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Demystifying Planning & Paying for College: A MoneyZen Conversation with Wealth Advisor David Ressner

Manisha Thakor and David Ressner discuss saving for college, financial aid, calculating costs and even how to identify the right (priced) college. Demystify planning for college costs: Manisha Thakor and David Ressner discuss saving for college, financial aid, calculating costs and even how to identify the right (priced) college. By clicking on any of the …Read More.

The Benefits of Managed Volatility Strategies

Larry Swedroe tackles research into how managing volatility shapes outcomes and utility. There’s a large body of research demonstrating that, while past returns do not predict future returns, past volatility largely predicts future near-term volatility. For example, since 1926, the correlation of returns between adjacent 60-trading-day periods is essentially zero. In contrast, the correlation rises …Read More.

Mutual Fund Ratings and ‘Category Kings’

Larry Swedroe explores how awarding star ratings and crowning “category kings” can influence investor (and manager) decisions. To date, an overwhelming body of academic research (including on active share as a predictor) has demonstrated that a mutual fund’s past performance not only fails to guarantee its future performance (as the required SEC disclaimer states), but …Read More.

Managing Risk With Factors

Larry Swedroe unpacks an illustration supporting factor diversification for portfolio efficiency. The holy grail of investing is the search for investment strategies that can deliver higher expected returns without increased risk, or the same expected return with reduced risk. In our 2014 book, “Reducing the Risk of Black Swans,” my co-author Kevin Grogan and I …Read More.

Divorce: Unveiling The Unspoken Truth

Savvy Ladies Founder Stacy Francis discusses insights about women’s relationship to money before, during and after divorce, as well as the four most common paths to divorce and pitfalls to avoid in the process. Stacy Francis discusses insights from her 2017 white paper, “Unveiling The Unspoken Truth: The Financial Challenges Women Face During And After …Read More.

Why Trend-Following Works

Larry Swedroe reviews research on a century of evidence on time-series momentum. Similar to some better-known factors, such as size and value, time-series momentum historically has demonstrated above-average excess returns. Also called trend momentum, it is measured by a portfolio long assets that have had recent positive returns, and short assets that have had recent …Read More.