After reviewing a study on the composition of mutual fund portfolios, Larry Swedroe concludes investors cannot rely on an active fund’s name, or even its stated objective, when seeking exposure to factor characteristics. …Read More.
Larry Swedroe unpacks a new study suggesting that U.S. stock returns are now less about economic growth and more about shareholders. …Read More.
Larry Swedroe unpacks a recent study investigating how mutual funds respond when investors call for climate responsibility and what it could mean for investors who express their social preferences through fund selection. …Read More.
After unpacking new research into how expense ratios and turnover impact returns and their dispersion, Larry Swedroe explores how the study’s findings inform what we know about active mutual funds, active share, and volatility. …Read More.
Larry Swedroe unpacks new research into its potential repercussions for liquidity, volatility and market efficiency. …Read More.
Larry Swedroe looks at why understanding how wealth affects happiness can play such an important role in retirement planning. …Read More.
Larry Swedroe unpacks new research into the impact that the rise of passive investing has had on securities lending, which plays an important role in stock market efficiency. …Read More.
The benefits of a global equity allocation may diminish as markets integrate, but they haven’t just up and vanished. Larry Swedroe takes a multi-faceted look at the value of broad diversification, even in a flatter world. …Read More.
Tim Maurer shares his system for channeling daily intentionality to boost productivity. …Read More.
Planning for a successful retirement is about much more than just an investment strategy to fund your desired lifestyle. Larry Swedroe and Kevin Grogan’s new book “Your Complete Guide to a Successful and Secure Retirement” takes it a step further and focuses on planning for a meaningful life in retirement. …Read More.
Larry Swedroe unpacks highlights from the most recent SPIVA scorecard that offer still more powerful evidence of active management’s continued failure to persistently outperform. …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.
Tim Maurer explores how financial advisors can go beyond just sharing knowledge with their clients to truly inspire understanding and wisdom. …Read More.
Larry Swedroe looks at 3 small value funds and shows how their performance is explained by exposure to common factors-asset pricing models. …Read More.
Larry Swedroe takes a look at the mixed results across asset classes for hedge funds and shows why market efficiency has won again. …Read More.
