Resources

Retirement Tips for a Long Lifetime

Women face all the same issues that men face in retirement, plus they have additional complicating factors. Larry Swedroe and Katie Keary address these factors and offer tips to help even the scales. Find it on Kiplinger.com By clicking on any of the links above, you acknowledge that they are solely for your convenience, and…

Yet More Investing Lessons from 2018

In the third and final installment of his annual look at what the markets taught investors over the prior year about prudent investment strategy, Larry Swedroe concludes his list with 2018’s lessons eight through 11. Every year, the markets provide us with lessons on the prudent investment strategy. I’ve so far covered what they taught…

More Investing Lessons from 2018

In the second installment of his annual look at what the markets taught investors over the prior year about prudent investment strategy, Larry Swedroe resumes his list with 2017’s lessons four through seven. Every year, the markets provide us with lessons on the prudent investment strategy. Earlier this week, I covered lessons one through three. Today,…

Investing Lessons from 2018

In the first installment of his annual look at what markets taught investors over the previous year about prudent investment strategy, Larry Swedroe unpacks lessons one through three from 2018. Every year, the markets provide us with lessons on the prudent investment strategy. Many times, markets offer investors remedial courses, covering lessons it taught in…

Long/Short Portfolios Can Improve Tax Efficiency

Is the conventional wisdom that equates turnover and shorting with tax inefficiency actually right? Larry Swedroe unpacks research showing that relaxing quantitative tax-aware strategies’ long-only constraint can drastically increase tax benefits. “Conventional wisdom” can be defined as ideas that are so accepted they go unquestioned. Unfortunately, conventional wisdom is often wrong. Two good examples are…

Ode To Jack Bogle

Late index fund pioneer and Vanguard founder John Bogle worked relentlessly for many decades on behalf of investors. Larry Swedroe has this remembrance of his life and legacy as low-cost, low-fee investing’s greatest champion. Late index fund pioneer and Vanguard founder John Bogle worked relentlessly for many decades on behalf of investors. Larry Swedroe has…

The Sky Isn’t Falling

Bear markets are simply a feature of the stock market, not a problem. But they can still hurt. To help investors avoid catastrophizing recent volatility, Larry Swedroe lays out some economic positives to also keep in mind. From an emotional perspective, steep market declines are difficult to deal with, as we tend to feel the…

Long/Short Portfolios Can Improve Tax Efficiency

Is the conventional wisdom that equates turnover and shorting with tax inefficiency actually right? Larry Swedroe unpacks research showing that relaxing quantitative tax-aware strategies’ long-only constraint can drastically increase tax benefits. “Conventional wisdom” can be defined as ideas that are so accepted they go unquestioned. Unfortunately, conventional wisdom is often wrong. Two good examples are…

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