Join investors who get actionable, evidenced-based wealth management insights delivered directly to their inbox.
Subscribe
(240) 880-1938

Learning Center

2018’s Active Vs. Index Scorecard

//
Comment0
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 S&P Indices Versus Active (SPIVA) Scorecard, which compares the performance of actively managed equity mutual funds to...

Read More →

The Basics of a Spend-Down Strategy

//
Comment0
For a more secure retirement, think larger than simply trying to pay the least amount in taxes each year. Wealth Advisor Bill Morgan outlines the process for building an overarching spend-down strategy designed to minimize taxes over a lifetime.

Read More →

Tale Of 2 Stock Markets

//
Comment0
There is clear evidence the political climate affects investors' views of the economy and the stock market. Larry Swedroe encourages investors to separate political affiliations from investment decisions.

Read More →

Four Critical Elements of a Sound Investment Strategy

//
Comment0
Investors should focus on fees, global diversification, tilting toward small and value stocks, along with a focus on high credit quality and safe fixed income. Kevin Grogan shares these tips with Robert Powell on The Street's Retirement Daily Podcast to help make up the elements of a sound investment strategy.

Read More →

A Tale Of 3 Small Value Funds

//
Comment0
There can be large differences in passively managed funds, even those within the same asset class. Larry Swedroe looks at 3 small value funds and shows how their performance is explained by exposure to factors-asset pricing models.

Read More →