A Guide to Starting Family Financial Conversations
The decisions we make surrounding family wealth and lifestyle planning can oftentimes be uncomfortable. Wealth advisor Jeff Johnson breaks down where and how you might want to start your family's next important conversation about money.
Time Is Not on Active Management’s Side
Larry Swedroe summarizes the recently released mid-year 2018 SPIVA report, which once again offers powerful evidence regarding active management’s inability to persistently outperform.
Be Prepared for Losses
When it comes to understanding and then accepting the nature of the investment risks that you'll have to live with over time, forewarned is forearmed. Larry Swedroe puts the size and volatility of equity premiums into better perspective.
An Awakening Bear?
Larry Swedroe offers some points to consider before you succumb to an urge to abandon your well-thought-out financial plan over recent swings in the stock market.
Finding Fulfilling Work: Live Out Your Calling as an Artisan
There's a vastly different, more rewarding way to accomplish what we call “work” than how many of us have been taught. Tim Maurer asks: What would it look like if we did our job, profession or calling as an artisan?
Examining Bond Premiums
Larry Swedroe takes a look at the two premiums that help to explain the performance of bond portfolios.
Understanding The Financial Crisis
The 10th anniversary of the Great Financial Crisis has led many investors to seek guidance on how to prepare for the next market downturn. Larry Swedroe shares some lessons to help investors weather the next crisis with confidence.
The Mathematics of Asset Location
In a follow-up to his overview of the asset location decision, Kevin Grogan takes a more comprehensive look at how a security’s expected return and risk characteristics can change based on the tax treatment of the savings vehicle in which it's held.
A High-Level View of the Asset Location Decision
Once you've chosen the mix of assets appropriate for you, the next step involves determining which type of investment account will hold them. Kevin Grogan breaks down the asset location decision and how it can help maximize after-tax returns.
The Top 10 Places Your Next Dollar Should Go
Given the many competing demands on your finite income, identifying true financial priorities can be challenging. To help, Tim Maurer revisits his list of places where (and in what order) you should spend (or save) your next available dollar.
