Results for 'larry swedroe'
#SFTW: Good advisers can add 3% to your annual returns. Here’s how…
SOMETHING FOR THE WEEKEND Advisers All this week we’ve been featuring The Value of Advice, the latest pre-produced video series for advisers from Regs Media. Here’s the full set of videos in case you’ve missed any: New series for advisers — The Value of Advice Four ways an adviser adds value — 1. Asset Allocation […]
#SFTW: The weakened Fiduciary Rule is another win for the finance lobby
SOMETHING FOR THE WEEKEND Fiduciary Rule Was that it? Campaigners for positive change in the investment industry have been waiting for months for details of the new Fiduciary Rule in the United States. But when the announcement finally came this week it was, well, a little underwhelming to say the least. OK, the proposed reforms […]
#SFTW: Something for the Easter weekend
SOMETHING FOR THE WEEKEND Blogging is hard. Why do it? One of my fellow bloggers I most admire is Barry Ritholtz. When I visited Barry at his New York office a few months ago, I was astonished to hear him say that he usually starts researching his posts at 4.30 am. He then goes […]
These SPIVA reports have become altogether embarrassing
“The suit of clothes is altogether, but altogether The most remarkable suit of clothes that I have ever seen.” As a child I loved The Emperor’s New Clothes by Hans Christian Andersen, the tale of a vain ruler who hires two dishonest weavers to make him the finest outfit. The weavers convince him that they’ve […]
Investing lessons from the world of tennis
As a fan of British tennis I’m having to pinch myself at the moment. For all my life we’ve been a laughing stock; a Brit reaching the second round at Wimbledon has been a cause for national celebration. But now we’re the Davis Cup champions and, after more heroics from Andy Murray against Japan at […]
#SFTW: Fund providers are still flouting the rules on inducements
SOMETHING FOR THE WEEKEND Inducements. Imagine you’re a financial adviser. A fund management company invites you and your wife to watch your favourite comedian, rock band or sports team. Best seats in the house, followed by a slap-up dinner and drinks, with a gift thrown in for your other half. Be honest. The next time […]
#SFTW: Researching and monitoring active funds is very hard work
SOMETHING FOR THE WEEKEND Hard work. I’m not a fan of actively managed funds. I would never say never use them, but the evidence is overwhelming and categorical that, almost invariably, your net returns will be bigger if you don’t. The average active investor must expect to lose, relative to the average passive investor. I […]
#SFTW: The evidence-based investing revolution has barely begun
SOMETHING FOR THE WEEKEND Evidence-Based You’d expect me to say this, I know, but evidence-based investing has a BIG future. Why? Well, apart from the fact that it’s far superior to the alternative, it has until now, everywhere outside the United States, remained more or less a secret. True, the flow of assets from active […]
