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Blog

Fixed Income Quick Take: What Is a Bond Ladder?

Laddered bond portfolios can be customized to meet each investor’s unique needs. Plus, they help reduce the risk associated with investing in fixed income. Fixed Income Advisor Blerina Hysi on...

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Blog

Has the Size Premium Disappeared?

Financial research has uncovered many relationships between investment factors and security returns. As director of research for Buckingham Strategic Wealth and The BAM Alliance, one of the most-asked questions I...

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Blog

Recency Bias Can Derail You

For the 10-year period 2008 through 2017, a very wide dispersion in returns has existed in markets. As the following table shows, U.S. stocks far outperformed international stocks, and growth...

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The Differences Between the Equity and Fixed Income Markets

The bond market is less transparent in pricing and trades less frequently than equity markets. Blerina Hysi explains how a trusted advisor can help navigate these market inefficiencies and prevent...

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Yet More Investing Lessons from 2017

Every year, the markets offer lessons on the prudent investment strategy. So far, we’ve covered what they taught us last year in lessons one through three and four through seven. Today, we’ll finish...

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More Investing Lessons from 2017

Earlier this month, we began discussing what the markets taught us in 2017 about prudent investment strategies. We tackled lessons one through three then, so today we’ll resume with lessons four...

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Investing Lessons from 2017

Every year, the markets provide us with lessons on the prudent investment strategy. Many times, markets offer investors remedial courses, covering lessons it taught in previous years. That’s why one...

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Blog

More Money Is Lost Waiting for Corrections Than in Them

We have data for 91 calendar years (or 1,092 months) of U.S. investment returns over the period 1927 through 2016. The average monthly return to the S&P 500 has been...

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Testing the Fama-French Five-Factor Model

The history of asset pricing models is one of evolution. As anomalies are discovered, our knowledge advances and new models are developed. Building on the work of Harry Markowitz, the...

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Equifax Data Breach: What You Need to Know

The Equifax data breach is an unfortunate reminder of how valuable your data and personal information are, and an opportunity to revisit what you can do to protect yourself.

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The Rules of Prudent Investing

The following rules can help investors build and adhere to a well-designed investment plan. These guidelines may be instrumental in giving investors the best chance of achieving their financial goals.

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Yield vs Total Return

Many investors, including retirees, rely on their investment portfolio to fund their cash needs. This need can be approached in one of two ways.

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Indexing vs Evidence-Based Investing

Evidence-based investing involves buying and holding market components, whereas an active investor or fund manager tries to pick the next winning stock or time where the market is headed next.

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A Vote for Small Cap Stocks?

Average returns for US small company stocks historically have been higher than the average returns for US large company stocks. But those returns include long periods of both strong and weak relative performance.

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Advisor Byline: 2016 Market Review

In 2016, the US market reached new highs and stocks in a majority of developed and emerging market countries delivered positive returns. Many investors may not have expected global stocks and bonds to deliver positive returns in such a tumultuous year. 

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Prediction Season

Predictions about future price movements come in all shapes and sizes, but most of them tempt the investor into playing a game of outguessing the market.

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New Market Highs and Positive Expected Returns

There has been much discussion in the news recently about new nominal highs in stock indices like the Dow Jones Industrial Average and the Standard and Poor's 500. When markets hit new highs, is that an indication that it’s time for investors to cash out?

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A Look Back at 2016

Every year brings its share of surprises. But how many of us could have imagined that 2016 would see the Chicago Cubs win the World Series, Bob Dylan receive the Nobel Prize in Literature, Donald Trump elected president, and the Dow Jones Industrial Average close out the year a whisker away from 20,000?

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The Active-Passive Powerhouse

The fastest growing major mutual-fund company in the U.S. isn't strictly an active or passive investor. It is both.

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Presidential Elections and the Stock Market

Next month, Americans will head to the polls to elect the next president of the United States. While the outcome is unknown, one thing is for certain: There will be a steady stream of opinions from pundits and prognosticators about how the election will impact the stock market.

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Brexit — Our Perspective

Britain’s decision to exit the European Union has brought with it all the expected trappings of a significant news event.

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Quick Take on Fixed Income

Can it be appropriate to buy out-of-state bonds?

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Recent Market Volatility

Recent Market Volatility

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Crude Oil and Financial Markets

Crude Oil and Financial Markets

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2016: 10 Predictions to Count On

The New Year is a customary time to speculate. In a digital age, when past forecasts areavailable online, market and media professionals find it harder to hide their blushes when their financial predictions go awry.

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Weather vs. Climate

Investors can feel that they are not properly informed about the financial world unless they have checked daily, or even hourly, on how the Dow, FTSE, or Nikkei have moved in the intervening period.

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The Seven Roles of an Advisor

Advisors have unique insights into market direction that give their clients an advantage.

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MasterChef of Investing

From low quality ingredients to inadequate preparation and poor implementation, so many things can, and do, go wrong.

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Living with Volatility, Again

Just as many people were starting to think markets only ever move in one direction, the pendulum has swung the other way.