Market Resources

A Life Full of Experiences May Not Mean Less Financial Security

A couple of weeks ago, I wrote a column about the growing tribe of people who value experiences over security…

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The Three Biggest Investing Anomalies

There are many anomalies in investing. It wasn’t easy to isolate the three biggest ones, but here are my choices:

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New Angles on the Size Premium

Many investors and advisors who implement multifactor portfolios tend to focus on capturing the value premium over the size premium,…

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Video Library

Have you ever wondered what being a fiduciary advisor means? In this video
Tim Maurer, director of personal finance for the BAM ALLIANCE, demonstrates that
it all comes down to whose interests your advisor really has at heart.

Resources

The Million Dollar Question: "How Am I Doing?"

You may have seen the television ads that pose the big question: “What’s…

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What Do I Do With My Retirement Plan Accounts?

Overview: For those retiring soon, there are several options to consider when deciding how to handle assets saved in company-sponsored…

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It’s Important To Be Educated

Overview: The following are some key investing principles that investors should know.

 

The Importance of Education
It is…

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Wise Investing Blog

Watch Out For Potholes

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Analysts’ Disappearing Edge

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Actively Managed Mutual Funds and the Negative Alpha of Taxes

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A New Four-Factor Investing Model

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