In a recent New York Times article, Jeff Sommer, discussed the implications of new data from Dalbar, a research firm that studies the behavior of
Act Two The Setting Following his interview of a hedge-fund manager to see if he should manage his retirement assets, the Investor turns his search
S&P Dow Jones Indices released their latest SPIVA (S&P Index vs Active) scorecard for the period ending December 2018. If you’re a fan of active
Act One The Setting Guru appears on CNBC to explain what will happen with interest rates, Brexit, and the economy over the next two years.
Investment fads do not lead to investment success. Discipline to a long-term investment strategy is the key. This post from Dimensional Fund Advisors offers a
Stock market valuations are at historical highs and we are more than nine years into the current bull market. It stands to reason that the
On the 40th anniversary[1] of the launch of the First Index Investment Trust (now the Vanguard 500 Index Fund), it is interesting to note how
A well-written recent New York Times article seeks to elucidate the causes of investor (mis)behavior through recent research into behavioral finance. In the article, the
In a follow up to an S&P Dow Jones Indices Study from the summer 2014 “Does Past Performance Matter? The Persistence Scorecard”, a New York
Diversifying a portfolio through the global allocation of various asset classes increases expected return and reduces portfolio volatility over time. Both worthwhile goals. But like
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