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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 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 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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December 26, 2018
Ho, Ho, Horrible Holiday Investing Myths

By J. William G. Chettle

Instead of sitting back with a glass of egg nog and overdosing on Rankin/Bass holiday specials, some investors spend year-end trying to decorate their portfolios with dubious investment ideas.  H... Read more

Investing

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December 19, 2018
Combine Baking Cookies With Painting in This Fun Holiday Activity

By Karen Parker

One of my favorite Christmas traditions is baking cookies and delivering them to friends. My Mom started doing this with me when I was very young, and I have continued the tradition with my child... Read more

Practice Management

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December 11, 2018
Tools to Help Realize Your Year-End Charitable Giving Goals

By Jada Diedrich

As we enter the holiday season, we often feel compelled to evaluate, and frequently to increase, our charitable giving. This time of year, specifically, seems geared toward reminding us that givi... Read more

Financial Planning

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December 7, 2018
Who’s on Your Expert Team?

By Vince Crivello

Like many people in the U.S., I’m part of the sandwich generation, which the Pew Research Center defines as adults aged 40-59 sandwiched between parents who are older than 65 and their minor chil... Read more

Practice Management

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November 29, 2018
Why Combining Factor Premiums Makes Sense

By Sheldon P. McFarland

In a recent blog post we showed that the value, small cap, and profitability factor premiums can turn negative for extended periods of time. In that discussion we focused on individual factor pre... Read more

Investing

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