Key Questions for Long-Term Investing
The Uncommon Average
November 10, 2017
Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely ask yourself some of the questions below. Trying to answer these questions may be intimidating, but know that you’re not alone.
Lessons for the Next Crisis
October 6, 2017
“I have found that the importance of having an investment philosophy—one that is robust and that you can stick with— cannot be overstated.”—David Booth
INDEXING VS. EVIDENCE-BASED INVESTING
September 29, 2017
It will soon be the 10-year anniversary of when, in early October 2007, the S&P 500 Index hit what was its highest point before losing more than half its value over the next year and a half during the global financial crisis.
EQUIFAX DATA BREACH: WHAT YOU NEED TO KNOW
September 20, 2017
Overview: Many investors may believe that evidence-based investing means simply buying index funds. However, there are some key differences between index investing and evidence-based investing. The following article discusses some of those differences.
Health Savings Accounts: Are They Just What the Doctor Ordered?
September 12, 2017
On Friday, Equifax, one of the major credit reporting bureaus, issued a press release announcing that on July 29 it had discovered “unauthorized access” to data belonging to as many as 143 million U.S. consumers.
Market Gurus Mostly Strike Out....Again
August 24, 2017
Are health insurance premiums taking too big of a bite out of your budget? Do you wish you had better control over how you spend your health-care dollars? If so, you may be interested in an alternative to traditional health insurance called a health savings account (HSA).
Social Security & Medicare Challenges Continue
August 3, 2017
Larry Swedroe At the start of each year, I compile a list of predictions that gurus have made for the upcoming year, along with some items I frequently hear from investors—sort of a consensus of “sure things.” I keep track of these sure things with a review at the end of each quarter.
Changing Jobs? Know Your 401(k) Options
August 1, 2017
Every year, the Trustees of the Social Security and Medicare Trust Funds release reports to Congress on the current financial condition and projected financial outlook of these programs.
The Three-Step Investor's Guide to Navigating the Financial Advisory Fiduciary Ruling
July 11, 2017
If you've lost your job, or are changing jobs, you may be wondering what to do with your 401(k) plan account. It's important to understand your options.
The Broccoli and Pizza Portfolio
June 16, 2017
by Tim Maurer, Director of Personal Finance, 3/7/2017
Building an Evidence-Based Investment Plan
June 3, 2017
For some of us, it's hard to give up on the idea that investing should be exciting. Picking stocks can be fun, after all, and there's nothing like getting your timing right and bragging about it later with friends.
The Importance of Global Diversification
May 10, 2017
"Control what you can control." --David Butler, co-CEO, Dimensional Fund Advisors
Invest Now or Temporarily Hold Your Cash?
May 3, 2017
An investor’s ability to achieve their investment goals often relies on maintaining discipline in their portfolio over the long term.
When Emerging Markets Outperform
May 3, 2017
At some point in their lives, investors may receive a large sum of cash, such as a pension payout or inheritance.
There's Still Time to Contribute to an IRA for 2016
April 19, 2017
Earlier this week, we looked at emerging markets and why many investors stick to domestic stocks due to two biases: home country and recency, despite a compelling case for emerging market investing.
Fiduciary Now, Fiduciary Always
March 9, 2017
There's still time to make a regular IRA contribution for 2016! You have until your tax return due date (not including extensions) to contribute up to $5,500 for 2016 ($6,500 if you were age 50 by December 31, 2016).
Indexing vs. Evidence-Based Investing
March 3, 2017
You may have noticed the word fiduciary bouncing around the news lately. The Department of Labor announced last April that financial advisors who provide retirement investment advice would be held to a new fiduciary rule — that is, they would be required to put investors’ interests ahead of their own.
2016 Market Review
February 16, 2017
Many investors realize that an evidence-based investment approach offers many benefits when compared with an active investment approach.
January 16, 2017
In 2016, the US market reached new highs and stocks in a majority of developed and emerging market countries delivered positive returns.