Choosing the Right College Savings Plan

The advantages of a college education are numerous: potentially higher income levels over a lifetime, learning about subjects that can help in finding a job or meeting people that may help you throughout your life. But the costs can be intimidating. The most important step is just starting to save something. Once you’ve crossed that […]

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Topics: Advice

Investing Lessons from a Poker Player

As expert poker player Annie Duke explains in her book, “Thinking in Bets,” one of the more common mistakes amateurs make is the tendency to equate the quality of a decision with the quality of its outcome. Poker players call this trait “resulting.” In my own book, “Investment Mistakes Even Smart Investors Make and How […]

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Topics: Advice, Investment Strategy

Integrating Investment, Tax and Legacy Strategies

The second half of life should be the time that you start to relax a little, when you can enjoy the realization of at least some of your dreams. But coordinating the financial complexities that multiply after age 55 can leave you feeling perplexed and anxious. How do you know what assets to use first? […]

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Topics: Advice, Investing, Investment Strategy

Don’t Exclude Emerging Markets

Thirty years ago, emerging markets made up only about 1% of world equity market capitalization and just 18% of global GDP. As such, the ability to invest in emerging markets was limited—the few funds available were high-cost, actively managed funds. Today the world looks very different. Emerging markets represent about 13% of global equity capitalization […]

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Topics: Advice, Investing, Investment Strategy, Market Insights

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 the benefits of a well-structured bond ladder. By clicking on any of the links above, you acknowledge that they are solely for your convenience, and […]

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Topics: Advice, Investing

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 receive is whether such relationships will continue after that research has been published. Said another way, if everyone knows about a factor premium, should we […]

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Topics: Advice, Market Insights

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 stocks outperformed value stocks. Given these results, it’s no surprise I have been getting lots of queries from investors about their international equity investments. Any […]

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Topics: Advice, Investor Behavior

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 you from suffering excessive mark-ups. Video Link – https://vimeo.com/258876997 By clicking on any of the links above, you acknowledge that they are solely for your […]

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Topics: Advice, Investing, Investment Strategy

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 off 2017’s list with lessons eight through 10. Lesson 8: Hedge funds are not investment vehicles, they are compensation schemes. This one has been appearing […]

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Topics: Advice, Investing, Investment Strategy