In his latest quarterly review, Larry Swedroe tallies up how 2019’s “sure thing” market and financial forecasts have fared through the year’s halfway point. At the start of 2019, I compiled a list of predictions that so-called financial gurus had made for the upcoming year, along with some items I heard frequently from investors, for a consensus …Read More.
Why do investors choose to keep playing the loser’s game? Larry Swedroe offers some explanations of his own, then unpacks a study that suggests a form of the conjunction fallacy has a role in active management’s survival. The opening chapter of my first book, “The Only Guide to a Winning Investment Strategy You’ll Ever Need,” …Read More.
Given the evidence on the poor performance of lottery-like stocks, why would mutual funds choose to invest in them? Larry Swedroe unpacks research that shows it may have something to do with investors’ economically irrational “taste” for such equities. Among the assumptions in the first formal asset pricing model, the CAPM, are that investors are …Read More.
Larry Swedroe concludes his list with 2017’s lessons eight through 10. Every year, the markets offer lessons on the prudent investment strategy. So far, we’ve covered what they taught us last year in lessons one through three and four through seven. Today, we’ll finish off 2017’s list with lessons eight through 10. Lesson 8: Hedge funds are not …Read More.
Larry Swedroe resumes his list with 2017’s lessons four through seven. Earlier this week, we began discussing what the markets taught us in 2017 about prudent investment strategies. We tackled lessons one through three then, so today we’ll resume with lessons four through seven. Lesson 4: Don’t make the mistake of recency. Last year’s winners are …Read More.
Larry Swedroe unpacks lessons one through three from 2017. 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 previous years. That’s why one of my favorite sayings is that there’s nothing new in investing—only investment history you don’t yet …Read More.
Tim Maurer shares some startling statistics about student loans and the financial downside of parents choosing to borrow funds to foot the bill for their children’s college education. Parents have sacrificed their financial futures on the altar of their children’s education. Fueled by easy federal money and self-interested colleges, the result is a student loan …Read More.
If diversification is a free lunch, use the full buffet. In a recent article that highlighted the perils of owning individual stocks, I offered the historical evidence demonstrating how only a small percentage of stocks have accounted for all the gains provided by the market—with the vast majority earning a big, fat zero in aggregate cumulative …Read More.
Manisha Thakor and Gur Tsabar talk finances and joyful work on the MoneyZen Podcast. Manisha Thakor explores the topic of joyful work, and how finances play a part in career decisions, in a MoneyZen conversation with podcast creator Gur Tsabar. By clicking on any of the links above, you acknowledge that they are solely for …Read More.
Tim Maurer unpacks Do Over by Jon Acuff and ways to fill that career-shaped hole.How to Fill That Career-Shaped Hole …Read More.
Manisha Thakor and Barbara Stanny tackle women and wealth on the MoneyZen Podcast. …Read More.
Tim Maurer in Forbes on parent student loans. Parents have sacrificed their financial futures on the altar of their children’s education. Fueled by easy federal money and self-interested colleges, the result is a student loan crisis that appears already to be eclipsing the catastrophic proportions of mortgage indebtedness leading up to the financial collapse of 2008. …Read More.
How will you spend your tolerance for risk? Tim Maurer, Director of Personal Finance, The BAM Alliance “I just really wish I’d taken more risk in my investment portfolio,” said no one–ever–on their deathbed. That may seem like an odd observation, unless you consider the fact that I had the privilege of spending a couple …Read More.
Bill Kaiser explores some financial tasks to consider before sending your child off to college. Bill Kaiser, Wealth Advisor, Bland Garvey Wealth Advisors As the summer winds down and freshman orientation approaches, now is the time to get a few things in order before your child heads off for their first year of college. Consider …Read More.
Tim Maurer on five reasons why a non-digital time management system could be more productive. Tim Maurer, Director of Personal Finance, The BAM Alliance As technological innovation marches forward in so many aspects of life, there is a movement gaining momentum to return to the past in search of something important that progress may have …Read More.
