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

Two-Stage Thinking Helps Investors Weather Volatility Larry Swedroe, Director of Research

March 28th, 2016  // Recommended Reading

Weathering market volatility. Larry Swedroe chats with Barbara Friedberg about using “two-stage thinking” as a means to cope with turbulent markets, indexing, the “Larry portfolio” and his take on Warren Buffett’s investing arsenal in U.S. News. Find it on USNews.com By clicking on any of the links above, you acknowledge that they are solely for… Read More

A Reality Check For Investors Larry Swedroe, Director of Research

March 21st, 2016  // Recommended Reading

Possessing a well-thought-out asset allocation plan that takes into account your unique ability, willingness and need to take market risk is only the necessary condition for success in investing (unless you just happen to get very lucky). The sufficient condition is having the discipline to stay the course. That’s certainly not easy to do when… Read More

Vote for Squire!!

March 17th, 2016  // Recommended Reading

Click on the link below to vote for your favorite places of business in Utah Valley. Best of Utah Valley 2016

Why Should You Diversify?

March 16th, 2016  // Recommended Reading

Why Should You Diversify?

Saying No, So You Can Say Yes When it Matters Carl Richards, Director of Investor Education

March 15th, 2016  // Recommended Reading

Saying No, So You Can Say Yes When it Matters Carl Richards, Director of Investor Education

When Good Credit Marries Bad, It Takes Work Manisha Thakor, Director of Wealth Strategies for Women

March 15th, 2016  // Recommended Reading

Manisha Thakor, Director of Wealth Strategies for Women    

Five Questions and Answers about New Social Security Claiming Rules

March 11th, 2016  // Recommended Reading

Five Questions and Answers about New Social Security Claiming Rules When Congress unexpectedly eliminated two Social Security claiming strategies as part of  the Bipartisan Budget Act of 2015, retirement planning got a little more complicated for people who expected to use those strategies to boost their retirement income.  Here are some questions and answers that… Read More

Perspectives on Market Volatility

March 11th, 2016  // Recommended Reading

Click on the link below to watch this informative video Perspectives on Market Volatility

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