The Proposed Tax Plan and Your Money
Tim Maurer looks at how the GOP’s new tax plan could affect you and your money. Tim Maurer makes an appearance on Nightly Business Report to discuss how the proposed Republican tax plan could affect middle-income Americans, home buyers and,...
Testing the Adaptive Markets Hypothesis
Larry sSwedroe on the import of a study into the diminishing S&P 500 effect. Short-term drifts in stock (as well as bond, commodity and currency) prices have been well- documented in the academic literature. The fact that prices fully adjust...
The Low Volatility Anomaly in Perspective
Larry Swedroe unpacks research into whether other common factors explain the anomaly. One of the significant problems for the first formal asset pricing model developed by financial economists, the capital asset pricing model (CAPM), was that it predicts a positive...
This Is How We Rise: A MoneyZen Conversation with Claudia Chan
Manisha Thakor talks gender equality with SHE Summit founder and author Claudia Chan. Manisha Thakor hosts S.H.E. Summit founder Claudia Chan on the MoneyZen Podcast to discuss her new book, “This Is How We Rise,” and to explore how gender...
Discipline Is Critical to Successful Investing
Will disciplined value investing be rewarded long term? Larry Swedroe on the evidence, and current stock valuations. Having a well-thought-out investment plan is the necessary condition for successful investing. However, it’s not sufficient. The sufficient condition is having the discipline...
Turnover and Returns Can Coincide
Turnover and Returns Can Coincide Larry Swedroe, Director of Research While there has been a strong and persistent trend toward passive investing, actively managed funds still control the lion’s share of assets under management. Lubos Pastor, Robert Stambaugh and Lucian...
The Role of REITs in a Diversified Portfolio
The Role of REITs in a Diversified Portfolio Larry Swedroe, Director of Research Many investors think of real estate investment trusts (REITs) as a distinct asset class because, in aggregate, they historically have had relatively low correlation with both stocks...
Long Term Disability vs. Long Term Care Insurance: A MoneyZen Conversation with Tim Maurer
Manisha Thakor hosts Tim Maurer on the latest MoneyZen Podcast to discuss Long-Term Disability vs. Long-Term Care Insurance. On the newest MoneyZen Podcast, Manisha Thakor hosts Tim Maurer to unpack Long-Term Disability Insurance versus Long-Term Care Insurance, and the nuances...
Solving for the Qualitative Deficit in Financial Planning
Tim Maurer in Forbes on why life planning is a vital part of financial planning. “The whole financial planning process is wrong,” says George Kinder, widely recognized as one of the chief educators and influencers in the financial planning profession....
Grading the Forecasters
Larry Swedroe on data that reveals the disappointing accuracy of market forecasts. Larry Swedroe, Director of Research, The BAM Alliance The financial media tends to focus much of its attention on stock market forecasts by so-called gurus. They do so...
