Choices you make when buying life insurance in your 20s or 30s can help prevent a scramble to find coverage before your term policy expires. Tim Maurer chats with Kiplinger’s Kim Lankford about an approach younger families can take to avoid this issue. Choices you make when buying life insurance in your 20s or 30s …Read More.
Women continue to fight unique financial and life headwinds in planning for a secure retirement. Larry Swedroe and Wealth Advisor Katie Keary explore the impact of 12 specific challenges that women face, and offer financially empowering solutions to them. Women continue to fight unique financial and life headwinds in planning for a secure retirement. Larry …Read More.
Kids have become top targets for identity thieves. The BAM ALLIANCE’s Jared Hoffman outlines the warning signs that a child’s identity has been compromised, and some cybersecurity measures you can take to keep it from happening to a young person you love. Many under the age of 16 don’t have much money, a line of …Read More.
Wealth Advisor Ken Rosenbaum looks at some essential financial tasks and other important to-do’s you may have overlooked as the first day of a new academic year approaches and you get ready to send your child off to college. The day has come. Your little baby has grown up and is now ready to leave …Read More.
Why do investors choose to keep playing the loser’s game? Larry Swedroe offers some explanations of his own, then unpacks a study that suggests a form of the conjunction fallacy has a role in active management’s survival. The opening chapter of my first book, “The Only Guide to a Winning Investment Strategy You’ll Ever Need,” …Read More.
What type of investor are you? Larry Swedroe unpacks a CFA Institute Research Foundation brief on risk profiling and tolerance that looks at four investor personalities, and the potentially problematic behavioral tendencies likely to come with each. In my book, “The Only Guide You’ll Ever Need for the Right Financial Plan,” there’s a detailed discussion …Read More.
A lot of investors are curious to know what an inverted yield curve, if one occurs, might mean for the stock market. In an analysis of Fed data, Jared Kizer concludes such inversions don’t preordain poor equity returns and that other context matters. Investors and advisors alike are curious about the implications of a potentially inverted …Read More.
Do investors see dividend increases as good or bad news? It depends on whether they’re looking at an individual stock or an entire market. Larry Swedroe reviews a new study into how a country’s aggregate dividend payout rate affects its equity returns. It’s been well-documented that stock prices tend to react positively when companies announce an …Read More.
Some active mutual funds have prospectus benchmarks that understate risk and, thus, overstate relative performance. Larry Swedroe unpacks a study that explores how such funds benefit from that overstatement at investors’ expense. Evaluating the performance of actively managed mutual funds generally involves comparing a product’s results with some passive benchmark (the SEC requires that funds …Read More.
You wake up tomorrow and everything about your life is exactly the same except you have no possessions other than the clothes on your back and a bag of money equal to your financial worth today. Tim Maurer asks: What would you change? Is that you? Are you fortunate enough to be in the tiny …Read More.