Three reasons not to wait to talk to your kids about money
By PATRICK CAIRNS Talking about money is hard. For some people it is more taboo than talking…
Can cryptocurrency ever become ESG-friendly?
Two of the most dominant trends in global finance appear to be on a collision course. Driving one…
Investment lessons the markets taught in 2021 (Part 2)
This week, LARRY SWEDROE IS looking at ten investment lessons the financial markets have taught us over the…
Why active managers struggled yet again in 2021
We’re still waiting for the SPIVA data on how active funds fared in 2021. But, once again, performance…
How to avoid investment fraud and scams
Robin writes: I’m delighted to welcome a new regular contributor to the team here at TEBI. JONATHAN HOLLOW…
Luck, skill and Cathie Wood
This time last year it seemed that Cathie Wood could do no wrong. 12 months on, America’s most…
Past Champion
Investment lessons the markets taught in 2021 (Part 1)
By LARRY SWEDROE Every year the markets provide us with lessons on the prudent investment strategy. With…
Pondering the imponderables in 2022
The start of a new calendar year tends to draw out the forecasters. People are naturally curious to…
Two reasons why investors stick with persistent losers
By ROBIN POWELL Anyone familiar with the SPIVA analysis provided, and regularly updated, by S&P Dow…
Should you avoid fund providers’ model portfolios?
By LARRY SWEDROE Many asset management firms play a dual role by simultaneously sponsoring funds and providing…
Spending decisions that end up costing a million dollars
One of the challenges investors face is to put enough money away to ensure they don’t run out…
Nudges are still the best way to tackle investors’ inertia
Human beings are inherently bad at making sacrifices today for the long-term welfare of themselves and their offspring.…
Have zero commissions reduced overall trading costs?
By LARRY SWEDROE In October 2019, five major U.S. brokerage firms — Charles Schwab, TD Ameritrade, E*TRADE,…
Is today’s market conducive to successful active management?
A meaningless phrase we hear at the start of every year is “this is a stockpicker’s market”, or…
What impact have new accounting standards had on quant funds?
By LARRY SWEDROE Quantitative funds (funds that use systematic, rules-based strategies) are a large and growing player…
Carbon beta: what it is and why it’s useful
By LARRY SWEDROE At the beginning of 2021, asset owners and investors representing over $100 trillion had…
Is there a sin stock premium?
By LARRY SWEDROE According to the 2020 Report on U.S. Sustainable and Impact Investing Trends, environmental, social…
The chart that shows traditional active management is dead
By ROBIN POWELL If any further proof were needed that paying a traditional active manager to buy…
A one-page financial plan? Yup, that really is enough
It might have been Albert Einstein who said that if you can’t explain something to a six-year-old, you…
How good are we at predicting our longevity?
By LARRY SWEDROE When developing a financial plan, one of the most important assumptions is life expectancy.…
50 laws of investing
By ROBIN POWELL Investing isn’t easy, but it certainly isn’t, or at least shouldn’t be, complicated either.…
How do environmental news stories affect stocks?
By LARRY SWEDROE Investors are expressing their concerns about climate change by dramatically increasing investments in companies…
Market efficiency is nothing new
There is a perception that underperforming fund managers are a recent development, and that only in the last…
Reasons for optimism post COP26
So, good COP or bad COP? Reactions to the 2021 UN Climate Change Conference have certainly been mixed.…
Greenwashing is being used to attract inflows, study confirms
ESG is one of the fastest growing investment trends in history. Bloomberg Intelligence estimates that by 2025, more…
The economic gender gap is due to close in 2288
It’s the single biggest gap in wealth management. And it involves half the world’s population. 50 years since…
New evidence on recency bias in trading and sports betting
By LARRY SWEDROE The basic hypothesis of behavioural finance is that behavioural biases lead to markets making…
How will a strengthening dollar affect emerging markets?
The US dollar has been strengthening, and expectations are that it will strengthen further. The Federal Reserve is…
Do men and women invest differently?
By PATRICK CAIRNS When it comes to investing, we are all at risk of making decisions that…
Hedge fund alpha is negative and declining
By LARRY SWEDROE The history of the hedge fund industry is an interesting one. 25 years ago,…