Pension plan sponsors engage investment consultants even though the evidence clearly shows their recommendations fail to add value. Why? Larry Swedroe examines research that concludes there’s an agency problem (that is, a conflict of interest) at work. Read more
The decisions we make surrounding family wealth and lifestyle planning can oftentimes be uncomfortable. Wealth advisor Jeff Johnson breaks down where and how you might want to start your family’s next important conversation about money. Read more
Becoming more engaged with your finances can be a dauting task — the decisions you make are important and the amount of information can be overwhelming. In this video, however, Katie Keary shares five ways you can become more involved with your money. The best news is you can start at your own pace, and you don’t have to go it alone. Read more
In his follow-up look at why it’s often so hard to be a disciplined investor, Larry Swedroe explains the correct way to think about the value factor’s lengthy underperformance, as well as its prospects going forward. Read more
Larry Swedroe unpacks a CFA Institute Research Foundation brief on risk profiling and tolerance that looks at four investor personalities, and the potentially problematic behavioral tendencies likely to come with each. Read more
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