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Investor demographics: how wealth, age and gender affect decisions

      By LARRY SWEDROE   To determine whether investor demographics provide information as to the holdings of their portfolios, Sebastien Betermier, Laurent Calvet, Samuli Knüpfer and Jens Kvaerner, authors of the February 2022 study What Do the Portfolios of Individual Investors Reveal About the Cross-Section of Equity Returns?, examined the stockholdings of 365,000...

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Could any other industry get away with this?

  It’s three years since I started researching the financial services industry, but every day I see and hear things that frankly astound me. It’s not just those who work in it who consider it a special case. So do journalists and politicians....

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Why financial planning is so important — Barry Ritholtz (Part 2)

  The world of wealth management is changing for the better. It used to be all about products and sales; increasingly it’s about education and proper financial planning. It used to be an industry; now it’s reverting to what it should have been...

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Active investors really need to hit the jackpot

  Let’s be honest, there can’t be many of us who haven’t thought about how we might spend a lottery jackpot win. As a journalist, I’ve asked several overnight-multi-millionaires over the years how their success would change their lives; I’ve probably wondered more...

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Whose money is it anyway?

  One of the most frustrating things I’ve encountered as an advocate for evidence-based investing is the lack of regard that many of those involved in the investment industry appear to have for academics. Money. There’s a vast (and growing) body of peer-reviewed...

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#SFTW: Why avoid active funds? It’s simple arithmetic

SOMETHING FOR THE WEEKEND AVOID ACTIVE Of all the charges levelled against those of us who advocate an evidence-based approach to investing, perhaps the most inapt is that we’re dogmatic. Zealots, fanatics, militants — those are some of the more polite terms I’ve...

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The basic arithmetic the fund industry won’t acknowledge

  Of all the charges levelled against those of us who advocate an evidence-based approach to investing, perhaps the most inapt is that we’re dogmatic. Zealots, fanatics, militants — those are some of the more polite terms I’ve seen used to describe us....

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