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When Value Performs Poorly

Date28 Feb 2019

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For investors who have experienced these poor recent results, a natural question is how value stocks have tended to perform relative to growth after periods of poor performance. Jared Kizer examines the data and shares his insights to help investors see the bigger picture.

From Divorce Issues to Shoe Spending, Financial Advisers are Hearing it All

Date27 Feb 2019

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From number crunchers to relationship builders, the role of wealth manager has transformed over the last 20 years. Wealth Advisor, Adam Yofan, comments in this article that gets to the heart of how modern advisors are more immersed than ever in their clients' lives.

Retirement Tips for a Long Lifetime

Date21 Feb 2019

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Women face all the same issues that men face in retirement, plus they have additional complicating factors. Larry Swedroe and Katie Keary address these factors and offer tips to help even the scales.

How federal-government workers should approach their ‘shutdown debt’

Date18 Feb 2019

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After an historically long furlough for federal-government workers, paychecks are finally starting to hit bank accounts. Now, how do those same workers manage the debt built while out of work? Wealth Advisor Kent W. Schmidgall comments in this MarketWatch article that addresses that very question.

What Does It Mean To Have Enough? It’s Up To You.

Date14 Feb 2019

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How much is enough? It's a broad question, yet it's easy to find specific guidance on the amount of money you need to achieve a fulfilling retirement. Tim Maurer says instead of chasing an arbitrary figure, start by asking a better financial-planning question: What do you want out of life?

Yet More Investing Lessons from 2018

Date13 Feb 2019

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In the third and final installment of his annual look at what the markets taught investors over the prior year about prudent investment strategy, Larry Swedroe concludes his list with 2018's lessons eight through 11.

More Investing Lessons from 2018

Date12 Feb 2019

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In the second installment of his annual look at what the markets taught investors over the prior year about prudent investment strategy, Larry Swedroe resumes his list with 2017's lessons four through seven.

Investing Lessons from 2018

Date11 Feb 2019

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In the first installment of his annual look at what markets taught investors over the previous year about prudent investment strategy, Larry Swedroe unpacks lessons one through three from 2018.

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