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2015-09-28 18:56:48

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

Things to Consider Before Sending Your Child Off to College

Posted on 15 June 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

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

Sorting Luck from Skill

Posted on 5 June 2017 | 1:44 pm by Larry Swedroe, Director of Research

Luck vs. skill: It isn't always easy to distinguish which is the case for mutual fund managers. Read more

iRelaunch: The Return-To-Work Experts

Posted on 2 June 2017 | 11:34 am by Manisha Thakor, Director of Wealth Strategies for Women

Manisha Thakor talks to iRelaunch founder Carol Fishman Cohen about innovative ways women are returning to the workforce. Read more

Aging is No Guarantee of Financial Wisdom

Posted on 31 May 2017 | 1:32 pm by Larry Swedroe, Director of Research

Does age bring wisdom when it comes to investing? Read more

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

Posted on 30 May 2017 | 9:06 am by Tim Maurer, Director of Personal Finance

Tim Maurer in Forbes on parent student loans. Read more

Factor Persistence & Diversification

Posted on 26 May 2017 | 6:17 am by Larry Swedroe, Director of Research

Financial research has uncovered many relationships between investment factors and security returns. Given that popularity is a curse in investing, the growing popularity of factor investing has led to worries that factors have become overvalued, posing risks to investors in… Read more

Be Brazen with Jennifer Ehlen, CEO of Brazen Global

Posted on 25 May 2017 | 12:30 am by Manisha Thakor, Director of Wealth Strategies for Women

Jennifer Ehlen is on a mission. As she says, “It starts by setting aside our frustrations with glass ceilings by creating our own companies where there is no ceiling in the first place. To be bolder as we grow our… Read more

Building on Your Financial Dreams With a Personal CFO

Posted on 24 May 2017 | 8:40 am by Michael J. Evans, Founder, The Cogent Advisor

Michael Evans on how your wealth can benefit from the oversight of a "personal CFO." Read more

Hedge Funds Trail Equities

Posted on 22 May 2017 | 7:16 am by Larry Swedroe, Director of Research

Hedge funds entered 2017 coming off their eighth-straight year of trailing U.S. stocks (as measured by the S&P 500 Index) by significant margins. And for the 10-year period ending 2016—one that included the worst bear market in the post-Depression era—the… Read more

Annuities … The Good, the Bad and the Ugly

Posted on 18 May 2017 | 12:27 pm by Joe Delaney, Managing Director, Lifeguard Wealth, San Rafael, CA

Not all annuities are created equal. Joe Delaney on avoiding the ones that don't fit your needs. Read more

IPOs An Overhyped Investment Idea

Posted on 17 May 2017 | 12:10 pm by Larry Swedroe, Director of Research

Larry Swedroe explains why IPOs don't offer a lot of rewards for average investors. Read more

MoneyZen Podcast: Socially Responsible Investing With Katherine Collins of Honeybee Capital

Posted on 16 May 2017 | 1:13 pm by Manisha Thakor, Director of Wealth Strategies for Women

Manisha Thakor sits down with Katherine Collins to talk in-depth about the evolution of socially responsible investing. Read more

An International Angle On Active Share

Posted on 15 May 2017 | 12:09 pm by Larry Swedroe, Director of Research

Larry Swedroe continues the case against active share as a source of meaningful outperformance. Read more

What Is Enough? – with Dr. Kate Levinson

Posted on 12 May 2017 | 9:02 am by Manisha Thakor, Director of Wealth Strategies for Women

Answering the age-old question of "What is enough?" with Manisha Thakor and Kate Levinson in MoneyZen podcast. Read more

How to Help Aging Parents With Their Finances

Posted on 11 May 2017 | 9:21 am by Stuart Vick Smith, ML&R Wealth Management, Austin, TX

Helping aging parents with their finances. Read more

Two New Books About Finance for the Average Investor

Posted on 10 May 2017 | 11:31 am by Larry Swedroe, Director of Research

Larry Swedroe recommends two new books for the average investor. Read more

Financial Spring Cleaning: Life Insurance Audit

Posted on 9 May 2017 | 8:52 am by Tim Maurer, Director of Personal Finance

5 things to do to make sure your life insurance planning is on track. Read more

Outperformance In Theory, Not Practice

Posted on 8 May 2017 | 9:05 am by Larry Swedroe, Director of Research

Is active share the holy grail of investing? Larry Swedroe explains why it’s good in theory but not in practice. Read more

Active Share is No Indicator of Outperformance

Posted on 4 May 2017 | 11:54 am by Larry Swedroe, Director of Research

Larry Swedoe's review of active share research shows a lack of evidence of higher returns. Read more

You Have $10 Million and 10 Years to Live. What Would You Do?

Posted on 3 May 2017 | 11:30 am by Manisha Thakor, Director of Wealth Strategies for Women

Make your money serve your life, not the reverse. Manisha Thakor on why that means knowing what we truly want. Read more