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Resources

Expect Volatility

Dips in the stock market over the last few days jolted a lot of investors. But, volatility is normal, and the best course of action right now is simply to do nothing. The past two years have seen an unusually low level of volatility in the stock market. That can lead to complacency. Last week, …Read More.

Persistence Among Active Managers Remains Elusive

The latest SPIVA scorecard is out, and results show that persistence in mutual fund performance beyond the randomly expected remains out of reach for active managers. Since 2002, S&P Dow Jones Indices has published its biannual Indices Versus Active (SPIVA) reports, which compare the performance of actively managed equity funds to their appropriate index benchmarks. It …Read More.

Gurus’ Grim Tally in 2017

With 2017 now done and gone, Larry Swedroe tallies how many of last year’s “sure thing” financial predictions actually came to pass. At the start of 2017, I compiled a list of predictions that gurus had made for the upcoming year, along with some items I heard frequently from investors, for a sort of consensus …Read More.

Bitcoin: Investment or Bubble?

Larry Swedroe explores whether bitcoin is a worthwhile investment or is still purely speculative. As the director of research at Buckingham Strategic Wealth and The BAM Alliance, it’s not surprising that I’ve been getting lots of calls lately about investing in bitcoin. Just seven years ago, bitcoins were trading at about 10 cents. Four years …Read More.

The Uncommon Average

The US stock market has delivered an average annual return of around 10% since 1926. But short-term results may vary, and in any given period stock returns can be positive, negative, or flat. When setting expectations, it’s helpful to see the range of outcomes experienced by investors historically. For example, how often have the stock …Read More.

A Global View of Equity Valuations

Larry Swedroe takes a look at U.S. and international equity valuations, and what the differences between them mean for investors. With the Shiller CAPE 10 above 30 (to be precise, 30.7 as I write this), it’s likely you have seen an interview or read an article in which some “guru” claims the market is on …Read More.

Tips to Help Teach Your Children About Money

Five tips for helping to teach your kids about money. As parents, we continually struggle to pass knowledge on to our children. Unfortunately, sometimes financial knowledge is left off the list or lost in translation. To prevent that happening, consider the following five tips to help teach your children about money:  It is never too …Read More.




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