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More Evidence on the Persistent Underperformance of Active Funds

Larry Swedroe looks at new data on active funds’ persistent underperformance. Larry Swedroe, Director of Research, The BAM Alliance Each year, Dimensional Fund Advisors (DFA) analyzes the returns from a large sample of U.S.-based mutual funds. And each year, the results are basically the same, with the evidence showing a large majority of fund managers…

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Four Financial Challenges Your Loved Ones in the Military May Be Facing

Joe Delaney tackles some unique financial challenges that military members may face. Joe Delaney, Wealth Advisor, Lifeguard Wealth, LLC Independence Day is an opportunity to recognize the sacrifices previous generations have made to defend our country’s freedom, and consider the challenges today’s service people face. Below are four financial struggles that could afflict your loved…

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Measuring Active’s Underperformance Against Investable Benchmarks

Larry Swedroe on research using ETFs to create investable benchmarks. Larry Swedroe, Director of Research, The BAM Alliance The underperformance of actively managed mutual funds compared to passive investments is well-documented in the literature—as is evidence on the lack of persistence of outperformance beyond just the randomly expected. For example, in their study “Luck versus…

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Smart Mom, Rich Mom: A MoneyZen Chat with Author Kimberly Palmer

Smart mom, rich mom. Manisha Thakor and Kimberly Palmer talk ways to boost long-term financial well-being. Manisha Thakor, Director of Wealth Strategies for Women, The BAM Alliance Manisha Thakor and “Smart Mom, Rich Mom” author Kimberly Palmer discuss the choices women are making as they balance the reality of rising expenses with the natural desire…

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Are Equal-Weighted Indexes Smart Beta? Do They Add Alpha?

Does equal-weighting an index add alpha? Larry Swedroe, Director of Research, The BAM Alliance I was recently asked my opinion on equal-weighted indexes relative to capitalization-weighted indexes. Specifically, I was asked whether they add alpha. As it’s a frequently asked question, and because there are lots of assets invested in equal-weighted funds, I thought I…

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What’s Your Money Quotient? A Chat with MQ’s Amy Mullen

There’s power in knowing your why and then planning accordingly. Manisha Thakor and Money Quotient’s Amy Mullen talk financial life planning on the MoneyZen Podcast. Manisha Thakor, Director of Wealth Strategies for Women, The BAM Alliance There’s power in knowing your why and planning accordingly (financially or otherwise). Manisha Thakor and Money Quotient’s Amy Mullen…