INDEXES

Models vs. Reality, Indexes vs. Investing Part I: What’s in an Index?

In recent posts (part I and part II), we covered some of the ways people try to determine how their investments have been doing, and how mismatched measures can generate misguided views. Determining your portfolio’s Time-Weighted Rate of Return (TWR) is one way to reach a relatively a
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best financial websites

Sheri’s Best Of “101” Investing Insights

As we mentioned in a recent post, Taking a Twitter Tonic,  it’s important to be selective about the financial news you choose to peruse. That said, there are islands of sensible advice out there as well. We try to share as many of them as we can in our own blog and social media posts.
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Has Market Mania Got You Down? Take a Twitter Tonic

Didn’t we have enough of this last year? If there’s a silver lining to another winter’s worth of wild weather, it’s that it might be taking our minds off the market’s current squalls. That’s good, because studies have shown that our brains react to scary financial news as if our very
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Vanguard Report: Active Fund Managers Strike Out (Again)

Vanguard Report: Active Fund Managers Strike Out (Again)

In a recent two-part series of posts, “Investment Hindsight is 20/20,” we covered Dimensional Fund Advisors research that explored the hard evidence on how squishy past performance has been as a predictor of future success for individual mutual funds. Dimensional demonstrated how that
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Investment Hindsight is 20/20: But Where Does That Get You? PART 2

Investment Hindsight is 20/20: But Where Does That Get You? PART 2

Part 2: The Strong Survive, the Cheap Thrive “The gutters of Wall Street are strewn with the bodies of people who looked good for five years.” — Martin Whitman As covered in our last blog post, “Investment Hindsight Is 20/20, Part 1,” we provided evidence from a recent Dimensional Fun
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Investment Hindsight is 20/20: But Where Does That Get You?

Investment Hindsight is 20/20: But Where Does That Get You?

PART 1: Past Performance Is (Still) No Guarantee “For time will teach thee soon the truth. There are no birds in last year’s nest.” — Henry Wadsworth Longfellow Is there an investor alive who hasn’t heard or seen the ubiquitous disclaimer that past fund performance does not predict fu
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