BLOG

The start of a new calendar year tends to draw out the forecasters. People are naturally curious to know about what the future might...

By ROBIN POWELL Anyone familiar with the SPIVA analysis provided, and regularly updated, by S&P Dow Jones Indices, will tell you that...

By LARRY SWEDROE Many asset management firms play a dual role by simultaneously sponsoring funds and providing investment model...

One of the challenges investors face is to put enough money away to ensure they don't run out of money later in life while also enjoying...

Human beings are inherently bad at making sacrifices today for the long-term welfare of themselves and their offspring. We see that in...

By LARRY SWEDROE In October 2019, five major U.S. brokerage firms — Charles Schwab, TD Ameritrade, E*TRADE, Ally Invest and Fidelity —...

A meaningless phrase we hear at the start of every year is "this is a stockpicker's market", or "this is the year for active management"....

By LARRY SWEDROE Quantitative funds (funds that use systematic, rules-based strategies) are a large and growing player in the U.S. equity...

By LARRY SWEDROE At the beginning of 2021, asset owners and investors representing over $100 trillion had signed on to the UN Principles...

By LARRY SWEDROE At the beginning of 2021, asset owners and investors representing over $100 trillion had signed on to the UN Principles...

By LARRY SWEDROE According to the 2020 Report on U.S. Sustainable and Impact Investing Trends, environmental, social and governance (ESG)...

By LARRY SWEDROE According to the 2020 Report on U.S. Sustainable and Impact Investing Trends, environmental, social and governance (ESG)...

By ROBIN POWELL   If any further proof were needed that paying a traditional active manager to buy and sell stocks in the hope of...

It might have been Albert Einstein who said that if you can’t explain something to a six-year-old, you don’t understand it yourself. It’s...

It might have been Albert Einstein who said that if you can’t explain something to a six-year-old, you don’t understand it yourself. It’s...

By LARRY SWEDROE When developing a financial plan, one of the most important assumptions is life expectancy. And while no one knows...

By LARRY SWEDROE When developing a financial plan, one of the most important assumptions is life expectancy. And while no one knows...

By ROBIN POWELL Investing isn’t easy, but nor is it particularly complicated (or at least it shouldn’t be). To quote William Bernstein in...

By LARRY SWEDROE Investors are expressing their concerns about climate change by dramatically increasing investments in companies with...

There is a perception that underperforming fund managers are a recent development, and that only in the last few years have the financial...