too. Read more

REITs: Are They a Distinct Asset Class?

Posted on 28 July 2017 | 11:02 am by Larry Swedroe, Director of Research

Are REITs a distinct asset class? Read more

The Antidote To Stock Market Hysteria

Posted on 27 July 2017 | 6:24 am by Tim Maurer, Director of Personal Finance

Market forecasters capitalize on our desire to know the unknowable. Read more

Portfolio Pumping Continues

Posted on 26 July 2017 | 9:30 am by Larry Swedroe, Director of Research

New research shows that "portfolio pumping" still occurs at mutual fund families. Read more

Retirement Readiness: Insights from TCRS President Catherine Collinson

Posted on 25 July 2017 | 9:46 am by Manisha Thakor, Director of Wealth Strategies for Women

Manisha Thakor hosts Catherine Collinson of TCR Studies on the MoneyZen podcast. Read more

The Characteristics of Value versus Growth Investors

Posted on 24 July 2017 | 12:47 pm by Larry Swedroe, Director of Research

Larry Swedroe unpacks research into the demographics of value vs. growth investors. Read more

All Those Factors Shrink Alpha

Posted on 21 July 2017 | 7:52 am by Larry Swedroe, Director of Research

Investment factors are shrinking alpha, but that's actually great news for investors. Read more

Five Reasons Why Non-Digital Time Management Is More Productive

Posted on 20 July 2017 | 9:32 am by Tim Maurer, Director of Personal Finance

Tim Maurer on five reasons why a non-digital time management system could be more productive. Read more

Valuations and the CAPE 10: A Metric in Dire Need of Context

Posted on 19 July 2017 | 2:27 pm by Larry Swedroe, Director of Research

Larry Swedroe puts the current CAPE 10 ratio in context, and explains why higher stock market valuations don't necessarily signal overvaluation. Read more

Hedge Funds Again Miss the Mark

Posted on 17 July 2017 | 8:08 am by Larry Swedroe, Director of Research

Larry Swedroe unpacks the data in his latest review of hedge funds' lagging performance. Read more

Take More Risk in Life And Less in Investing

Posted on 14 July 2017 | 10:34 am by Tim Maurer, Director of Personal Finance

How will you spend your tolerance for risk? Read more

Gurus Mostly Strike Out – Again

Posted on 13 July 2017 | 10:51 am by Larry Swedroe, Director of Research

Larry Swedroe tallies mid-year hits and misses for 2017's "sure thing" predictions. Read more

Life Reimagined — How Do You Want To Give and Grow?

Posted on 12 July 2017 | 9:52 am by Manisha Thakor, Director of Wealth Strategies for Women

Manisha Thakor and Rich Feller discuss creating a fulfilling retirement on the MoneyZen podcast. Read more

Wealth Management for Gen Xers

Posted on 11 July 2017 | 2:34 pm by Stuart Vick Smith, ML&R Wealth Management, Austin, TX

Stuart Vick Smith goes on KVUE to offer GenX some financial tips to grow and protect wealth. Read more

Alpha’s Persistence Is Always at Risk

Posted on 10 July 2017 | 11:44 am by Larry Swedroe, Director of Research

Larry Swedroe on a study into whether alpha predictors hold out-of-sample. Read more

What Fewer Stocks Means for Factor Premiums

Posted on 7 July 2017 | 11:53 am by Larry Swedroe, Director of Research

Fewer stocks today may mean stock picking is dying, but will it doom factor premiums as well. Read more

Navigating Divorce, Financially Speaking — An Interview With Buckingham’s Katie Keary

Posted on 6 July 2017 | 11:07 am by Manisha Thakor, Director of Wealth Strategies for Women

Manisha Thakor and Buckingham's Katie Keary talk navigating divorce, financially speaking, on the MoneyZen podcast: Read more

Measuring Active’s Underperformance Against Investable Benchmarks

Posted on 5 July 2017 | 7:53 am by Larry Swedroe, Director of Research

Larry Swedroe on research using ETFs to create investable benchmarks. Read more

Four Financial Challenges Your Loved Ones in the Military May Be Facing

Posted on 3 July 2017 | 9:05 am by Joe Delaney, Managing Director, Lifeguard Wealth, San Rafael, CA

Joe Delaney tackles some unique financial challenges that military members may face. Read more

More Evidence on the Persistent Underperformance of Active Funds

Posted on 30 June 2017 | 12:21 pm by Larry Swedroe, Director of Research

Larry Swedroe looks at new data on active funds' persistent underperformance. Read more

Are Equal-Weighted Indexes Smart Beta? Do They Add Alpha?

Posted on 28 June 2017 | 2:23 pm by Larry Swedroe, Director of Research

Does equal-weighting an index add alpha? Read more

Smart Mom, Rich Mom: A MoneyZen Chat with Author Kimberly Palmer

Posted on 27 June 2017 | 11:45 am by Manisha Thakor, Director of Wealth Strategies for Women

Smart mom, rich mom. Manisha Thakor and Kimberly Palmer talk ways to boost long-term financial well-being. Read more

The Perils of Owning Individual Stocks

Posted on 26 June 2017 | 1:35 pm by Larry Swedroe, Director of Research

Hope vs. wisdom and investors' failure to diversify. Read more

Persistent Returns for Active Managers Remain Elusive

Posted on 23 June 2017 | 11:07 am by Larry Swedroe, Director of Research

Outperforming active funds rarely manage to repeat their success. Read more

What’s Your Money Quotient? A Chat with MQ’s Amy Mullen

Posted on 22 June 2017 | 10:34 am by Manisha Thakor, Director of Wealth Strategies for Women

There's power in knowing your why and then planning accordingly. Manisha Thakor and Money Quotient's Amy Mullen talk financial life planning on the MoneyZen Podcast. Read more

Estate Planning Includes Preparing Your Heirs

Posted on 21 June 2017 | 2:29 pm by Larry Swedroe, Director of Research

Larry Swedroe explains how to build a successful family wealth transfer plan. Read more

The 10 Email Commandments You’re Breaking Every Day

Posted on 20 June 2017 | 7:15 am by Tim Maurer, Director of Personal Finance

Are you breaking the 10 Email Commandments? Tim Maurer explains how to avoid contributing to email madness. Read more

Factor ETFs Raise the Active Bar

Posted on 19 June 2017 | 12:36 pm by Larry Swedroe, Director of Research

Larry Swedroe on research into how factor ETFs impact the way investors evaluate active managers. Read more

Financial Tips for Your Summer Vacation

Posted on 16 June 2017 | 1:32 pm by Stuart Vick Smith, ML&R Wealth Management, Austin, TX

Don't let a vacation get you off track financially: Stuart Vick Smith on funding a summer trip w/o breaking the bank. Read more

Complexity In Funds Will Cost You

Posted on 14 June 2017 | 9:32 am by Larry Swedroe, Director of Research

Larry Swedroe on whether using such tools helps or harms investors. Read more

MoneyZen Podcast: The Feel Rich Project — An Interview With Michael Kay

Posted on 13 June 2017 | 11:04 am by Manisha Thakor, Director of Wealth Strategies for Women

Manisha Thakor and Michael Kay chat about steps to achieve financial satisfaction. Read more

Important Changes in the Nature of REITs

Posted on 12 June 2017 | 12:29 pm by Larry Swedroe, Director of Research

The changing nature of the risks in REITs Read more

Problems With the Factor Zoo

Posted on 9 June 2017 | 11:47 am by Larry Swedroe, Director of Research

Larry Swedroe explores research into data-mined anomalies and how to reduce "p-hacking" risk. Read more

Social Security, and Getting Your Fair Share, with Steve Weiss

Posted on 8 June 2017 | 10:02 am by Manisha Thakor, Director of Wealth Strategies for Women

Manisha Thakor brings Buckingham's Steve Weiss on the MoneyZen Podcast to discuss some of the ins and outs of Social Security. Read more

Skill Exists, But It’s Hard To Find

Posted on 7 June 2017 | 1:47 pm by Larry Swedroe, Director of Research

Larry Swedroe continues his look at research on active mutual fund performance, and its implications. Read more

Adaptation Devaluation: Why A U2 Concert Is Better Than A New Couch

Posted on 6 June 2017 | 8:47 am by Tim Maurer, Director of Personal Finance

There are two ways to spend money: on experiences or stuff. Read more