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Active Management’s Surprising Survival

Many investors still choose active management, despite the fact that it’s becoming even more of a loser’s game as time marches on. Fortunately, Larry Swedroe writes, more people are taking greater notice of the evidence. It’s truly an amazing paradox. According to the Thomson Reuters Lipper second-quarter 2018 snapshot of U.S. mutual funds and exchange-traded …Read More.

Making Harmony with Money

In an open letter to his children, Wealth Advisor Tad Gray shares some important financial lessons for young professionals just starting their careers. In particular, he writes, the right mindset is a crucial tool for developing good money habits. Wealth Advisor Tad Gray, CFP®, penned the following article, an open letter to his children, for …Read More.

A Factor with Caveats

The low-beta anomaly may be persistent and pervasive across the globe, but, research shows its returns are explained well by other now-common factors and its premium is dependent on certain circumstances. As director of research for Buckingham Strategic Wealth and The BAM Alliance, I’ve been getting lots of questions lately regarding the advisability of investing …Read More.

The Mathematics of Asset Location

In a follow-up to his overview of the asset location decision, Kevin Grogan takes a more comprehensive look at how a security’s expected return and risk characteristics can change based on the tax treatment of the savings vehicle in which it’s held. Our recommendation on asset location is to prefer holding tax-inefficient assets in tax-advantaged …Read More.

TIPS versus Nominal Bonds

What are the relative merits of owning Treasury Inflation-Protected Securities (TIPS) vs. nominal bonds? Larry Swedroe breaks down the process, and the math, for determining which route is the more appropriate strategy. I’ve been getting lots of questions lately about the merits of owning Treasury Inflation-Protected Securities (TIPS) versus nominal bonds. With that in mind, …Read More.