Under the Surface

June 7th, 2016  // Recommended Reading

Under the Surface

Guide to Retirement Planning

May 24th, 2016  // Recommended Reading

Guide to Retirement Planning

An Introduction To Dimensional Fund Advisors

May 20th, 2016  // Recommended Reading

An Introduction To Dimensional Fund Advisors                    

Quick Take on Fixed Income

May 12th, 2016  // Recommended Reading

SEC-mandated changes to money market funds   Q: What are the upcoming SEC-mandated changes to money market funds, and what impact will they have? A: In 2014, the Securities and Exchange Commission released new rules governing the operation of money market funds that will go into effect by October 2016. The biggest changes pertain to… Read More

A Vanishing Value Premium? Weston Wellington, Down to the Wire Vice President

May 5th, 2016  // Recommended Reading

Down to the Wire: A Vanishing Value Premium? Value stocks underperformed growth stocks by a material margin in the US last year. However, the magnitude and duration of the recent negative value premium are not unprecedented. This column reviews a previous period when challenging performance caused many to question the benefits of value investing. The… Read More

An Interesting Look at the Active Versus Passive Debate

May 2nd, 2016  // Recommended Reading

An Interesting Look at the Active Versus Passive Debate Click on the link below for the article http://mutualfunds.com/news/2016/04/06/an-interesting-look-at-the-active-versus-passive-debate/

Why a Millennial Prefers to Save

April 29th, 2016  // Recommended Reading

Why a Millennial Prefers to Save Saving has a very positive connotation. You can save a life. In sports, you can save a game. A very admirable goal is to save the world. However, I’ve heard many financial professionals lament how younger generations (millennials, specifically) don’t save enough money and, in turn, fail to appreciate the value… Read More

Are You Living The Life You Chose?

April 18th, 2016  // Recommended Reading

Are You Living The Life You Chose?  by Tim Maurer, Director of Personal Finance BAM Alliance

Swedroe: Active Funds Whiff Again

April 5th, 2016  // Recommended Reading

Swedroe: Active Funds Whiff Again The year-end 2015 S&P Active Versus Passive (SPIVA) scorecard provides yet another example of why—at least when it comes to the overall results of active management relative to appropriate benchmarks—the past is in fact prologue. Following are some highlights from the recently released report: Domestic Equities Last year, 66.1% of… Read More

Emerging Markets Look Terrible — Time To Buy by Larry Swedroe, Director of Research

April 1st, 2016  // Recommended Reading

From 2008 through 2015, the S&P 500 Index returned 6.5% per year, providing a total return of 66%. During the same period, the MSCI Emerging Markets Index lost 2.8% a year, providing a total return of -21%. It managed to underperform the S&P 500 Index by 9.3 percentage points a year, and posted a total… Read More

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