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2015-09-28 18:56:48

In Defense of the Home Mortgage: Not all Debt Is Bad Debt

Posted on 22 September 2017 | 7:56 am by Michael J. Evans, Founder, The Cogent Advisor

Own or loan? Michael Evans on weighing certain financial advantages, and possible drawbacks, to having a mortgage: Read more

How Fantasy Ruins Football (and Investing)

Posted on 21 September 2017 | 9:36 am by Tim Maurer, Director of Personal Finance

Tim Maurer tackles some common financial fictions, and their unvarnished truths. Read more

Embracing Downside Risk

Posted on 20 September 2017 | 11:22 am by Larry Swedroe, Director of Research

The VRP may have a lot to offer investors willing and able to embrace downside risk. Read more

Personal Finance Warrior: A MoneyZen Conversation with Kelly Gushue

Posted on 19 September 2017 | 2:42 pm by Manisha Thakor, Director of Wealth Strategies for Women

On a new MoneyZen Podcast, host Manisha Thakor and Kelly Gushue discuss women, wealth and financial education. Read more

On the Distribution of Long-Run Stock Returns

Posted on 18 September 2017 | 11:56 am by Larry Swedroe, Director of Research

Larry Swedroe unpacks a Fama-French study on the distribution of long-run stock returns. Read more

The Financial Planning Industry’s Feminine Famine With Eleanor Blayney

Posted on 15 September 2017 | 10:11 am by Manisha Thakor, Director of Wealth Strategies for Women

Manisha Thakor hosts Eleanor Blayney on a new MoneyZen Podcast. Read more

Why so Many Investors Keep Playing a Loser’s Game

Posted on 14 September 2017 | 2:08 pm by Larry Swedroe, Director of Research

Given the evidence, why do investors choose to keep playing a loser's game? Read more

The Big Takeaway From The Equifax Hack? Only You Can Protect Your Identity

Posted on 13 September 2017 | 11:35 am by Tim Maurer, Director of Personal Finance

The biggest lesson from the Equifax databreach? Only you can protect your identity. Read more

The Carry Factor Spans Assets

Posted on 12 September 2017 | 10:37 am by Larry Swedroe, Director of Research

Larry Swedroe on research into the diversification potential of a multi-asset approach. Read more

Protecting Your Finances Following the Equifax Data Breach

Posted on 11 September 2017 | 12:43 pm by Tim Maurer, Director of Personal Finance

Tim Maurer goes on NBR to discuss some steps you can take next if your information was compromised in the Equifax data breach. Read more

The Link Between Four Seemingly Unrelated Factors

Posted on 8 September 2017 | 10:00 am by Larry Swedroe, Director of Research

Larry Swedroe unpacks a study into the links among four seemingly unrelated market anomalies. Read more

The Role of REITs in a Diversified Portfolio

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

Larry Swedroe discusses the role of REITs in investor portfolios. Read more

Build Your Own Dream Network – Insights From Author Kelly Hoey

Posted on 6 September 2017 | 12:09 pm by Manisha Thakor, Director of Wealth Strategies for Women

Manisha Thakor gathers insights on networking from author Kelly Hoey. Read more

Turnover and Returns Can Coincide

Posted on 5 September 2017 | 10:56 am by Larry Swedroe, Director of Research

Larry Swedroe unpacks research that uses trading behavior to evaluate active managers' skill. Read more

Ways to Properly Prepare for Retirement

Posted on 1 September 2017 | 12:44 pm by Stuart Vick Smith, ML&R Wealth Management, Austin, TX

Stuart Vick Smith goes on KVUE to tackle prudent investment strategy. Read more

Wait and You’ll Likely Miss Out

Posted on 31 August 2017 | 9:17 am by Larry Swedroe, Director of Research

After putting market valuations in context, Larry Swedroe unpacks the opportunity cost of waiting to invest. Read more

Long Term Disability vs. Long Term Care Insurance: A MoneyZen Conversation with Tim Maurer

Posted on 30 August 2017 | 12:48 pm by Manisha Thakor, Director of Wealth Strategies for Women

Manisha Thakor hosts Tim Maurer on the latest MoneyZen Podcast to discuss Long-Term Disability vs. Long-Term Care Insurance. Read more

Parents: Don’t Sacrifice Yourselves on The Altar of Your Children’s Education

Posted on 29 August 2017 | 9:06 am by Tim Maurer, Director of Personal Finance

Tim Maurer in Forbes on parent student loans. Read more

The Many Benefits of Alternative Lending

Posted on 28 August 2017 | 12:49 pm by Larry Swedroe, Director of Research

Larry Swedroe on how alternative lending can benefit investors, borrowers and reduce systemic risks. Read more

More Hazards of Individual Stocks

Posted on 25 August 2017 | 12:35 pm by Larry Swedroe, Director of Research

If diversification is a free lunch, use the full buffet. Read more

Solving for the Qualitative Deficit in Financial Planning

Posted on 24 August 2017 | 9:58 am 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 World Isn’t Flat — Invest Accordingly

Posted on 23 August 2017 | 11:01 am by Larry Swedroe, Director of Research

Despite today's "flatter" world, global diversification is still the prudent strategy. Read more

Discovering Our Authentic Careers — An Interview With Gur Tsabar

Posted on 22 August 2017 | 10:55 am by Manisha Thakor, Director of Wealth Strategies for Women

Manisha Thakor and Gur Tsabar talk finances and joyful work on the MoneyZen Podcast. Read more

Active Even Fails Institutions

Posted on 21 August 2017 | 9:05 am by Larry Swedroe, Director of Research

Larry Swedroe unpacks new SPIVA data on institutional managed account performance. Read more

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

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