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Truth tellers versus salesmen

Everyone has their opinions about markets and investing, and they’re entitled to them. But it’s ironic that some of the most successful...

A cautionary tale about chasing performance

By LARRY SWEDROE My 2007 book contained 27 tales whose goal was to educate investors about important investment concepts and strategies....

How much life insurance do you need?

By LESLEY GREGORY It’s easy to just “set and forget” life insurance, but it’s worth reviewing your policy every few years to see that it...

Stop playing market whack-a-mole

You’re sitting in your favourite restaurant, feeling famished. The waiter arrives and reads out a long list of mouth-watering specials....

You get what you don't pay for

We've written many times about the SPIVA scorecard from S&P Dow Jones Indices. But Morningstar has its own ongoing measure of active fund...

Playing as a team

LOOK AT IT THIS WAY On paper, the football team looked unbeatable. Freed of a salary cap, the coach had opened his chequebook and bought...

Thoughts on Mark Dampier's retirement

By ROBIN POWELL It’s the end of an era. After 38 years in the UK asset management industry, Mark Dampier, the former head of research at...

A strategic approach to rebalancing

By LARRY SWEDROE Rebalancing is the process by which a portfolio’s “style drift” caused by market movements is eliminated or minimised....

Cut yourself some slack

By JONATHAN CLEMENTS   We all want the good life, though we’d likely differ on what exactly that is. Still, our wish list might include...

Stocks have lagged bonds since 1970. Why?

By JOACHIM KLEMENT   We all know that both stocks and bonds have benefited from declining interest rates over the last couple of...

Is going to university worth the cost?

By JASON BUTLER At age 18, Abigail Sweeney was passionate about computer science and the potential for more women to have a role in the...

The All Weather Portfolio explained

By NICK MAGGIULLI   Imagine a portfolio that you can own for life. A portfolio that does well during inflation and during deflation. A...

The cost of anticipating corrections

By LARRY SWEDROE The sharp rally in the S&P 500 Index from the March 23, 2020, close of 2,237 to the close on April 20 of 2,823 has led...

A club for every shot

LOOK AT IT THIS WAY Any golfer knows that club selection can be a significant contributor to the success or otherwise of their game....

Is your value fund bad for the planet?

It's well documented that the premium associated with value stocks is long overdue. So now is not a good time to lose patience with it....

Don't invest like you were Don Quixote

Much of the media commentary around markets and investing positions the individual as a heroic figure, pitching his or her expertise...

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