Socially responsible investing (SRI) has been referred to as “double bottom line” investing, meaning investments should not only be profitable, they should meet personal standards. For instance, some investors don’t want their money to support companies that sell tobacco products, alcoholic beverages or weapons, or that rely on animal testing in their research and development…
Tim Maurer looks at how the GOP’s new tax plan could affect you and your money. Tim Maurer makes an appearance on Nightly Business Report to discuss how the proposed Republican tax plan could affect middle-income Americans, home buyers and, perhaps, even retirement savers. View the Video By clicking on any of the links above,…
Manisha Thakor and Financial Finesse CEO Liz Davidson explore what it means to achieve financial wellness. Manisha Thakor and Financial Finesse CEO Liz Davidson explore what it means to achieve financial wellness, and why more and more companies are offering programs to obtain it as an employee benefit, on the MoneyZen Podcast. By clicking on…
Following the recent Wall Street Journal critique of Morningstar’s star rating system, Tim Maurer appears on NBR to discuss tools investors can use to investigate mutual funds and why first setting an appropriate asset allocation is so important.
Tim Maurer weighs in for CNBC on steps recently graduated millennials flush with cash from a well-paying job should consider taking to plan wisely and secure long-term financial independence.
Manisha Thakor hosts S.H.E. Summit founder Claudia Chan on the MoneyZen Podcast to discuss her new book, “This Is How We Rise,” and to explore how gender equality can help alleviate injustices across the world.
Worried about the state of U.S. stock valuations and the prospect of a crash? To help investors stick with their plans, Larry Swedroe presents the data on the peril of market timing and opportunity cost of trying to sit out a correction.
Larry Swedroe checks in on how 2017’s “sure thing” predictions fared through the third quarter.
At the start of 2017, I compiled a list of predictions that gurus had made for the upcoming year, along with some items that I hear frequently from investors, for a sort of consensus on the year’s “sure things.” I’ve kept track of these sure things with a review at the end of each quarter.
You’ve worked hard to build and protect your family’s wealth throughout your life. Now you want to be assured that all that those efforts will extend beyond your lifetime and continue to make a positive difference in the people and purposes you care about most. Click here for the October 2017 newsletter.
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 children about money:
On a new MoneyZen Podcast, Manisha Thakor hosts Cliff Feigenbaum, whose GreenMoney Journal is celebrating its 25th anniversary, to discuss the four most important questions that SRI helps an individual address.
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 coladas.
I was stopped in my tracks en route by a welcome sign announcing a new resident’s beachside home. It read: “Someday Came.”
Since 2002, S&P Dow Jones Indices has published its S&P Indices Versus Active (SPIVA) scorecards, which compare the performance of actively managed equity mutual funds to their appropriate index benchmarks. The 2017 midyear scorecard includes 15 years of data.
The history of asset pricing models is one of evolution. As anomalies are discovered, our knowledge advances and new models are developed.
There is a large body of overwhelming evidence that shows past performance is, at best, a poor predictor of active managers’ future performance, and many explanations for the difficulty that active managers face in delivering persistent outperformance.