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What keeps me going

  By ROBIN POWELL   When my Regis Media colleagues and I started producing content for financial advice firms, one of our first clients was Chas Boinske, President of Independence Advisors in Pennsylvania. As well as working together, we’ve become good friends over the years, and I’m full of admiration for the work that...

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Could reading literature make you better with money?

  By JACON SCHROEDER   To make better choices and build wealth, have you tried investing time with the works of Shakespeare? Our relationship with money is forged by experience. Why wouldn’t we then want the broadest experience possible to help us make...

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How does investor sentiment affect stock and fund returns?

  By LARRY SWEDROE   Investor sentiment refers to the general mood investors exhibit toward a particular market or asset. Sentiment can be an important determinant of investment performance because investors who exhibit relatively high sentiment tend to be overconfident and engage in...

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David Booth: five timeless investment lessons I’ve learned

    It’s 40 years ago this week that Dimensional Fund Advisors was founded. Here are five timeless investment lessons that one of its founders, DAVID BOOTH, has learned in that time.   Early in my career, I was lucky enough to work...

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WFH or office — which way will financial services go?

  Is the working from home part of the new normal for the financial services industry, or a temporary aberration? We’re about to find out. Zoom and Team video calls, balancing child-minding with client meetings and squeezing in the reading of research reports...

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Woodford investors’ misery mounts as writedowns continue

  By ROBIN POWELL   The Neil Woodford scandal has been a huge learning experience for investors. And one of the more painful lessons learned is that when things go wrong in the asset management industry, it can take a very long time...

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