Resources

Choosing the Right College Savings Plan 

When it comes to saving for your children’s college education, there’s a wide variety of investment vehicles, each with pros and cons, to select from. Wealth Advisor Sue Stevens looks at what some of the popular options have to offer. The advantages of a college education are numerous: potentially higher income levels over a lifetime,…

InFocus Getting Time On Your Side

We spend a lot of time and focus on money. We work with you to manage your finances, to make smart money decisions, to use it to help you live the life you imagine. Time is also worthy of much attention. It is finite, so how we spend it is critical. Saving it is fulfilling;…

Different Types of Skill

The prevalence of security analyst skill stands in stark contrast to studies that show only a fraction of actively managed mutual funds outperform on a risk-adjusted basis. Larry Swedroe tackles new research into this apparent contradiction. I recently came across an interesting paper, published in March 2018 on SSRN, titled “How Skilled Are Security Analysts?”,…

Don’t Exclude Emerging Markets 

Does the current empirical evidence still suggest there’s a significant benefit to including emerging markets stocks in a globally diversified portfolio? Larry Swedroe makes his case for the prudent investment strategy. Thirty years ago, emerging markets made up only about 1% of world equity market capitalization, and just 18% of global GDP. As such, the…

The Four Horsemen of Your Portfolio

When it comes to secure retirement, today’s investors face some major hurdles. Larry Swedroe unpacks the threat, and offers some solutions to help improve financial outcomes. A common axiom is that those who fail to plan, plan to fail. And while most people would never start a business without a business plan, many investors manage…

Retirement: Is it Ever Too Early to Start Saving?

Tim Maurer talks retirement planning best practices with Lucy Nalpathanchil, host of WNPR’s Where We Live. Increase the odds you’ll achieve the life after work that you envision by saving money early and wisely. But how? And where? Tim Maurer talks retirement planning best practices with Lucy Nalpathanchil, host of WNPR’s Where We Live. Find…

Shorting’s Impact on Tax-Efficiency

Larry Swedroe unpacks the research and explores the benefits of tax-aware, long/short funds. Among the “smart beta” strategies that recently have become popular are funds that go long securities with favorable characteristics and short those with unfavorable characteristics. For example, to capture the value premium, a fund would go long value stocks and short growth…

Active Management Can’t Crack Inefficient Markets

Larry Swedroe unpacks the newly released year-end 2017 SPIVA report and its look at active management’s underwhelming performance. 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 report includes 15 years of data. Following…

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