Client Vault

uncategorized

The Antidote To Stock Market Hysteria

Market forecasters capitalize on our desire to know the unknowable. Tim Maurer, Director of Personal Finance, The BAM Alliance Just for fun, Google the words “market pullback.” There are over 2.2 million results–most of them market predictions–and the first page of results is dominated by calls for an imminent market reversal that the simple desk…

Measuring Active’s Underperformance Against Investable Benchmarks

Larry Swedroe on research using ETFs to create investable benchmarks. Larry Swedroe, Director of Research, The BAM Alliance The underperformance of actively managed mutual funds compared to passive investments is well-documented in the literature—as is evidence on the lack of persistence of outperformance beyond just the randomly expected. For example, in their study “Luck versus…

Measuring Active’s Underperformance Against Investable Benchmarks

Larry Swedroe on research using ETFs to create investable benchmarks. Larry Swedroe, Director of Research, The BAM Alliance The underperformance of actively managed mutual funds compared to passive investments is well-documented in the literature—as is evidence on the lack of persistence of outperformance beyond just the randomly expected. For example, in their study “Luck versus…

What Fewer Stocks Means for Factor Premiums

Fewer stocks today may mean stock picking is dying, but will it doom factor premiums as well. Larry Swedroe, Director of Research, The BAM Alliance Jason Zweig, financial columnist for The Wall Street Journal, is one of the truly “good guys” in the world of financial media (by which I mean that he looks out…

An Integrated Investment Plan Is Key

A sound investment plan isn’t the only way to find financial security. Earlier this week, we looked at the importance of incorporating different types of risk—specifically, human capital risk—into an overall financial plan. Today I will focus on mortality and longevity risk, and using “tax alpha” strategies to improve the odds of achieving your financial goals….

How to Help Aging Parents With Their Finances

Helping aging parents with their finances. Stuart Vick Smith, ML&R Wealth Management  Role reversal: If you have aging parents, they may need help sorting out their finances. Stuart Vick Smith lays out some steps you can take to help them feel in control of their financial life. Find it on KVUE.com By clicking on any…

©2017 Lucia Wealth