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Articles

(238)
2,379,320 views

Featured Article

Vanguard vs. Dimensional: Through A Statistical Lens
1

Vanguard vs. Dimensional: Through A Statistical Lens

26,882
by Murray Coleman Wednesday, April 23, 2025
A common question is why IFA' prefers funds from Dimensional Fund Advisors. The answer is fairly straightforward.
  …Read More

Article Library

Are active fund managers worth their fees? See the hard facts on the underperformance of active management from the latest SPIVA report.
2

Active Fund Managers vs. Indexes: Analyzing SPIVA Scorecards

71,476
by Murray Coleman — Tuesday, April 15, 2025
The latest research in S&P's long-running study takes a fresh look at how active managers stack up.  … Read More
The job of a free-market is to set prices so investors are rewarded for the risk they take.
3

The Hebner Model: A Framework for How Markets Work

10,109
by Mark Hebner and Murray Coleman — Monday, April 07, 2025
The job of a free-market is to set prices so investors are rewarded for the risk they take.  … Read More
Learn why markets reacted negatively to Trump's tariff announcement and discover strategies to stay disciplined during times of uncertainty.
4

Is the Tariff Tantrum Your Personal Wake-up Call

1,333
by Robin Powell — Friday, April 04, 2025
Learn why markets reacted negatively to Trump's tariff announcement and discover strategies to stay disciplined during times of uncertainty.  … Read More
Learn how hidden costs and fees from Wall Street intermediaries can erode your investment returns over time and how to avoid them.
5

It's Companies That Produce Returns, Not The Financial Industry

439
by Robin Powell — Wednesday, March 26, 2025
Learn how hidden costs and fees from Wall Street intermediaries can erode your investment returns over time and how to avoid them.  … Read More
Robinhood fined $26M over misleading posts by influencers. Learn how paid finfluencers can mislead investors and what to watch out for.
6

Robinhood Case Highlights Risks Posed by Finfluencers

351
by Robin Powell — Monday, March 24, 2025
Robinhood fined $26M over misleading posts by influencers. Learn how paid finfluencers can mislead investors and what to watch out for.  … Read More
Learn how the Magnificent 7 stocks influenced the S&P 500 and why global all-cap diversification can help mitigate concentrated risks.
7

Mag 7 Gravity

327
by Wes Crill & Kevin Green — Friday, March 21, 2025
Learn how the Magnificent 7 stocks influenced the S&P 500 and why global all-cap diversification can help mitigate concentrated risks.  … Read More
This hypothetical study compares Dollar Cost Averaging (DCA) vs. Lump Sum Investing from 2005 thru 2024 for a total time period of 20 years.
8

Dollar Cost Averaging vs. Lump Sum Investing: Which is Better?

5,627
by Jesse Fulton — Sunday, March 16, 2025
This hypothetical study compares Dollar Cost Averaging (DCA) vs. Lump Sum Investing from 2005 thru 2024 for a total time period of 20 years.  … Read More
The small-cap active mutual funds manager, which is now part of Franklin Templeton, is studied.
9

Royce Funds (Franklin Templeton): A Deeper Look at Performance

5,007
by Murray Coleman — Sunday, March 16, 2025
The small-cap active mutual funds manager, which is now part of Franklin Templeton, is studied.  … Read More
Discover the revolution in finance led by academics like Eugene Fama, as told in the compelling documentary "Tune Out the Noise."
10

A Must-see Film About Investing for the Intellectually Curious

118
by Robin Powell — Friday, March 14, 2025
Discover the revolution in finance led by academics like Eugene Fama, as told in the compelling documentary "Tune Out the Noise."  … Read More
Find out how knowing your risk tolerance and maintaining discipline can make investing through turbulent markets less stressful and more rewarding.
11

Investing Can Be a Roller Coaster: Three Tips for Riding Out the Ups and Downs

1,658
by Dimensional Fund Advisors — Thursday, March 13, 2025
Find out how knowing your risk tolerance and maintaining discipline can make investing through turbulent markets less stressful and more rewarding.  … Read More
Using regression analysis, we analyze Dimensional Fund Advisors systematic investing approach and the five underlying themes in their investment strategies.
12

Dimensional Fund Advisors: A Deeper Look At The Performance

84,623
by Murray Coleman — Monday, March 10, 2025
Using regression analysis, we analyze Dimensional Fund Advisors systematic investing approach and the five underlying themes in their investment strategies.  … Read More
Learn why evidence-based investing, rooted in academic breakthroughs, is key to long-term success over guesswork or opinions.
13

Choose Evidence Over Opinions

165
by Robin Powell — Tuesday, March 04, 2025
Learn why evidence-based investing, rooted in academic breakthroughs, is key to long-term success over guesswork or opinions.  … Read More
This study compares the long-term performance of Invesco's family of actively managed funds.�
14

Invesco: A Deeper Look At the Performance

38,032
by Murray Coleman — Sunday, March 02, 2025
This study compares the long-term performance of Invesco's family of actively managed funds.  … Read More
Discover why active fund managers resist the rise of passive investing despite evidence favoring index funds for better returns.
15

New Book Reveals How Active Managers Resist Pressure to Reform

295
by Robin Powell — Friday, February 28, 2025
Discover why active fund managers resist the rise of passive investing despite evidence favoring index funds for better returns.  … Read More

Page 1 of 16 (Results 1-15 of 238)

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