Tim Maurer tells CNBC it can be so helpful to think about risk from three angles: your willingness, ability and need to take it. Accurately gauging your risk tolerance is a crucial part of the equation when it comes to setting financial goals. That’s why, Tim Maurer tells CNBC, it can be so important to …Read More.
Mutual fund rating systems really only do a great job of “predicting” the past. Larry Swedroe reviews the research. The holy grail for mutual fund investors is the ability to identify in advance which of the very few active mutual funds will outperform in the future. To date, an overwhelming body of academic research has …Read More.
Worried about equity valuations? Trying to time the market to sit out a correction? Take Larry Swedroe’s short quiz. We have data for 91 calendar years (or 1,092 months) of U.S. investment returns over the period 1927 through 2016. The average monthly return to the S&P 500 has been 0.95%, and the average quarterly return …Read More.
BAM ALLIANCE member Stuart Vick Smith offers five tips for helping to teach your kids about money. As parents, we continually struggle to pass knowledge on to our children. Unfortunately, sometimes financial knowledge is left off the list or lost in translation. To prevent that happening, consider the following five tips to help teach your …Read More.
Larry Swedroe on research into how VRP portfolios fare in market crises. There are a multitude of alternative investments for investors to consider, largely because Wall Street is exceptionally good at creating products, and at creating demand for those products, even when there shouldn’t be. However, among the many alternatives from which to choose, there …Read More.
Can we better save for retirement by acting as if that “someday” is today? While on vacation recently in the Abaco Islands, on the outer rim of the Bahamas, I found myself on an important mission: taking the golf cart to the local market to restock our dwindling supply of the necessary ingredients for piña …Read More.
Add diseconomies of scope to the list of hurdles that active managers already face. Larry Swedroe unpacks research that shows even successful active management tends to contain the seeds of its own destruction. There is a large body of overwhelming evidence that shows past performance is, at best, a poor predictor of active managers’ future …Read More.
We can better understand how we deal with money if we first better understand ourselves, because money only gets the standing that we give it. Tim Maurer on ways to find money’s rightful place in our lives and relationships. Money destroys relationships because people can’t compete with money. Money, after all, doesn’t disappoint you, or express …Read More.
Alternative Lending …Read More.
Global Diversification …Read More.