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Introducing our new portfolio review service for professionals
The vast majority of pensions funds, charities, endowments and other institutional portfolios have underperformed the market for decades. The way to stop the rot is to have an independent portfolio review, reduce fees and complexity, and increase diversification. From today, that’s precisely what TEBI is offering. As anyone who’s read The...
This is how random global returns are
We’re often reading in the financial pages how a particular country or region of the world is due for growth and worth gaining exposure to. We also read about countries which, for whatever reason, investors should steer clear of. The truth is,...
Tilting your portfolio: Be careful how you frame the problem
It’s a real privilege to be able to welcome to our writing team here at The Evidence-Based Investor, the renowned investment writer LARRY SWEDROE. As well as writing weekly pieces for us, he’ll also be taking part in a regular podcast with...
Has your adviser succumbed to groupthink?
It’s time for Part 2 of our serialisation of STANDUP to the Financial Services Industry: Protecting Yourself from Well-Intentioned But Oblivious Advisors. In Part 1, author JOHN DE GOEY explained how a worryingly high proportion of financial advisers have misguided beliefs...
Time the market: Why do it?
The asset management industry is dominated by firms with poor, expensive products that nevertheless have large marketing budgets, and use those budget to make the most noise. And then there’s a firm like Dimensional Fund Advisors which, on the whole, has some...
How to protect yourself against bad advice
Almost all of us, at some point in our lives, need good financial advice. But although they’re generally well intentioned, most advisers around the world are sill giving bad advice, which can actually cause damage to the clients they purport to serve....
Points to consider when investing a lump sum
By RICK FERRI You’ve just received a lump sum of cash. Perhaps it was from a rollover retirement account, the sale of assets, or an inheritance. Now what do you do? Your first thought may be to spend it. That’s always...
