The Curious Behavior of TIPS
Jared Kizer takes a look at the clear empirical relationship between these fixed income securities and the credit risk premium. I’ve followed the TIPS market fairly closely since I started in the advisory business in 2003, and we’ve used them...
The Unique Retirement Issues Facing Women
Women continue to fight unique financial and life headwinds in planning for a secure retirement. Larry Swedroe and Wealth Advisor Katie Keary explore the impact of 12 specific challenges that women face, and offer financially empowering solutions to them.
Cybersecurity Insights: Protecting Your Child’s Identity
Kids have become top targets for identity thieves. The BAM ALLIANCE's Jared Hoffman outlines the warning signs that a child’s identity has been compromised, and some cybersecurity measures you can take to keep it from happening to a young person you love.
Important To-Do’s Before Sending Your Child Off to College
Wealth Advisor Ken Rosenbaum looks at some essential financial tasks and other important to-do's you may have overlooked as the first day of a new academic year approaches and you get ready to send your child off to college.
Why Investors Defy the Evidence and Continue to Play the Loser
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.
Know Your Risk Inclinations and Investor Personality
What type of investor are you? Larry Swedroe unpacks a CFA Institute Research Foundation brief on risk profiling and tolerance that looks at four investor personalities, and the potentially problematic behavioral tendencies likely to come with each.
Inverted Yield Curves and Future Equity Returns
A lot of investors are curious to know what an inverted yield curve, if one occurs, might mean for the stock market. In an analysis of Fed data, Jared Kizer concludes such inversions don't preordain poor equity returns and that other context matters.
Dividend Policy and Global Stock Returns
Do investors see dividend increases as good or bad news? It depends on whether they're looking at an individual stock or an entire market. Larry Swedroe reviews a new study into how a country’s aggregate dividend payout rate affects its equity returns.
Mutual Fund Benchmark Discrepancies Can Fool Investors
Some active mutual funds have prospectus benchmarks that understate risk and, thus, overstate relative performance. Larry Swedroe unpacks a study that explores how such funds benefit from that overstatement at investors' expense.
Financial Planning for the Person Who Has Everything
You wake up tomorrow and everything about your life is exactly the same except you have no possessions other than the clothes on your back and a bag of money equal to your financial worth today. Tim Maurer asks: What would you change?
