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Your Home Is a Personal Asset

Wealth Advisor Connie Brezik looks at why it can be prudent to think about your home as a personal asset, not an investment. Your home is your sanctuary. It is your comfort zone and where you spend a good deal of your time. You sleep, cook, eat and entertain at home. For some, you may …Read More.

Factors Are For Holding

We have met the enemy, and he is us. Larry Swedroe unpacks some new research that suggests individuals do invest in successful factor-based strategies, but destroy returns through their poor trading behavior. In their June 1992 Journal of Finance article, “The Cross-Section of Expected Stock Returns,” professors Eugene Fama and Kenneth French revolutionized the way …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.

The Trouble with Convenience

Mindful spending can be awfully tough when purchases are just a click, swipe or tap away. Associate Wealth Advisor Kurt Wunderlich looks at strategies for leveraging convenience in a way that enhances, not diminishes, your financial life. Young professionals beginning to accumulate wealth have grown up alongside some stunning advances in personal technology. Many such …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.