Resources

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Re-Examining Emerging Markets Equity

In a look at both the long-run and the current market data, Jared Kizer offers five lessons that reinforce some of the reasons investors should remain committed to a long-term emerging markets equity allocation. Emerging market equities have substantially underperformed the S&P 500 Index in 2018, with the S&P 500 up 6.5 percent and emerging…

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Determining the Nature of ESG Returns

A recent study suggests that ESG investors can express their social views without penalty, at least in terms of risk-adjusted returns. Larry Swedroe unpacks its findings, and what they reveal about the equity factors that explain ESG results. Investment strategies targeting environmental, social and governance (ESG) issues and concerns have exploded in popularity. The Global…

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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,…

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Why It’s so Hard to Be a Disciplined Investor

It’s the inability to ignore market “noise” that, for many investors, leads to poor results. Larry Swedroe on some tools for avoiding the twin mistakes of recency and resulting, even when the market serves up an extended period of underperformance. In a June 1999 interview with Businessweek, Warren Buffett is quoted as saying, “Success in…

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Maintaining a Globally Diversified Portfolio

Given their long underperformance relative to U.S. stocks, some investors may be questioning whether it makes sense to own international equities. Jared Kizer looks at five reasons why you should remain committed to a globally diversified approach. Since the financial crisis of 2008, U.S. equities have earned substantially higher returns than international equities. Ken French’s…

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Persistence Among Active Funds Is Hard To Come By

New report, same old story. Larry Swedroe unpacks highlights from the most recent SPIVA scorecard that offer still more powerful evidence of active management’s continued failure to persistently outperform. Since 2002, S&P Dow Jones Indices has published its biannual Indices Versus Active (SPIVA) reports, which compare the performance of actively managed equity funds to their appropriate index…

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The Unique Retirement Issues Facing Women

Women continue to fight unique financial and life headwinds in planning for a secure retirement. Larry Swedroe and Wealth Advisor Katie Keary explore the impact of 12 specific challenges that women face, and offer financially empowering solutions to them. Women continue to fight unique financial and life headwinds in planning for a secure retirement. Larry…

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Mutual Fund Benchmark Discrepancies Can Fool Investors

Some active mutual funds have prospectus benchmarks that understate risk and, thus, overstate relative performance. Larry Swedroe unpacks a study that explores how such funds benefit from that overstatement at investors’ expense. Evaluating the performance of actively managed mutual funds generally involves comparing a product’s results with some passive benchmark (the SEC requires that funds…

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