Dull Investor

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Can you time the market?

by <b>Alex Murguia</b><p><i>January 22, 2016</i><p>We preach investing for the long term to accomplish your objectives, but we’re still human, so we understand the …

The Odds for Active Management -- European Funds Version

<b>Europe's Tale</b> <br>Morningstar's Ali Masarwah and Julien Roueche did some research on the performance of actively managed European funds. How likely were …

Investing

Vanguard Debunks Dividend Myth

Larry Swedroe, Director of Research, 9/27/2017<p>Dividend strategies have drawn increasing interest from investors around the world as central banks …

Investing

3 Reasons Index Investors Deserve Perdition (or Not)

<b>The Hot Seat</b> <i><br>Lex III: Actioni contrariam semper et aequalem esse reactionem: sive corporum duorum actiones in se mutuo semper esse aequales et in</i> …

Has Bond Indexing Failed? A Close Look Says No

Yes, active funds can outperform when stocks are rising, but passive funds better fulfill the role of portfolio balancer<p>By<p>Allan S. Roth<p>A claim I’ve frequently heard portfolio managers and advisers make over the past couple of years is that indexing doesn’t work with bonds. Many concede that the …

Yield-hungry investors fall for the ‘free dividends fallacy’

Many investors wrongly think of dividends as offering a bond-like income stream<p>Tue, Jul 4, 2017, 06:00<p>Interest rates have been on the floor for …

Investing

Swedroe: Stocks, Bonds & Risk

Followers of my writings know the perspective I provide isn’t based on opinion, but is grounded in the academic research. However, what do you do …

The Unknown Unknowns of Investing

When Diversification Fails and How to Prepare for the Next CrisisPhoto: Wikimedia CommonsThere is a great line by Donald Rumsfeld about the knowledge …

Investing

The Math Behind Futility

J.B. Heaton is an unlikely stock market revolutionary. He doesn’t work in investing, his academic research focuses on legal aspects of insolvency, …

“You need to judge us over a full cycle.”

“You need to judge us over a full cycle.” It’s a reasonable argument made by both great active managers and mediocre ones. The subtext is that “any …

Investing

Asset Allocation Guide: Dealing with conflicting goals

Today we conclude our series on how best to make asset allocation decisions. It's an easy decision when the analysis of your ability, willingness and …

One of My Investing Pet Peeves

“The essence of risk management lies in maximizing the areas where we have some control over the outcome while minimizing the areas where we have …

Investing

4 Reasons to Buy Bonds in 2017

For more than three decades we’ve experienced an incredible bull market in bonds, but the current interest rate environment makes it unreasonable to …

Investing

Don’t buy into the dividend ‘fallacy,’ new academic paper warns

Dividends give equity investors a less risky way to make money. Dividends received from a stock don't count toward the gains or losses that were made …

Vanguard - Yield surge: Remember bonds' real role

Yes, the rate rise has spawned many headlines. But whether rates continue to increase, no one knows.<p>Rather than help clients by calculating outcomes, …

Investing

The Dangers of Dividend Obsession

By Vitaliy Katsenelson“This is a very bad, incoherent piece.” I received this feedback from a reader concerning my recent article . I don’t expect …

Investing

Wise Beta

The Wall Street Journal’s Jason Zweig tweeted this out over the weekend:<p>The world is awash with smart people.<p>Wise people, not so much.<p>— Jason Zweig …

Economics and investing

Faced with alarming headlines, we must maintain reasonable expectations and remain focused on our clients' goals. Consider three episodes from the …

Swedroe: Passive Investing Won’t Break Market

Passive investing has been ridiculed by Wall Street for decades. But I think it is safe to say that Sanford C. Bernstein & Co. strategist Inigo …

Do You Choose a Declining or Rising Equity Strategy in Retirement?

Larry Swedroe, Director of Research, 8/1/2016<p>Traditional retirement planning calls for gradually reducing an investor’s equity allocation and …

Retirement

Is Your Portfolio Getting Enough Sleep?

<i>“Ultimately, nothing should be more important to investors than the ability to sleep soundly at night.” – Seth Klarman</i><p>We could all use more sleep. …

Investing

Warren Buffett’s Epic Rant Against Wall Street

Warren Buffett unloaded a 'sermon' about hedge funds and investment consultants at the Berkshire Hathaway annual meeting<p>The “Oracle of Omaha” went on an epic rant against Wall Street this weekend. Just before lunch at the annual meeting on Saturday, unloaded what he called a “sermon” about hedge …

Investing

The Only Way the 99% Should Invest in the Stock Market

I often get random questions from family members, friends, colleagues and social media followers that sound something like this: <b>“I want to invest but</b> …

Investing

The Bedrock of Portfolio Management

Investors often spend much of their time thinking tactically instead of psychologically. They want to know how to handle the next week or month in …

Investing

Best Of 2016: Swedroe On The Mystery Of Vanishing Premiums

<i>[Editor's Note: We are rerunning some of our best stories of the year.]</i><p>Given that it’s been both well-documented and well-known that value stocks—in …

How Long Will You Wait for Smart Beta to Work?

In my last post I shared some insights from Ben Carlson’s A Wealth of Common Sense, which argues that investors are generally better off keeping …

US Equities: Does Active or Passive Investing Pay?

Morningstar's chart looks at one-, five-, and 10-year periods for U.S. equity funds. In the long run, active funds underperform their passive …

Investing

Ferri: A Methodology For Success

<i>Rick Ferri is the founder of advisory firm Portfolio Solutions and the author of multiple books on investing. He’ll be speaking on Sunday at Inside</i> …

Investing

No, Your Mutual Fund Manager Doesn’t Know How Jellyfish Impact Real Estate in Hong Kong

<i>Excerpted from</i> <b>The Index Card: Why Personal Finance Doesn’t Have to Be Complicated</b> <i>by Helaine Olen and Harold Pollack. Out now from Portfolio.</i><p>Mutual …

Investing

4 Big Myths About Bonds

Like nearly all financial planners, I have a portion of my clients' portfolios in bonds, bond funds or other fixed-income investments, such as …

Investing