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…
After an historically long furlough for federal-government workers, paychecks are finally starting to hit bank accounts. Now, how do those same workers manage the debt built while out of work? Wealth Advisor Kent W. Schmidgall comments in this MarketWatch article that addresses that very question. Find it on MarketWatch.com By clicking on any of the…
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…
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,…
How much is enough? It’s a broad question, yet it’s easy to find specific guidance on the amount of money you need to achieve a fulfilling retirement. Tim Maurer says instead of chasing an arbitrary figure, start by asking a better financial-planning question: What do you want out of life? How much is enough? It’s…
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…
In a review of Larry Swedroe’s newest book, “Your Complete Guide to a Successful and Secure Retirement,” David Nicklaus, of the St. Louis Post-Dispatch, explores the book’s main themes and why a retirement plan should include more than money. In a review of Larry Swedroe’s newest book, “Your Complete Guide to a Successful and Secure…
Do the managers of commercial bank-affiliated mutual funds act in ways that serve their parent organizations’ interests at the expense of investors? Larry Swedroe unpacks research into this double agency problem and its affect on funds’ performance. About 40% of mutual funds are run by asset management divisions of groups whose primary activity is commercial banking. This…
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…
What’s the most important thing you need to do today, and how might you manage your calendar in a way that improves the odds it actually happens? Tim Maurer shares his system for channeling daily intentionality to boost productivity. My work as a financial advisor is dedicated to helping others best allocate their scarce resources…
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…
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…
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…
Many 40-somethings are seeing their income begin to peak, but expenses are often on the rise as well. Tim Maurer goes on CNBC’s “Power Lunch” to talk about what financial steps investors in their 40s should take first. In your 40s, plan for the present through cash flow management and prepare for the future by…
In a look at the historical data on stock returns following periods of negative performance, Jared Kizer explores why revisiting the market’s longer-term properties can help put last quarter’s volatility into broader context. From March 2009 through September 2018 — a period encompassing almost 10 years and the aftermath of the Great Financial Crisis —…