Employment Opportunities

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Set Your Goals

It’s tough to prepare for your financial future when you don’t know what you don’t know. Wealth Advisor Sue Stevens looks at some foundational planning questions to consider by decade. When a new client comes to our office for the first time, we typically start by asking “How can we help?” Starting a relationship with …Read More.

The Historical Imperative for International Diversification

Don’t allow relatively short periods of performance to influence long-term investment strategies. Larry Swedroe looks at how home-country bias and recency can imperil proper international diversification. I’ve been getting lots of questions about the benefits of international diversification. The questions are variations of “Why do I want to own these poorly performing investments that also …Read More.

Do You Really Want to Retire?

Sick of your job? Should you simply retire? Wealth Advisor Connie Brezik looks at some of the issues, financial and otherwise, with using retirement as a way to resolve workplace angst. Recently, the “I want to retire” mantra seems to be an ever more common theme. I am even hearing a greater number of people …Read More.

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. Most of the focus of the literature on active mutual funds has been on the question about their performance and the related …Read More.

Climate Change Investing Research

A recent study investigated how mutual funds respond when investors call for climate responsibility. Larry Swedroe unpacks its results and what they mean for investors who express their social preferences through fund selection. The 2015 Paris Agreement recognized finance as an important element to successfully transition to a low carbon economy. Policymakers hoped to achieve this …Read More.