2017 Market Review
Home Bias and Global Diversification
January 15, 2018
At the beginning of 2017, a common view among money managers and analysts was that the financial markets would not repeat their strong returns from 2016. Many cited the uncertain global economy, political turmoil in the US, implementation of Brexit, conflicts in the Middle East, North Korea’s weapons buildup, and other factors.
More Money Is Lost Waiting For Corrections Than in Them
December 27, 2017
By pursuing a globally diversified approach to investing, one doesn’t have to attempt to pick winners to achieve a rewarding investment experience.
Key Questions for Long-Term Investing
November 30, 2017
We have data for 91 calendar years (or 1,092 months) of U.S. investment returns over the period 1927 through 2016. The average monthly return to the S&P 500 has been 0.95%, and the average quarterly return was 3.0%.
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.
INDEXING VS. EVIDENCE-BASED INVESTING
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
Market Gurus Mostly Strike Out....Again
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.
A Tale of Two Decades: Lessons for Long-Term Investors
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.
The Importance of Global Diversification
The first decade of the 21st century, and the second one that’s drawing to a close, have reinforced for investors some timeless market lessons: Returns can vary sharply from one period to another. Holding a broadly diversified portfolio can help smooth out the swings.
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.
Do You Suffer From Market Fatigue?
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.
Indexing vs. Evidence-Based Investing
It can be hard to hear the best course of action during tough market times may be to do nothing. It can be even harder to repeatedly hear the message as things seem to get worse. But it is a message we would not repeat if we did not truly believe it was in your best interests. The following discusses why our message is not wavering despite market conditions.
February 16, 2017
Many investors realize that an evidence-based investment approach offers many benefits when compared with an active investment approach.