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Financial Education & News

Market Review 2021: A Recovery Amid Challenges

Market Review 2021: A Recovery Amid Challenges

It was a year of uncertainty and anticipation, of hopes for a return to a degree of normalcy following the onset of the COVID-19 pandemic in 2020. And it was a year that showed, again, the ...

​Read More
A New Year Conversation

A New Year Conversation

Today, in a whole new year, let’s talk about parts versus wholes. The theme is hardly new, but it bears repeating, lest we forget how essential they both are—to each other, to us, and to our ...

​Read More
Myth-Busting with Momentum: How to Pursue the Premium

Myth-Busting with Momentum: How to Pursue the Premium

Nearly 30 years after its formal discovery,1 the appeal of stock price momentum2 remains in the eye of the beholder. Some see its outsize historical premium, 9.1% per year in the US,3 as validation for investing ...

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CAPE Fear: Should Investors Be Concerned With Market Valuations?

Investors often look for signals indicating whether it’s a good time to get into or out of the market. Market valuation measures, such as the cyclically adjusted price-to-earnings (CAPE) ratio1 of Campbell and Shiller (1998), are frequently ...

​Read More
When It Comes to SMAs, How Do You Measure the Impact of Personalization?

When It Comes to SMAs, How Do You Measure the Impact of Personalization?

KEY TAKEAWAYS Separately managed accounts (SMAs) allow investors to customize their portfolios to meet unique goals and preferences. As portfolios become more personalized, they are likely to deviate more from the starting strategy. A forecast of ...

​Read More
Reading Fed Tea Leaves? Watch Market Prices Instead

Reading Fed Tea Leaves? Watch Market Prices Instead

Fed watching is once again one of the markets’ favorite pastimes. Fed officials continue to signal that they would favor tapering of bond purchases in 2021, in line with recent announcements from the European Central Bank. ...

​Read More
The Ever Changing World Goes On

The Ever Changing World Goes On

Sixty years after imagining the project, and after both had passed away, why did the famed artist couple Christo and Jeanne-Claude wrap L’Arc de Triomphe in Paris in silvery-blue fabric and red rope (which became an ...

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Will Inflation Hurt Stock Returns? Not Necessarily.

Will Inflation Hurt Stock Returns? Not Necessarily.

Investors may wonder whether stock returns will suffer if inflation keeps rising. Here’s some good news: Inflation isn’t necessarily bad news for stocks. A look at equity performance in the past three decades does not show ...

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Tuning Out the Noise

  For investors, it can be easy to feel overwhelmed by the relentless stream of news about markets. Being bombarded with data and headlines presented as affecting your financial well-being can evoke strong emotional responses from ...

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Investment Advice

Market Review 2021: A Recovery Amid Challenges

Market Review 2021: A Recovery Amid Challenges

It was a year of uncertainty and anticipation, of hopes for a return to a degree of normalcy following the onset of the COVID-19 pandemic in 2020. And it was a year that showed, again, the ...

​Read More
A New Year Conversation

A New Year Conversation

Today, in a whole new year, let’s talk about parts versus wholes. The theme is hardly new, but it bears repeating, lest we forget how essential they both are—to each other, to us, and to our ...

​Read More
Evidence-Based Investing in Brief

Evidence-Based Investing in Brief

How do you invest your money over the long term? If you’ve read much of our work, you’ve probably noticed we embrace evidence-based investing. But what does that mean? What Is Evidence-Based Investing? Evidence-based investors build ...

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Why a Stock Peak Isn’t a Cliff

Why a Stock Peak Isn’t a Cliff

Many investors may think a market high is a signal stocks are overvalued or have reached a ceiling. However, they may be surprised to find that the average returns one, three, and five years after a new ...

​Read More
Myth-Busting with Momentum: How to Pursue the Premium

Myth-Busting with Momentum: How to Pursue the Premium

Nearly 30 years after its formal discovery,1 the appeal of stock price momentum2 remains in the eye of the beholder. Some see its outsize historical premium, 9.1% per year in the US,3 as validation for investing ...

​Read More

CAPE Fear: Should Investors Be Concerned With Market Valuations?

Investors often look for signals indicating whether it’s a good time to get into or out of the market. Market valuation measures, such as the cyclically adjusted price-to-earnings (CAPE) ratio1 of Campbell and Shiller (1998), are frequently ...

​Read More
When It Comes to SMAs, How Do You Measure the Impact of Personalization?

When It Comes to SMAs, How Do You Measure the Impact of Personalization?

KEY TAKEAWAYS Separately managed accounts (SMAs) allow investors to customize their portfolios to meet unique goals and preferences. As portfolios become more personalized, they are likely to deviate more from the starting strategy. A forecast of ...

​Read More
Reading Fed Tea Leaves? Watch Market Prices Instead

Reading Fed Tea Leaves? Watch Market Prices Instead

Fed watching is once again one of the markets’ favorite pastimes. Fed officials continue to signal that they would favor tapering of bond purchases in 2021, in line with recent announcements from the European Central Bank. ...

​Read More
The Ever Changing World Goes On

The Ever Changing World Goes On

Sixty years after imagining the project, and after both had passed away, why did the famed artist couple Christo and Jeanne-Claude wrap L’Arc de Triomphe in Paris in silvery-blue fabric and red rope (which became an ...

​Read More

Retirement Advice

Market Review 2021: A Recovery Amid Challenges

Market Review 2021: A Recovery Amid Challenges

It was a year of uncertainty and anticipation, of hopes for a return to a degree of normalcy following the onset of the COVID-19 pandemic in 2020. And it was a year that showed, again, the ...

​Read More
A New Year Conversation

A New Year Conversation

Today, in a whole new year, let’s talk about parts versus wholes. The theme is hardly new, but it bears repeating, lest we forget how essential they both are—to each other, to us, and to our ...

​Read More
Reading Fed Tea Leaves? Watch Market Prices Instead

Reading Fed Tea Leaves? Watch Market Prices Instead

Fed watching is once again one of the markets’ favorite pastimes. Fed officials continue to signal that they would favor tapering of bond purchases in 2021, in line with recent announcements from the European Central Bank. ...

​Read More

Swing in Small Value Stocks Shows Benefits of Staying the Course

Value stocks, or those with low relative prices, have outperformed higher-priced growth stocks in the US over the long term. Similarly, the stocks of smaller companies have fared better than the stocks of bigger ones in ...

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Is Inflation Haunting Your Financial Dreams?

Is Inflation Haunting Your Financial Dreams? (Part 2)

Part 2: What We Can Do About It In our last piece, we covered the recent uptick in inflation, and what to make of it in historical context. For investors, it’s important to take a step ...

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Is Inflation Haunting Your Financial Dreams?

Is Inflation Haunting Your Financial Dreams? (Part 1)

Part 1: What We Know Has the specter of inflation got you spooked? Recent headlines are filled with sightings. In this two-part series, let’s take a closer look at what to make of all the commentary, ...

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Divorce & Women's Wealth

Financial Anxiety

10 Steps to Easing Financial Anxiety During Major Life Changes

Life happens and, sometimes, it can be incredibly worrisome from a financial standpoint. You’ve struggled through a divorce. Perhaps you’ve faced a life-threatening illness. And, you look at your bank account and wonder. What is going ...

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Divorce and Social Security Benefits

Even if your ex-spouse has not applied for benefits, you may qualify to collect spousal Social Security payments based on his or her earnings record. When looking at divorce and Social Security remember, the end of ...

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