What do you hold in highest regard? What is it you want most from life? Wealth Advisor Katie Keary explores these questions through a short exercise designed to help harmonize your deepest values and goals, financial or otherwise. By clicking on any of the links above, you acknowledge that they are solely for your convenience, …Read More.
Conventional wisdom suggests investment-grade corporate bonds boost risk-adjusted returns. But is it true? Citywire magazine contributor John Coumarianos looks into research on the credit premium from our own Jared Kizer. Conventional wisdom suggests investment-grade corporate bonds boost risk-adjusted returns. But is it true? Citywire magazine contributor John Coumarianos looks into research on the credit premium …Read More.
If fixed income is the bedrock of a client’s portfolio, then it better be solid. Investment Strategy Advisor Brian Haywood gives CNBC a look at how credit quality, duration and laddering fit into our evidence-based approach for building bond portfolios. “We think of fixed income as the bedrock of a client’s portfolio. It is there …Read More.
Tim Maurer in Forbes on how advisors (or anyone else, for that matter) can better receive, and respond to, sad news. …Read More.
Dips in the stock market over the last few days jolted a lot of investors. But, as Buckingham’s Sue Stevens explains, volatility is normal, and the best course of action right now is simply to do nothing. The past two years have seen an unusually low level of volatility in the stock market. That can …Read More.
There are some logical explanations for why the size premium may have shrunk, but, as Larry Swedroe shows, there are also simple, intuitive and risk-based explanations for why it should persist. Financial research has uncovered many relationships between investment factors and security returns. As director of research for Buckingham Strategic Wealth and The BAM Alliance, …Read More.
The latest SPIVA scorecard is out, and Larry Swedroe unpacks results that show persistence in performance beyond the randomly expected remains out of reach for active managers. Since 2002, S&P Dow Jones Indices has published its biannual Indices Versus Active (SPIVA) reports, which compare the performance of actively managed equity funds to their appropriate index benchmarks. …Read More.
On the latest MoneyZen Podcast, Manisha Thakor tackles the ins and outs of angel investing with Angela Lee, founder of 37 Angels and Chief Innovation Officer and Associate Dean at Columbia Business School. By clicking on any of the links above, you acknowledge that they are solely for your convenience, and do not necessarily imply …Read More.
Don’t rely on some commercial to ensure your financial advisor is acting in your best interest. “I’m calling it — this is an Apple commercial,” said my 14-year-old son, about halfway into the visually stunning emotional appeal for educational experimentation that appeared on our TV while we were otherwise dedicating ourselves to one of the …Read More.