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

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

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

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

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

By Michael Kitces

It is a standard requirement in financial services that financial advisors must first determine an investor’s risk tolerance before making any investment recommendations for their portfolio. Yet... Read more

Practice Management

By Jonathan Scheid, CFA, AIF

U.S. stocks were one of the best performing markets in the third quarter. During the quarter, we saw two impressive milestones occur in U.S. stocks: First, Apple, Inc. became the first $1 trillio... Read more

Investing

By Jonathan Scheid, CFA, AIF

Loring Ward’s Asset Class Investing portfolios are strategically invested with a focus on long-term performance objectives. Portfolio allocations and investments are not adjusted in response to m... Read more

Investing

By J. William G. Chettle

This article is featured in the fall edition of our 360 Insights Quarterly Client Newsletter. While many of us understand that our emotions can compromise our long-term financial goals, it isn’t... Read more

Investing