Since their emergence in the 1970s, defined contribution (DC) plans in the United States have evolved. One notable change has…
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Traditional investment approaches assume investors have equal access to market information and make rational, emotionless decisions. Behavioral finance, championed by…
As a stock’s nominal share price falls, what happens to its risk profile? The answer to this question has important…
We’re witnessing a dramatic transformation of the US utility sector, driven largely by climate change and the swift advancement of…
Robert Shiller’s cyclically adjusted price-to-earnings ratio (CAPE) is approaching historically high levels. In fact, CAPE’s current value has been exceeded only…
Enrich Your Future: The Keys to Successful Investing. 2024. Larry E. Swedroe. Wiley. Before you reach the introduction to Enrich…
The last 12 months have been difficult for equity income investors. The top 20% of dividend-paying stocks in the S&P…
Artificial intelligence (AI) was the most raised issue in the past 12 months among asset manager respondents to the annual…
Editor’s Note: This is the second in a series of articles that challenge the conventional wisdom that stocks always outperform bonds…
Trailblazers, Heroes, and Crooks: Stories to Make You a Smarter Investor. 2024. Stephen R. Foerster, CFA. John Wiley & Sons.…