Learning Center

Asset allocation and asset location are both important decisions when building an investment portfolio. Kevin Grogan, director of investment strategy, focuses on the asset location decision and how it can affect your after-tax returns.

Read More →

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 →

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 →

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 →

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 →

How did hedge funds fare in 2018? Larry Swedroe takes a look at the mixed results across asset classes and shows why market efficiency has won again.

Read More →

Prices will not change if the expected happens. It is the unexpected that causes prices to move. Larry Swedroe shares some examples where good news has led to bad results and vice versa.

Read More →

Many consider factor-based investment strategies to be highly complex, more expensive, and ones that provide negative returns over long periods. Larry Swedroe digs into the myths and provides guidance for those worried about how they could affect their overall portfolio.

Read More →