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March 14, 2019
3 Factor Investing Myths

By Larry Swedroe

As the chief research officer for Buckingham Strategic Wealth, Loring Ward, and the BAM Alliance, I receive many questions from advisors and investors regarding concerns about factor-based invest... Read more

Investing

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March 7, 2019
2018 Report Card For Hedge Funds

By Larry Swedroe

Hedge funds entered 2019 coming off their ninth-straight year of trailing U.S. stocks (as measured by the S&P 500 Index) by significant margins. And for the 10-year period ending 2017 — one t... Read more

Investing

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February 20, 2019
Do Surprises Really Move Markets?

By Larry Swedroe

French economist Louis Bachelier long ago remarked: “Clearly the price considered most likely by the market is the true current price: if the market judged otherwise, it would not quote this pric... Read more

Investing / Volatility

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February 15, 2019
What Does It Mean To Have Enough? It’s Up To You.

By Tim Maurer

How much is enough? It’s a broad question, yet it’s easy to find specific guidance on the amount of money you need to achieve a fulfilling retirement. Tim Maurer says instead of chasing an arbitr... Read more

Retirement

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February 7, 2019
Discipline: A Necessary Condition for Successful Investing

By Larry Swedroe

A good friend, Sherman Doll, related the following story. Sherman has been a two-line sport kite flier for years. While not a pro, he has learned a few tricks from observing the flying behavior o... Read more

Investing

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February 1, 2019
Invest for the Long Term

By Loring Ward Team

Over the last nine decades, the U.S. experienced 9 bear markets and 15 recessions or depressions, World War II and Vietnam, and any number of crises big and small. Yet $1 invested in 1927 could h... Read more

Investing

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January 29, 2019
What’s on your mind? Addressing Three Common Investor Questions

By Jonathan Scheid, CFA, AIF

In 2017, global markets moved up most of the year, but that surely wasn’t the case in 2018. In fact, we haven’t seen that type of volatility in U.S. markets for some time. In this article, we’ll... Read more

Investing / Volatility

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January 11, 2019
Let Your Clients Tell You How You Can Deliver a Better Experience

By Nishant Pandya

In 2017, the second annual Investor Feedback Survey gathered opinions from nearly 19,000 clients of advisors across over 400 firms globally. The feedback provided insight into many aspects of a c... Read more

Practice Management

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January 9, 2019
Hiring Decisions That Can Help You Grow Your Business

By Alicia Temmerman

Growth has been a key priority for advisors over the past five years. And with 10-12% growth rates1, it’s not surprising that advisors are trying to determine the optimal staffing approach. Our 2... Read more

Practice Management

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January 4, 2019
Talk to Your Advisor

By J. William G. Chettle

This article is featured in the winter edition of our 360 Insights Quarterly Client Newsletter. In addition to the usual resolutions, the new year is a great time to talk to your financial adviso... Read more

Financial Planning

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