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Factors Are For Holding

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We have met the enemy, and he is us. Larry Swedroe unpacks some new research that suggests individuals do invest in successful factor-based strategies, but destroy returns through their poor trading behavior.

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What’s in a Fund Name?

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After reviewing a study on the composition of mutual fund portfolios, Larry Swedroe concludes investors cannot rely on an active fund's name, or even its stated objective, when seeking exposure to factor characteristics.

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R.I.P. Book Value?

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Using book value to sort stocks into value and growth categories has come under assault. Given the questions this may raise, Jared Kizer explores whether price/book as a value measure truly is discernibly inferior to other common metrics.

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The Trouble with Convenience

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Mindful spending can be awfully tough when purchases are just a click, swipe or tap away. Associate Wealth Advisor Kurt Wunderlich looks at strategies for leveraging convenience in a way that enhances, not diminishes, your financial life.

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The Toll of New Trade Tensions and Your Portfolio

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New tariffs and an escalating trade war with China are once again dominating headlines. But while resurgent trade tensions may have indeed roiled markets, the prudent course of action remains to adhere to your long-term financial plan. It was hard to miss the headlines about escalating trade tensions between the U.S. and China this week—and...

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